Malia, our intake specialist, is
here to help you with all of
your needs. Just give her a
call at 801-546-9556 or click
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Do You Need Financial Peace of Mind?
Senior living and senior care emergencies can be overwhelming and expensive. At Utah Senior Planning we guide you through the midst of uncertainty and help you, once again, to have the peace of mind you deserve.
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What Our Clients Say
Dearest Brooke,Thank you just isn’t enough to tell you how much we have appreciated all of your hard work, diligence and kindness during this whole process of medicaid application. Your call and voicemail Friday was such a relief for Vonne she just burst into tears as soon as I told her the news.You obviously know how much this means to people or you wouldn’t have left that message. It truly did give both Vonne and Guy a much needed relaxing weekend knowing he would be covered and bills would be paid.We know this is your job but you also have genuine concern and thought behind your work and we can’t thank you enough.Please know we are so grateful for your professionalism, your explanations of what needed to happen in the timeframe, your patience with us and your concern for this sweet couple who will truly benefit from this coverage and deserve it!Thank you from the bottom of our hearts.We look forward to talking with you again and to receiving the paperwork.You are a wonderful asset to the Utah Senior Planning Group!With much gratitude,Vonne and Guy DeHartPaula Allen
Paula A.
22:06 31 Dec 21
My brother is on Medicaid. My sister and I are having to help him manage his life. We had many questions on how to go about this. Cody at Utah Senior Planning was very helpful in answering my questions. I appreciate the time given to this. Even though my brother lives in another state, the answers I received will translate to that state's laws. This has relieved some stress. Thank you so much.
Sue W. B.
21:11 08 Dec 21
Professional and more patience and helpful.. And do care about helping others for their love ones ❤️🙏
iosefa L.
19:38 03 Sep 21
My wife and I are completely ignorant when it comes to navigating the waters of senior planning. No one was able to help us concerning my mother in law during her hour of need. Even her doctors did nothing more than recommend websites to further confuse the situation.Utah Senior Planning came to our aid and in a matter of months, we’re finally unburdened of the responsibilities that grew too overwhelming and out of our control. She’s finally getting the care and assistance she needs and deserves. We cannot thank you enough USP. Highly recommended.
Joshua C D.
15:38 24 Jun 21
We knew there could be issues with mom's future needs. They had us all come in and talk about lots of options of how to handle things for her caregiving. It was a big help. We're still deciding and we'll have more questions but they told me to call back and they would answer any questions and help us.
Vicki E.
02:10 18 Jun 21
I worked with Utah Senior a few years ago when my dad went into care. They were so great. Their advise was always accurate and timely. They asked concise questions and know exactly how they Medicare Medicaid maze worked.Now that I'm going to be signing up for Medicare, I am definitely going back to them. Love this company!
Shellie R.
13:50 09 Jun 21
The care and attention that Utah Senior Planning had with my case was incredible. They helped me with all the questions and concerns that I had regarding our case. Jasmine was great in taking care of our needs and made this incredibly hard time a little bit easier. Thank you Utah Senior Planning for your help and kindness during our difficult time. 10/10 would recommend!
Carmen V.
21:50 26 May 21
These people are the bomb. I felt from the start they had our best family interests in mind, and they proved it every step of the way. They did all the difficult leg work. You should go with them. I'm very glad I did!
Rex H.
18:03 26 May 21
I recently utilized the services of Utah Senior Planning to help with the application for Medicaid for my mother who was on hospice in an assisted living center. Landon, our representative was very helpful and laid what to expect for our particular scenario. We did hit a glitch in the process not because of Utah Senior Planning but because of communication with the agencies involved. Landon was able to track down the problem and resolve it to our satisfaction in a proficient manner. I highly recommend their services.
Sandra J.
23:32 24 May 21
When my husband was ill and in rehab several years ago Will Sandberg from Senior Planning worked to help us navigate the insurance system so he could get the benefits he needed and with help and kindness we were able to obtain the benefits he needed! He recently passed away and once again I had questions and needed help, and once again went to Will and he helped make everything easier to get through! I reached out and he made himself available and was warm and kind, just like I remembered! I feel very fortunate that I learned about them and feel confident if I needed them again, they would be there for me!
Sandee K.
19:29 20 May 21
Sergey J.
19:28 12 Apr 21
Landon assisted us with obtaining our moms benefits from our fathers military service. He was knowledgeable and very considerate. He knew all the ins and outs of government forms and legalities. He helped us immensely, and we appreciated his expertise.
Brent S.
22:10 26 Jan 21
Jodi A.
