Self-Serve tier

Render an Adult Protective Services (APS) report for elder financial abuse / exploitation — keyed to state APS statutes (every state has APS authority), Elder Justice Act (42 USC §1397j et seq.), federal Elder Abuse Prevention and Prosecution Act (EAPPA, 2017), mandatory reporter

Render an adult guardianship / conservatorship petition memo — keyed to state Uniform Probate Code (UPC) Article V, Uniform Guardianship, Conservatorship, and Other Protective Arrangements Act (UGCOPAA, 2017), less-restrictive-alternative requirement, due process protections (not

Render a Medicare hospice eligibility determination memo — keyed to 42 USC §1395f(a)(7) + 42 CFR §418.20 et seq. (terminal illness with prognosis ≤ 6 months if disease runs normal course), attending physician + hospice medical director dual certification, hospice election form (C

Render a Long-Term Care (LTC) insurance benefit-trigger and claim-denial dispute memo — keyed to NAIC Long-Term Care Insurance Model Act + Model Regulation, HIPAA tax-qualified LTC under 26 USC §7702B (2-of-6 ADL deficit OR severe cognitive impairment with continuous supervision

Render a Medicare coverage determination appeal for a senior who received an Advance Beneficiary Notice (ABN) or initial denial under Original Medicare or Medicare Advantage — keyed to the 5-level appeal process under Social Security Act §1869 (42 USC §1395ff) + 42 CFR §405.900 e

Render a Medigap (Medicare Supplement) guaranteed-issue rights memo for a senior — keyed to Social Security Act §1882 (42 USC §1395ss) federal floor, the 7 federal triggering events under §1395ss(s)(3), MA "trial right" 12-month switchback under §1395ss(s)(3)(B)(v), state add-on

Render a nursing facility (NF) involuntary discharge / "eviction" defense memo for a senior facing transfer or discharge — keyed to 42 CFR §483.15 + §1819(c)(2) of the Social Security Act (42 USC §1395i-3(c)(2)) for SNFs / §1919(c)(2) (42 USC §1396r(c)(2)) for NFs. 30-day notice

Render a Medicaid nursing-home eligibility and spend-down memo for a senior — keyed to 42 USC §1396p (Liens, Adjustments and Recoveries, Transfer of Assets, and Treatment of Trusts), 42 USC §1396r-5 (spousal impoverishment provisions), 5-year asset transfer lookback, Community Sp

Render a Pre-Admission Screening and Resident Review (PASRR) Level I and Level II compliance memo for nursing facility admission of a senior with potential serious mental illness (SMI), intellectual disability (ID), or related condition (RC) — keyed to 42 USC §1396r(e)(7) (OBRA 1

Render a financial Power of Attorney (POA) memo for a senior under the Uniform Power of Attorney Act (UPOAA, 2006) — keyed to state adoption (29 states + DC adopted as of 2025), durability presumption, scope of authority including 8 "hot powers" requiring specific grant under UPO

Render a Medicare SNF 3-day inpatient qualifying stay analysis — keyed to 42 CFR §409.30, the observation-status trap (where hospital "observation" days do NOT count toward the 3-day rule), MOON Notice (Medicare Outpatient Observation Notice) under Pub.L. 114-42 (NOTICE Act 2015)

Render a VA Aid & Attendance (A&A) Improved Pension eligibility memo for a veteran or surviving spouse — keyed to 38 USC §1521 (veterans pension) + §1541 (surviving spouse) + 38 CFR §3.350 (special monthly pension), 90-day wartime service requirement, post-Oct-18-2018 net-worth l