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Medicaid Planning

Expert Guides for Your Loved One’s Medicaid Journey

It is a rare occasion for someone to enjoy a straight and easy path to Medicaid long-term care benefits. Instead, it is often twisty, with obstacles along the way.

However, when you work with one of our Certified Medicaid Planners™, the journey can become straightforward after all. From gathering documentation to celebrating the approval of benefits, our experts are by your side at each step.

What Is a Certified Medicaid Planner™?

A Certified Medicaid Planner™ (CMP) has valuable expertise and training in the requirements for receiving Medicaid long-term care benefits. Our CMP employees help your loved ones manage their financial resources in preparation for this step.

Every CMP receives their credentials from the Certified Medicaid Planning Governing Board.  The Board requires that candidates complete an Advanced Degree (JD or Master’s Degree), Bachelor’s or Associate’s Degree and minimum of two years full-time Medicaid Planning experience, or a minimum of four years full-time Medicaid Planning experience. Candidates also must complete 20 hours of continuing education every three years to maintain this certification.

How Does Medicaid Resource Planning Work?

At Eldercare Resource Planning, we offer a comprehensive Medicaid planning package. Our service supports families in making informed choices about how and when they should help a loved one apply for Medicaid benefits.

Our friendly experts help you gain answers to questions such as:

  • Is my elderly relative eligible for long-term care Medicaid benefits?
  • Does my loved one have to spend down their assets?
  • Will my parents need to sell their home to qualify?
  • How do we complete the application?
  • When should we start this process?
  • How can we save money for the applicant’s spouse?

What is the Process?

Each client starts with a free consultation with one of our Benefits Advisors to determine eligibility for your loved one. If you decide to continue with the Medicaid planning service, our team goes straight to work for you.

We coordinate with you to gather all of the necessary financial documents that you must include with your relative’s Medicaid application. Next, we help you save as much as possible while spending down your resource. We assist you in submitting everything to your relative’s state Medicaid office. The ECR Planning team can help with applications in every state.

If the state has additional questions or requests for records, we are right here to help you. Our job doesn’t end until your family member’s benefits are in place. You will be able to enjoy peace of mind, knowing that your loved one has financial stability in place for their care.

Get in Touch

Ready for your free consultation?

Our team of Certified Medicaid Planners™ will help you navigate the difficult landscape of Medicaid for long-term care.