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Our Medicaid Planning Services

You have two options for forming a Medicaid Trust. You may simply purchase the required forms from us or you may retain our attorney to assist you. We offer these two levels of service because we recognize not everyone wants the same thing. What does each package include?

  1. Irrevocable Medicaid Trust Forms $995 – This package includes every form required to form a Medicaid Trust. There will be an instruction sheet along with a list of companies which can assist you with funding your Medicaid Trust.
  2. Irrevocable Medicaid Trust $2995 – This package includes attorney time to discuss your family and its unique situation. We will hold several meetings with you. We will also include A/B Trusts and Q-TIP trusts if needed. This represents a total care package.

What’s The Process?

Option A:

  1. Complete the contact form at the bottom of this page.
  2. We will mail you a link to your client portal.
  3. Submit your payment.
  4. Within twenty four hours all your irrevocable medicaid trust forms will be uploaded and ready to use.
  5. Your documents will always remain here so you never have to fear losing them.

Your portal comes with a secure messaging center. This center allows you to contact us if you ever have any questions. All correspondences and documents are protected by attorney-client privilege and bank-grade encryption. Please feel free to contact us at anytime.

Option B:

  1. Complete the contact form at the bottom of this page.
  2. One of our specialists will contact you to schedule an appointment with our attorney.
  3. Have as many meetings as necessary to understand your family’s situation.
  4. Draft your medicaid trust documents.
  5. Upload to your portal where your documents will always be securely stored.
  6. Unlimited revisions and changes to beneficiaries.

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