Special Needs Planning Resource Center
Who will know your child the way you do?
You know which foods they'll eat, what makes them anxious, how they communicate when something hurts, which routines make them feel safe, and what makes them laugh. A Special Needs Trust can protect your child's financial future—but it can't pass all of that knowledge to the person who comes after you.
Planning for a loved one with special needs involves much more than preparing legal documents. Families also need a plan for the everyday details that help their child feel safe, understood, supported, and loved. Our Special Needs Planning Resources are designed to help families organize important information about guardianship, medical care, public benefits, daily routines, future housing, financial support, and the people who will step in when parents can no longer provide care.
These practical tools are meant to help preserve not only your child’s financial security, but also your knowledge, your wishes, and your hopes for the future. Because the goal is not simply to leave money behind—it is to leave a thoughtful plan for a meaningful life.
My Child at a Glance
No one knows your child quite the way you do. My Child at a Glance is a simple, practical guide designed to capture the important details a future guardian or caregiver may need—from medical information and communication needs to daily routines, favorite things, sources of anxiety, and what brings comfort and joy. It helps preserve the everyday knowledge that lives in your head and heart, so the people who may someday care for your child can better understand, support, and celebrate the person you know so well.