California Special Needs Trust Estate Plan

Protect the needs, lifestyle, and future well-being of your loved one

A special needs trust is created for the sole benefit of a disabled or mentally ill beneficiary.

There are many benefits of a special needs trust in estate planning:

  • Maintain SSI or Medicaid eligibility
  • Shelter from taxes
  • Protection from creditors
special needs trust


Special Needs Trust

Documents for 1 person


Why you need a special needs trust

Tax Deductible

Funds used to create a special needs trust are tax-deductible. To maximize the percentage your loved one receives, consider creating a trust.

Ongoing Support

The trustee named in the trust will have complete discretion over the trust property and will be in charge of spending money on your loved one’s behalf.

Protect Against Creditors

Creditors are not allowed to file a lawsuit against a special needs trust. Special needs trust funds are used for the beneficiary.

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What makes our service unique?


Our simple online interview process can help you save thousands compared to hiring an expensive attorney to prepare your estate plan.

Expert Verification

Our estate plan service includes a custom review of your documents, making sure you didn’t overlook something.

Legal & Reliable

We use the same estate planning software that many California attorneys use, so you can be confident in your documents.


We provide exceptionally high quality legal document preparation services unsurpassed by any other company online, and we take pride in our long-term reputation.

How it works

Step 1

1. Complete our simple questionnaire

It’s convenient and risk free!

Step 2

2. Review and confirm services

Review your information and tell us how quickly you need your documents.

Step 3

3. Sign and purchase

Securely sign online and we’ll complete your documents.

Relax knowing your loved ones are protected

Our experts verify all special needs trust information during your personal interview

Common questions about special needs trusts

  • Pick a trustee you can trust to administer the special needs trust for your loved one.
  • Some trustees have the power to end the trust once it is no longer needed.
  • You should appoint a trustee that knows and understands the beneficiary’s needs, a point often overlooked.
  • Family members often serve as the trustee.

Note: You may consider performing annual audits on the trustee to make sure they are following the trust terms.

Funds used to create a special needs trust are tax-deductible.

Creditors also may not file a lawsuit against a special needs trust for monies owed. Special needs trust funds are used for the beneficiary.

Trust assets may be used to buy a variety of goods and services for your loved one such as:

  • personal care attendants
  • out-of-pocket medical and dental expenses
  • physical rehabilitation
  • education
  • home furnishings
  • vacations
  • recreation
  • vehicles
  • and other incidentals
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