PRICING
A clear, simple breakdown of everything we offer, with transparent fees, no surprises, and options designed for families at every stage of planning.
- Guided template to document routines, preferences, and daily needs
- Easy to update anytime
- Always free. No upgrades required
This is our most comprehensive and most recommended planning process.
- Will and Trust created together in one seamless process
- Protects SSI/Medicaid and other benefits
- Clear, plain-English documents
- Our most complete and recommended option
- Funds from the beneficiary’s own assets structured correctly
- Preserves SSI/Medicaid and other public benefits
- Compliant with federal and state Medicaid payback rules
- Authorizes someone to communicate with schools
- Supports special education and transition-age decisions
- Ideal for teens and young adults
- Lets a trusted person help with financial and legal decisions
- Legally valid and state-specific
- Simple guided process
- State-specific healthcare decision-making form
- Plain-English, legally recognized
- Covers medical wishes and preferred decision-makers
- Yearly review of all SNTO documents
- Updates based on changes in benefits, family, or finance
- Annual 15-minute check
- Priority alerts for legal changes
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- Expert review of your documents and answers
- Benefit-protection check and personalized notes
- 15-minute consultation included
- Flags concerns and gives clear recommendations
Cancellation And Refund Terms
One-Time Document Purchases
Because documents are generated instantly and customized for each family, they are non-refundable once created.
If anything is unclear or you need support, we encourage you to reach out we’re always here to help.
Professional Assurance Review Add-On
Full refund available if the review has not begun and no consultation has been scheduled.Once our review team begins work, the fee becomes non-refundable.
Annual Review Subscription
- May be canceled any time
- Service stays active until the end of the paid year
- No pro-rated refunds for partial years
- If a renewal processes but the new review has not started, the renewal fee can be refunded
- After the review begins, the yearly fee becomes non-refundable
How to Cancel
You may cancel at any time through your account dashboard or by contacting us:
support@specialneedstrustsonline.com
Billing Support
If you have billing questions, please contact us within 30 days. We work hard to resolve all situations with fairness, clarity, and respect.