Resource Center

Download our sample special needs trust and see how Wealth Docx® makes drafting these types of trusts simple. Discover how a carefully crafted special needs trust can help your clients care for their loved ones, while not disqualifying them from receiving government benefits. For flexibility, Wealth Docx provides users with the ability to incorporate special/supplemental needs trust language in several document templates, including revocable living trusts, wills, and pour-over wills. Helpful on-screen text and links assist the user in understanding the various power of appointment options related to the special needs trust, as well as trust distribution options.