Services
Special Needs Family Services is the fulfillment of our dream to provide special needs families with a complete suite of professional services. You’ve spent time and money putting together a heart-felt special needs plan for your loved one. Let us collaborate with you to execute it.
Our team of experts is committed to supporting and enhancing the quality of life for our beneficiaries by providing the following services:
- Administrators experienced in navigating complex Special Needs Trust regulations
- A team approach to working with beneficiaries, their families, and their extended Circle of Care and professionals
- Connection to community resources
We are here to guide you and give you peace of mind that you and your loved ones are well cared for. Specials Needs Family Services, Inc. is headquartered in Massachusetts, but serves beneficiaries in various roles in multiple states. No matter where in the United States your beneficiary lives, contact us to see if we can help you!
Trust Administration with a Corporate Trustee
Why a professional trustee, especially one that only manages special needs trusts?
- You might not have a family member appropriate to be a trustee, or you want a trustee well-versed in the requirements of special needs beneficiaries.
- Having a corporate trustee means you won’t need to worry about your beneficiary outliving their trustee.
- We hire professional investment managers so we can focus our attention on the unique needs of each beneficiary while applying our deep knowledge of public benefits and trust law.
We are available to be engaged immediately or named as a successor trustee in your estate planning documents.
Case Management
We offer a full menu of services that can be tailored to each individual’s needs.
- Assistance with public benefits applications
- Creating a household budget and bill-paying schedule
- Accessing needed community services and supports
- Medical advocacy
Our fiduciary services are based on a fixed percentage of the assets under management. We offer fair fee schedules and no minimum balances to receive our professional services.
Our Team
Our team is here to guide you and your family, giving you peace of mind that your loved one is well cared for.
Along with years of combined professional experience, many on our staff also have a personal understanding as parents or caregivers. This first-hand experience gives us greater insight into what you and your loved one needs and how to best support you.
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From Our Clients
“Annette is the best. We recently had the opportunity to reconnect with Annette concerning our adult son’s special needs trust. As always, Annette was pleasant, easy to talk to, extremely knowledgeable, informative and professional and she is the best at what she does. Her heart is in helping all of her clients.”
– The Tocci Family