Education, Expertise, and Empathy on your Medicaid Journey

ECR Planning offers professional support to families needing to access long-term care Medicaid benefits in their loved one’s state. Step 1

Meet with one of ECR's expert Benefits Advisors to determine eligibility and decide if it makes sense for your family to hire a Medicaid planner. If working with them is the right fit, you will move on to the application process. During this call, you may decide that a Benefits Consultation is more appropriate for your situation.

Step 2

You fill out a comprehensive intake questionnaire and discuss the answers with your Medicaid Specialist. You will have time to ask questions and clarify anything that doesn’t make sense. ECR's team then pulls together the necessary financial information to submit your completed application.

Step 3

ECR's team of experts and Certified Medicaid Planners™ are with you the entire time. If there is a need for other documentation as the state reviews your loved one’s application, they help you take care of that. They work with tenacity and compassion to advocate for your family until benefits are in place.

Connect to learn more:

Websites:

eldercareresourceplanning.org

medicaidplanningassistance.org

Phone: 415-854-8653

Kaiser Family Foundation (KFF): https://www.kff.org/

For additional resources and more information about Visible you can find us here:

Web: ⁠⁠⁠⁠https://visiblenationaltrust.com/⁠⁠⁠⁠

Podcast (ABC's of Disability Planning) - ⁠⁠⁠⁠https://anchor.fm/abcs-disability-planning⁠⁠⁠⁠

Waypoints - ⁠⁠⁠⁠https://waypoints.substack.com/