BASIC FORMS – Click on the Title and then print your document.

Medicaid Application Checklist

Medicaid Eligibility Outline

Medicaid Planning Questionnaire – Married

Medicaid Planning Questionnaire – Single

2018 Medicaid Application (FULL)

PIF – Personal Information Form

Income Trust – 2016

What to do when someone dies

So now you are a personal representative

2020 Financial Eligibility Adjustment for Medicaid

Medicaid Eligibility for Long Term Care Handout

Senior Property Tax Exemption – Are you eligible?
Eligibility Requirements – 2013 Sr Prop Tax Exempt Eligibility

Instructions for SHORT form Sr Property Tax Exemption
Do I need the SHORT form? Instructions – 2014_Sr Prop Tax shortform_inst

Instructions for LONG form Sr Property Tax Exemption
Do I need the LONG form? Instructions – 2014_Sr Prop Tax longform_inst

SHORT form – Sr Property Tax Exemption
2014_Sr Prop Tax shortform

LONG form – Sr Property Tax Exemption
2014_Sr Prop Tax longform

DocuBank – You’ve had all of your legal documents prepared. Do you know what to do with them so they are helpful to you when you need them?  You can have Instant Access to Vital Documents with the DocuBank Emergency Card. It helps to ensure that your medical wishes are known and respected when it counts.  DocuBank SAFE allows you to upload and store those documents that you want quick, convenient, access to online.  Keeping documents within reach.  Around the clock, around the world.  Click on the link below for an informative video.

The Larimer County Office on Aging – Provides services to Larimer County residents who are 60 and older, and serves as the lead agency for planning and coordinating those services. Included in the service area are the communities of Berthoud, Estes Park, Fort Collins, LaPorte, Loveland and Wellington, as well as the rural areas of the county.

Action Healthcare Services – Action HealthCare Services provides professional care management services to older or disabled adults and their families along the Colorado Front Range.

Internal Revenue Service – Answers to tax questions and online applications for EIN numbers for Estates and Trusts

Social Security Administration – Answers to questions on Social Security and online access to Social Security Benefits annual statement

Proposed Changes to Aid & Attendance May Hurt Veterans
VA Proposed AA ChangesNewletter (March 2015)

Estate Special Needs Planning

An Explanation of the ABLE Act
WC The ABLE Act Explained

National Healthcare Decisions Day article from the Berthoud Weekly Surveyor dated 4/14/2016
National Healthcare Decisions Day- 2016 Berthoud Surveyor

Larimer County Senior Law Day – August 6, 2016
Understanding VA Pension Benefits

Weld County Senior Law Day – September 2016


Death with Dignity Laws – ElderCounselor Newsletter Volume 7, Issue 6 – November 2016
EC DeathWithDignity-Volume 7 Issue 6 November 2016

What Will 2017 Bring to Seniors and Persons with Disabilities? – ElderCounselor Newsletter Volume 8, Issue 1 – January 2017
EC 2017 Changes – Volume 8 Issue 1 January 2017