22:03 14 Jan 21
Utah Senior Planning is a god send. My family and I were at our wits end with the endless paperwork and legal documents that needs be filed in regards to caring for our parents. I talked to them and it seemed to good to be true when they told me how they could help. I took a chance and have no regrets. They have been helpful through the whole process, piles of paperwork, someone to talk to when needed and even helped us find her an awesome memory care facility. If you need help you should call them ASAP. No regrets. Casey Stettler just rocks, so friendly. Thank you Utah Senior Planning!
Missy N.
17:28 28 Dec 20
HDomack H.
19:48 12 Nov 20
Yesterday I had the pleasure of meeting Landon Sandberg at Utah Senior Planning. Landon was incredibly helpful, and very professional, while also very concerned and understanding. I highly recommend their services if needed for an aged parent. The process was seamless and completely stress free. Thank you so much, to Malia, for recommending Landon and the Utah Senior Planning specialists.
Marsha S.
17:23 11 Nov 20
Utah Senior Planning should be your first and only stop if you need help with the Medicaid process, estate planning, Veterans benefits or a simple Power of Attorney. I’ve worked with Jeff Baliff and his team at Utah Senior Planning for years and there is no one better equipped to handle these often tricky processes. They have the expertise needed to make this stressful time as easy as possible, not only for the client and family, but also for any facility involved. As a healthcare professional that has worked with other companies that offer similar services, I can say without hesitation that USP outshines them all - they are the company you want handling your case.
Brooke N.
02:08 30 Sep 20
Utah Senior Planning did a great job of helping Lyn get into a memory care unit. They answered all my questions and carried through with the paperwork to help with the Medicaid New Choice Waver program. Landon was a great representative.
Mike G.
19:56 10 Sep 20
We have been working with Will and Landon for the last two years, and have really appreciated their help. At the time, we needed guidance to help my recently widowed mother manage her assets. I'm sure there are plenty of other businesses that can provide similar services, but the staff at Utah Senior Planning are great to work with and extremely trustworthy. I highly recommend them.
Mister M.
21:08 02 Sep 20
Staff was quick to response about questions we had about our mom.They made her feel comfortable and talked to her as they were family. Cody did an excellent job in helping us get all the paperwork and items required for insurance purposes. He did extra work in making sure our mom was getting the proper coverage.
Floyd V.
04:33 27 Aug 20
It was an absolute pleasure working with Landon to sort out my uncle’s affairs. Landon is very friendly and knowledgeable and was able to find a straightforward solution to a complicated situation. I had a lot of questions, and Landon was always available to answer them in a way that was easy to understand. He made me feel comfortable and secure throughout the entire process. I highly recommend Landon for all your Senior Planning needs.
Katherine D.
21:43 23 Aug 20
Great organazion. I would highly recomend them to all seniors. Joclyne was great to work with. She did a fantastic job.
Carley De B.
21:28 27 Jul 20
I have been completely happy with the service provided by Utah Senior Planning. Their service has been prompt, professional, and of great value each time I have used their services. I wholeheartedly recommend them.
Ken G.
20:38 22 Jul 20
The Utah Senior Planning Center is phenomenal! They were very knowledgeable, helpful, and responsive. Their advice and contact referrals were right on in getting our Aunt's estate in a better situation. The kept us informed of needed materials and worked directly with local firms which, with the pandemic, was necessary as we live in another state. We rate them 5-STAR; and highly recommend them if you need help with Utah Medicaid or other Senior planning matters.
Conrad Von W.
17:28 24 Jun 20
When it was time for my Mom to relocate from her home of 62 years to a Senior Living Center, we needed assistance to meet the expenses. My wife did some online research and discovered Utah Senior Planning. We contacted them and began the process.Justin Embry and other wonderful employees consulted with us and Justin actually met with us at our home to discuss the process, fees and so forth.Our partnership with Utah Senior Planning resulted in Mom's qualification for a monthly benefit from the Veteran's Administration as my Dad was a WWII Vet. I absolutely know that we would not have been able to maneuver the complexities of the Veteran's Administration application and approval process without the expert assistance of Justin, Natousha and the team at Utah Senior Planning.We are very thankful and highly recommend USP to you!
Edwin D.
20:18 19 Jun 20
Our family member had just been placed into a nursing facility. We needed guidance and advice concerning Medicaid. Utah Senior Planning came highly recommended to us. They were friendly yet professional, made us feel at ease, and answered all our questions. They truly go the extra mile! I highly recommend Utah Senior Planning, and appreciate everything that Brooke and Malia did for us.
Nora F.
