Let’s start off with:
I am NOT an attorney
I am NOT an attorney
For the past 20 years, I have been working with attorneys to structure states for Medi-Cal benefits.
In my street, wise business owner type of thinking, my belief is that the legal professional does not do a good job of educating the public on the benefits of a will, trust, power of attorney for healthcare and finances.
As you age, it is even more critical to have legal documents to dictate your wishes. If mentally you are not able to state your desires, the documents spell out what your desires are.
You have taken a lifetime to build your estate. Why allow it to arete at the end because of the health situation.
What the attorneys and I do is structure your state for your benefit.
As I call it, we each stay in our own lanes. Attorney does legal documents. I structure the estate for Medi-Cal, submit application and follow through until completion.
Any attorneys that tell you the application is easy do it yourself, tell them “if it is so easy why don’t you do it for me?”