Jaimie and Landon were so amazing to help us so quickly to get documentation to help my dad. These folks are so knowledgeable and kind even if dad wants several treats from the jar. Thanks guys

Landon and Malia were extremely helpful in guiding me through the Medicaid process for my dad. They knew the legal side of the process well and were able to get me through quickly. I recommend using their service if you are going through ANY type of legal situation with a loved one who’s applying for government aid.

Instead of an email, Malia called me. What a wonderful personal touch. My situation right now is bleak at best. Her pleasant demeanor and encouraging attitude, brought some much needed hope and light to my otherwise bleak day. Give her a raise.

Kendall is so amazing!! My brother is 70 years old and had a stroke. It was devastating!! As he worked through it, we needed so much help navigating and getting assistance for him immediately and going forward!! They changed our lives. And especially Kendall cares so much!! He checked back on things to make sure we were getting assistance and would immediately return my inquiries. Wonderful, caring, life changing people!!! I don’t live in Utah so my brother was in such need when he got home. And he followed up and followed through!! Absolutely such good people. I could never thank him enough for all the help he still gives me when I reach out!!! Don’t hesitate for one minute if you or a loved one needs help!! You will be in great hands!!! ❤️❤️❤️

I love this team Landon, was like a bright light at the end of a dark tunnel for me, as was Jamie. Their compassion, and understanding of my pain, with what my mom, and I were going through, was amazing. They took care of everything for me, so that I could focus on mum. Utah senior planning know how to do the right things, at the right time, and made my life so much easier. Im just sad mum passed in June. These people care, so I would recommend them always for anyone who needs senior planning.

My experience with Utah Senior Planning, specifically Justin Embroy, was exemplary! The communication and assistance moving through the process was excellent. Justin was readily available to answer any and all questions. I highly recommend them to anyone going through the process of taking care of loved ones through long term care!

Working with Utah Senior Planning was a great experience. Other than providing some paperwork, they did all of the work necessary to get my mom Utah Medicaid to help cover her Skilled Nursing costs. It was wonderful to have them on my side to relieve some of stress of having to move mom. The people I worked with were knowledgeable, kind, patient, and helpful. I would highly recommend them!

We worked with Kendall Thompson at Utah Senior Planning. He was very responsive, answered all of our questions by email, phone, or text. The process to get an individual on Medicaid takes awhile, but Kendall was with us all the way. He is an expert on all the paperwork required.

Jasmine has helped me and my family so much!

Utah Senior Planning is the best! They are all super knowledgeable, kind, and passionate about what they do. They are a wonderful asset to our community. Jasmine is exceptionally helpful and quick!

Excellent Service! They were able to help get my step mother the care she needs when my attempts were denied each time. I am so grateful for these people. They’re amazing.

Kendall with Utah Senior Planning was amazing in helping us get our loved one eligible for the services and care he needed. We had so many hurdles to jump through and honestly there were times we were ready to give up, but Kendall guided us through the entire process. Because of his help, we were able to get my husband into a senior rehab facility where he can receive the care and services he needs for a better quality of life. We’re so grateful to Kendall and Utah Senior Planning and highly recommend them!

I worked with Kendall and he was amazing all I had to do was giving the information he needed for my mom and he did all the work he made it look so easy I would highly recommend him to anyone we appreciate everything he did for my mom

My brother was in and out of hospital for months including home health. He quickly became unable for self care or for myself to take care of him. Kendall contacted our family early on in the process of finding my brother the best options in his health care. Kendal would text and call as often as was necessary to help my brother Bob to be on Medicaid and placed in a senior care facility. He helped file Medicaid, life insurance policy's and also his living and funeral assets. We could not have done what Kendal did for our family as Bob's siblings. He was very kind, informative and reassuring with all processes involved.

I have been going into Utah Senior Planning for several years and they are wonderful! Jamie is such a delight when you first walk in! I would highly recommend!

Top professionals, knowledgeable and courteous. I am very pleased without outcome and heppliy refer the firm.

Jasmine was a great help to me and my family when we needed help with my wife. She was very knowledgeable and compassionate towards our needs.

We were recommended Utah senior planning and we were completely unprepared with how to move forward with this process but luckily we were fortunate to be provided guidance by jasmine she demonstrates strong leadership, preparation, and attention to detail. They took initiative, remained engaged throughout the planning process, and consistently looked for ways to support both our family and needs during this time.

What impressed me most was their ability to take ownership, communicate effectively, and step up when our family needed additional guidance. Their positive attitude and willingness to go above and beyond made a noticeable impact especially going through this hard time with our family.

Overall, jasmine did an outstanding job and deserves recognition for the effort, commitment, and empathy she demonstrated for my loved one.