22:13 16 Jun 20
Landon was incredibly helpful! Very kind and thorough. He made it very clear everything I needed so I could gather the information and documents for him quickly, anytime something was needed. I will absolutely recommend him!!!! I'm honestly sad I won't need his help anymore, he's just that excellent! Thanks Landon!!!
Hilary A.
17:46 16 Jun 20
Both Landon and Will helped our family with my brothers Medicaid application and Setting up a special needs trust. They have an incredible amount knowledge and a real sense of personal empathy and genuine concern for their clients. Their abilities have had a positive life changing effect on our family and I would highly recommend them.
Leslie T.
18:34 11 Jun 20
Brooke did an amazing job helping navigate this complex and difficult process. 5 stars all the way around, I will definitely recommend to friends and family.
Vaughn J.
18:23 11 Jun 20
Utah Senior Planning was a godsend. I could never have handled settling my mom’s estate on my own. They navigated the bureaucracy and red tape and made my life so much easier in a difficult time. Landon Sandberg and his colleagues were kind, patient, and professional. You can trust them to follow through on all the details and they were very responsive to the many questions I didn’t know I would have. I highly recommend their services.
Ms.RocketScience
00:48 04 Jun 20
February 2020, I was at a loss as to how to move my Ill mom into a much needed memory care facility from another state. I have a career in the benefits world for employers, so I "thought" this might be similar. How wrong I was. After attempts of trying to understand the government medicaid jargon, I had reached out to a few friends that had gone through a very similar experience and recommended Landon Sandberg at USP, to assist with the transition and applying for Utah Medicaid. The idea of all of the work to get her approved was very overwhelming, even for someone like me that worked in the insurance field.Landon immediately assisted, reassured and gave very clear directions on what needs to be done first, including selection of a facility, coordinating her admittance and working with the care directors, all the way until I received an "approval" letter from the State.Many people underestimate the aid of an attorney in this process. Had he not been involved, I am doubtful that the process would have been as "easy" as it was, if I had succeeded at all. I can't sing his praises enough. Not only did he get it done, but it was approved within a week or so of the application.I highly recommend those scratching their heads regarding this process to talk with Utah Senior Planning. They're there to help walk you through it and stand by your side - even if they have to teach the State parts of their own role. 🙂
Jessica C.
21:56 02 Jun 20
very good quality
jitendra J.
10:37 24 May 20
Utah Senior Planning is great! They helped us set up a trust for our father that protects his assets and helps preserve what he intended his family to benefit. We worked with Landon Sandberg. He answered all of our questions. He helped us with a number of other legal documents that are really important as parents or grandparents age. And the best part of all . . . it didn't break the bank! Their pricing is reasonable and affordable! If you want to protect your assets so that your family benefits or you want to help your parents protect their assets, Utah Senior Planning can help you!
David S.
22:26 18 May 20
Utah Senior Planning (USP) is a superb resource. I had almost given up hope of finding meaningful help. They are helping me navigate the through the complex process of senior care for my Mother. They are knowledgeable and responsive. Besides helping me with processing necessary paperwork, they keep me informed of what to expect next - this is a BIG deal to me. And they have relieved me of a great deal of worry regarding how to provide for my Mother's needs.
Ann Lo F.
23:01 15 May 20
We are very grateful to Landon Sandberg and the other staff at Utah Senior Planning. He helped us through every step of the way when needing to consolidate and manage my parents income and assets so that my mom could have the means necessary to help pay for my dad's care in a Alzheimer's Care Facility as well as her own living expenses. Every question was answered, every concern resolved. He explained everything to us so it was always easy for mom to understand. I would (and will) recommend Utah Senior Planning to anyone who is looking for that extra help. Thanks again for everything!
Kari C.
17:30 14 May 20
Utah Senior Planning is GREAT. They are able to quickly resolve concerns related to Medicaid eligibility and do a fantastic job guiding people thru the process of applying for Medicaid/Medicare/VA benefits.
Alexis C.
14:52 20 Apr 20
A relative in a care center received 10 thousand dollars from the sale of her home. It took her off Medicaid. Everything got messed up for months. I have POA. Senior planning helped me and the care center Straighten it out and get her back on Medicaid. They were a very big help
Elden P.
15:42 15 Apr 20
To be rather direct, Utah Senior Planning ROCKS! They have continued to exceed ours and our client's expectations, repeatedly. A family that had been working with USP called me and said, "Utah Senior Planning became our 'One Stop Shop'" because USP not only helped the family navigate Medicaid and the New Choices Waiver Medicaid Program but also lightened the emotional burden of the application process.The two most common statements I hear from USP clients are:1) "We would not have made it without the help of USP!" and,2) "Without USP, we would have lost a bunch of money. They were worth every cent!"For any person with parents or grandparents and looking at long-term planning, call Utah Senior Planning before doing anything else as you will be amazed at all that they can do for you in preserving assets and making the journey a lot less muddled.
