I was referred to this group by my husband’s care facility and received their help in applying for Medicaid. They walked me through the process in a way that was easy to understand and their transparency and dedication was so assuring. I would refer Utah Senior Planning to anyone seeking a straightforward team of experienced professionals who are familiar with navigating Medicaid-compliant annuities, the healthcare system and government aid.

Brooke Lewis helped me thru the Process of qualifying my father for Medicaid. She was great very informative on every step of the way. I appreciate all that she did and the Dedication she showed to get it done. It is Greatly Appreciated.

I have worked with Kendall on a Supplemental Trust for my brother. Kendall is very accessible and easy to work with. He has been helpful and is exceptional in his quick response.

I meant Kendall from Utah senior planning when my best friend was in assisted living. I Was informed that my friend needed to be put on medicaid. Kendall meant with me and my friend at the assisted living place. He went right to work filling out the paperwork. He answered all my questions and was very compassionate towards me and my friend. After about three hours Kendall and I was done with the mountain of paperwork. Kendall called me daily and kept me updated on the process. I would highly recommend Kendall if you need any help negotiating through medicaid. To you Kendall thank you for all you did 💓

We started in May and finished in August. Will walked us thru everything step by step. It a lot do deal with so be patient take it one step at a time. In the end of this journey they worked really hard and took care of everything. Last they kept us informed every week on the progress. Thanks Will you went above and beyond. They do what they say. Honesty and integrity.

Justin Embry, I don’t even have the words to explain how much you helped me and mom. I appreciate you so much. You took a ton of stress off of all of us helping get mom taken care of and on Medicaid. My family appreciates you more than you will ever know, thank you for everything.

Utah Senior Planning was a HUGE blessing for our family. Brooke was INCREDIBLE during the entire process of getting my dad on Medicaid. I don't know what we would've done without her assistance and support. THANK YOU!!!!

Kendall was amazing, he was very thrall and guided us through the process. He kept us up to date. I am very grateful 🙏

I have been working w/Brooke for a mutual client and she has been a very hard worker who has been helpful and kind while working hard on the Medicaid process, which can be complex at times! I'm so glad I have a great go to for our senior population! I highly recommend Brooke w/Utah Senior Planning!!

We have been extremely happy with everything Utah Senior Planning has done for our family! Casey, Landon and Will took care of us, saved us money and made sure we knew all our financial options when our parents had to go into a nursing home. We highly recommend these super nice guys, they know their stuff!

W enjoyed working with William and his team through the Medicaid process. Although it was a long process, we finally were successful.

We worked with Brooke Lewis to get a loved one set up after she fell and broke her hip. She is now back home doing well and has support to help be age as well as she can. Brooke answered our questions about navigating the Utah rules on insurance and retirement and Medicaid and managing assets to ensure we had the best help and support for our loved one. I would recommend them to anyone looking to help a loved one as they age and want to keep their home and assets in place and be as comfortable and safe as possible during rehab, assisted living, or home care.

Kendall with Utah Senior Planning was an absolute life saver for us as my brothers and I were trying to navigate and learn about the process of transitioning our mom from a skilled nursing facility to assisted living and learning about our options with Medicaid, the New Choices Waiver, etc. We all work fulltime and some of us live several hours away, so communication on something like this can be hard, but Kendall was always kind, helpful and always provided detailed responses to any questions we had. I highly recommend working with Kendall and Utah Senior Planning!

Kendall is amazing. He listened to my needs and stepped up to the plate 100000 percent. He accomplished what I was so desperately in need of. When dealing with the elderly and family it can be very difficult at times and Kendall help tremendously.
We we on the phone and he did everything step by step with me to get the job done. I'm forever grateful 🙏🏻
Thanks Kendall much appreciated!!!!!
Karen Chambers

On behalf of my family, I want to express our gratitude to the team, especially Riley, for their patience and professionalism. On our own, trying to understand and navigate through the amount of government red tape would be confusing, frustrating, and, I believe, not nearly as successful as what the Utah Senior Planning team provided for us. I can't thank the entire team enough for their assistance and patience as we addressed our grandmother's needs during the final stage of her life. We were advised and each step explained, and at no point did I feel pressured into taking a course of action, which was such a relief as we worked through the details. Highly recommended.

Riley is really amazing to work with. She is my Father in laws Case Manager. She is so quick to answer questions and is very nice and knows her stuff!!

