Write Your Will Now - Special Needs Trusts Online

You are not creating the final legal document yet.

You are simply answering guided questions. You will be able to review everything before finalizing.

✔Takes about 5–10 minutes
✔You can save and return
✔Secure and confidential
✔Attorney-designed by Tom Sannicandro, JD, PhD
✔Optional technical review of your completed documents available for an additional fee

Do you want to create both your Will(s) and Special Needs Trust?*

Recommended – Yes. Your Will should direct your money and property to the Special Needs Trust rather than leaving assets directly to your child with a disability. If you have other children, your estate will be divided equally among all of your children. If you only need the Trust to receive a large monetary gift for your child with a disability and plan to create your Will later, you may answer No.

Yes
No

Are you married?*

Yes
No

If you and your spouse have children who are not legally both of yours please contact us for more information and do not use this form.

What state do you live in?*

Your First Name (Person setting up the trust)*

Your Middle Name

Your Last Name*

Email*

Phone

Address*

City*

Zip Code*

Country

Do you want to leave everything to your spouse?

This will leaves everything to your spouse, and on the death of both you and your spouse to your children.

Yes
No

Check back with us later as we continue to make more forms available. This will leaves everything to your spouse and then to your children.

Click here if you have any questions.

First name of your spouse*

Middle name of your spouse

Last name of your spouse

Do you want to leave everything to your children?

Yes
No

Check back with us later as we continue to make more forms available. This will leaves everything to your children.

Click here if you have any questions.

First name of your child (or person with special needs that the trust is being created for) with special needs*

Middle name of your child (or person with special needs that the trust is being created for)with special needs

Last name of your child (or person with special needs that the trust is being created for)with special needs*

Many families take time to think about this.

You can always update trustees later.

You (and your spouse if married) will be the first Trustees. If you (and your spouse if married) is unable to act as Trustee under the Special Needs Trust, who would you want to be Trustee?

The Trustee is the person you want to be responsible for your Child's with Special Needs money. The most important thing is that you trust this person with your child's money and to make responsible decisions. To help you decide, click here.

Name of person you would like to be trustee

First Middle Last

City trustee lives in*

State trustee lives in*

Name of Who You Want to be Personal Representative

The person who works with the lawyer after your death to help settle your estate. Someone who you trust to carry out your wishes. Can be the same person as the Trustee under the Trust

First Middle Last

Address of the Personal Representative

City State

Name of Trustee under Will*

This is the person who would be responsible for handling the money for any person under the age of 25 who takes money under your will (children or grandchildren). They can be the same person named as trustee for the Special Needs Trust, and Personal Representative.

First Middle Last

Address of Trustee under the Will*

City State / Province / Region

Do you have any children under the age of 18?*

Yes
No

Name of Guardian for any children under the age of 18*

This person would be responsible for making personal decisions for any child of yours under the age of 18 at the time of your death if you do not have a living spouse.

First Middle Last

Address of Guardian*

City State / Province / Region

Include a Certificate of Trust $99

A certificate of trust allows a trustee to prove their authority to manage or transfer trust property, especially real estate, without revealing the full, private terms of the trust.

Yes, please provide a Certificate of Trust for Recording

Add Professional Review + 15-Minute Phone Call – $99

Have a trained staff reviewer check your completed documents and schedule a brief phone call to answer questions.

Yes, please have a trained staff reviewer check my completed documents.

Terms and Conditions*

I agree with the terms and conditions for DisabilityResourcesforFamilies.org a product of Disability Resources for Families, Inc.

Consent

I agree to the privacy policy.

Certificate of Trust*

Price:

Staff Review*

Price:

Trust (and Will)*

Price:

Order Total

$0.00

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