First Party Special Needs Trust

Securing the Future, Empowering the Present - Get Your First Party SNT Today

Get Your First Person Trust Today!

First Party Trust 12-25

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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

Ask a Question Book an Appointment

Use this trust if you have a disability and you have money in your own name that you want protected by a trust. This trust will allow you to retain your Supplemental Security Income (SSI) Benefits and still have access to the assets. If you want a trust for a child with a disability, who you will give assets to under a will, click this Link. Any questions, set up an appointment by clicking Link.

Your Name (this is the name of the person with a disability for whom the trust is being created)(Required)

First Middle Last

Your Date of Birth(Required)

***To establish a first-person special needs trust, you must be under the age of 65 at the time the trust is created. This requirement is in accordance with federal regulations to ensure proper compliance and protection of assets for individuals with disabilities.***

Your Address(Required)

Street Address City State ZIP Code

Your Email(Required)

Phone

Name of Person you want to be Trustee (Person who will handle on your money in the trust, this cannot be the person with the disability)(Required)

First Middle Last

Address of the Trustee(Required)

Street Address Address Line 2 City State ZIP Code

Add a Certificate of Trust

Yes, please provide a Certificate of Trust for Recording

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.

Certificate of Trust

Price:

Add Professional Review + 15-Minute Phone Call or Online Meeting– $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.

Review

Price:

First Party Trust

Price:

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Terms and Conditions(Required)

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

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First Party Special Needs Trust

Get Your First Person Trust Today!

First Party Trust 12-25

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