WIll Sandberg is the one who setup everything for my Father in Law to go from not being eligable for Medicaid to only having to wait 33 months. Saved him $100k or more.. We could not be more grateful.

Thanks again for everything guys.

Super helpful. Very greatful for their assistance

Fantastic!! Landon was amazing. Never gave up. I would not hesitate to use him again. He gives attorneys a GREAT name!!

I worked with Brooke Lewis to help my grandfather with his Medicaid approval and she was absolutely fantastic! She was responsive, had an awesome attitude, willing to help in anyway she could and was very professional. It was very smooth and I couldn’t have asked for a better experience!

Using their services is well worth it to cut down the difficulty of working with government agencies. They were able to handling trusts, insurance, etc.

I’ve greatly appreciated how accommodating and helpful they have been, especially Casey. I have had no concerns working with them.

At 41 years old my husband has progressive MS and needed help with his Medicaid. We became desperate as my husband continued to decline and we were looking for avenues to get him the help he needed. I didn’t realize how entailed getting on Medicaid was. I was referred to Landon at Utah Senior Planning to help guide us through the process. What a miracle it was to meet Landon and his team! He handled all of the Medicaid applications, helped with the financial eligibility, and also directed me to all of the right professionals to talk with that could help with my husband. I highly recommend anyone who is applying for any of their disability needs to use Utah Senior Planning. The processes can be daunting, to say the least, to do alone but with Landon at Utah Senior Planning, it made things bearable and lifted a heavy load off our shoulders during a difficult situation.

Landon, at Utah Senior Planning helped us get Medicaid for my sister who has been in a nursing home for a couple of months. They are a great resource! Much appreciated!!

They were incredibly helpful getting my dad signed up for Medicare on a tight deadline. So glad I was referred to them for help, there is no way I could have managed on my own!

Brooke and Casey have gone above and beyond to help my step-brother and I with his finances and future care. Brooke helped us navigate Medicaid, and soon, will help us with the New Choices Waiver. Their knowledge of this world has been indispensable and opened up our options. So glad I called them! You can trust them.

As I think about my experience with Utah Senior Planning I have come to an overall conclusion...They realize each client has very different circumstances and, therefore, works with you according to your situation and your needs. Landon is so knowledgeable and does his job with much expertise, but one of his best qualities is that he listens to his clients. He takes that quality along with his experience and know-how and creates the best plan and solution you could ever hope for. I am so grateful for the care, understanding and great follow through to the end that I received.

I'm literally in awe at the lengths Landon went to to help me with my dad. He spent countless hours with me on the phone from texting, to talking, to emailing and even conference calls. He drew up a new trust for my dad and helped to get Medicaid for my step mom. I would of never of been able to do this on my own. He knows exactly what he is doing and helped me through it all, even patiently explaining things to my 91 year old dad. I could not be happier with Utah Senior Planning! Thanks again Landon you are the o!

Dearest Brooke,
Thank you just isn’t enough to tell you how much we have appreciated all of your hard work, diligence and kindness during this whole process of medicaid application. Your call and voicemail Friday was such a relief for Vonne she just burst into tears as soon as I told her the news.
You obviously know how much this means to people or you wouldn’t have left that message. It truly did give both Vonne and Guy a much needed relaxing weekend knowing he would be covered and bills would be paid.
We know this is your job but you also have genuine concern and thought behind your work and we can’t thank you enough.
Please know we are so grateful for your professionalism, your explanations of what needed to happen in the timeframe, your patience with us and your concern for this sweet couple who will truly benefit from this coverage and deserve it!
Thank you from the bottom of our hearts.
We look forward to talking with you again and to receiving the paperwork.
You are a wonderful asset to the Utah Senior Planning Group!

With much gratitude,
Vonne and Guy DeHart
Paula Allen

My brother is on Medicaid. My sister and I are having to help him manage his life. We had many questions on how to go about this. Cody at Utah Senior Planning was very helpful in answering my questions. I appreciate the time given to this. Even though my brother lives in another state, the answers I received will translate to that state's laws. This has relieved some stress. Thank you so much.

Professional and more patience and helpful.. And do care about helping others for their love ones ❤️🙏

My wife and I are completely ignorant when it comes to navigating the waters of senior planning. No one was able to help us concerning my mother in law during her hour of need. Even her doctors did nothing more than recommend websites to further confuse the situation.

