Services: Planning & Application Support for Attorneys


Working Together to Help Families

In addition to working directly with families, Eldercare Resource Planning works with Attorneys to provide Medicaid application support. Our Certified Medicaid Planners™ are experts in the application process and have invaluable experience in working with families and Medicaid offices nationwide. While you maintain the relationship with the client and provide the legal services, we can do all of the back office work to help them acquire the Medicaid coverage they need.

Having our Medicaid Planners manage the logistics of the application process will minimize the time it takes to apply, be approved and start receiving benefits. This will ease the client’s stress, allowing you to focus on more complicated, higher-return engagements.



Support Services Provided to Attorneys

We offer a comprehensive and flexible Medicaid planning package tailored to each of our attorney partners and their clients. We can provide all of the following services, or attorneys can choose the services that best meet their needs at the time.

  • Client Medicaid Education – Helping families to understand their Medicaid long-term care options, such as nursing homes vs. HCBS Waivers, and educating them on the application timeline and their responsibilities during that process.
  • Document and Information Collection – Managing the family to gather all the necessary financial and medical information required for the application. Organizing that information to enable strategic planning decisions.
  • Asset and Income Qualification Strategies – Recommending and implementing long-term and short-term planning techniques to help applicants meet the income and asset eligibility criteria.
  • Asset Protection Strategies – Strategic planning to help applicants preserve their homes and assets for family members and later generations.
  • Application Support and Submission – Error-free Medicaid application completion and submission.
  • Medicaid Office Relations – Communication with the Medicaid office following application submission to ask and answer questions, provide follow-up documentation and streamline the decision process.
  • Post Eligibility Reviews – Check the Medicaid decision letter and spousal allowance calculations for accuracy. Correct any discrepancies with the Medicaid office and, if necessary, appeal the decision through the Fair Hearing Process.

In addition to the above services, we also offer a Benefit Consultations service that may be of value to some attorneys. This is a 60-minute consult in which we discuss benefits, eligibility, and asset protection strategies with the attorney to save them research time, and to keep them up to date with the most recent changes to their state’s Medicaid long-term care program.



Fees & Pricing Model

Our fees vary depending on the state, marital status of the client, services provided and the overall complexity of the Medicaid application.