Jasmine navigated the medicaid process for our family and helped us with understanding eligibility requirements, gathering necessary documents, and filling out applications correctly for our mother. It's a lot to keep track of but Jasmine guided my family through all the paperwork, making sure no details were missed, and answered any questions we had about the process! It's awesome to have someone knowledgeable when dealing with important stuff like that and jasmine did just that!:)

After a family friend recommended Utah Senior planning to help, I had the pleasure of working with Jasmine. Jasmine was professional and personal from the start and became a vital part of planning while trying to get everything squared away for my mother in law.

Jasmine was absolutely amazing! She helped my mom through the Medicaid process and made sure everything was taken care of and in good shape. She was so helpful, patient, and caring throughout the whole process. We really appreciate everything she did for my mom and would definitely recommend her to anyone who needs help!

Jasmine was very helpful, I would highly recommend her.

Cody Bohin of Utah Senior Planning provided accurate calculations and counseling in order to help with conservation of my Mother's financial resources and initiation of medicaid. Mr. Bohin was always cordial and patient with any questions I would have in these matters. He is an invaluable help in management of finances for the elderly and disabled. He is a pleasure to work with.

I'm literally in awe at the lengths Landon went to to help me with my dad. He spent countless hours with me on the phone from texting, to talking, to emailing and even conference calls. He drew up a new trust for my dad and helped to get Medicaid for my step mom. I would have never of been able to do this on my own. He knows exactly what he is doing and helped me through it all, even patiently explaining things to my 91 year old dad. I could not be happier with Utah Senior Planning! Thanks again Landon you are the best!

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This is my review from 4 years ago. Since then Landon has helped me navigate V.A. benefits for my dad and answered countless questions. My dad just passed and Landon has helped us with that also.
My husband and I just finished doing our trust with Landon along with doing my husband’s parents trust also. I know that he and his friendly staff will walk us all through anything that comes along because when you use Utah Senior Planning and you have Landon on your team you have a friend for life!
Thank you Jaime for always greeting us with a smile and getting us in and to all that went out of your way to help us and make this process seamless. Saying I highly recommend Utah Senior Planning is an understatement. Run don’t walk!

I just wanted to give a shout out to Jasmine over at Utah Senior planning in helping us get her dad his insurance. It’s been a super big weight lifted up our shoulders. Thanks for all your help.

I would highly recommend Utah Senior Planning. Landon is amazing. He went above and beyond And even responded when there was an Emergency and if he was out of town, he would cover what I needed, and I would pay him back out of the trust he is very dedicated on helping others he also helped me sell my home and made sure that I got a decent price for it! He also understood my Disability he worked for my mom and my mom passed away, but he was there every step of the way and helped me through so many things The receptionist is Amazing as well. All of the staff that work here have been really good to me and my family if you’re looking for trusted financial advisors and trusted lawyers, I would recommend this place.

When my dad's health declined, we had no choice but to move him to long-term care. I felt completely overwhelmed and unsure where to begin. Navigating Medicaid, estate planning, and all the decisions that come with it felt like more than I could handle on my own. Landon was great to work with. He’s knowledgeable, genuinely compassionate and walked me through every step of the process. He patiently answered all my questions (and I had a lot), made sure I understood our options, and was always quick to respond to emails and phone calls. With his help, my dad was approved for nursing home Medicaid within just a few weeks. That’s something I truly don’t think I could’ve done on my own. I'm so grateful for Landon's help and highly recommend Utah Senior Planning to anyone feeling overwhelmed and trying to navigate long-term care for a loved one.

I was referred to Utah Senior Planning to help my Aunt who is in Memory Care and has no other family but me. I was a bit overwhelmed with the sudden responsibility I had in trying to help her get the care she needed. Landon took our case and dedicated his time in reassuring that she would be taken care of. I so appreciate the knowledge and help he gave me. The communication was great and the time frame was amazing. So appreciative of Utah Senior Planning and all Landon did for us. I would highly recommend!!!!!

Utah Senior planning was recommended to us by a coworker. So glad I listened and we reached out to them. There is a time in your life when things change all around you and you need some peace of mind. Spending the time we needed with Kendall provided that for my wife and I. Helping us with the transition for my Dad from Medicare to Medicaid and finding the right facility took such a tremendous load off of us to help get things done in the time frame we needed.
Thank you Kendall and Utah Senior Planning.
Brian and Marcie Johnson.

Utah Senior Planning is awesome to work with if you are looking for help for loved ones. Very knowledgeable, kind , and patient. A shout out to Kendall for all his help with my family!! Highly recommend Utah Senior Planning if you are looking for help.

Kendall helped a great deal through the entire Medicaid application process in answering our many questions during a difficult time. He and Landon also did a great job suggesting options specific to our situation that made the whole process much smoother. I'm not sure how anyone manages a Medicaid application without this kind of help.

