Elder Law Attorney Referral Partner Program
Elder law attorneys and senior placement specialists are natural partners — legal planning and care planning are two sides of the same conversation for aging families.
Elder law attorneys handle the legal and financial dimensions of aging — powers of attorney, Medicaid planning, guardianship, trusts, and advance directives. But when a client’s family calls in crisis because Dad needs to leave the hospital by Friday and they don’t know what to do, that’s not a legal question — it’s a placement question. And when you’re doing Medicaid spend-down planning, knowing which Texas communities and facilities accept STAR+PLUS is critical information for the plan. A placement specialist and an elder law attorney who understand each other’s work serve clients far better together than separately.
Why Partner With Erika
Complementary Expertise
You handle legal documents, Medicaid eligibility, and asset protection. I handle care needs assessment, facility matching, and placement logistics. Together we cover the full aging planning picture.
Bidirectional Referrals
I refer clients who clearly need legal planning (POA, Medicaid planning, guardianship) to trusted elder law attorneys. You refer clients who need placement support to me. Both of us serve clients better.
Medicaid Planning Integration
When you’re developing a Medicaid spend-down plan, I can tell you what STAR+PLUS-accepting facilities actually look like on the ground — which communities accept Medicaid, what the wait times are, and what the transition from private pay to Medicaid looks like in practice.
How It Works
Client referral in either direction
Your client needs placement support; you refer them to me. My client needs legal planning; I refer them to you. The referral goes the direction the client’s immediate need requires.
Coordinated planning when both needs exist simultaneously
Many clients need both Medicaid planning and placement simultaneously — particularly in crisis situations. We coordinate our respective conversations so the family receives consistent advice and doesn’t have to repeat their story twice.
Medicaid placement coordination
For Medicaid spend-down and STAR+PLUS enrollment, I work in parallel with your legal planning — identifying appropriate facilities that accept Medicaid and timing the placement to align with the legal process.
Ongoing professional relationship
Many of my clients eventually need an elder law attorney; many of yours eventually need placement. A steady referral relationship serves both client bases over time.
Common Questions
Related Partnership Pages
Ready to Connect?
Whether you want to add your community to my referral network or discuss a specific family in need of placement, I’m easy to reach and respond quickly.
Start the Conversation