Julie B.
03:11 13 Apr 20
Casey and his team were superb. Well worth the money we paid them to handle things. He still answers my questions after everything was settled a year ago. I highly recommend them.
Leslie C.
22:34 10 Apr 20
Jeff Ballif at Utah Senior Planning did a superb job of helping us with getting the right medical and drug policies for an adult special needs Medicare eligible family member. Jeff is very helpful, personable and professional!!!
Keith F.
19:37 02 Apr 20
Always available to consult. Organized my Moms finances and saved her a lot of money after my Dad passed away. Highly recommend them.
Ron R.
16:17 02 Apr 20
Brooke at Utah Senior Planning has gone above and beyond. She stayed in contact with us every step of the way. Explained everything in such a professional and caring manner. Thank you Brooke!
Patti V.
20:43 09 Mar 20
Utah Senior Planning helped us get approval for a very complicated Medicaid application for one of our family members . Although they couldn’t do some of the difficult footwork for us, they took care of all of the paperwork and all of the contacts to make this happen. The staff was responsive to our needs and very patient with our many questions. Couldn’t be happier with the service and would highly recommend them to anybody struggling to get through governmental red tape.
Jan B.
17:02 21 Feb 20
We are the Walker family. The people at Utah Senior planning have helped us immeasurably. They are trustworthy, reliable, timely, and friendly. Landon and Jeff helped dad unravel some financial strategies which had been poorly managed by another firm. Jeff guided, not only our parents, but all of us through the application process for both Medicare and Medicaid, and then all the way through to New Choices Waver. It was a long and complicated thing, and he was patient and clear, explaining things numerous times when our parents either forgot or didn't understand; and indeed, when any of us needed reminders or further explanations. We know we can trust Jeff to help. He met with us all so many times I've lost count, and met with Dad alone many other times. I myself appreciate very much Jeff's timely call-backs or texted replies. Dad felt relieved and comforted, knowing he could call Jeff anytime, and he would get a return call soon. We could not have taken on these application burdens ourselves. We do so appreciate their professional and kindly care.
Kristine G.
01:16 12 Dec 19
These guys are very helpful at sorting through the Medicare open season options. They were able to find me a part D plan that better suited my needs within a few minutes. The end result lowered my premiums by 70% and gave me better prices on the drugs I use. The agent then followed up and walked me through the sign-up process. I would highly recommend them.
Bob D.
17:44 15 Nov 19
Jeff Ballif is so great! He helped us navigate through all the requirements. Every thing went smooth with him on the job. We have recommended him highly, to those we know. We not only recommended this firm but will not hesitate to use them again. Great service, strait answers. Job done. Worth every penny.Give Jeff a call, it will be a load off your mind.
Jared G.
15:54 03 Nov 19
Cody was especially informative and helpful!
Joseph M.
21:56 24 Sep 19
Jeff and Brooke were fantastic. Both were very knowledgeable and guided me, supplying important information at a time when I needed it most. Both are a credit to their profession. Thank you!
trisha S.
16:44 07 Sep 19
Getting my mom on the right Medicare plan and then on Medicaid was so overwhelming and complicated until I found Utah Senior Planning and had them walk me through everything! I could not have done it without them and now my mom is approved and being well cared for and thankfully it is being covered by Medicaid as she was approved quickly! Thanks to Landon and Jeff! I am so grateful and relieved!
Beth H.
19:34 05 Sep 19
I had been searching for a good firm to help with my grandparents long term planning. Casey was awesome to work with and helping answer a lot of my questions before I had even decided on what I wanted to do! Very honest and up front about everything!
TJ A.
03:09 31 Aug 19
I just want you to know how amazing Brooke Mahoney is. She kept me informed through a very difficult and emotional time. She was my rock and kept me on top of every move. Thank you Brooke for all you did. SHE IS AMAZING
judy I.
22:39 28 Aug 19
Landon Sandberg (Utah Senior Planning) was very helpful in navigating the tricky legal and financial issues that are part of the challenges of aging and extended illness. Landon established a trust that allowed us to preserve some financial assets for the benefit of our sister/mother and he also linked up with the proper resources for her extended care. Landon was efficient, responsive and knowledgeable. I highly recommend Landon Sandberg and Utah Senior Planning.
Jill N.
