Clinical insight for capacity, guardianship and Medicaid matters
Medical events, changes in cognition and moves between care settings can affect your planning timeline. Unicity Care Management provides care assessments, coordination, and ongoing monitoring to help identify concerns and keep relevant parties informed.
Cases where care and legal planning intersect
- Contested guardianship proceedings
- Contested power of attorney disputes
- Capacity-sensitive estate planning
- High-asset or crisis Medicaid planning
- A client whose capacity is uncertain or declining
- Family conflict that is driving care decisions
- A client who is medically unstable or at risk of hospitalization
- A living situation that raises safety or neglect concerns
- Your client seems inconsistent in meetings
- Family conflict is escalating
- A hospitalization or rapid decline disrupts your timeline
- You're concerned about undue influence or unsafe conditions
Four ways we support your case
Monitoring of cognitive and functional change
Ongoing observation of cognitive and functional indicators, documented changes in condition and regular reports aligned with your strategy.
Neutral coordination during family disagreements
Neutral coordination of communication among family members and providers, and monitoring of care settings for safety and neglect risk.
Medicaid timing support
Oversight during spend-down and eligibility-sensitive periods, and coordination of moves to assisted living, memory care or skilled nursing.
Early identification and escalation
Monitoring of clients living on their own, early identification of safety concerns and a defined escalation protocol for urgent changes.
How our assessments support your work
Our nurses and social workers assess daily functioning, care needs, home safety and observable changes in cognition. Their documentation can inform your planning alongside the physician evaluations or court-ordered assessments a guardianship proceeding requires. Legal opinions and guidance remain with your team.
What you can count on
Response within 24 hours
We contact the client or responsible party within 24 hours of your referral.
Assessment scheduled by urgency
A Registered Nurse or Licensed Social Worker completes a full evaluation, scheduled based on how urgent and complex the situation is.
Written care plan
After the assessment, you receive a written care plan. We send updates on the schedule you prefer, within the permissions in place.
Prompt escalation
We contact you promptly about significant medical events, observable changes in cognition, safety concerns or an unstable living situation.
When to bring us in early
Attorneys often call us once a matter is already unsettled. An earlier call usually helps more. Good times to call:
- Before a guardianship filing, to record daily life and steady the care plan
- During Medicaid planning, when the timing of a move matters
- In high-asset matters that need steady oversight for months or years
- When a hospital discharge or a move is coming
Our Elder Law Referral Packet explains how we work. It's easy to share with colleagues.
Questions attorneys ask
Can your documentation be used in a guardianship matter?
Our nurses and social workers record how your client manages daily life, their care needs, home safety and changes in memory or thinking. That record can inform your work, along with any doctor or court-ordered evaluations. Decisions about capacity, and legal advice, stay with the right professionals.
Do you take sides when the family disagrees?
No. We stay neutral. We help family members and providers talk with each other, keep the focus on the client's care and safety, and keep the people with legal authority informed.
How can you help during Medicaid planning?
During spend-down and other times when eligibility is sensitive, we oversee care and watch for health changes that could affect timing. When a move is needed, we coordinate it.
Who receives updates about my client?
We update you and the people your client, or their legal representative, has approved. We follow the permissions in place and check in as often as you'd like.
Which areas do you serve?
We serve clients in nine New Jersey counties, Palm Beach and Broward counties in Florida, and Rockland County, New York. That helps when a client or their family splits time between New Jersey and Florida.
How a referral works
- You contact us by phone at 888.609.8008 or with this form.
- We reach out within 24 hours to the client or the person responsible for their decisions.
- We schedule a clinical assessment based on how urgent the situation is.
- You stay informed. With the right permissions, we send updates on the schedule you set, and we contact you promptly about significant medical events, safety concerns or changes in cognition.
Please leave protected health information out of this form. We'll collect what we need directly, with consent.