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Medicaid Planning for Arizona Seniors

At Legacy Navigation, our Certified Medicaid Planners™ can help Arizona adults 65 and over with Medicaid planning and clinical case management services. We specialize in helping you qualify and apply for Medicaid programs, plus our services cost a fraction of what you’d pay an Elder Care Attorney.
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We’re Experts on Senior Medicaid Planning in Arizona

Are you an Arizona senior who needs access to long-term Medicaid benefits? Our team combines empathy, education, and expertise to provide professional support.

Determining Eligibility

We know all the ins and outs of Arizona's Medicaid eligibility requirements, so we can help determine if you meet the income and asset limits set by the state. Our clinical care team will help you with what to expect during the assessments to establish a medical need for care and what level of care you require.

Application Assistance

Arizona’s Medicaid application process can be confusing for many people. Often, applicants are denied because of procedural errors. We know how to navigate the application process and figure out which Medicaid programs you might qualify for. We are happy to complete the application for you and accelerate the approval process.

ALTCS Benefits

There are Medicaid waiver programs such as ALTCS (Arizona Long Term Care System) that can help you pay for care in your home or another setting, like assisted living or memory care. Our Certified Medicaid Planners™ can help you apply and qualify for these kinds of programs. We can also help you gain access to providers to establish ongoing care.

Meet Our Team

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Our Medicaid Planning Process for Arizona Seniors

1

INITIAL CONTACT

You reach out to us by phone, email, or through our website. We gather some basic information and listen to your needs.

Result: We schedule your complimentary consultation.

2

CONSULTATION

We meet with you (virtually or by phone) to understand your situation, review your goals, and answer your questions.

Result: You receive a clear recommendation and plan overview.

3

ENGAGEMENT

If you decide to move forward, we’ll send your engagement agreement. Once signed and payment is received, we begin.

Result: You’re officially part of the Legacy Navigation family.

4

DOCUMENT COLLECTION

We provide you with a custom document checklist and guide you every step of the way to gather what’s needed.

Result: We build a complete picture of your financial situation.

5

STRATEGY & PLAN

We analyze your information and create a personalized Medicaid strategy tailored to your goals and timeline.

Result: You receive a clear plan with next steps explained.

6

PLAN EXECUTION

We put the plan into action: setting up trusts, completing spend-down strategies, or coordinating with trusted partners as needed.

Result: You don’t have to navigate this alone. We handle the details.

7

MEDICAID APPLICATION

We prepare and submit your Medicaid application and all supporting documents. We follow up with the state on your behalf.

Result: Your application is in process and moving forward.

8

APPROVAL

Once approved, we’ll notify you right away and review the approval details with you.

Result: You’re approved for Medicaid and ready for the next steps.

9

POST-APPROVAL SUPPORT

We help ensure everything is in place: provider enrollment, care coverage, and any follow-up actions needed.

Result: You can feel confident knowing everything is taken care of.

10

FOLLOW-UP & ONGOING CARE

We check in after approval to make sure everything is working smoothly and answer any new questions.

Result: You have a trusted partner for the long term.

Client and Community Partner Medicaid Planning Testimonials

Legacy Navigation made my grandmother's Medicaid enrollment and assisted living placement a breeze. We didn't know where to start when my grandma's rent continued to rise and she could no longer afford to stay. They walked us through every step and helped us navigate the options out there for seniors. We are so appreciative of all they did for us!
Kristal V.
Legacy is a true blessing to many families! They help navigate the complexities of Medicaid planning with ease, ensuring every step is understood. Their team is compassionate, knowledgeable and incredibly supportive. Legacy is a company you can trust to put your loved ones first!
Christin B.
Absolutely amazing group. They were able to help me navigate all the nuances of helping out my parents get into a great location. Their willingness to spend the time to answer questions and make sure I and my parents fully understood the process was top notch. Thank you gals again!!!
Rod B.
Legacy Navigation was amazing! They made the process so easy. Melissa Hardy walked me through everything, and was always there to answer any questions. I can't recommend them enough.
Yvette C.

Legacy Navigation’s Medicaid Planning Services for Seniors in Arizona

If you’re over Arizona’s Medicaid income and asset limits, that doesn’t necessarily mean you can’t get benefits. If the cost of your care exceeds your income, Medicaid planning strategies can be explored that may organize and convert your assets, allowing you to meet eligibility requirements.

