Special Needs Planning Workbook

ACT is pleased to provide you and your family with a workbook to aid you in the planning for your child with special needs. This workbook is simply an aid to assist you and your family organize your thoughts and the various materials, contacts, resources and network to assist your child in the future.

Use this workbook as a guidepost to help you organize the important information you will need to draft a letter of intent. Once you complete the workbook, seek legal counsel from an experienced special needs planning attorney to assist you with drafting the letter. The letter should be periodically updated. It should also be shared with appropriate people, such as your child’s designated guardian.

Workbook – ACT Special Needs Workbook

If you have questions, need  guidance or would like to speak to an ACT staff member about a specific issue, please send us an email through our contact form. ACT also is able to provide organizations and groups speakers on a variety of Trust and Trust related topics. Simply contact us and we are happy to make the appropriate arrangements. We look forward to hearing from you!