Life Care Planning
Life Care Planning is a comprehensive, team-based service designed to help older adults and their families navigate the legal, financial, and healthcare challenges of aging — all under one coordinated plan.
At Everbright Legacy Law, our Life Care Planning model brings together an attorney, elder care social worker, and paralegal to provide ongoing support focused on three core goals:
- Protecting and preserving assets
- Securing appropriate and quality care
- Accessing government benefits such as Medicaid and VA programs
This service is offered as a year-long engagement, with the option to renew annually* based on your continuing needs and evolving circumstances.
What Life Care Planning Includes
- Reviewing and updating wills, trusts, powers of attorney, and healthcare directives.
- Developing a custom asset preservation strategy based on your goals and resources.
- Coordinating access to long-term care services, whether at home, in assisted living, or in a nursing facility.
- Applying for and maintaining eligibility for Medicaid (Medical Assistance), Veterans Benefits, and other government programs.
- Providing ongoing guidance and advocacy throughout the year, with regular check-ins and support for emerging issues
Unlike traditional one-time legal services, Life Care Planning is a dynamic relationship. As your or your loved one’s needs change, we adjust the plan accordingly — whether that means updating legal documents, revisiting care options, or applying for public benefits.
Who Benefits from Life Care Planning?
Life Care Planning is especially beneficial for:
- Older adults who are starting to experience health or cognitive changes.
- Spouses or adult children responsible for managing care.
- Families concerned about the expenses associated with nursing home care.
- Individuals needing assistance navigating both legal and care systems simultaneously.
This planning is particularly valuable in situations involving complex family dynamics, special needs, or ongoing decision-making related to health and finances.
Elder Care Protection Plan
The Elder Care Protection Plan is a proactive service led by attorneys, designed for individuals and families who want to prepare for the potential costs and challenges associated with long-term care.
This plan emphasizes asset preservation and the establishment of a strong, flexible estate plan. It provides a foundation for more comprehensive planning as long-term care needs develop in the future.
What Does Elder Care Protection Plan Include?
- Prospective planning to protect your assets before long-term care becomes necessary.
- Creation and regular updates of essential estate planning documents — including wills, trusts, powers of attorney, and healthcare directives — tailored to your goals and family situation.
- Development of strategies that position you for greater flexibility and planning opportunities when the time comes to address long-term care costs.
- Ongoing legal advice and support to ensure your plan evolves with your changing circumstances.
Who Is the Elder Care Protection Plan For?
This plan is ideal for individuals who:
- Are looking to plan ahead and safeguard their assets before facing the high costs of long-term care.
- Want to establish a solid estate plan that can be expanded upon when future care needs or expenses arise.
- Prefer focused legal guidance without social worker services or assistance with government benefit applications.
- Seek peace of mind knowing their affairs are in order and positioned for the future.
Why Choose the Elder Care Protection Plan?
By choosing the Elder Care Protection Plan, you take a proactive step toward protecting your financial legacy and creating a strong legal foundation. This plan gives you control and flexibility to address long-term care planning on your terms — providing expert legal counsel now and positioning you for effective planning when care costs become a reality.
Annual Renewals
Both our Life Care Planning and Elder Care Protection Planning services are designed as annual engagements, with the option to renew each year to ensure your plan stays current and effective as your needs evolve.
Life Care Planning Annual Renewal
With Life Care Planning, your renewal includes comprehensive ongoing support from your dedicated care team:
- Regular check-ins with your elder care coordinator (licensed social worker) to assess changes in care needs and help coordinate services.
- Scheduled reviews with your attorney to update your estate plan as necessary and review your finances and cash flow to ensure your plan remains aligned with your goals.
- Preparation and timely submission of renewals for government benefits, including Medicaid and VA Aid & Attendance, to maintain eligibility and maximize support.
- Continued access to your full legal and care team to answer questions, address new challenges, and advocate on your behalf throughout the year.
This comprehensive, multidisciplinary approach provides peace of mind and ensures your plan adapts proactively to changing circumstances.
Elder Care Protection Planning Annual Renewal
The Elder Care Protection Plan also includes an annual renewal designed to keep your legal affairs up to date:
- Ongoing reviews with your attorney to update estate planning documents and revisit asset preservation strategies as needed.
- Assessment of your financial situation and cash flow to maintain a strong legal foundation for future planning.
- Access to your attorney and legal team throughout the year for consultations and guidance as new questions or issues arise.
While this plan does not include support from an elder care coordinator or assistance with government benefits, it provides focused, consistent legal advocacy and planning to protect your assets and prepare for long-term care challenges ahead.
Why Annual Renewals Matter
Life circumstances, health, and laws can change — which is why regular reviews and updates are essential. Renewing your plan annually ensures you have ongoing expert support, remain eligible for benefits if applicable, and continue to make informed decisions about care and finances.
At Everbright Legacy Law, we’re committed to standing with you through every stage, helping you protect your future with confidence.
Your Dedicated
Life Care Planning Team
With Life Care Planning, you are not just hiring an attorney; you are gaining a dedicated team that will support you through every stage of aging and care. We empower you to stay in control, make informed decisions, and ensure your loved ones receive the necessary care while protecting your financial future.
Elder Law Attorney
Guides legal strategy, updates estate plans, protects assets, and ensures compliance with Medicaid, VA, and tax regulations.
Elder Care Coordinator
(A Licensed Social Worker) Assists in evaluating care needs, identifying appropriate care options, and serving as a liaison between your family and care providers.
Elder Law Paralegal
Handles documentation, benefit applications, trust and asset paperwork, and coordinates updates to your plan.