Eldercare Resource PlanningReviews of eldercareresourceplanning.org

I could not have gotten through the process of getting Medi-Cal and IHSS for my husband with the Spousal Impoverishment rules applied without the great help from my consultation with Liz Gomez at Eldercare Resource Planning. Her advice was clear, correct, and told me what I needed to do to get the mistakes made by Health & Human Services corrected. THANK YOU!

I wholeheartedly recommend Eldercare Resource Planning for their Medicaid expertise. They were instrumental in obtaining Medicaid approval to admit an older family member to a nursing home. They kept us informed every step of the way in submitting requested documentation and provided timely progress updates. They were always available to answer our questions.

Eldercare Resource Planning was a real godsend for me. Trying to navigate the Medicaid application process by myself was like a nightmare. Thankfully, ERS made the process much easier & less stressful. They were a huge help in getting my mother qualified for Medicaid & settled into her nursing home. I highly recommend them.

Working with eldercare took the worry out of the process. They helped me with what documents I needed to secure and made sure everything was in place for the application.

I felt fully supported by the compassionate and expert advice of the staff.

This resource was recommended by another company of great integrity. Very glad as they guided me to qualify my wife with dementia for Medicaid. Took quite a few months as many details was needed that were beyond my expertise. A certain representative who understood the state qualifications helped me immensely. Unless one understands all what is needed by a state, I would recommend this company with out any reservations.

The entire application process involves a lot of paperwork, and the company will tell you how they can save you that work. Not so, and at least in Pennsylvania, there are more informed and less expensive options - even free services. Admittedly, it is difficult digging through the haphazard record-keeping of two people in their nineties. However, when those records are supplied, you expect that they will be passed on to the Medicaid people in a legible format. Some of the records had to be photographed, but the company apparently did not look at the scans derived from those images. The company also got faxed the same records several times, but kept asking for the same records claiming that they had never received them. When I finally got hold of an actual individual within the state Medicaid program, they asked me why we had hired someone that did not know the state requirements. I was very close to getting the approval by bypassing the company, but my 95-year-old father-in-law passed away early this morning - too late for any Medicaid assistance. The original consultation with their sales person was at the beginning of September 2024 - today is July of 2025. It is not the $6500 consultation charge that hurts so much, but rather the months that followed, having to retain caregivers on a 24/7 basis. Don't waste your time with this company - you might as well look into the process yourself, because it will not take any more of your time. Their "work" is based on your hours of work, and from what I can tell, rather incompetent at that. We never got to the so-called "Medicaid approved" annuity - but it is my understanding that those types of annuities are available elsewhere for a lower cost.

I accomplished what I was seeking out. ElderCare was like hitting the easy button. All correspondence was straight forward. I provided the needed information. They presented a strategy. ElderCare did the rest. Their representatives were always accessible when I had questions. The uploading and downloading of documents was super easy and secure. I now have the peace of mind that mom will always have the care she needs. Thank you ElderCare. R.M. Jennings