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Setting Up a Trust

Meet the Team          Our Trustee          Trust Basics          Setting Up a Trust          Using the Money in Your Trust          Documents & Forms          Appointments & Payments

Special Needs Trust

Let’s set up your Trust

Let’s start taking care of tomorrow, together. Ready to start your futures planning? Take the first step toward creating a Special Needs Trust for a loved one with a disability. Just ask us how it all works. Our team is happy to guide you through the enrollment process.

Our Special Needs Trust beneficiaries receive more than protection of government benefits. A beneficiary gets the advantages that come from being a member of a large trust, including the knowledge of disability issues and high-quality management services of a reputable nonprofit organization.

Let’s talk about the future.

 

photo of a mom and her adult son, sitting at a table in their kitchen. The son is leaning sideways, with his head on mom's shoulder, the mom has her left arm around her son's shoulder.

Steps in the process:

    1. Research. We know you have questions.  That’s why we’ve created the free information resources on our website, and videos on our YouTube channel.  We enccourage you to review these resources that provide helpful insights on what a trust can offer.
    2. Contact us to schedule a consultation.  This initial meeting is intended to discuss options that best meet your individual needs, and the services provided by The Arc of Northern Virginia’s Trust department.
    3. During your consultation, we’ll provide a Checklist of Documents you’ll need in order to establish a trust.  We encourage you to study this list, and if you chose to proceed, begin to gather the documents.
    4. When you’re ready to establish your trust, we’ll ask you to provide copies of the relevant documents identified in the checklist and a drafted Joinder Agreement to our Administrative Coordinator in preparation for your trust establishment meeting.
    5. At the same time, you’ll schedule a meeting for the actual establishment of your trust.
    6. Next, you will attend your trust establishment appointment. In this meeting, the Director of Trusts and/or the Assistant Director of Trusts will review your documents to ensure accuracy and, most importantly, answer any remaining questions you may have.
    7. After the appointment to establish your trust, you will need to have the Joinder Agreement notarized. A hard copy of the notarized document needs to be mailed back to our office in order to finalize the establishment.At this time, a check with the money to fund your trust can also be sent to The Arc of Northern Virginia, if that is your plan or desire.

  1. Once we receive the hard copy of the notarized page, we’ll conduct a final review to process the establishing of your trust account. Then we’ll prove you a Welcome Packet of materials.
  2. After your trust account is established, we’ll schedule follow-up meeting with our Client Coordinator to support you in understanding and navigating your new trust account.

 

 

Make an Appointment

We offer the following Zoom appointments; click on “Book Now” to choose a time that works for you.

 

Special Needs Trust Consultation
50 minutes
Free

We will talk about your goals and the unique needs of your loved one with a disability. Our aim is to set up a plan that represents your goals and financial situation, but it also embraces the life and interests of your loved one. Note: This meeting is offered only once to people seeking information on establishing a trust. You will pay a fee for future consultations.

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Trust Establishment
60 minutes
$1050

We will settle details and complete the documents you need to establish your new special needs trust. Note: When you schedule this meeting, you will be asked to pay the trust establishment fee of $1050. You will be prompted to pay online after you complete the scheduling form. Receipt of payment is required prior to appointment.

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Make a Payment

Payment for Trust fees can be made by check or credit card, which ever works for you.

 

Pay by credit card

The button below will take you to our online payment form. Simply select the appropriate amount and enter your credit card information.

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Pay by check

Please prepare a check with the appropriate amount. Make the check payable to Foundation of The Arc of Northern Virginia. Mail check to:

The Arc of Northern Virginia
3060 Williams Drive, Suite 300,
Fairfax VA 22031

Attention: Assistant Dir of Trust” 

Self-advocate David Egan, wearing a suit coat and tie, speaks at a lecturn at The Arc of Northern Virginia benefit breakfast.

Your Support Makes Our Work Possible

As a 501(c)(3) nonprofit organization, The Arc of Northern Virginia relies on private support from individuals, corporations, organizations, and foundations to fund our efforts. Your generous donations help make it possible for us to provide programs, services, and advocacy so that people with IDD can live “A Life Like Yours.”

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