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Utah Medicaid Planning Services

  • Everything you need, 
    ​All in one place

    Comprehensive services to secure benefits, protect assets, and obtain lasting care.

    Call To See What We Offer

What We Can Do For You

Clients obtaining a free assessment
Free Assessment

We can provide a determination if long term care Medicaid benefits are a viable path now or in the future. This is a free meeting we have prior to our services being engaged.

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An image of a client receiving an in-depth income and asset assessment
Income & Asset Assessment

We create a clear tally of assets and income—both current and on the desired eligibility date—identifying what assets are countable, not countable, and how often income is received.

The team meeting with the client to discuss the client's different options
Medicaid Plan Development

We create a detailed plan that summarizes findings, weighs best options with pros and cons, and delivers a recommended strategy complete with cost-benefit analysis, timeline, target date, and clear next steps. 

A dollar bill, demonstrating the kind of assets we preserve for clients
Medicaid Plan Implementation

We put your Medicaid strategy into action, coordinating every step of the way to ensure your desired benefits are obtained and your hard-earned assets are protected. We accomplish this while preserving what matters most.

A list of verification documents that Medicaid elegibility typically requires
Verification Screening/Process

Medicaid applications often require long lists of complex, unfamiliar documents. We help you organize and deliver every document so the process is less overwhelming. In addition to this, we screen every document to make sure it is acceptable under Medicaid prior to submission. This helps us avoid common application denials and misunderstandings.

A team member calling with the client to help explain next steps
Application Filing Paperwork/Phone Calls

We prepare, organize, and file your Medicaid application with precision—reducing delays, errors, and costly rejections. We handle all of the paperwork and phone calls on your behalf with Medicaid so you don't have too.

The team meeting with client to discuss how to maintain Medicaid approval
Post-Eligibility Planning and Retention

After approval, maintaining Medicaid coverage requires ongoing follow-up. We assist with adjusting copays, notifying the agency of changes that are required to be reported, and reapplying for coverage each year. In addition to the above we continue to consult as needed to resolve any issues that may arise.

An image of other services Medicaid Planning Services offers
Other Services

In addition to our core services, and with the help of our trusted partners, we have access to team members and professionals that can provide the expertise needed in any situation when doing Medicaid Planning, such as:

  • Legal
  • Financial
  • Medical Eligibility Assessments
  • Placement
  • VA
  • Pre-need Funeral Plans or End of Life Expenses


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