Course curriculum

  • 1

    Welcome

  • 2

    Module 2 - Value of Benefits

    • Worksheet 1&2

    • Value of Benefits
  • 3

    Module 3 - What is holding you back?

    • Worksheet 3

    • Module_3B
  • 4

    Module 4 - Beneficiary Designations

    • Worksheet 4

    • Beneficiary Designations
  • 5

    Module 5 - Trustee Options

    • Worksheet 5

    • Trustee Options
  • 6

    Module 6 - The Guardian

    • Worksheet 6

    • The Guardian
  • 7

    Module 7 - Power of Attorney and Personal Representative

    • Worksheet 7

    • Power of Attorney and Personal Representative
  • 8

    Module 8 - Choosing an Attorney

    • Worksheet 8

    • Choosing an Attorney
  • 9

    The Final Chapter

    • The Final Chapter

Trouble moving forward?

Have you heard about a special-needs trust and just haven't gotten it done? Then this workshop is for you. Learn about the primary decisions you have to make, use the attached worksheets and be prepared so you can get your trust in place soon to protect benefits, reduce stress and prepare for your future.