19:37 28 Aug 19
Landon & Staff went above and beyond to help me out. We set up a trust, and later found out the State of NJ had additional requirements, so he went out of his way to find a NJ lawyer to help us out. Thank you Utah Senior Planning.
Harold K.
18:40 28 Aug 19
Will and all of the people worked so hard for so long.This would not have been possible, had Will and Brooke, and whoever else was involved, not been available 24/7.We had a file and thought we most likely could come up with the necessary documents needed to place my wife in a care center with reasonable research. WERE WE EVER WRONG.There are so many rules and regulations that come into play, as one wades through the process. We needed professional help.There were times of doubt. We came to a point where we were wondering if this were even going to be possible.When Will finally let us know that my wife had been approved, IT WAS A YAHOO MOMENT indeed.Thank you for your knowledge and integrity.
Keith S.
17:27 20 Aug 19
These folks were very professional and extremely helpful for retirement planning, financial advising and navigating Medicaid and Medicare rules and requirements. I was very impressed with their services and would recommend anyone to give them an opportunity to evaluate your options.
Jered H.
15:45 14 Aug 19
Utah Senior Planning, specifically Anthony and Zach have been a godsend for me and my mom. I don't know what I would have done without them.
Bruce W.
22:18 06 Aug 19
Had a great experience, learned so much about what we can do to help our mother financially during these critical years. They were very kind and understanding of what we're going through. Even though my mother didn't qualify for Medicade, we have a plan for the future to help give her the best care possible.
Ann G.
22:01 26 Jul 19
I've been working with Senior planning for the past 8 months. They have been so very helpful and very forth coming with awnsering questions and providing the information that I've asked for. It's a process in itself to do it on my own would have been impossible. They have went above and beyond my expectations and I am truly grateful for their outstanding compassion and hard work. Thank you Malia and thank you Casey Stettler.
Jodawn A.
15:22 10 Jul 19
Amazing Experience!
Michelle S.
00:25 03 Jul 19
From day one of this whole process Casey has had my 90 year old cousin’s best interest in mind. He helped us fill out the application papers for her VA supplement and immediately started the process. He and his staff are so efficient. It only took six months for her to start getting her monthly VA money. We are extremely happy with how it all turned out!
Carole L.
19:13 28 May 19
I am so grateful for their help. It was so valuable. I highly recommend them.
Cynthia A.
17:46 20 Apr 19
Utah Senior Planning came into our lives during one of the lowest and most frightening and difficult events imaginable and helped us through it. We didn't know where to turn, what to do or who to trust when Landon Sandberg, representing Utah Senior Planning, offered his assistance. He used his very considerable expertise and kindness to help us through an extremely difficult situation. It is only through his compassion and guidance that our family has come through this ordeal. I wouldn't hesitate to recommend Landon Sandberg and Utah Senior Planning.
Debbie M.
20:50 26 Mar 19
I like that you review our needs and the new products offered by Medicare, and then suggest the best product for us. I appreciate that.
Kerrie F.
20:42 22 Mar 19
Warren J.
20:26 19 Mar 19
Dealing with having to put a loved one in a goid place is stressful and emotional. Malia, and Utah Senior Planning have been amazing. Great follow through and honest, open conversations. I can always count on Malia to get the right answers and feel very comfortable and I trust them to do what they say they will and lead us down the right path. I have tried dealing with others, put always felt frustrated and follow up wad just not there. Hight recommend Utah Senior Planning to worj through the stressful time if searching for long term care for a loved one. Thank you Malia!
Mary A.
17:03 18 Mar 19
I highly recommend going through Utah Senior Planning for the needs of your elderly parents. Casey met with my mother at her home and explained everything to her about applying for VA benefits. He made it so easy to deal with everything else I had to do because I knew he was taking care of the benefit application process. He and the paralegal I worked with always got back with answers to my questions usually the same day. They know what they are doing and they do it with integrity.
Leslie B.
19:48 13 Mar 19
We are grateful to senior planning for helping us get Medicaid for our brother Dallin. They are professionals who can guide you through the process of the Medicaid requirements.
Evonna C.
17:57 12 Mar 19
Marcela M.
16:59 12 Mar 19
Landon is amazing !!! even very patient with my dad, my dad is a very non believing person didn't believe it could be done in Landon got my mother qualified!!! In November and you still for help me with anything today March Hes a God-sent Thank you again!!! Senserly IMichelle lane
Michele L.
22:53 11 Mar 19
Rochelle P.