Utah Senior Planning came to our aid and in a matter of months, we’re finally unburdened of the responsibilities that grew too overwhelming and out of our control. She’s finally getting the care and assistance she needs and deserves. We cannot thank you enough USP. Highly recommended.

We knew there could be issues with mom's future needs. They had us all come in and talk about lots of options of how to handle things for her caregiving. It was a big help. We're still deciding and we'll have more questions but they told me to call back and they would answer any questions and help us.

I worked with Utah Senior a few years ago when my dad went into care. They were so great. Their advise was always accurate and timely. They asked concise questions and know exactly how they Medicare Medicaid maze worked.
Now that I'm going to be signing up for Medicare, I am definitely going back to them. Love this company!

The care and attention that Utah Senior Planning had with my case was incredible. They helped me with all the questions and concerns that I had regarding our case. Jasmine was great in taking care of our needs and made this incredibly hard time a little bit easier. Thank you Utah Senior Planning for your help and kindness during our difficult time. 10/10 would recommend!

These people are the bomb. I felt from the start they had our best family interests in mind, and they proved it every step of the way. They did all the difficult leg work. You should go with them. I'm very glad I did!

I recently utilized the services of Utah Senior Planning to help with the application for Medicaid for my mother who was on hospice in an assisted living center. Landon, our representative was very helpful and laid what to expect for our particular scenario. We did hit a glitch in the process not because of Utah Senior Planning but because of communication with the agencies involved. Landon was able to track down the problem and resolve it to our satisfaction in a proficient manner. I highly recommend their services.

When my husband was ill and in rehab several years ago Will Sandberg from Senior Planning worked to help us navigate the insurance system so he could get the benefits he needed and with help and kindness we were able to obtain the benefits he needed! He recently passed away and once again I had questions and needed help, and once again went to Will and he helped make everything easier to get through! I reached out and he made himself available and was warm and kind, just like I remembered! I feel very fortunate that I learned about them and feel confident if I needed them again, they would be there for me!

Landon assisted us with obtaining our moms benefits from our fathers military service. He was knowledgeable and very considerate. He knew all the ins and outs of government forms and legalities. He helped us immensely, and we appreciated his expertise.

Utah Senior Planning is a god send. My family and I were at our wits end with the endless paperwork and legal documents that needs be filed in regards to caring for our parents. I talked to them and it seemed to good to be true when they told me how they could help. I took a chance and have no regrets. They have been helpful through the whole process, piles of paperwork, someone to talk to when needed and even helped us find her an awesome memory care facility. If you need help you should call them ASAP. No regrets. Casey Stettler just rocks, so friendly. Thank you Utah Senior Planning!

Yesterday I had the pleasure of meeting Landon Sandberg at Utah Senior Planning. Landon was incredibly helpful, and very professional, while also very concerned and understanding. I highly recommend their services if needed for an aged parent. The process was seamless and completely stress free. Thank you so much, to Malia, for recommending Landon and the Utah Senior Planning specialists.

Utah Senior Planning should be your first and only stop if you need help with the Medicaid process, estate planning, Veterans benefits or a simple Power of Attorney. I’ve worked with Jeff Baliff and his team at Utah Senior Planning for years and there is no one better equipped to handle these often tricky processes. They have the expertise needed to make this stressful time as easy as possible, not only for the client and family, but also for any facility involved. As a healthcare professional that has worked with other companies that offer similar services, I can say without hesitation that USP outshines them all - they are the company you want handling your case.

Utah Senior Planning did a great job of helping Lyn get into a memory care unit. They answered all my questions and carried through with the paperwork to help with the Medicaid New Choice Waver program. Landon was a great representative.

We have been working with Will and Landon for the last two years, and have really appreciated their help. At the time, we needed guidance to help my recently widowed mother manage her assets. I'm sure there are plenty of other businesses that can provide similar services, but the staff at Utah Senior Planning are great to work with and extremely trustworthy. I highly recommend them.

Staff was quick to response about questions we had about our mom.They made her feel comfortable and talked to her as they were family. Cody did an excellent job in helping us get all the paperwork and items required for insurance purposes. He did extra work in making sure our mom was getting the proper coverage.

It was an absolute pleasure working with Landon to sort out my uncle’s affairs. Landon is very friendly and knowledgeable and was able to find a straightforward solution to a complicated situation. I had a lot of questions, and Landon was always available to answer them in a way that was easy to understand. He made me feel comfortable and secure throughout the entire process. I highly recommend Landon for all your Senior Planning needs.