Hidden Resource Library Prospective Clients Active Clients On click stop, all the resources you need are included in the drop-down list below! Choose Resource 3-4-3 Packet (PDF) Signing Video Special Needs Trust Complete Guide Spend Down How to Send Notice (PDF) Trust Set up Flow Guide – JQ Trust Set up Flow Guide - Probate Court Trust Set up Flow Guide - Civil Superior / WC Case Trust Set up Flow Guide - Civil or Superior Case that Lacks Capacity DHCS Memo Policy ABLE Program MSA Policy Basics of Government Benefits QR Update ABLE Account QR Medicaid QR Case Scenarios QR SMT QR Decision Matrix QR Pooled SNT QR Allowable Distributions Disclosure Handout Spend Down Notice Refusal of a SNT FPL Chart Generic Medicaid Notice Evaluation Tool CA Declaration for SMT 2023 Declaration for SNT 2020 View Choose Resource Welcome Packet (PDF) Welcome Video from ED Able Account Automation Rent Automation PMV (PDF) Rent Verification (PDF) Prepaid Burial Form Rent Automation (PDF) How to Send Notice (PDF) Purchase of Primary Residence (PDF) Purchase of a Vehicle Form (PDF) Change of Beneficiary Advocate & Successor Advocate Form (PDF) Change of Remainder Beneficiary TL Card Agreements (SSI & Medicaid) TL Card Agreements (SSI & PMV) TEAM Risk Flyer Hearing Prep View
