Government Benefits Planning
Protecting the Benefits Your Settlement Could Put at Risk
Roughly 40% of personal injury clients rely on a needs-based government benefit such as Medicaid, SSI, or Section 8 housing—and even a modest settlement can disrupt them. The Government Benefit Assessment gives clients clarity and protection, and gives the firms representing them a structured way to support them through settlement.
The Problem
A settlement check can quietly undo the support a family depends on.
Approximately 40% of personal injury clients receive a needs-based government benefit—Medicaid, Supplemental Security Income, Section 8 housing, and similar programs all have strict income and asset limits.
Without proper planning, a settlement of virtually any size can jeopardize or completely eliminate those benefits the moment funds are disbursed. Once benefits are lost, restoring them is slow, costly, and sometimes impossible.
Planning has to happen before funds disburse.
Once a settlement lands in the wrong account, options narrow fast. Getting ahead of it gives clients real choices—and gives the firms working with them a clear path forward.
The Solution
The Government Benefit Assessment
A short, structured online process that gives clients clarity and gives firms a turnkey way to support them.
Screen
A short, secure online intake identifies whether the client is receiving needs-based government benefits that could be jeopardized. Clients get information on their situation; firms get a clear picture without adding work to intake.
Educate
Clients receive plain-language education about how their settlement will affect Medicaid, SSI, Section 8, SNAP, and other benefits—so families understand the choices ahead and attorneys can speak to those issues with confidence.
Advise & Implement
We deliver a written advisory letter to the client and the firm and, when needed, walk the client through establishing a special needs trust—so everyone is aligned on the plan before funds disburse.
After the assessment, we prepare an individualized advisory letter that summarizes the client's situation and the specific steps required to maintain their benefits. That letter is delivered to the client and to the firm—so everyone is working from the same plan and the same information.
For Law Firms
What your firm gets out of it
The Assessment is built to close a gap most personal injury firms cannot staff for internally.
A Clear, Documented Process
Every client file ends with a written advisory letter and an individualized plan—shared with the client and the firm—so the next step is always clearly defined.
Capacity Relief
Your attorneys and staff don't have to screen every client for benefits exposure or build planning expertise in-house. We handle the screening, education, and follow-through.
Stronger Client Outcomes
Clients feel supported through and after settlement, which translates into better online reviews, repeat work, and stronger referral relationships.
A Resource for Questions
If your clients have any questions about how to preserve their benefits, they can give us a call — all at no extra cost.
For Clients
Arrive at settlement informed, protected, and reassured.
Your benefits are part of how your family gets by. The Assessment makes sure they're considered—clearly and early—so the settlement that's meant to help you doesn't accidentally take something away.
Request more information- Clear, plain-language education about how a settlement will impact existing benefits
- A written, individualized plan for preserving the benefits your family depends on
- Guided implementation of a special needs trust when one is the right fit
- Peace of mind that nothing critical was missed before funds disburse
Who It's For
Built for both clients and law firms.
Injured Clients & Families
If you or a loved one receive Medicaid, SSI, Section 8 housing, SNAP, or another needs-based benefit—and a settlement is on the horizon—the Government Benefit Assessment helps you understand the impact and protect what you have.
- Resources and information on protecting benefits
- Clear answers about Medicaid, SSI, and more
- Trust setup support when it's needed
Attorneys & Firms
Attorneys and personal injury firms use the Government Benefit Assessment as a turnkey way to take care of benefits-sensitive clients—without adding workflow, expertise, or unreasonable cost to the practice.
- Your clients have a resource for benefits questions
- Fits cleanly into intake and settlement workflows
- Written advisory letter for every file
Ready to get started?
Whether you're a client wondering how a settlement will affect your benefits, or a firm looking for a turnkey way to support those clients, we'd love to hear from you.