The Medicaid Readiness Kit was created for families who know that Medicaid may be needed and want a clear place to begin.
Many families begin this process with uncertainty. They are not sure what documents matter, what steps come first, or what mistakes may cause delay.
The purpose of this kit is to provide a simple starting point.
The kit includes:
- A brief overview of the Medicaid system and how it works
- How different Medicaid paths relate to family situations
- A step-by-step
what to expect
throughout the application process - What the healthy spouse can keep in income and assets
- Misconceptions around the five-year look-back period
- A checklist for what documents you need to fill out an application successfully
- A 48-hour action plan if you need to get an application submitted quickly
- The most common mistakes we see on applications submitted by families
- A printable worksheet for use during intake calls or kitchen-table meetings
- A request and deadline tracker to provide a paper trail for the caseworker
- A state-by-state breakdown of income and asset limits (excluding CA, FL, and NY)
- A plain-English glossary of Medicaid terminology
The goal is not to turn a complex process into a simple one.
The goal is to help families become more organized, more informed, and better prepared for what comes next.
This kit is not legal advice and does not replace an elder law attorney where legal planning is needed.
NEXTPHASE MEDICAID READINESS KIT: PURCHASE HERE ($27)
If you would prefer direct assistance, please contact NextPhase Navigators.