A Word about Providing for Beneficiaries with Special Needs

Although we can prepare the most common type of Special Needs Trust, or SNT, for you as part of our legal document preparation service, much if not most of the difficult and critical issues in this complex type of planning lie outside the realm of simply drafting documents.

We have personally been deeply affected by the challenges of providing support to family members afflicted with serious mental illness. As a consequence, we have spent quite a lot of time researching resources and techniques available to help improve the quality of life for seriously disabled people. We offer to share what we have learned and experienced with others in similar situations.

This is our way of “giving back”, so feel free to contact us for more information and perhaps chat, at no charge or obligation.

Jim Wilroy, L.D.A.

This is a photo of Jim Wilroy

Get In Touch

Affordable Estate Documents
448 Ignacio Blvd. #145
Novato, CA 94949

tel: 415-883-9594
email: jlwLDA@comcast.net





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