1. Initial Eligiblity Assessment - $500 Eligibility is the simple part of MassHealth Long-Term Care.  You must be below the asset limit which differs if you are single or married AND be in a Long-Term Care facility.  If you are not eligible for MassHealth, we will provide you with a strategy to reach eligibility.

2. Document gathering and organization - $1,000 MassHealth requires an overwhelming amount of paperwork to establish eligibilty.  We help navigate you through requesting the proper paperwork needed to proof your eligiblity.  Whether you need MassHealth now or in the future we can provide tips for keeping necessary documentation in an organized manor.  

3. Application completion - $1,000 We complete all MassHealth forms on your behalf.

4. Look-Back period analysis - starts at $1,000 but goes up depending on the number of asset accounts that need to be reviewed. This is the tricky part of MassHealth.  While establishing eligiblity is simple, the state will review your finances over the last 60 months.  Certain activity can create a penalty period.  A penalty period is applied to first eligible date and prevents payment through a specific time frame.  For example, if there was $5,000 transferred for less than fair market value the state would not pay on your behalf for 12 days.  We will provide strategies for curing these transfers or accepting the penalty.  Confirming there are no potential penalties is important if you are trying to enter a nursing home from a setting other than a hospital.

5. Responding to MassHealth Requests for Information- $1,000 Once you submit your initial application, MassHealth issues an RFI or a request for information.  The RFI assigns your caseworker who specifies what documents they are going to require.  Not all caseworkers want 5 years of statements.  They will also dicitate what amount of transfers they want verified.  Any over $500, $1,000, or $1,500.  You do not get to choose your caseworker.

6. Guidance on Appeals-  $500 to $1,000* Most cases require at least one appeal.  We will request appeal and attend appeal on your behalf.  We do not have to be the ones who started your application to conduct an appeal on your behalf. *Additional fees may be applied if the appeal is on a new concept that needs further research.

7. Ongoing case management - $1,000 and up MassHealth conducts yearly reviews and requires updates on any changes to your assets and income be reported with in 10 days.  We can provide assistance throughout the lifetime of your MassHealth eligiblity.

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Packages:

           2 - 5; Starting at $3,500

           2 - 6; Starting at $4,000 

           2 - 7; Starting at $4,500