Our Tool
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How It Works
Special Needs Map estimates the amount necessary to fund a child's future special needs trust. Our tool guides users through key questions about care needs, housing, government benefits, and lifestyle preferences. Using this data, it generates an estimate of the funds required to secure long-term stability. Built-in calculators and presets ensure accuracy, saving time and effort for families and advisors alike.
Estimating the amount necessary to fund a child's future special needs trust upon the passing of the parent(s) 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.
Our tool is designed with built-in functionality to simplify the calculation as much as possible, taking the guesswork out of planning. 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.
Whatever your role is, Special Needs Map empowers you to plan confidently and effectively.
Why Choose Special Needs Map?
Created by seasoned financial experts, our tool addresses the unique challenges of special needs planning:
- Comprehensive: Considers housing, care costs, and government benefits.
- Time-Saving: Provides accurate projections in minutes.
- Accessible: No advanced knowledge is required to use.
- Customizable: Tailored inputs for unique family situations.
Whether you're a financial advisor, an estate planning attorney, or a life insurance professional, Special Needs Map empowers you to plan confidently and effectively.
A Game-Changer for Professionals
Special Needs Map was designed with advisors in mind. From financial planners to attorneys, it equips professionals with the tools needed to serve a growing client segment. By offering accurate and reliable projections, you can deepen client trust and grow your practice.
This tool is for professional use only, please contact your financial advisor or estate planning attorney for use.