|
DECISION MAKING CHECKLIST Should you move forward with Your Estate Coach? That’s a family decision. Here’s some information that might be helpful. Your Estate Coach is proud to offer the highest level of customer service. We will be straight forward and tell you the truth…now it’s up to you. When looking into having someone help you, take into consideration that filing an application is just one part, and just the beginning. Make sure you are getting the help you need - even a year into the process.
Required criteria | Your Estate Coach | The Other Guys | Veterans Benefits Consultants | YES |
| Certified Paralegals on staff (required by the VA) | YES |
| Several staff that is fully trained, certified, live and professional. | YES |
| Physical offices – not just voicemail and website. | YES |
| The highest rating possible with the Better Business Bureau. | YES |
| Helps clients during the entire application process even if someone passes away, moves facilities, etc. – not just handing them an application | YES |
| Goes through ALL financial resource options to pay for care– not just Veterans Benefits | YES |
| For the older person’s protection, will only work with a trusted family member or Power of Attorney – NOT in their room, unprotected. | YES |
| PROMISES to ensure clients receive what they are entitled to even if it takes many appeals | YES |
| Helps with the expected continual responses, appeals, forms, etc. all required by the VA. | YES |
| Works directly with the facility and caregiver on the family’s behalf, auditing all paperwork. | YES |
| Works alongside family all the way until the benefits are received no matter how long it takes. | YES |
| Work directly with the claimant’s doctor auditing all paperwork. | YES |
|
Beware of companies that…. | Your Estate Coach | The Other Guys | Promise to help for free, but are simply Assisted Living placement agencies that give you the VA number, or a downloaded application. | NO |
| If they claim to be a non-profit and help you for free, but really are simply sifting through private information for business leads. | NO |
| If they work with unprotected older adults in their facility without a family member present. | NO |
| Claim to be non-profit, but charge you a “donation fee.” | NO |
| They claim to be “VA volunteers,” but are simply a for-profit company trying to get your business. | NO |
| They claim to have special friends at the VA. The VA cannot discriminate. | NO |
| If they claim you will receive money in less than 4 months. There’s no secret short cut. | NO |
|
|
