Supplemental Needs Planning

Protecting our rights to public benefits

People who experience disability can face tough choices about how to handle gifts, inheritances, and damage awards while getting the help they need from public benefits programs. Wise Cat Legal has the expertise to help.

Planning for long-term care

Many will experience a need for long-term care due to age or illness at some point in their lives, and many of them will need public assistance to pay for it. Making sure people can qualify while protecting the family wealth can be tricky. Don't go it alone.

1
Help us learn about your family, property, and goals.

You can provide this information through our secure online form or by completing a paper questionnaire.

2
Receive and review your preliminary documents.

We'll prepare draft documents for your review and input. Depending on your needs, this could include a will or trust, as well as other documents needed to help ensure your family is protected.

3
Put your plan into effect.

Once your documents are finalized, Wise Cat works to make signing your documents quick and easy. We will also advise you on how to maintain your plan going forward.