Legal Trust Creation, Management & Administration

Trust Document Writing

Imago Guardianship offers a comprehensive service for writing trust documents. Our experienced team understands the importance of establishing clear directives to protect your assets and loved ones. We work closely with each client to create personalized trust documents that align with their unique needs and preferences. Whether you require a revocable living trust, irrevocable trust, or special needs trust, we strive to ensure that your wishes are accurately documented and legally sound. Trust in our expertise to guide you through the process of safeguarding your estate for the future.

Special Needs Trust

When creating a special needs trust, it is crucial to consider the unique financial and care needs of individuals with disabilities. These trusts are specifically designed to provide for the long-term care and support of beneficiaries with special needs, without jeopardizing their eligibility for government benefits. Establishing a special needs trust involves careful planning and attention to detail to ensure that the beneficiary's quality of life is maintained. It is important to work closely with legal and financial professionals who have expertise in this area to navigate the complex rules and regulations governing these trusts. By setting up a special needs trust, families can help secure the financial future of their loved ones with disabilities and provide peace of mind for years to come.

Imago Guardianship provides comprehensive trust management and administration services to ensure the proper stewardship of assets and resources for beneficiaries. Our experienced team offers personalized solutions to meet the diverse needs of trusts, ranging from investment management to financial reporting. With a focus on transparency and integrity, we uphold the highest standards in trust administration to build and maintain trust among all parties involved. Through our diligent oversight and proactive approach, we strive to safeguard the interests of beneficiaries and preserve the legacy of our clients for future generations.