Legacy Enhancement Trust Employee Directory

Financial ServicesTexas, United States2-10 Employees

Legacy Enhancement Trust is a national nonprofit organization based in Houston, Texas, that administers a range of special needs trusts across all 50 states and Puerto Rico. Its services include Minor’s Trusts, Pooled Special Needs Trusts, 1st and 3rd Party Special Needs Trusts, and Settlement Preservation Trusts, with a four-step process—Analyze, Recommend, Implement, Monitor—designed to align trust structures with clients’ objectives, financial and medical needs, and risk tolerances. The organization aims to protect current and future assets while enabling supplementary support beyond public entitlements, and to assist individuals with needs not covered by benefits or insurance. Legacy Enhancement Trust positions itself within the financial services sector as a provider of specialized fiduciary solutions for individuals with disabilities or special needs, offering low-cost, ongoing management of trusts. The firm operates from Houston and serves a national client base through its nonprofit model, emphasizing tailored trust design, asset preservation, and ongoing oversight of disbursements and investments.

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