Protecting Your Rights in Aging
Compassionate support for seniors and families.
Protecting Your Rights in Aging
Compassionate support for seniors and families.
Our Services at ElderShieldAdvisors.com
Our Mission
At Elder Shield Advisors, our mission is to deliver compassionate, expert guidance to seniors and their families as they navigate critical decisions related to elder care and benefits.
We specialize in protecting the dignity, health, and financial security of seniors and their families. Our comprehensive support services include:
Medicaid Application Preparation & Filing
At ElderShieldAdvisors.com, we specialize in the complete preparation and filing of chronic care Medicaid applications
Guiding families through every step of this complex and often overwhelming process. Our proven approach ensures accuracy, compliance, and speed—minimizing costly delays and reducing the risk of rejection. We gather required documentation, pre-screen for eligibility, and serve as a liaison with the Department of Social Services to expedite approvals. With over a decade of experience and millions secured in benefits, we help clients access the long-term care services they need while protecting family assets and ensuring peace of mind during challenging transitions.
Medicaid Planning & Asset Protection
At ElderShieldAdvisors.com, our Medicaid Planning & Asset Protection services provide families with strategic guidance to legally protect income and assets while qualifying for long-term care benefits. We navigate complex Medicaid eligibility rules, helping clients avoid costly mistakes that can jeopardize their financial future. Our team assists with spend-down strategies, trust planning, and exempt asset structuring to minimize out-of-pocket expenses. Whether you’re planning ahead or facing an immediate care need, we tailor every plan to safeguard your legacy and ensure peace of mind. Let us help you preserve what matters most—your home, savings, and family security—while securing the care you deserve.
CDPAP Enrollment - Your loved ones get paid for your caregiving
At ElderShieldAdvisors.com, we provide expert support with CDPAP Enrollment, a unique Medicaid program that empowers families by allowing loved ones to get paid for caregiving. We guide clients through the entire Consumer Directed Personal Assistance Program (CDPAP) application process, from determining eligibility to submitting the necessary documentation and coordinating with managed care plans. Whether you are caring for a parent, spouse, or other relative, CDPAP offers flexibility, dignity, and financial relief. Our team ensures the process is smooth, compliant, and customized to your needs—so you can focus on providing compassionate care while receiving the compensation and recognition you deserve.
Benefits Audit & Recovery
At ElderShieldAdvisors.com, our Benefits Audit & Recovery service ensures that seniors and their families receive every entitlement they are eligible for. We conduct thorough audits of past applications and benefit histories to uncover overlooked or underutilized programs such as Medicaid, SNAP (food assistance), and HEAP (Home Energy Assistance Program). Many families miss out on thousands in critical support due to paperwork errors, lack of awareness, or confusing eligibility rules. Our experts correct application gaps, refile documentation, and advocate with agencies to recover retroactive benefits. Let us help you claim what you’ve earned—and restore financial peace of mind.
Benefits Audit & Recovery
At ElderShieldAdvisors.com, our Benefits Audit & Recovery service ensures that seniors and their families receive every entitlement they are eligible for. We conduct thorough audits of past applications and benefit histories to uncover overlooked or underutilized programs such as Medicaid, SNAP (food assistance), and HEAP (Home Energy Assistance Program). Many families miss out on thousands in critical support due to paperwork errors, lack of awareness, or confusing eligibility rules. Our experts correct application gaps, refile documentation, and advocate with agencies to recover retroactive benefits. Let us help you claim what you’ve earned—and restore financial peace of mind.
Managed Long-Term Care Navigation
At ElderShieldAdvisors.com, our MLTC (Managed Long-Term Care) Navigation service helps families make sense of complex care plans. We work directly with MLTC providers and managed care plans to ensure that seniors receive the full range of services they are entitled to—such as urgent care access, in-home nursing visits, physical therapy, and specialized support. From selecting the right plan to resolving service delays, we advocate on your behalf every step of the way. Our hands-on coordination ensures continuity of care, timely approvals, and personalized attention, so your loved one’s health needs are met with compassion, precision, and no bureaucratic surprises.
Home Care Coordination
At ElderShieldAdvisors.com, we specialize in Home Care Coordination that brings peace of mind to families and comfort to seniors aging in place. We handle every aspect of in-home care management—from hiring and supervising reliable home health aides to scheduling essential services like physical therapy, occupational therapy, and visiting nurses. Our team works closely with care providers, family members, and managed care plans to ensure seamless delivery of services tailored to each client’s needs. By overseeing care plans, communicating with healthcare teams, and tracking authorizations, we ensure clients receive consistent, high-quality support in the comfort and safety of their home.
Transportation & Appointment Management service
At ElderShieldAdvisors.com, our Transportation & Appointment Management service ensures seniors get to and from medical appointments safely, on time, and without stress. We arrange reliable, accessible transportation for doctor visits, lab tests, therapy sessions, and diagnostic scans—taking the burden off families. Our team also confirms appointment schedules, handles last-minute changes, and communicates with healthcare providers to streamline logistics. Whether coordinating a weekly routine or managing complex care schedules, we ensure continuity of care and peace of mind. Our goal is to make every trip safe, timely, and comfortable—so you or your loved one can focus on health, not logistics.
Client Advocacy Government Agencies
At ElderShieldAdvisors.com, we provide trusted Client Advocacy with Government Agencies, acting as your voice and representative in navigating complex bureaucracies. We work directly with Medicaid offices, Departments of Social Services (DSS), and healthcare systems to resolve issues, clarify eligibility, and push stalled applications forward. Our experienced team ensures that your case receives the attention it deserves—eliminating confusion, reducing delays, and protecting your rights every step of the way. Whether appealing denials, correcting documentation, or coordinating care approvals, we advocate fiercely on your behalf to ensure that seniors and their families receive the benefits, services, and dignity they are entitled to.
Estate Planning Referrals & Workshops
At ElderShieldAdvisors.com, we offer Estate Planning Referrals & Workshops to help families prepare for the future with clarity and confidence. Partnering with experienced elder law attorneys, we connect clients to trusted legal professionals who specialize in wills, trusts, powers of attorney, and health care proxies. We also host monthly educational workshops designed to demystify estate planning, Medicaid implications, and long-term care strategies. These sessions provide practical tools and personalized guidance in a supportive setting. Whether you're planning proactively or facing urgent decisions, we ensure you have access to reliable legal insight that protects your legacy and honors your wishes.
Document Management & Notarization
At ElderShieldAdvisors.com, our Document Management & Notarization service ensures that every piece of critical paperwork is properly organized, submitted, and legally executed. We assist clients with gathering essential documents for Medicaid applications, long-term care planning, and benefit eligibility—ensuring nothing falls through the cracks. Our experienced staff provides on-site and remote notarization services, giving families convenient access to legally binding signatures. All processes are handled with strict HIPAA compliance, protecting your personal information with the highest level of confidentiality. From intake forms to legal affidavits, we make document handling stress-free, secure, and streamlined so you can focus on care, not red tape.
Contact Us
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We love our customers, so feel free setup a free introductory consultation or email us.
hello@eldershieldadvisors.com 516-784-7609
