Legacy Enhancement Trust

Financial Services - Houston, TX, US

Legacy Enhancement Trust Employees
Andrea Metcalf

Director of Trust Services

Contact Andrea Metcalf

Jayme Doyle

Business Development Manager

Contact Jayme Doyle

Contact All Legacy Enhancement Trust Employees
Legacy Enhancement Trust Details

Legacy Enhancement Trust is a national, non-profit corporation administering special needs trusts in all 50 states and Puerto Rico. Legacy's mission is to enrich the overall quality of life for individuals who are disabled or have special needs. Its services include: Minor's 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. RECOMMENDOutline customized options that best meet individual requirements. IMPLEMENTInitiate the plan MONITORTrack 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.

Legacy Enhancement Trust logo, Legacy Enhancement Trust contact details
Employees: 5 - 9
HQ: N/A
Location: Houston, TX, US
Revenue: Not Available
N/A
Legacy Enhancement Trust Technologies
Retargeting

Facebook Custom Audiences

Email Providers

Outlook

Widgets

Google translate API

Tag Management

Google Tag Manager

Social Login

Facebook Login (Connect)

View All Technologies Used At Legacy Enhancement Trust

Contacting Legacy Enhancement Trust: Connect with Executives and Employees

Get in Touch with Legacy Enhancement Trust Executives and Employees

Connecting with Legacy Enhancement Trust's Executives and Workforce

Accessing Contact Information for Legacy Enhancement Trust Executives

Connecting with Legacy Enhancement Trust: Reach Out to Their Team

Discover How to Contact Legacy Enhancement Trust Executives and Staff

Looking to connect with Legacy Enhancement Trust executives or employees?

Seeking to Get in Touch with Legacy Enhancement Trust Executives or Staff?

Want to Reach Out to Legacy Enhancement Trust Executives or Team Members?

In Search of Contact Details for Legacy Enhancement Trust Professionals?

Connecting with Legacy Enhancement Trust: Contacting Executives and Staff

Browse companies
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z