10 Steps to Prepare for the Financial Future of  your Dependent 

Prepare a Letter of Intent

Speak with a special needs’ financial professional and create a team of professionals to assist you

​Plan for future medical, educational and housing needs

Contact organizations for additional resource support

Apply for government benefits 

Prepare your Last Will and Testament 

Review beneficiary designations

Consider setting up a special needs trust  

Apply for guardianship and conservatorship, if applicable 

 Have a family meeting to discuss your dependent's future