I was referred to Utah Senior Planning by my Father’s care facility. Kendall provided outstanding support throughout the Medicaid process- this support was absolutely vital since I reside out of state. Despite all the complexities of my case, Kendall remained diligent and got us through the process. I highly recommend using their services.

Justin was very helpful to us. We were on a tight deadline to get a Medicaid application in. Shortly after we submitted our documents, we heard from Justin who let us know he had the docs and he was working on them. He was right on top of everything and kept us updated throughout the whole process. We couldn't be happier!

Cody has been wonderful to work with. He was responsive, informative, and put my family and I at ease through a stressful process. I would highly recommend.

I cannot express enough gratitude for Utah Senior Planning. Justin Embry and his team have truly been a lifesaver for our family. After the passing of our father and our mother suffering a stroke, leaving her confined to a nursing home, we found ourselves overwhelmed and uncertain of what to do next. We were faced with the daunting task of selling our parents’ home, figuring out how to cover nursing home costs, navigating Medicaid compliance, and so much more. To say we were lost would be an understatement.

Then, Utah Senior Planning stepped in, and suddenly the weight on our shoulders lifted. Their guidance and support made everything feel more manageable, and what once seemed like an insurmountable situation became more navigable. I can’t recommend them enough. If you’re feeling overwhelmed and asking yourself, “How will I get through this?”—reach out to them. You won’t regret it. Thank you guys!

I was referred to this group by my husband’s care facility and received their help in applying for Medicaid. They walked me through the process in a way that was easy to understand and their transparency and dedication was so assuring. I would refer Utah Senior Planning to anyone seeking a straightforward team of experienced professionals who are familiar with navigating Medicaid-compliant annuities, the healthcare system and government aid.

Brooke Lewis helped me thru the Process of qualifying my father for Medicaid. She was great very informative on every step of the way. I appreciate all that she did and the Dedication she showed to get it done. It is Greatly Appreciated.

I have worked with Kendall on a Supplemental Trust for my brother. Kendall is very accessible and easy to work with. He has been helpful and is exceptional in his quick response.

I meant Kendall from Utah senior planning when my best friend was in assisted living. I Was informed that my friend needed to be put on medicaid. Kendall meant with me and my friend at the assisted living place. He went right to work filling out the paperwork. He answered all my questions and was very compassionate towards me and my friend. After about three hours Kendall and I was done with the mountain of paperwork. Kendall called me daily and kept me updated on the process. I would highly recommend Kendall if you need any help negotiating through medicaid. To you Kendall thank you for all you did 💓

We started in May and finished in August. Will walked us thru everything step by step. It a lot do deal with so be patient take it one step at a time. In the end of this journey they worked really hard and took care of everything. Last they kept us informed every week on the progress. Thanks Will you went above and beyond. They do what they say. Honesty and integrity.

Justin Embry, I don’t even have the words to explain how much you helped me and mom. I appreciate you so much. You took a ton of stress off of all of us helping get mom taken care of and on Medicaid. My family appreciates you more than you will ever know, thank you for everything.

Utah Senior Planning was a HUGE blessing for our family. Brooke was INCREDIBLE during the entire process of getting my dad on Medicaid. I don't know what we would've done without her assistance and support. THANK YOU!!!!

Kendall was amazing, he was very thrall and guided us through the process. He kept us up to date. I am very grateful 🙏

I have been working w/Brooke for a mutual client and she has been a very hard worker who has been helpful and kind while working hard on the Medicaid process, which can be complex at times! I'm so glad I have a great go to for our senior population! I highly recommend Brooke w/Utah Senior Planning!!

We have been extremely happy with everything Utah Senior Planning has done for our family! Casey, Landon and Will took care of us, saved us money and made sure we knew all our financial options when our parents had to go into a nursing home. We highly recommend these super nice guys, they know their stuff!

W enjoyed working with William and his team through the Medicaid process. Although it was a long process, we finally were successful.

We worked with Brooke Lewis to get a loved one set up after she fell and broke her hip. She is now back home doing well and has support to help be age as well as she can. Brooke answered our questions about navigating the Utah rules on insurance and retirement and Medicaid and managing assets to ensure we had the best help and support for our loved one. I would recommend them to anyone looking to help a loved one as they age and want to keep their home and assets in place and be as comfortable and safe as possible during rehab, assisted living, or home care.

Kendall with Utah Senior Planning was an absolute life saver for us as my brothers and I were trying to navigate and learn about the process of transitioning our mom from a skilled nursing facility to assisted living and learning about our options with Medicaid, the New Choices Waiver, etc. We all work fulltime and some of us live several hours away, so communication on something like this can be hard, but Kendall was always kind, helpful and always provided detailed responses to any questions we had. I highly recommend working with Kendall and Utah Senior Planning!