Legacy Enhancement Trust
Financial Services, 7500 San Felipe, Houston, Texas, 77063, United States, 1-10 Employees
Phone Number: +18*********
Who is LEGACY ENHANCEMENT TRUST
Legacy Enhancement Trust is a national, non-profit corporation administering special needs trusts in all 50 states and Puerto Rico. Legacys mission is to enrich the overall quality of lif...
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Headquarters: 7500 San Felipe, Houston, Texas, 77063, United States
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Date Founded: 2015
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Employees: 1-10
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Revenue: $1 Million to $5 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6733
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Frequently Asked Questions Regarding Legacy Enhancement Trust
Answer: Legacy Enhancement Trust's headquarters are located at 7500 San Felipe, Houston, Texas, 77063, United States
Answer: Legacy Enhancement Trust's phone number is +18*********
Answer: Legacy Enhancement Trust's official website is https://legacyenhancement.org
Answer: Legacy Enhancement Trust's revenue is $1 Million to $5 Million
Answer: Legacy Enhancement Trust's SIC: 6733
Answer: Legacy Enhancement Trust has 1-10 employees
Answer: Legacy Enhancement Trust is in Financial Services
Answer: Legacy Enhancement Trust contact info: Phone number: +18********* Website: https://legacyenhancement.org
Answer: Legacy Enhancement Trust is a national, non-profit corporation administering special needs trusts in all 50 states and Puerto Rico. Legacys mission is to enrich the overall quality of life for individuals who are disabled or have special needs. Its services include: Minors Trusts, Pooled Special Needs Trusts (PSNT), 1st & 3rd Party Special Needs Trusts (SNT), and Settlement Preservation Trusts. The team takes a four-step holistic approach to establishing and maintaining your trust: ANALYZE RECOMMEND IMPLEMENT MONITOR ANALYZE Identify objectives, financial and medical needs and risk tolerances. RECOMMEND Outline customized options that best meet individual requirements. IMPLEMENT Initiate the plan MONITOR Track your progress from trust disbursements to asset allocation and account performance. The team at Legacy Enhancement will use this approach to establish the right kind of special needs trust that will protect current and future assets. Legacy will manage funds for supplement needs while preserving public entitlement and will assist individuals with other needs not covered by benefits or insurance. Legacy offers low cost, competitive fees to establish and maintain a trust. Those who need it most can rest assured that with the team at Legacy Enhancement, your legacy will be preserved. Contact Legacy Enhancement for a free consultation. Get to know us and how we can help you preserve your legacy.
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