Elder law intake is different.
LegalGEN handles
every complexity.
Medicaid planning, crisis situations, nursing home admission, probate administration — elder law intake requires more nuance than standard estate planning. LegalGEN's elder law intake and document workflows are purpose-built for the complexity your clients bring.
Elder law intake — what LegalGEN covers
- ✓ Asset inventory & Medicaid eligibility screening
- ✓ Long-term care insurance & benefit documentation
- ✓ Nursing home admission intake & resident rights
- ✓ Crisis planning triggers (sudden incapacity)
- ✓ Caregiver agreement documentation
- ✓ Probate — decedent asset inventory
- ✓ Beneficiary contact & claim intake
- ✓ Special needs trust suitability screening
How elder law attorneys use LegalGEN
Medicaid planning intake
Comprehensive asset and income screening, five-year lookback documentation, and Medicaid eligibility assessment — all collected online before the first consultation. Attorneys arrive at the meeting with a complete financial picture already organized.
Crisis planning workflow
When a family calls because a parent has suddenly been hospitalized, the intake needs to happen fast. LegalGEN's crisis intake captures the essential information needed to act immediately — POA status, healthcare directives, account access, family structure.
Probate administration intake
Decedent asset inventory, beneficiary contact information, creditor identification, and estate summary — collected digitally from families during a difficult time. LegalGEN's probate intake is designed to be compassionate and efficient.
Special needs trust documents
First-party and third-party SNT workflows using your templates. Includes government benefit eligibility preservation language, trustee appointment provisions, and distribution standards specific to SNT planning.
"Elder law intake is genuinely different from estate planning intake. LegalGEN understood that. The Medicaid screening workflow alone saves us 2 hours per client — and it arrives organized before we even say hello."
Elder law intake that handles
every complexity.
Digital Intake starts at $90/month. Elder Law add-on +$49/month. 30-day money-back guarantee.