Plan for a lifetime of care, dignity, and belonging.
When someone you love has a disability, estate planning often carries additional questions: Who will help make decisions? Where will support come from? How should an inheritance be structured? What information will future caregivers need?
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Wildroot Estate Planning helps families bring those questions into one coordinated plan centered on the individual—not only their diagnosis or benefits.
Special Needs Planning
Special Needs Planning May Include:Â
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Special needs trust planning
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Inheritance and beneficiary planning
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Selection of trustees and other trusted supporters
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Coordination with existing public benefits and support systems
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Planning for housing, caregiving, education, employment, and quality of life
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A letter of intent or guidance for future caregivers
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Coordination with the parents’ or caregivers’ broader estate plans
Planning is not one-size-fits-all.
The appropriate strategy depends on the individual, the benefits and services involved, available resources, family dynamics, and long-term goals.
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Wildroot’s role is to help you see the full picture, understand your choices, and assemble the right planning team when additional professional guidance is needed.
