Our 3 Step Process

Our 3-Step Approach to Special Needs Planning

Navigating special needs planning alone can feel overwhelming.

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

We are your village of support.

Eli’s Village provides you with comprehensive and holistic special needs planning to families. Using a 3-step process that encompasses legal, asset, and family protection planning. After identifying your individual and family goals, we will work with you to build your Exceptional Lifelong Individualized (ELI) Plan. Our approach of coordinating the legal, asset, and family plans provides efficiency and positive outcomes for the entire family.

Our 3 Step Process

Asset Protection Plan

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

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.

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.

Exceptional Resources

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Podcasts

Videos

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