Legacy Enhancement Trust
Financial Services • 
Houston, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 7500 San Felipe, Suite 600, Houston, TX 77063, US |
| Phone number | +18175000359 |
| Website | |
| NAICS | 52 |
| SIC | 673 |
| Keywords | Special Needs Trusts, Pooled Special Needs Trusts, Financial Planners, Minor Trusts |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Key Contact at Legacy Enhancement Trust
Andrea Metcalf
Director Of Trust Services
Legacy Enhancement Trust Email Formats
Legacy Enhancement Trust uses 2 email formats. The most common is {first initial} (e.g., j@legacyenhancement.org), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@legacyenhancement.org | 50% |
{first name} | john@legacyenhancement.org | 50% |
About Legacy Enhancement Trust
Legacy Enhancement Trust is a national, non-profit corporation administering special needs trusts in all 50 states and Puerto Rico. Legacy’s mission is to enrich the overall quality of life for individuals who are disabled or have special needs. Its services include: Minor’s Trusts, Pooled Special Needs Trusts (PSNT), 1st & 3rd Party Special Needs Trusts (SNT), and Settlement Preservation Trusts. The team takes a four-step holistic approach to establishing and maintaining your trust: ANALYZE →RECOMMEND →IMPLEMENT →MONITOR ANALYZE Identify objectives, financial and medical needs and risk tolerances. RECOMMEND Outline customized options that best meet individual requirements. IMPLEMENT Initiate the plan MONITOR Track your progress from trust disbursements to asset allocation and account performance. The team at Legacy Enhancement will use this approach to establish the right kind of special needs trust that will protect current and future assets. Legacy will manage funds for supplement needs while preserving public entitlement and will assist individuals with other needs not covered by benefits or insurance. Legacy offers low cost, competitive fees to establish and maintain a trust. Those who need it most can rest assured that with the team at Legacy Enhancement, your legacy will be preserved. Contact Legacy Enhancement for a free consultation. Get to know us and how we can help you preserve your legacy.
Legacy Enhancement Trust revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Legacy Enhancement Trust has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Legacy Enhancement Trust has never raised funding before.
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