Eldercare Resource Planning, LLC

ECR was wonderful wonderful wonderful. Worth every penny. I was skeptical going with an online company, but I am so glad I did. All the staff I dealt with were always professional and efficient. Liz G**** was my case worker and just phenomenal. I highly recommend ECR to anyone needing help navigating through the Medicaid planning process.

Eldercare Resource Planning, LLC Response

06/09/2021

That's wonderful news, Carrie. It is our pleasure to be of service for you and your family through the Medicaid eligibility process.

Really a wonderful service to ensure that one takes the correct steps to achieve Medicaid compliance for your loved one. I can't imagine trying to navigate this process on my own. Liz and Cortney from Eldercare Resource Planning helped keep us on track with respect to meeting paperwork deadlines and choosing the best spend down options for our step-father. The most challenging part of the whole process was getting together the volume of paperwork that the Medicaid application requires, but the best part was that once we had collected the required documents, Eldercare Resource Planning has a very simple and secure process for uploading those documents and they handled everything else from that point on.

Eldercare Resource Planning, LLC Response

05/11/2021

It is our pleasure to be able to help.

ElderCare Resource Planning was very helpful navigating what is a complex process. I could not have done it without them and they answered my every question along the way.

Be Careful! This group asks for half the fee upfront and my experience was it was a waste of money. They did not achieve a bona fide application in the end-lots of time blah-blahing about collecting documents and we can't project this yet or we can't apply yet, and lots of sale pitches for SPIA products.

Eldercare Resource Planning, LLC Response

05/11/2021

Thank you for sharing this information and your opinion of our services. Unfortunately, we were not able to apply in this case because a state was not selected. The documentation is requested before an application is submitted because an incomplete application can be denied for failure to provide the requirements. With regards to the annuities, we are open to alternative strategies to help you save money before becoming financially qualified. The Medicaid compliant annuities are only one of several strategies that were proposed. Eldercare Resource Planning does not receive any financial benefit from facilitating the use of Medicaid compliant annuities because we are not licensed to sell them. We refer to our licensed broker partner when an annuity is a mutually agreeable strategy.

I consider myself lucky to have stumbled across Eldercare while searching for Medi-Cal information for my mother. Although there is a cost involved, it did not sway me from enlisting their service as the piece of mind is more than worth it. They were reassuring and had a hot-line directly with the case worker once the paperwork was submitted to help move the process along to approval. Thank you again!

Eldercare is a great resource. I needed help getting Medi-cal approval for my husband and was very relieved to find ECR Planning. The helped me through the entire process and relieved a lot of the stress I had about obtaining approval. They are well worth the money!

Eldercare Resource Planning, LLC Response

01/05/2021

It was our pleasure to help you and your family!

Eldercare is very knowledgeable and guides you through the whole process. I am a college graduate and I would have had a tough time navigating the system without their assistance. They were very professional. I would whole-heartily recommend them.

Eldercare Resource Planning, LLC Response

11/02/2020

Thank you, Michael. It was our pleasure to work with you.

Rob C****** and Jay Lynn R****** were especially informative and helpful thru the entire application process and it was approved the first time! I highly recommend their services!

Eldercare Resource Planning, LLC Response

11/02/2020

Thank you, Troy. We are glad to be able to support you and your family through this difficult process.

Eldercare Resource Planning teams go ABOVE and beyond to help you and your loved ones complete the medicaid application. Even with the most difficult financial case , they managed to get my application approved. They are extremely knowledgeable when it comes to what documentation one needs to submit. They are very dilegent and are exceptional with communication. I highly recommend ERP!

They have the expertise to guide you through the maze of Medicare/medicaid paperwork and forms. Also, much need knowledge when problems arise.

Eldercare Resource Planning, LLC Response

09/16/2020

Thanks Bob. It was our pleasure to be able to work with you.

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