Eligibility Guidance Report
DIY Eligibility Guidance Report Detail
Medicaid Long Term care ALTCS / Medi-Cal Eligibility Guidance Report
Families facing nursing home or long-term care decisions often need clear financial eligibility guidance quickly.
Joseph Donnantuoni, Certified Medicaid PlannerTM, offers a Personal Eligibility Guidance Report Service designed to help families organize their financial information and understand the steps toward Medicaid long-term care eligibility.
After receiving your intake information, Joseph will prepare a structured eligibility guidance report that summarizes your situation and outlines the next steps toward financial eligibility.
Your Report Includes
- Organized summary of your financial information
- Medicaid / Medi-Cal / ALTCS eligibility calculations
- Review of income and assets
- Identification of potential eligibility concerns
- General spend-down considerations
- Application sequencing guidance
- Contact information for the appropriate agencies for you
- Guidance on where and when to apply
- Document checklist for the application process
This report gives families a clear, organized reference to use when speaking with and completing applications with nursing homes, social workers, or government agencies.
Fee Section
DIY Eligibility Guidance Report
Fee: $325
After payment Includes review of your intake information and preparation of a personalized eligibility guidance report delivered by email complete with applicable calculations exhibited as aforementioned. Turn around time to you is within 48 hours.
Full Planning & Advocacy Option
For families needing more comprehensive assistance:
Personal Family Guidance & Medicaid Planning Support
Includes
- Personalized planning guidance
- Assistance organizing financial eligibility steps
- Application sequencing guidance
- Communication guidance and assistance with agencies and facilities
- Post-approval advocacy and compliance guidance for one year
Request the Service
To request the Eligibility Guidance Report or the Full Planning Service
You will receive instructions for submitting intake information after payment.
Important Disclosure
This service provides planning guidance based on the information provided and is not legal advice. Medicaid eligibility determinations are made solely by the applicable state agency.