Eldercare Resource PlanningReviews of eldercareresourceplanning.org

Everyone I worked with was responsive to my needs and questions. My ongoing consultant was always available for a video conference when necessary. Applying for Medicaid is a complicated task that requires LOTS of documentation. I'm glad Eldercare was there to keep it organized and then fill out the final application.

When I realized that my father's health was declining to a point where he needed round-the-clock care, I was in that depressing, stressful bind that so many care-takers find themselves in - my dad didn't have enough of his own money to pay for a place for more than a year, I certainly couldn't afford one, and so we were staring down the barrel of applying for Social Security. Just reading through the website was enough to give me a migraine, so I turned instead to Eldercare Resource Planning, and I am SO GRATEFUL that I did. First I met with Michael Guerrero, who did a great job telling me how to get all the information that I needed, then reviewed it and gave me an easy to understand plan of action for how to get my father's affairs in order prior to the application (for a flat, VERY reasonable fee for this kind of expertise). If you feel confident in yourself, you can stop there - at no point did I feel pressured to take the next step and have this organization actually do the application for me. But I did, and that was an absolute lifesaver. For the next step in the process - getting all of the documentation together for the application - I worked with Jennifer Williams, whose patience, humor, and organizational skills made the process as painless as possible by telling me exactly what forms I needed from which companies. After the application was submitted, Freddy Melgarejo was added to the team, whose dogged persistence, quick responsiveness, and eye for detail saved the day(s) after not one but TWO aggravating mistakes on the part of the SSA and my father's care facility threatened to derail his application. The entire process goes at your own pace, with the facilitators available to help you every step of the way, and the flat fee covers EVERYTHING from start to finish - no surprise bills or surcharges along the way. I was very impressed by everyone's competence and responsiveness, and consider their efforts worth EVERY PENNY. My only regret is that I couldn't bring them a cake or donuts when the application was finally approved because that certainly merited a party with balloons.

My experience with Eldercare Resource Planning and Michael Guerrero has been outstanding. As someone with physical challenges, navigating estate planning, Medicaid, and long-term care can feel overwhelming, but Michael made the entire process clear and manageable. He is knowledgeable, kind, and always responsive; even after our initial consultation. He took the time to explain each step clearly and made what could have been an overwhelming process feel manageable. This has truly been one of the best professional experiences I’ve had. Highly recommend.

Applying for Medicaid was a laborious and often extremely frustrating experience. Eldercare held our hand through the 6-month process. They were always available to answer questions and problem-solve every roadblock. Their team members were all very knowledgeable, friendly, supportive and kind. I would absolutely recommend Eldercare to anyone who needs to apply fir Medicaid.

I became the POA for my friend. I knew I needed help applying for Medicaid. I chose Eldercare Resource Planning first because their pricing was in line with other companies. I got much more after I signed with them. They led me through the process all the way. The line of communication was excellent. They had the level of knowledge that I needed. I would highly recommend this company.

I was fortunate enough to work with William regarding my elderly Mothers Medicaid questions. He helped me a lot and didn’t even charge me. I’d highly recommend reaching out to him.

The process of sending and receiving documents was easy to do. If I had any questions or concerns I received answers quickly. Regular reminders were emailed informing me what documents were still needed. That helped motivate me. Although I was stressed working on getting things done correctly, Jennifer, Freddy, and everyone who worked on this were so diligent and helpful. I couldn't do it myself since I tried and failed before. Thank you for your great service. My husband is thankful too. Also, It's good to know I can ask questions in the future if I need to when the annual Medicaid review comes up.

These folks are wonderful. I would have never been able to handle this myself. From the first call to gather information until the day they successfully completed their work of getting my sister her Medi-Cal, we were kept informed, and Freddy and Jennifer were knowledgeable, kind, and caring in all our conversations. I Highly recommend this organization.