17:48 11 Mar 19
When our elderly sister fell multiple times and could no longer live alone, we were at a loss as to how to move forward with her care. After some searching, we decided to utilize the services of “Utah Senior Planning.”We are very happy that we made the right choice!The staff has been knowledgeable and most helpful in guiding us through the complicated process of obtaining the best accommodations available to her and working through all financial and legal problems in our health care system.We would recommend “Utah Senior Planning” to anyone facing the daunting challenges of senior care.
Robert P.
19:56 10 Mar 19
I have a worked professionally very closely with Utah senior planning for several years.I find them to be very knowledgeable and helpful as they work with families to alleviate the stress that comes with Moving parents to care centers.It is obvious they really care about the people they are serving and I would not hesitate to use them should the need arise with my parents.
Brent B.
19:07 07 Mar 19
Cody Bohin was absolutely amazing! I would HIGHLY recommend using Utah Senior Planning to help with whatever planning you need to do.  We had to get a parent on Medicaid, sell a home, handle all the financing and Medicaid approval. Cody saved us so much money by helping us get things done in timely manner with all the right paperwork. And he continues to answer questions for us and helps to keep us following procedure. Don’t go it alone!  Let these professionals help you get it right!!!Thanks, Cody!Dana and Ken GrittonMurray, Utah
Dana G.
18:05 07 Mar 19
I have worked with Utah Senior Planning for 3 years, the financial education and information they provide for each of my referrals has been tremendously out-standing. Working in a long term care facility and telling a patient they are not safe to discharge home and will need long term care is not an easy task. Utah Senior Planning makes this an easier conversation to have because of their knowledge and understanding of Utah Medicaid, Medicare and various insurance plans. I love when my patients or families come back to me after the referral and tell me their experience with Cody or any Utah Senior Planning employee was fantastic! I am so grateful for all their hard work and dedication they exemplify on all of my referrals.
Kalee J.
17:20 07 Mar 19
Landon with Utah senior planning was awesome! He was so knowledgeable about all the rules and regulations relating to Medicaid benefits. He took care of all the paperwork and communicated with me frequently. My dad was able to get Medicaid benefits faster than we ever expected which was so important in his situation. There is a fee involved for their services, but it is totally worth the peace of mind and assistance that you receive!
Joyce D.
01:56 07 Mar 19
We love Utah Senior Planning. They have been so helpful and thorough from the very start. Anthony made sure we understood everything completely and that everything was exact and clear with all parties involved. The process of applying to Medicaid was a much smoother and less stressful process with his help. We are so glad we hired them to help my mom and would do it again. We tried talking to many other people before hiring them and no one could quite offer the help we needed. So glad this business exists!
Anna G.
17:17 06 Mar 19
Casey was a wonderful attorney and helped us get my uncle get qualified for Medicaid as well as the New Choices Waiver program. Additionally, Casey prepared some legal documents for us including a will, power of attorney, etc. Casey was knowledgeable and communicated well with us in a timely manner. I am so grateful we were able to work with him. I would highly recommend Casey at Utah Senior Planning.
Deborah L.
23:23 05 Mar 19
Valarie was so helpful and responsive.They helped my Dad get his Aid and Attendance benefits during a very stressful and painful time.
DJ C.
19:13 05 Mar 19
Utah Senior Planning was great to our family. Casey Stettler is very knowledgeable in all aspects.
Acr 4.
16:21 02 Mar 19
We needed immediate legal help to navigate a path that would assist us in helping our elderly parents, after my mom was involved in an accident. Utah Senior Planning helped us apply for senior benefits that we didn’t even know existed. They also helped us set up a trust for my parent’s estate, and assisted our real estate agent in properly transferring the proceeds from the sale of my parents home into the new trust. Our attorney from Utah Senior Planning communicated with us constantly, went out of his way to meet with us on several occasions, and took the time to explain difficult concepts to me and my siblings. The price was incredibly fair for what we received. The monetary benefits we received, to care for my parents, far outweighed the cost of an attorney from Utah Senior Planning.
Annette K.
15:45 02 Mar 19
Casey Stettler Was very professional, knowledgable and available in helping us set up a very advatageous estate plan for my father which allowed him to receive the benefits he was eligible for. this was very helpful in allowing him to stay in his home until he passed away. This estate plan has also made it much easier for the disbursements of the assets of the estate to his heirs. He spent time with us to educate us, even after the fact, as to how the estate works, especially when questions came up after my father's passing. I plan to use him in the near future to assist with more planning.
David G.
