The founders utilized almost three decades of combined experience in the realm of special needs planning in knowing what questions to ask and what assumptions to make about costs and potential government benefits. The tool is updated periodically to reflect the changing numerical data based on data sources and field experience.

No, our tool is designed with built-in functionality to simplify the calculation as much as possible. The software automatically estimates government benefits, provides costs of preset housing models to choose from based on the individual's capability, indexes costs by state, and walks you through questions to add extra funding for lifestyle maintenance.

Special needs planning is a growing field, with opportunities for professionals who have the right tools and experience. This calculator could be a valuable tool to help you confidently gain new business and service your existing clients.

We created this tool to make special needs planning accessible to all financial professionals and attorneys who want to be able to give sound advice in special needs planning situations. It is for professionals who often deal with special needs planning situations, or for those who might only come across a situation infrequently but want to be able to confidently provide guidance when they do.

Determining the amount necessary to fund a child's future special needs trust is a tedious and time-consuming calculation and is rarely even attempted by planning professionals. This tool provides a “ballpark” estimate within a matter of minutes.