Finantrix
WealthSynth/Disability & Special Needs Pack
Tier 3

Disability & Special Needs Pack

187 households with disability income, special needs trusts, and government benefit coordination.

Overview

Disability and special needs financial planning requires specialized data that captures the intersection of disability income, government benefits, and specialized planning vehicles. This dataset provides 187 households with disability income from SSA, VA, and private disability policies, special needs trust structures, ABLE account scenarios, and Medicaid/SSI coordination planning.

What's Inside

187 households with disability income and special needs planning complexity
SSA disability income: SSDI and SSI with benefit calculation scenarios
VA disability compensation: rating levels (0–100%) with TDIU scenarios
Special needs trust structures: first-party, third-party, and pooled trusts
ABLE account scenarios with contribution limits and qualified disability expenses
Medicaid and SSI coordination: asset limits, income disregards, and spend-down strategies

Use Cases

Disability planning software testing
Special needs trust administration tool QA
ABLE account platform development
Government benefit coordination algorithm validation

Ideal Buyers

Special needs planning attorneysDisability advocacy organizationsGovernment benefits counselorsFinancial planning software vendors

Example firms: Special Needs Alliance, ABLE National Resource Center, Mercer Advisors, Genworth

Tags
DisabilitySpecial NeedsABLE AccountSSIMedicaid
$3,500
One-time license
187 synthetic households
Annual refresh: $1,000/yr
Tier 3 package
High deviation from base corpus
Included in Download
JSON
Executive Brief PDF
25 free sample households included
Talk to Sales

Enterprise licensing and custom corpus options available. Contact us for volume pricing.

High Deviation from Base Corpus

Requires significant custom modeling or external data layers. Delivery timeline discussed on order.

Finantrix Insights

Sign up for Finantrix Insights for periodic updates of new and notable.

Protected by reCAPTCHA. No spam. Unsubscribe anytime.

About WealthSynth

WealthSynth is Finantrix's catalog of synthetic household datasets — privacy-safe test data for wealth-management, compliance, and RegTech teams, built from a documented base corpus across 31 tiered packages.

Browse all WealthSynth packages →
Good to Know
Bundle B23 · rank #23 of 31
JSON format
25 free sample households before you buy
Includes an executive brief PDF
Related Reading

Other Tier 3 Packages

Life Transitions & Events Pack
310 households mid-transition with documented life event sequences and financial impact.
$3,000
International & Cross-Border Pack
58 households with cross-border financial complexity for international planning platform testing.
$4,000
Military & Veterans Pack
85 households covering active duty to veteran transition with VA benefits and TSP scenarios.
$3,500