22:43 23 Feb 19
Holladay Healthcare referred me to Jeff Baliff with Utah Senior Planning. My mother had passed away in 2016 and my father was not in great health, living off of Social Security and was needing full time assistance. I was working full time and had my own family as well. I felt alone, lost, didn't know where to get help, calling every living assistance and Health care provider for assistance. Jeff Baliff, was so kind, he explained to me what options my dad had, where and who I needed to contact and even assisted and completed to get my dad approved for medicaid. I can't even express my appreciation for all the help he provided going thru this processes. For those who have aging parents and feels lost and don't know where to get help, contact Utah Senior Planning they will walk you thru the entire process. Thank you Holladay Healthcare and Jeff Baliff with Utah Senior Planning for taking care of my father. I couldn't of have done it without your help.
Ann G.
17:40 19 Feb 19
Wonderful group who helped my Dad with his VA benefits. We could not have navigated the law alone, without making mistakes. Casey additionally setup the estate plan in a way that dramatically reduced the tax liability once Dad passed. The benefit received from the VA and the tax savings far outweighed the fees paid. Casey is one of the most down to earth and incredibly smart attorneys I have met.
Darrell G.
10:09 16 Feb 19
We made several attempts to work with the VA directly to obtain Mom's benefits. While I am sure the VA office was doing their best, it was hard to schedule an appointment, we met with delays, the requirement for fact checking were solely my responsibility and I was never clear about the process. Casey, et.al. were professional, gave me a list of the documents needed and did all the paperwork/submission for us. While we were at first reluctant to pay the fee, it was well worth the reduced frustration associated with self submission. The only suggestion I could make is that an e-mail at regular intervals after submission would have been helpful for us to know that the submission was still in process and reassure us that everything was in order. It is common that some decisions may take more time to resolve.
Veldon S.
18:35 07 Dec 18
I am the Executive Director at Mountain Ridge Assisted Living in South Ogden. I witnessed 2 recent situations where Utah Senior Planning helped families with their finances. In both situations, they sacrificed a substantial fee in order to do what was best for the family. It was heartfelt to know that they truly do what is best for our residents. Thank you, Utah Senior Planning
Johnny Del V.
18:32 15 Nov 18
Referred to Casey at Utah Senior Planning by an extended family member because of the great service they provided her mother. The case for my parents involved tricky and moving parts of the Veteran's benefits available from my father's previous Army service and also complicated structuring of their estate so that they can live out their remaining days in Assisted Living which they desperately need. Casey is knowledgeable and experienced, along with his team, and produced documents quickly and in time to meet a key Veteran's program deadline. This timely and thorough action saved us from losing many months of available benefits. Thank you Utah Senior Planning! I highly recommend them!
Scott C.
01:48 09 Oct 18
Utah Senior Planning was amazing! Anthony Tran and his co-workers walked us through very complicated and stressful choices that had to be made for my mom's future. I can't thank them enough and recommend them to anyone.
RonnaLee H.
19:46 30 Apr 18
The team at Utah Senior Planning thoroughly explained options and opportunities for my parents to complete important and official paperwork for their current and future medical and financial needs. They engaged me and my siblings to ensure we also understood the steps my parents were taking; All in all - great peace of mind for me and my family. There were no surprise expenses; all paperwork was completed on time (or early) to meet our specific needs and circumstances. Anthony, Kelly, Riley - were of particular help and went over and above to ensure we were informed of status every step of the way. I highly recommend their services - I am confident my family would still be in the quagmire for months if we had tried to navigate all the paperwork and agencies we needed -- and it would have been an expensive quagmire in time and money. Thank you, USP team, for securing all of us!
Rachel P.
18:15 06 Jan 18
Landon meet with us at our home to go over all of our options for my Brother. We were able to get a burial plan set up then get him set up on Medicaid to cover him while he is in a care facility. The Medicaid took a long time to get approved 'Goverment you know' but finally did. Your company was great to help us with everything. Thank you.
Christine G.
00:53 25 Dec 17
This is an amazing group. They are very competent and effective. Anthony is particularly effective and wonderful to work with. I would highly recommend them for any senior issues!
Richard I.
17:53 22 Dec 17
Utah Sr Planning is a great group of professionals who were friendly and helpful. I highly recommend these folks! I got clear directions on exactly what pieces of info were needed, and my ongoing questions were answered quickly. After all the paperwork was submitted, I got fast response time for additional questions and communication. Completely happy with all the folks I interacted with.
megg M.
18:42 14 Dec 17
Everyone at Utah Senior Planning was great to work with. So knowledgeable, friendly and kind. They helped us with all the work to get our mother on Medicaid so fast, with little headache for us and brought much peace into our family. I wish I would have known about them years ago. Working with Landon Sandberg was a great experience. Thanks for all your concern and help and putting up with so many questions that were answered so quickly and efficiently. I would highly recommend them!
