Partnering With Estate and Elder Law Professionals

Providing a Roadmap to Execute the Financial Aspects of Your Plan

As an attorney, you provide guidance to families about maintaining effective decision-making in the face of incapacity or death, and produce legal documents enabling that decision-making authority. The Lifecare Affordability Plan (LCAP™) is a fixed-fee financial plan that complements your legal guidance, and gives families a clear and documented strategy to support their roles as successor decision makers.

As your partner, we act as an efficient and credible financial advisor, who knows your business, speaks your language – and defers to your expertise in legal matters. Your clients can benefit through:

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An actionable financial plan based on the most likely health outcomes that helps them make the most of their assets and receive the best long-term care available.

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A professional resource with experience and understanding of the health, housing, financial and legal aspects of long-term care.

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Greater financial security through improved management
of assets.

The LCAP process does more than provide financial guidance. It facilitates the decision-making journey for individuals and families who are often overwhelmed by the magnitude of estate and long-term care planning.

Our approach is compassionate but grounded in reality and informed by years of experience working in the field. Having an actionable, long-term plan in place, in the form of an LCAP, helps families move forward with confidence and peace of mind.

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Let's have a conversation.

Think of it as evidence-based lifecare.

During a health crisis, the difference between thriving or surviving is directly correlated to having an action plan. Yet, all too often, health crisis planning is an afterthought by administrators — in part because talking about money is the last thing anyone wants to do. (That’s where we come in.) Introducing clients to Lifecare Affordability Planning can boost financial security and customer satisfaction scores.

Think of us as a strategic partner.

Discussing money matters may be uncomfortable for direct care providers. But a health crisis can become a financial one, if not managed proactively. That’s why we offer affordable lifecare plans that are tailored to individual circumstances. There are many different types of care. But the one we all care about most is getting the right knowledge at the right time. Introduce your clients to Lifecare Affordability Planning. And they’ll feel more comfortable investing in you. 

Our Promise To You

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As an attorney, you honor an obligation to your clients to act in accordance with the highest professional standards. We uphold our fiduciary responsibility as well by only acting in the best interests of our clients – so you can be sure that our advice and intent is aligned with yours.

We understand the importance of trust in the relationships you have with your clients and their families. We base our recommendations on conversations you’ve already had about their priorities, and will refer back to you if additional legal issues arise.

A Partnership that Benefits Your Practice

In our history of working with legal professionals, we’ve identified a way that working with LCAP can benefit your legal practice and firm:

Reduce your Workload.

We do the heavy lifting on the financial side – freeing you up to do more of what you do best.

Scale your Practice.

By unburdening yourself of financial and decision-making responsibilities with your clients, you can grow your practice without compromising the depth of your service.

Meet the Fiduciary Standard.

Rest assured that as your partner, we are upholding rigorous ethical standards in the issuance of financial advice.

Let's have a conversation. Email or call (844) 347-2344 to schedule a meeting time.

There’s a better way to advise.

When a health crisis hits, financial planning is only half the battle. We’re here to help you distinguish your practice by advising clients more holistically. Offering Lifecare Affordability Plans demonstrates your specialized guidance; it also helps protect their assets, safeguard their legacy, empower their decisions, and make the most of their resources. Of course, the ultimate goal is to maximize their quality of life.

Build stronger client relationships.

You take pride in advising your clients. But it’s the way you go above and beyond that sets you apart. Show clients that you’re thinking long-term, beyond retirement, estate planning, and other traditional financial milestones. When you expect the unexpected on their behalf, they’ll appreciate that you have their well-being top of mind. And it will deepen their confidence in you.

  • Our Team

    We have over 20 years of experience—personal, professional and volunteer—in the long-term care planning and senior housing fields.

    Our financial planners have decades of experience developing strategic recommendations to aid families in growing, protecting and distributing their wealth.

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    Case Study

    Making a Plan for Continued Care

    Cynthia and Sebastian, both in their sixties, are facing dual diagnoses. He has been diagnosed with early to mid-stage Alzheimer’s disease, while Cynthia suffers from the debilitating effects of chronic auto immune disease. She was referred to Team West by her attorney.

  • Let’s Talk Medicaid

    Valerie Geiger, a founding partner of Cucinelli Geiger, PC, is an elder law attorney whose practice focuses on helping people with special needs. Today she shares her perspectives on Medicaid and building a team of experts to support her clients.