As certified Medicaid consultants, we have a thorough knowledge of Medicaid programs and can help you navigate current Medicaid rules and complete the application on your behalf. Learn more here.

As part of our Medicaid consulting for seniors process, we help you legally structure your financial resources in compliance with Medicaid’s guidelines to meet Medicaid’s income and asset eligibility limits. Learn more here.

We provide guidance on converting countable assets into exempt assets to preserve your family’s financial resources. In many cases, we can protect the family home and ensure that a healthy spouse has adequate resources to continue living independently. Learn more here.

Having a Power of Attorney for medical and financial decisions if you become incapacitated is one of the best planning tools you can implement. Our team will educate you on your choices and help you complete a POA according to your wishes. Learn more here.

Our clinical background sets us apart from other firms who provide Medicaid planning services. Beyond the Medicaid application process, we can secure the services you need for long-term care, whether that be home health services, assisted living, or skilled nursing. Learn more here.

If you or your loved one needs to relocate, our team of Medical Travel Companions can help. We arrange all transportation, medication administration, and clinical and comfort management during the trip. Learn more here.

How May Medicaid Planning Help Arizona Seniors?

Arizona Medicaid Crisis Planning

  • A senior living at home in Arizona could experience a life event to change the level of everyday care they require.
  • Seniors and their families may quickly discover that they can’t afford the cost of in-home care or assisted living.
  • This may leave families scrambling to apply for Arizona Medicaid benefits, which are complex and ever-changing.
  • Legacy Navigation has the expertise and experience to assess your unique situation, develop a customized Arizona Medicaid plan, and complete the application process on your behalf, minimizing the risk of denial and delayed access to benefits.

Arizona Medicaid Pre-Planning

  • Seniors who are currently in good health should plan ahead to ensure they are prepared for a potential change in their long-term care needs.
  • This requires an estate plan that will extend the life of your funds and protect your assets in case long-term Arizona Medicaid benefits are required.
  • Even without the pressure of immediate need, the Arizona Medicaid application process can be difficult to navigate.
  • Legacy Navigation will educate you about your options, help arrange your finances, and convert your assets to extend the life of your savings. You’ll enjoy peace of mind knowing you’re prepared if there is a sudden change in your care needs.

Benefits of Medicaid Planning for Seniors in Arizona

  • Protect your assets
  • Application assistance
  • Qualification for HCBS waiver
  • Financial assistance to pay for long-term care in your home or in a facility

Medicaid Planning for Seniors in Arizona: FAQs

For Arizona’s standard Medicaid (Arizona Health Care Cost Containment System), seniors generally qualify at age 65 and older.  Eligibility is dependent on meeting specific income and asset limits. However, the Elderly Simplified Application Project is available as an exception for seniors 60 years old and up with no earned income

Arizona has a state-specific Medicaid program for long-term care through AHCCCS called Arizona Long Term Care System. Through ALTCS, seniors can pay for long-term care in nursing homes, assisted living, or at home, so long as they meet the functional and financial eligibility requirements. 

It’s best to begin planning at least five years before long-term care is needed to avoid issues with Medicaid’s 5-year lookback period. However, if your family needs immediate care, seniors can still benefit from crisis Medicaid planning, which helps structure assets appropriately and expedite eligibility.

Yes, the spouse at home (known as the community spouse) is protected by Medicaid by allowing them to keep a large portion of the couple’s assets and income while the other spouse qualifies for Medicaid. A Medicaid planner helps ensure the Community Spouse Resource Allowance Act is followed to protect savings, property, and monthly income.

Not always. While some situations require the expertise of an elder law attorney, particularly when trusts, estate issues, or complex assets are involved, many families can work with certified Medicaid planners who specialize in eligibility strategy, spend-down planning, and application support.

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We are an independent certified Medicaid planning agency and not connected with Medicaid. We specifically focus on the 65 and older and disabled populations, and related A&D Medicaid waivers. We are unable to answer questions outside of these programs. For questions regarding other Medicaid programs, SNAP, health plans, etc. please call your local state Medicaid agency.