Attorney Access Walkthrough Videos

Get to Know
The New Attorney Access

Attorney Access has been reimagined into a robust digital hub designed specifically for legal professionals in the elder care planning space. The new platform delivers more features, tools, and education than ever before — all repackaged to simplify your experience and better serve your practice.

In this video series, we’ll walk you through the new Attorney Access experience to help you get started. We’ll also highlight the new and improved features, your CLE opportunities, your account options, and more to help you get the most from your membership.

Level Up Your Training

Enroll in our Master Medicaid Planning CLE course for the most comprehensive crisis Medicaid planning training in the industry.

Discuss Your Planning Options
On Your Schedule

Medicaid planning is complex, even with the help of calculators. When you need to discuss your case with a Medicaid Planning specialist, we’re here to help.

Reserve time with our Benefits Planning team to discuss your client case and get answers to your questions on your schedule.

Attorneys like you use these sessions to:

  • Discuss the specifics of a client case
  • Get more familiar with Medicaid Compliant Annuities
  • Understand state-specific Medicaid rules
  • Pre-planning strategies for long-term care
  • Strengthen their understanding of our product offerings
  • Find custom solutions to difficult cases

Schedule My Consultation
Discuss Your Planning Options On Your Schedule