Advocate Forms

Advocate graphics and documents can be downloaded right here. If you cannot find documents that you feel you need or want, please contact our Advocate Coordinator at adv@protectedtomorrows.com.

• Protected Tomorrows® Advertising Policy Use of Approved Ads (doc)
• Protected Tomorrows® Ad – Full Page (doc)
• Protected Tomorrows® Ad – Half Page (doc)
• Protected Tomorrows® Ad – Quarter Page (doc)

• Logo Usage Requirements
• 4 Color Logo (EPS version)
• 4 Color Logo (JPG version)

• Family Membership Flyer (pdf)
• Helping Special Needs Organizations Advocate for Their Families (doc)
• Protected Tomorrows® Fact Sheet (pdf)
• Special Needs Directory Easy as 1-2-3 Flyer (pdf)
• PT Today Newsletter Distribution List Template (xls

Advocate Training Tools & Tips

• Organization Contact (pdf)
• Organization Information Collection Form (pdf)
• State Benefits Funding (pdf)
• Common Dangers Faced by Families with Special Needs (pdf)

• Compliance Instructions for Advocates (pdf)
• Quality Assurance Request for Review (pdf)

• Prospect Cover Letter (doc)
• Prospect Meeting Agenda (pdf)

• Special Needs Clients:’Retirement’ for 3 – Martha White (pdf)
• Divorce and Special Needs Planning –  Theresa M Varnet (pdf)
• Check the Language in Your Special Needs Trust – Harry S. Margolis (pdf)
• Special Needs Trust Distribution – Cynthia L. Barrett, Esq. (pdf)
• Choosing the Ideal Trustee of Your Child’s Special Needs Trust – Stephen W. Dale (pdf)

• Protected Tomorrows Stages Process Flowchart (pdf)
• Protected Tomorrows Timeline (xlsx)
• Stage 1 Worksheets (pdf)

• Create the Future Map™ Worksheet: Notes for Parents (doc)
• Future Care Plan™ Calculation Worksheet (xls)
• Supplemental Expenses – Advocate Copy (doc)
• Supplemental Expenses – Family Copy (doc)

• Attorney Intake Form (pdf)
• Attorney Interview (pdf)
• Letter to Families (doc)
• Special Needs Trust Checklist (pdf)
• Trust Review Form (pdf)
• Using an ILIT in the World of Special Needs (pdf)
• What expenses may be paid from a special needs trust? (pdf)

• Residential Placement Questionnaire (pdf)

• Asset & Liability Worksheet (pdf)

• Progress Report (doc)