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Like so many of our clients, Steve's path to us began with an inheritance. It was important to his mother that any assets she had be used to help Steve and Nora live a secure life. While Steve needed a trust to preserve these funds and his benefits, he also needed local support. Steve's brother, Thomas, was able to help with some of the big-picture planning: finding a lawyer, establishing a trust -- but Thomas' life was in Oregon, and Steve had a full life and a rich church community in Lompoc, California.
JLA stood out because of the wealth of information we had about the special needs trust process online and the ease of the intake process. "It was a lot more informative: it was easy to imagine the level of interaction that I could anticipate," said Thomas. And that has held true. Beyond our basic trustee duties, JLA's staff helped connect the Medinas to programs and resources they didn't know existed that could make Steve's life easier through a rocky couple of years. His beloved wife Nora, who had always done a lot of his life management -- paying the bills, coordinating healthcare -- had a stroke in 2024. They had to find a new way to make sure those things got done for both of them. Steve has dealt with a lot of grief and a lot of change. But with JLA and his brother's assistance, he was able to find a new home, start to find a collaborative relationship with his new service coordinator, and make sure the day-to-day issues were taken care of, giving him the stability he needed so he could begin rebuilding his life.
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