Colleen H.
17:36 14 Dec 17
I am thankful for Valerie, Cody, and Meagan at Utah Senior Planning for all of the assistance in helping me apply and obtain Medicaid coverage for my mom! I have a Durable POA for my mom and was able to work with them long distance to ensure my mom would be able to receive healthcare assistance. They were very professional, and expedient; and I really believe I couldn’t have done it without their help! I highly recommend Senior Planning to all those who need assistance or have questions about the Utah Medicaid application process.
Cherie T.
22:50 21 Nov 17
I recommend Utah Senior Planning HIGHLY! My mother had her second of two strokes this past January, at which point I moved her to Utah from the east coast into an assisted living. The process was difficult and of course very emotional. I am fairly young and my mothers only child so I had a large responsibility and some uncertainty about how best to plan for her future. From our first encounter with Landon, both my mother’s and my anxieties were alleviated. Landon is extremely knowledgeable, efficient, and professional. Furthermore, he carries out his work with great kindness and empathy. In my mothers case it was necessary to prepare for her future, and as well deal with past accounting issues, which Dave was able to help us rectify. It gave me great piece of mind to know I had trustworthy and efficient professionals, to take care of different aspects of our needs including legal, tax, and financial planning, all under the purview of Utah Senior Planning. We had several moving parts to deal with and the work we needed done may have taken longer than usual, however; Utah Senior Planning took care of it all, and for a very reasonable cost. I am extremely grateful to both Landon and Dave and am very fortunate to have found Utah Senior Planning!
alexander B.
22:16 21 Nov 17
I was so thankful to work with Utah Senior Planning. They were helpful throughout every step of the process. They knew what our needs were and how to find the answers.
Jen A
21:58 21 Nov 17
I would highly recommend Utah Senior Planning! Trying to understand all of the ins and outs of getting my mom the help she needed and getting it done in a timely way was so stressful before I was advised to contact them. They made the process easy to understand and took care of all of the legwork and my mom was all set very quickly. I highly, highly endorse their services!
Susan D.
20:13 21 Sep 17
Jeff L. O.
20:32 19 Sep 17
Craig S.
22:58 15 Aug 17
The team at Utah Senior Planning is extremely knowledgeable, professional, and gets the job done in a very efficient manner. Landon Sandberg is amazing and put my mind at ease about my mother's future after our first conversation. He and his team were always very responsive to questions and concerns when they arose.Before, I had been getting so many different answers to my questions from multiple resources, that left our family spinning in circles for 15 months in attempts to figure out how to get our mom qualified for long term assisted living.Landon Sandberg, and the Utah Senior Planning team, answered all of my questions and concerns, took my mom's case, and ran with it! They had her qualified for New Choices Waiver and moved into an amazing assisted living home within 90 days. It truly takes a team of experts to get it all done so quickly. They are the BEST!Thanks for your great work, and especially for looking out for my mother's best interests and future!
Jen A.
21:49 05 Aug 17
What Our Client Says
0/5
February 2020, I was at a loss as to how to move my Ill mom into a much needed memory care facility from another state. I have a career in the benefits world for employers, so I "thought" this might be similar. How wrong I was. After attempts of trying to understand the government medicaid jargon, I had reached out to a few friends that had gone through a very similar experience and recommended Landon Sandberg at USP, to assist with the transition and applying for Utah Medicaid. The idea of all of the work to get her approved was very overwhelming, even for someone like me that worked in the insurance field.
Landon immediately assisted, reassured and gave very clear directions on what needs to be done first, including selection of a facility, coordinating her admittance and working with the care directors, all the way until I received an "approval" letter from the State.
Many people underestimate the aid of an attorney in this process. Had he not been involved, I am doubtful that the process would have been as "easy" as it was, if I had succeeded at all. I can't sing his praises enough. Not only did he get it done, but it was approved within a week or so of the application.
I highly recommend those scratching their heads regarding this process to talk with Utah Senior Planning. They're there to help walk you through it and stand by your side - even if they have to teach the State parts of their own role. 🙂
Jessica CrowJune 2, 2020
Utah Senior Planning is great! They helped us set up a trust for our father that protects his assets and helps preserve what he intended his family to benefit. We worked with Landon Sandberg. He answered all of our questions. He helped us with a number of other legal documents that are really important as parents or grandparents age. And the best part of all . . . it didn't break the bank! Their pricing is reasonable and affordable! If you want to protect your assets so that your family benefits or you want to help your parents protect their assets, Utah Senior Planning can help you!
David StumpMay 18, 2020
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