LegalEz acts as your complete back office — handling Medicaid applications, trust management, and document review so your attorneys stay client-facing.
Three integrated services — one seamless operation running behind your firm.
We handle every step — family meetings, paperwork, financial review, application prep, submission, office representation, and ongoing recertification.
From pooled and individual trusts to QIT funding and daily income management — setup to ongoing with full banking, disbursements, and reporting.
NavigAid automates document requests, retrieves standardized Medicaid-ready statements, and scans every transaction against Medicaid requirements.
Nearly two decades. 15,000 families. 162,000+ approvals. Our track record is your competitive advantage.
Partner With UsAdd Medicaid services without hiring a single additional employee.
162,000+ applications approved. Our track record is your competitive advantage.
Applications, trusts, and software work as one system — not three vendors.
Status updates at every milestone. You're always informed, always in control.
Enterprise-grade security. Independently certified, always compliant.
Nearly two decades protecting families' assets across 20 states.
We gather all paperwork and open a complete financial picture for the client, leaving nothing uncovered.
Bank statements are requested automatically. Every transaction is scanned against the five-year Medicaid lookback requirements.
Application prepared, submitted, and tracked. Your firm receives real-time updates at every milestone.
Trust funded, income managed, and recertification handled year after year — a true long-term partnership.
Whether you're a solo practitioner or a growing firm, LegalEz fits the way you practice.
Compete with larger firms by adding Medicaid and trust services without hiring back-office staff.
Scale your caseload without scaling your overhead. Take on more clients while we handle operational complexity.
No Medicaid experience required. We provide expertise, workflow, and compliance infrastructure from day one.
Expand into elder law with a trusted partner. Offer clients a complete continuum of care under your brand.
"LegalEz transformed our practice. We doubled our Medicaid caseload in six months without adding a single staff member. The approval rate is remarkable."
"We had zero Medicaid experience when we partnered with LegalEz. Within a year it became our fastest-growing practice area. Their team handles everything."
"NavigAid alone was worth it. What used to take days of document chasing now happens automatically. I can focus entirely on my clients."
Our network spans the country. Contact us to confirm coverage in your state.
Check Your StateIndependently audited security controls across all systems and processes.
Full HIPAA compliance across every workflow involving protected health information.
All data transmitted and stored with financial-institution-grade encryption.
All income and trust management operates under formal fiduciary oversight.
Fill out the form and a specialist will reach out within one business day. No commitment required.
888-331-1437 info@legalezusa.com