Our Process

What are your fees?

What Are Your Fees?

At Utah Senior Planning, we believe that transparency and open communication are the keys to building strong relationships with our clients. That’s why we offer a free consultation to all of our clients, so that you can get a better understanding of how our services work and how we can help you with your case.

During this consultation, we’ll provide you with a brief overview of the services we offer and how they work: 

Medicaid Eligibility Consulting

Navigating the complexities of Medicaid eligibility can be overwhelming. Our Medicaid eligibility consulting services provide expert guidance to help you understand the requirements and maximize your chances of qualifying for this essential program. We’ll work with you to assess your situation, gather necessary documents, and guide you through the application process, ensuring you access the care you need.

Final Expense Planning

Ensure your loved ones are financially secure during a difficult time with our comprehensive final expense planning services. We understand the emotional challenges that come with end-of-life preparations. Our experts work closely with you to create a tailored plan that covers funeral costs, allowing your family to focus on honoring your memory without the burden of unexpected expenses.

Medicare Insurance

Make informed decisions about your healthcare coverage with our Medicare insurance services. Our experienced team will guide you through the intricacies of Medicare, helping you choose the right plan that aligns with your medical needs and budget. With our support, you can navigate the various options and feel confident in your Medicare choices.

Placement Services

Finding the right senior living option can be a daunting task. Our placement services take the stress out of this process by helping you identify the ideal assisted living or nursing facility for you or your loved one. We consider your preferences, medical requirements, and budget to ensure a smooth transition into a comfortable and supportive living environment.

New Choices Waiver

Access the support and services you need to remain in your home with our New Choices Waiver assistance. We’ll guide you through the application process, helping you understand your eligibility and the services available. Our goal is to empower you to age in place comfortably while receiving the necessary care.

Estate Planning

Protect your assets and ensure your wishes are carried out with our estate planning services. Our experienced professionals will work closely with you to create a comprehensive estate plan that includes wills, trusts, and other legal instruments. With a well-crafted estate plan, you can provide for your loved ones and minimize potential challenges in the future.

Veteran’s Benefits

If you’re a veteran or a surviving spouse, you may be eligible for valuable benefits. Our veteran’s benefits services help you navigate the application process and access the support you deserve. From healthcare benefits to pension programs, we’ll assist you in securing the benefits that honor your service.

Tax Preparation

Tax season doesn’t have to be stressful for seniors. Our tax preparation services cater to your specific financial situation, ensuring you maximize deductions and credits. Let us handle the paperwork so you can have peace of mind during tax time.

Senior Real Estate

Transitioning to a new living situation as a senior involves unique considerations. Our senior real estate services provide tailored solutions for selling or purchasing property. We understand the intricacies of senior living needs and work to ensure a seamless real estate experience.

We are happy to answer any questions you might have. We understand that every client is unique, and that’s why we take the time to get to know you and your situation before we make any recommendations.

When it comes to fees, we believe that honesty is the best policy. In most cases, fees are determined by the level of planning strategies that need to be implemented in order to get your case approved. If your case doesn’t require a significant amount of planning on our behalf, many times the facilities that we contract with will compensate us separately on your behalf and you will have no fees. (Utah Senior Planning is a private business that works in collaboration with care facilities and state caseworkers, we serve as an unbiased third party to ensure that the integrity of the Medicaid system is maintained while also helping clients take advantage of the state policies to help preserve assets).

However, if there are fees associated with our services, we make sure to let you know upfront during the consultation. We believe in being fully transparent about what we charge so that there are no surprises down the road.

We want you to feel confident in your decision to work with us, which is why we offer a no-pressure approach to our consultations. We’re here to provide you with the information you need to make an informed decision about your case.

Don’t hesitate to contact us to learn more about how we can help you with your situation. Our team of experienced professionals is here to guide you every step of the way.

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