Intake Forms & Planning Tools

Our intake forms and planning tools are designed to provide you the information and resources you need to succeed in crisis planning for VA and Medicaid.

Intake Forms

If you have a potential crisis Medicaid or VA case, use one of our intake forms to gather and organize your client’s case facts. When you’re ready, e-mail the form to us at for a complimentary analysis of your client’s situation.

Medicaid Planning Tools

For even more Medicaid planning tools and resources, visit our State Resources page, where you’ll find state-specific Medicaid planning figures, your state’s Medicaid manual, and relevant case law.

VA Planning Tools

The VA Aid & Attendance benefit is a great way to provide financial relief to qualified veterans or their surviving spouses when faced with high care costs. Use some of the resources below to learn more.