Annual Review Subscription
A yearly review of all your SpecialNeedsTrustsOnline documents plus a consultation to help you adjust for any changes in your family, finances, benefits, or personal circumstances.
Why An Annual Review Matters
Families grow, responsibilities shift, benefits rules evolve, and caregiving roles change over time. Your Will, Special Needs Trust, Power of Attorney, Healthcare Directive, and Letter of Intent should reflect where your family is today, not where you were when you first created them.
Our Annual Review Subscription ensures your documents stay accurate, legally sound, and aligned with your loved one’s needs year after year. It helps families stay on top of:
- new goals or living arrangements
- changes in disability status or daily support needs
- siblings moving into adulthood
- new caregivers or support people
- changes in income or financial resources
- updates in SSI, Medicaid, housing or other benefits
- changes in family structure (marriage, divorce, new children)
What The Annual Review Includes
A full review of every document you created with us
Your Trust, Will, Powers of Attorney, Healthcare Directives, and Letter of Intent are checked against your current circumstances.
A review of any updates in your family or personal life
Tell us what changed and we make sure your documents still work as intended.
Early access to legal or best-practice updates
If your state laws change or planning standards evolve, we let you know.
Benefit-protection check
We confirm your SSI, Medicaid, or other supports remain safe under your updated situation.
Practical recommendations
Clear, plain-English guidance on what, if anything, should be adjusted.
A 15-minute phone or Zoom consultation
Once a year, you’ll speak directly with our legal team to review findings, ask questions, and get clarity on next steps
How The Annual Review Process Works
1. We Send a Friendly Reminder
When it’s time to review your planning, you’ll get a simple notification from us.
2. You Share What’s Changed
Answer a short set of questions about your family, finances, benefits, or caregiving situation.
3. Our Legal Team Reviews Your Documents
We compare your current plan with your updated circumstances to make sure everything still fits.
4. You Receive a 15-Minute Consultation
By phone or Zoom, we walk you through our findings, offer recommendations, and outline clear next steps.
If updates are needed, you’ll know exactly how to move forward.
Why Families Choose An Annual Review Subscription
- Keeps your planning current and accurate
- Protects SSI, Medicaid, and other benefits
- Ensures your Will and Special Needs Trust stay aligned
- Reduces the risk of costly or stressful mistakes
- Provides yearly expert oversight and support
- Predictable, affordable annual cost
- Peace of mind knowing your documents are never outdated
- A simple yearly check-in creates long-lasting stability.
Why Choose Special Needs Trusts Online?
Led by a national disability-law expert
Your review is overseen by attorney Tom Sannicandro.
Built around real family dynamics
We understand complex families, changing needs, and long-term caregiving.
Shaped by lived experience
Our guidance comes from real life with loved ones who have disabilities.
Clear, plain-English explanations
No legal jargon, just clarity and confidence.
Affordable and mission-driven
This service supports Disability Resources for Families, Inc., our nonprofit parent organization.
One yearly check-in gives you the reassurance that your Will, Trust, and legal planning always reflect your family’s most up-to-date situation. It’s the easiest way to keep everything accurate, benefit-safe, and ready for whatever comes next.
Special NeedsTrusts Online is the only online special needs trust platform created by a national disability-law expert and parent, operated by a nonprofit, and designed to guide families in plain English from start to finish without high fees, confusing legal jargon, or risky template forms.