Free Transition Tools

Financial and Legal

We can easily become overwhelmed when it comes to the legal and financial aspects of our child’s lives. We wonder – do we know what we need to know? Do we even know what questions to ask?

A wide variety of laws and regulations impact our child’s legal rights and responsibilities. Our child’s rights in school (under special education law) differ from legal protections on the job and in daily community life. What’s more, legal protections shift once our child reaches the age of majority.

We want to proactively plan for our child’s financial well-being – but we’re not sure where to start.

I am neither an attorney nor a financial planner. My purpose is not to provide legal or financial advice.

The tools in this section identify important topics and sources of further information. Most of these sources are government and advocacy organizations.

Disclaimer: In rare cases, when I do link to a tool developed by a private, for-profit source – I do so because they provide useful free information without requiring you to do business with them. Links to tools provided by an organization do not imply in any way my recommendation for any other services they may offer. I receive no benefit – financial or otherwise – from any of the organizations or individuals mentioned in these posts.

These posts do not replace the advice of a qualified attorney or financial advisor you trust. They simply provide information and tools that will support you as you work with a qualified professional of your choice.

How this works

We’ll add new tools to this section regularly. Want to know about new additions? Sign up for our weekly transition news and resources (see blue arrow upper right).

When you click on a link below, you’ll go to a post that will explain the tool. The post will include a free download link.

Learn More about the ABLE Act - New!

Letters of Intent for Life-Long Special Needs Planning 

Tools for teaching financial literacy skills 

From IDEA to ADA – Legal protections change after HS 

IDEA Parent Guide

Important Financial and Legal Documents 

Special Needs Trusts - (updated) 

Age of Majority

Questions or suggestions?

Perhaps you’re wondering which tool to choose, or how to use a particular tool. Or maybe you’d like to suggest a tool for us to add here.

You can email me by clicking on the white envelope in the “Let’s Connect” section of the sidebar. Or you can use the comment section below so we can all join the conversation. I look forward to hearing from you!

Enjoy the journey!

This is an exciting time for your child. Sure, there will be bumps along the way. But there’s much joy, too! As you listen to and learn from one another, your relationship with your child will grow in new ways. Enjoy the journey!

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Photo credit: Toolstop at Flickr


{ 2 comments… read them below or add one }

Penny Perez April 1, 2013 at 3:33 pm

Hi Mary,

I found you via Linkedin in the Group, Advocates Network for Special Needs Education. I did send a request to connect to you.

I am the CEO and Founder of Williams Syndrome Changing Lives Foundation and I am looking for articles regarding special needs for our next Newsletter. I have looked over your website and think you offer excellent information.

Is this something perhaps you may be interested in?


Mary Mazzoni July 21, 2013 at 8:27 am

Penny – I’m glad the post on IDEA and ADA was helpful to your newsletter readers. Please let me know if you’re interested in posts on other topics. Thanks for the important work you do at the Williams Syndrome Changing Lives Foundation. All the best!


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