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SPECIAL NEEDS MAP

LLC
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ABOUT

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Special Needs Map LLC is a unique, powerful tool for financial advisors, estate
planning attorneys, life insurance agents, and other professionals. It helps
estimate how much money their clients may need to leave their child someday upon
passing. The tool was created to make special needs planning accessible to all
professionals who want to be able to give sound advice in special needs planning
situations.


It was created by Caleb Harty and Brendan Harty who have been doing special
needs planning for clients for over a decade. Caleb is a CERTIFIED FINANCIAL
PLANNER™ by trade. The connection is a personal one, Caleb's brother-in-law has
Down syndrome and their nephew has autism. They are frequent presenters to
special needs organizations and Caleb has been published in Forbes, Kiplinger,
Exceptional Parent and other national publications.

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FAQ

Why did we create this tool and whom can it help?

We created this tool to make special needs planning accessible to all financial
professionals and attorneys who want to be able to give sound advice in special
needs planning situations. It is for professionals who often deal with special
needs planning situations, or for those who might only come across a situation
infrequently but want to be able to confidently provide guidance when they do.

What's special about this tool?

Determining the amount necessary to fund a child's future special needs trust is
a tedious and time-consuming calculation and is rarely even attempted by
planning professionals. This tool provides a “ballpark” estimate within a matter
of minutes.

How can it help my business?

Special needs planning is a growing field, with opportunities for professionals
who have the right tools and experience. This calculator could be a valuable
tool to help you confidently gain new business and service your existing
clients.

Do I need advanced knowledge about special needs planning to use this tool?

No, our tool is designed with built-in functionality to simplify the calculation
as much as possible. The software automatically estimates government benefits,
provides costs of preset housing models to choose from based on the individual's
capability, indexes costs by state, and walks you through questions to add extra
funding for lifestyle maintenance.

How did the founders know how to create this tool?

The founders utilized a decade of experience in the realm of special needs
planning in knowing what questions to ask and what assumptions to make about
costs and potential government benefits. The tool is updated periodically to
reflect the changing numerical data based on data sources and field experience.

PRICING

QUARTERLY

$174 / QUARTER

Get StartedAutomatically billed quarterly to your credit card on file. Cancel
anytime via login.

Save 25%

ANNUALLY

3 months free compared to quarterly pricing!

$522 / YEAR

Get StartedAutomatically billed yearly to your credit card on file. Cancel
anytime via login.

If you don't love our tool after 7 days we'll issue a full refund.

Special Needs Map is authorized only for use by professional advisors (financial
advisors, estate planning attorneys, etc). If you are an individual or family
please inquire with your financial or estate planning professional.

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IN-DEPTH DEMONSTRATION VIDEO

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© 2024 Special Needs Map. All rights reserved.