Medicaid planning and application services for Attorneys and law firms
Attorneys... we will:
- Save You Time
- Expand Your Practice
- Increase Your Client Base and Revenue
Add an entire staff of experts without spending a single penny on staffing, offices, equipment or supplies
Pre Planning, Asset Protection, Crisis Planning and Application Services
Pre Planning and Asset Protection Services
We provide the following;
- complete review of all assets
- all calculations for asset protection
- comprehensive planning letter explaining all strategies available [15 pages]
- review of all strategies with client
- review of all assets to preserve and what needs to be retained for their current and future needs
- asset protection trusts
- assistance with asset transfers and changes
- and more...
Medicaid Crisis Planning and Applications
We will complete the entire application process for you
We all know how burdensome, time consuming and stressful the Medicaid application process can be, even for attorneys. Now you can capitalize on the elder clients in need of Medicaid planning without the stress and time of the coordinating the application process with your current staff.
Whether your practice currently offers Medicaid planning and Medicaid application processing or it's a service you'd like to add, you will increase your client base and your revenue without increasing your workload or your costs.
Outsourcing the Medicaid application process will allow you to;
You can provide this much needed service without incurring;
DON'T
Outsourcing the Medicaid application process will allow you to;
- increase your annual revenue up to $100,000 or more
- allow your current staff to work on other clients while we take care of the burdensome task of dealing with the Medicaid agencies
- make money from the client we're servicing while billing your staff to other clients in addition
- add an entire staff of experts without spending a single penny on staffing, offices, equipment or supplies.
You can provide this much needed service without incurring;
- Costs of the time your staff will spend on the phone dealing with caseworkers, gathering all of the required documents from life insurance companies, financial institutions, pension companies, social security, etc.;
- Costs of submitting the application [the application and all supporting documents averages 500 to 1,000 or more pages];
- Costs of your staff working with the caseworker for 2-4 months for each case until an approval is secured;
- and on and on...
DON'T
- Spend time learning the complicated and burdensome Medicaid process
- Burden your existing staff with this time consuming process
- Spend an additional $150,000 or more per year adding additional employees such as attorneys or paralegals
Outsource your Medicaid applications to us and we will;
1. Meet with your client to explain the process and review all of the documents that will be required.
2. Assist with obtaining all of the documents necessary [including but not limited to bank & financial statements, life insurance, income statements, etc.]
3. Review all documents for eligibility, complete an in depth financial resource assessment. If the client currently does not qualify we will explain all strategies available to obtain eligibility [including asset protection] [if you prefer, we can give all of this information to you for review and you can review with your client].
4. Provide thorough knowledge on the use of Medicaid Compliant Annuities and Irrevocable Burial Trusts or Pre-paid burial plans
5. Complete the application with all corresponding documents necessary
6. Meet with the caseworker [where necessary] and submit the application and all documentation needed
7. Correspond with the caseworker throughout the process until an approval is issued
8. We take care of all aspects of the Medicaid planning and application process. We have processed thousands of applications and know exactly how to obtain an approval.
9. Our flat fee covers ALL costs
Working with Medicaid Plus Can Increase Your Revenue 2 Ways;
1. You charge your clients your fee for providing this service [most attorneys charge $6,000 - $15,000 for Medicaid planning and application
services, depending on the services needed]. We charge you our FLAT fee and the balance is yours.
2. By gaining an additional client base of customers that will need legal services along with the Medicaid planning and application process such as;
- Power of Attorney documents
- Health Care Directives
- Estate Planning
- Re-writing deeds
- changing of beneficiaries
- dis-inheriting spouses
- Wills and Trusts
- Estate Administration
- And... any other service that your practice provides. You will gain access to not just the individual needing the Medicaid application or planning but their entire family.
Ready to Learn More?
Contact us today to learn more about increasing your revenue and client base!
Contact us today to learn more about increasing your revenue and client base!
Talk to us Email Us
855.471.6771 [email protected]
855.471.6771 [email protected]
