Our 3 Step Process

Our 3-Step Approach to Special Needs Planning

Navigating special needs planning alone can be scary.

With Eli’s Village, you don’t have to.

We are your village of support.

Eli’s Village provides comprehensive and holistic special needs planning to families. We use a 3-step process that encompasses legal, asset, and family protection plans. After identifying individual and family goals, we build a strategy to achieve them in a timely manner. Our approach of coordinating the legal, asset, and family plans provides efficiency and positive outcomes for the entire family.

Our 3 Step Process

Legal Protection Plan

We work with you to develop a Legal Protection Plan that protects all family members. This may include a special needs trust, microboard, will, and other necessary legal documents. These are reviewed on a reoccurring basis to keep your family protected as life and laws change.

Asset Protection Plan

The Asset Protection Plan is a financial and estate planning strategy. This includes understanding available funding streams, identifying unpaid supports, and assessing risk. Our goal is to help you pass assets in a tax efficient manner while providing for and protecting your loved ones.

Family Protection Plan

The Family Protection Plan identifies and implements the supports needed for you family to survive and thrive.  Connecting with local resources, accessing public programs, advocacy are all parts of your plan.

 

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85 Million+

People reported having a disability in 2014.

17.6%

People reported having a severe disability in 2014.

7 Million +

Children reported having a severe disability in 2014.

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Take Your First Steps Toward a Life Imagined

Raising your special needs child comes with tremendous joy as well as unique challenges.

Let Eli’s Village help you focus on your family’s success. Schedule a consultation to realize the life imagined and start creating a lifetime of memories.

Join our Village