The founders utilized almost three decades of combined experience in the realm of special needs planning in knowing what questions to ask and what assumptions to make about costs and potential government benefits. The tool is updated periodically to reflect the changing numerical data based on data sources and field experience.

No, our tool is designed with built-in functionality to simplify the calculation as much as possible. The software automatically estimates government benefits, provides costs of preset housing models to choose from based on the individual's capability, indexes costs by state, and walks you through questions to add extra funding for lifestyle maintenance.

Determining the amount necessary to fund a child's future special needs trust is a tedious and time-consuming calculation and is rarely even attempted by planning professionals. This tool provides a “ballpark” estimate within a matter of minutes.