Outsourced Medicaid applications and recertifications
Managed from initial intake through approval and renewal — family meetings, paperwork, financial review, submission, and status reporting.
See the full scopeFull-service support for elder law attorneys.
LegalEz is a full back-office support system for elder law practices. From Medicaid applications and recertifications to trust administration and financial document requests and review, we handle the operational work, so you can take on more clients, retain every case, and focus on what you do best.
One case, end to end
What happens after you take the client
- Intake meeting with the family Paperwork gathered, financial picture opened
- Five-year lookback assembled Statements requested from banks, transactions scanned
- Application prepared and submitted Represented at the Medicaid office, status reported in real time
- Trust funded, income managed, recertification tracked Ongoing administration, accounting, and disbursements
162,000+ applications approved
99% approval rate
15,000+ families served
$250M+ in assets protected
A back office built for one kind of practice.
LegalEz is a full back-office support system built exclusively for elder law attorneys. From Medicaid applications and recertifications to trust administration and financial document requests and review, we handle the operational work, so you can take on more clients, retain every case, and focus on what you do best.
We work behind the scenes as a true extension of your practice. Your clients, your relationships, we just make it all possible.
LegalEz unifies proven operating companies and purpose-built technology into a single, modern legal back office.
Three services, one operating partner.
Trust setup, income management, and ongoing administration
1st and 3rd party trusts, QIT funding, banking and direct deposit setup, accounting, disbursements, and secure portal access.
See the full scopeDocument request and financial review software
Automated requests, standardized statement retrieval, transaction scanning, and risk flagging built for the five-year lookback.
See the full scopeOutsourced Medicaid applications and recertifications
We manage Medicaid applications and recertifications from initial intake through approval and renewal. We represent the applicant at the Medicaid office and ensure that approval is obtained in an efficient and timely manner.
If Medicaid planning isn't currently part of your practice, it can be, without adding staff or complexity. We handle the work behind the scenes so you can take on these cases and never turn a client away.
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Senior Planning Services
- Meeting with families
- Preparing and submitting the application
- Gathering all necessary paperwork
- Real-time status reporting and updates
- Full financial review and statement analysis
- Ongoing recertification management
Nearly two decades of Medicaid expertise
162,000+
applications approved
99%
approval rate
20 states
offering services
Trust setup and income management
We handle the trust-related work that comes with elder law planning, including setup, income flow, banking, and ongoing management. This allows attorneys to implement trust strategies without managing income flow, banking logistics, or day-to-day administration.
All trusts are administered with dedicated oversight and supported by fiduciary supervision and secure banking infrastructure.
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Income Management Services
eynod
- 1st and 3rd party trust (pooled and individual)
- Ongoing administration, accounting, and reporting
- Income verification and direct deposit setup
- Disbursements, payments, and facility ACH setup
- Qualified Income Trust (QIT) funding and income management
- Real-time account access via a secure online portal and mobile app
15,000+ families served
$250M+
in assets protected
SOC Type II
certified
HIPAA
compliant
Request & Review software
The 5-year lookback is where Medicaid applications get held up. Our software automates the financial document collection and review so you can handle more cases without hiring more staff.
These tools simplify heavy Medicaid workflows, reduce delays, and surface issues before they hold up a submission.
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NavigAid
- Automated document requests to banks and financial institutions
- Identifies questionable or incomplete transactions
- Standardized, Medicaid-ready statement retrieval
- Flagging of risks, gaps, and substantiation needs
- Transaction scanning and financial review aligned with Medicaid requirements
- Faster preparation for Medicaid submissions
Over 3 million transactions analyzed
SOC Type II
certified
HIPAA
compliant
Bank-level
encryption
The Medicaid lifecycle, handled end to end.
LegalEz manages the entire Medicaid lifecycle on behalf of the attorney's practice — from the very first family meeting through to ongoing renewal management.
Initial intake and family meetings
Meeting with families directly, gathering paperwork, and conducting a full financial review and statement analysis to establish eligibility.
Application preparation and submission
Preparing complete, Medicaid-ready applications, submitting them accurately, and providing real-time status reporting throughout the review process.
Office representation and recertification
Representing the applicant at the Medicaid office to secure timely approval, then managing all ongoing recertifications to maintain continuous coverage.
What attorneys ask before they start.
What does LegalEz do for an elder law practice?
LegalEz is a full back-office support system built exclusively for elder law attorneys. We handle Medicaid applications and recertifications, trust setup and administration, and financial document requests and review — so your firm can take on more clients, retain every case, and focus on the legal work.
Do you work directly with our clients?
We meet with families directly to gather paperwork and complete the financial review, and we represent the applicant at the Medicaid office. We work behind the scenes as a true extension of your practice — your clients and your relationships remain yours.
Can we add Medicaid planning if we don't offer it today?
Yes. If Medicaid planning isn't currently part of your practice, it can be, without adding staff or complexity. We handle the work behind the scenes so you can take on these cases and never turn a client away.
Where do you offer services?
LegalEz offers services in 20 states, backed by nearly two decades of Medicaid expertise and more than 162,000 approved applications at a 99% approval rate.
How do you handle the five-year lookback?
The 5-year lookback is where Medicaid applications get held up. Our software sends automated document requests to banks and financial institutions, retrieves standardized Medicaid-ready statements, scans transactions against Medicaid requirements, and flags questionable or incomplete items along with risks, gaps, and substantiation needs before they delay a submission.
How is client data protected?
Our platforms are SOC Type II certified, HIPAA compliant, and secured with bank-level encryption. All trusts are administered with dedicated oversight and supported by fiduciary supervision and secure banking infrastructure.
A single, modern legal back office.
LegalEz unifies proven operating companies and purpose-built technology into a single, modern legal back office. Tell us how your practice runs today and we'll show you what we can take off your desk.
Tell us about your practice.
Share a bit about your firm and caseload, and a LegalEz specialist will follow up to walk through which services fit — Medicaid applications, trust administration, or both.
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We review your detailsA quick look at your practice and current caseload.
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A specialist reaches outUsually within one business day, by phone or email.
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We map out the fitTogether we decide which services take work off your desk.