Liscio PRO vs TrustSteward

Exchange information conveniently and securely with the Liscio mobile app. The Liscio mobile app offers the following benefits: - Secure messaging: Send and receive sensitive business and personal information securely - Sign documents: Easily sign document requests - To do list: See any outstanding items - Secure file exchange: Send and receive files directly from the app - Document scanner: Upload documents to your firm directly from the onboard image scanner - Fast file retrieval: Access tax returns, financials, and more, right from your device

6 million more Americans become ABLE-eligible on January 1, 2026, when the rule broadens onset eligibility from age 26 to age 46. TrustSteward is the records organizer for U.S. disability families managing Special Needs Trusts, ABLE accounts, SSI / Medicaid asset limit evidence, and Letter of Intent succession planning. When the SSA asks for asset limit evidence on a Continuing Disability Review. When Medicaid begins a 5-year lookback. When a 25-year SNT needs fiduciary accounting for the court. When parents prepare a Letter of Intent for the successor trustee. When the 2026 ABLE expansion adds 6 million newly eligible but plan administrators have not updated. When a $100,000 SSI asset limit triggers a suspension question - TrustSteward is your records. Multi-spine architecture: Profile + Trust + ABLEAccount + LetterOfIntent as four independent cornerstones. A single Profile can hold a 1st-party d4(a) trust, a 3rd-party trust, a pooled d4(c) trust, an ABLE account, and multiple LOI versions - all parallel. Asset Limit Evidence Builder. Twelve transaction categories tagged for SSI and Medicaid impact, ready for a CDR or 5-year lookback. ABLE 2026 Eligibility Evidence. Disability onset date and age auto-checked against pre-2026 and post-2026 thresholds. SNT Trust Administration Records. Five trust types, ten distribution categories, qualified vs questionable status, multi-decade timelines, successor trustee handoff. Letter of Intent Builder. Ten-section template: personality and preferences, daily routines, medical history and providers, educational history, behavioral management, financial management overview, religious and spiritual practices, important relationships, end-of-life preferences, and successor trustee guidance. Five-Module Reference Mapper. SSI/SSDI rules + Medicaid lookback by state + ABLE rules + SNT types + an eight-organization patient advocacy locator (SNA, ASNP, NDRN, The ARC, ABLE NRC, State P&A, DREDF, Center for Public Representation). Eight PDF Reports. Trust Administration Overview. Asset Limit Evidence Pack. ABLE Contribution Documentation. SNT Distribution Summary. Benefit Encounter Log. ABLE 2026 Eligibility. Letter of Intent. Comprehensive Trust Archive. Strict UPL boundary. No trust structure suggestions, no attorney recommendations (only referral to SNA / ASNP), no tax calculations, no SSI/Medicaid approval predictions, no lookback strategy advice. Consult a licensed special needs attorney for all legal, tax, and benefit decisions. TrustSteward is designed exclusively for iPhone. iPad and Mac are not supported. Data Notice: TrustSteward stores all data locally on your iPhone. No built-in export, import, or backup. Your data is included in iOS Backups (iCloud Backup or Finder) when enabled. Generate PDF Reports as you create them. If you delete the app without an iOS Backup available, your data will be permanently lost. Day one - every user, no payment. A first SNT/ABLE Profile. Ten asset transactions. Ten benefit encounters. Five SNT distributions. Five ABLE contributions. Read-only Letter of Intent. Basic Reference Mapper. TrustSteward Pro - $39.99 a year, with a 7-day free trial. Unlimited records across every Profile, Trust, ABLE account, and Letter of Intent. All eight PDF reports. Full Letter of Intent editing. The full 5-module Reference Mapper. Multi-Year Trends. Lifetime - $199 once. For trusts that outlast iPhones. Your child's lifetime. Your grandchildren's. One Lifetime purchase covers every fiduciary accounting and every successor trustee handoff for as long as the trust exists. Not affiliated with the SSA, IRS, CMS, Medicaid, ABLE NRC, SNA, ASNP, The ARC, NDRN, DREDF, Center for Public Representation, or any agency or network named. Each holds its own trademark. Privacy Policy: https://app-legal-pages.vercel.app/truststeward/privacy Terms of Service: https://app-legal-pages.vercel.app/truststeward/terms