Texas Asset Planning & Nursing Home Medicaid Enrollment

Helping Texas families qualify for nursing home Medicaid with clarity and confidence, without unnecessary legal fees.

Our expertise

We help Texas families navigate Medicaid when a loved one needs long-term nursing home care. Our role is to provide clear, accurate guidance through a process that is often confusing, time-sensitive, and costly when handled incorrectly. We help you with each step of the Medicaid process:

Determine eligibility

We review assets, income, and personal circumstances to accurately assess Medicaid eligibility and next steps.

Create a financial plan

We design a clear, compliant financial plan to help you meet Medicaid eligibility requirements with confidence.

Get enrolled

We prepare and submit your application, manage updates and follow-ups, and coordinate directly with the nursing home throughout the process.

Get a free consultation!

Our services

We offer the following services, tailored to your specific situation. After your initial consultation, your expert consultant may recommend a different combination of services based on what you and your family need.

Medicaid eligibility review

We review income, assets, and household details to assess long-term care Medicaid eligibility and identify issues before applying.

Medicaid planning guidance

We explain how Medicaid treats income and assets, flag common pitfalls, and review options under Texas rules.

Nursing home coordination support

We help you understand facility requirements during the Medicaid pending period and avoid coverage gaps.

Application preparation and submission

We gather documents, prepare your application, and submit it accurately and completely.

Denial and delay support

If an application is delayed or denied, we identify the issue and guide you through next steps.

Ongoing guidance

After approval, we support renewals and help prevent common post-approval mistakes.

*Note that we are a Medicaid consulting firm, not a law firm. This allows us to offer our core services at a fraction of the price of a typical Medicaid Attorney. When a situation requires an attorney, we can refer you to our partner attorneys for robust legal support.

Our experts

Our experts are seasoned Medicaid eligibility professionals with firsthand state agency experience who know how to effectively navigate the system for you.

Karen Henderson

A leading expert in nursing home Medicaid eligibility with over 35
years of long-term care experience, including 14 years determining eligibility at Texas Health and
Human Services.

Sharlotte Hebert

A leading Medicaid eligibility expert with 10 years of experience at Texas Health and Human Services and 4+ years as a long-term care application consultant.

Our results

Our outcomes speak for themselves. By combining deep policy expertise with hands-on support, we turn complex eligibility rules into real approvals.

7000+ Applications processed
$250M+ Assets protected
35+ Years of experience
Get a free consultation!

Need help?

Fortuna is always available over email, SMS and phone. Reach us by phone M-F from 8 AM to 8 PM at 1-469-708-1400.

This is not the official website for the Texas Health and Human Services Commission (HHSC) or Your Texas Benefits. Fortuna Health is an optional and licensed service that helps people with Medicaid and other health programs through these official channels. For Your Texas Benefits, please visit: https://www.yourtexasbenefits.com/Learn/Home.