Technology for Elder Law Practices
Streamline Medicaid planning, manage complex family dynamics, and protect your clients with specialized elder law technology solutions.
Elder Law Challenges
Elder law practices face unique technology needs for Medicaid planning and family coordination.
Medicaid Planning Complexity
Medicaid eligibility rules vary by state and require careful asset and income analysis with look-back periods.
Family Dynamics
Elder law often involves multiple family members with different interests and communication needs.
Long-Term Care Planning
Coordinating care options, benefits, and legal protections requires comprehensive planning tools.
Guardianship & Capacity
Guardianship proceedings and capacity assessments require careful documentation and court interaction.
Elder Law Software Solutions
Specialized tools designed for Medicaid planning and elder law practices.
WealthCounsel / ElderCounsel
$200-350/mo
Comprehensive elder law drafting platform with Medicaid planning tools and asset protection documents.
Best For: Full-service elder law practices
Key Features
- Medicaid-specific documents
- Special needs trust drafting
- Asset protection planning
- Elder law community and training
- State-specific compliance
Integrations
ElderDocx
$100-200/mo
Specialized Medicaid planning software with eligibility analysis and planning scenarios.
Best For: Medicaid-focused practices
Key Features
- Medicaid eligibility calculator
- Asset protection strategies
- Spend-down planning tools
- State-specific rules
- Client reporting
Integrations
Clio + WealthCounsel
$49-149 + drafting subscription
Combine general practice management with specialized elder law document drafting.
Best For: Practices needing full case management
Key Features
- Matter management
- Client portal for families
- Document storage
- Calendar and deadline tracking
- Trust accounting
Integrations
Lawcus
$49-79/user/mo
Modern practice management with strong workflow automation for elder law processes.
Best For: Elder law practices wanting automation
Key Features
- Custom intake workflows
- Client collaboration portal
- Task automation
- Document management
- Kanban-style matter boards
Integrations
How We Help
Elder Law Software Setup
Implement WealthCounsel, ElderDocx, or other specialized platforms for your practice.
Document Template Development
Create custom templates for Medicaid applications, care agreements, and family communications.
Family Portal Configuration
Set up secure client portals that accommodate multiple family member access with appropriate permissions.
Deadline & Review Systems
Implement tracking for Medicaid redeterminations, trust reviews, and care plan updates.
Workflow Automation
Automate intake, document collection, and follow-up processes for efficiency.
HIPAA Compliance
Ensure your systems meet healthcare privacy requirements for medical information handling.
Compassionate Technology for Elder Law
Let us help you implement the right technology to serve your elder law clients and their families.