Medicaid Engine: Powering Medicaid Eligibility

FOR GEORGIA ATTORNEYS

When Medicaid needs
enter your practice,
you have a path forward.

You don’t have to make elder law your entire practice to help a family facing long-term-care costs.

Medicaid Engine performs rules-based planning calculations and generates document drafts from case information. The attorney reviews the results and directs the strategy. Golden Shield offers separately arranged support to help implement the plan.

Explore a firm demo →Meet Medicaid Engine ↓
THE WORK BEHIND THE PLANAttorney-led

From the first conversation
to the next clear step.

  1. 01
    Understand the family

    Gather the facts in one case record.

  2. 02
    Build the strategy

    Structure analysis around the situation.

  3. 03
    Prepare the documents

    Coordinate a set for attorney review.

  4. 04
    Put the plan to work

    Add implementation and application support.

→ Software calculates and drafts. Attorneys decide. People implement.
Illustrative workflow, not a product screenshot
YOUR FIRM KEEPS THE CLIENT RELATIONSHIPYOUR ATTORNEYS CONTROL THE STRATEGYSUPPORT WHEN THE CASE NEEDS IT

01 / THE PLATFORM

Medicaid planning software
for Georgia attorneys.

Start with guided intake to organize household, care, income, and asset information. Use rules-based planning calculations and document drafts to support attorney review and strategy. Keep supporting records together in the virtual data room. When the plan needs follow-through, Golden Shield offers optional, separately arranged implementation and application support. Your firm remains responsible for legal advice and document review.

→

Start with a complete picture.

Guided intake brings household, care, income, and asset information into a structured case record.

Household & care 01Income & assets 02Planning priorities 03
+

Keep the case connected.

A virtual data room keeps statements, legal documents, correspondence, and application materials together. Connected document workflows help reduce repetitive entry.

PlanningDocumentsVirtual data roomNext actions
✓

Your expertise stays central.

The attorney determines the strategy, advises the client, and reviews all documents before use. The platform supports your judgment, never replaces it.

Meet the support behind the software →

THE DOCUMENT SUITE

Turn the plan into
documents for review.

Medicaid Engine’s document-generation suite helps your firm prepare the documents needed to carry a strategy forward, using information already gathered in the case.

Your attorney selects the appropriate documents, confirms the facts and legal requirements, and reviews every draft before client use.

Wills
Irrevocable trusts
Qualified income trusts (QITs)
Financial powers of attorney
Advance directives
LLC operating agreements

Generated drafts support the attorney’s work. They do not replace legal advice or attorney review.

BUILT AROUND THE FAMILY IN FRONT OF YOU

Different circumstances.
A more focused starting point.

SINGLE APPLICANT

One applicant. A family counting on you.

Organize the care needs, income, assets, and documentation for an individual seeking long-term-care Medicaid. Give your team a structured place to begin its analysis.

Every plan depends on the facts and applicable rules. Eligibility and outcomes are not guaranteed.

02 / THE PEOPLE BEHIND THE WORK

Software is only
part of the answer.

When a plan needs follow-through, Golden Shield brings hands-on support to the table.

Since 2014, Golden Shield has supported law firms. Choose the services that fit the case, with scope and arrangements agreed in advance.

Your firm leads the legal work.
Our team supports implementation.

Application support

Help with preparation, processing, and follow-up.

Trust & asset coordination

Support for trust funding, bank-account coordination, and related implementation.

Planning implementation

Coordination involving promissory notes, insurance solutions, and real estate when appropriate.

Specialized case assistance

Additional support, including hearing-related assistance, as agreed for the case.

Services are separately scoped and priced. Any client fees, compensation, or commissions vary by arrangement and are disclosed in the applicable agreements.

Lee Henry, founder of Medicaid Engine, wearing a navy blazer and light blue shirt
LEE HENRY · FOUNDER

03 / A PERSONAL REASON TO BUILD

Meet Lee Henry.
The reason behind the work.

Lee Henry’s aunt lost her farm to nursing-home costs. That experience shaped his focus on helping protect families.

A business graduate of Valdosta State University, Lee Henry founded Medicaid Engine to connect practical tools with hands-on support for the law firms serving those families.

SECURITY / SENSITIVE CLIENT INFORMATION

Protection is part
of the work.

Medicaid planning involves personal, financial, and health information. Medicaid Engine uses encryption and multifactor authentication to help protect sensitive client information.

DATA PROTECTION

Encryption

Encryption helps protect the sensitive information your firm works with in Medicaid Engine.

ACCOUNT PROTECTION

Multifactor authentication

Multifactor authentication adds another layer of identity verification beyond a password.

ACCESS ARCHITECTURE

Firm and case access

The platform's authorization architecture is designed to evaluate firm membership and case permissions before allowing protected operations.

SECURITY ARCHITECTURE

Security-event logging

The platform's security architecture includes logging for rejected identity checks, denied access, and authorization failures.

Review security with your firm.

Ask about security and access requirements as part of your demonstration. Use User Login for case work; please do not send client names, health information, or confidential case details through this public website or interest form.

Discuss security for your firm

04 / STRAIGHTFORWARD STARTING POINT

One subscription.
Your whole firm.

Start with the platform. Add storage and hands-on services based on what your firm and each case need.

FIRM SUBSCRIPTIONUnlimited users

$99/ month

Per firm. Not per user.

  • Planning and case workflows
  • Document-generation suite
  • Unlimited firm users
Tailor the support to the case.

Storage and services cost extra. Confirm included features, storage charges, service scope, and current terms before subscribing.

Talk through your firm’s needs →

A FEW THINGS TO KNOW

Built to support
your practice.

Do I need to be an elder-law specialist?

This is built for Georgia attorneys who encounter Medicaid planning needs, including those who don’t typically handle these matters. The software provides structure, and separately arranged hands-on services can support the work. Your firm remains responsible for its legal advice and the matters it chooses to undertake.

Is this software, a service, or both?

Both. Medicaid Engine provides the software workflow. Golden Shield can provide separately arranged hands-on implementation and application support.

Who controls the legal strategy?

Your firm. The attorney advises the client, makes legal decisions, and reviews documents and work products before client use.

Does this guarantee Medicaid approval?

No. Eligibility and approval depend on the client’s circumstances, applicable rules, agency review, and the work completed for the case.

Can I enter client information here?

Use User Login to access the secure case-management platform. Do not submit client or confidential case information through this public website or interest form.

YOUR NEXT CASE DOESN’T HAVE TO FEEL SO SCATTERED.

Bring the plan.
We’ll help with the path.

See how it could work for your firm →

LET’S TALK ABOUT YOUR FIRM

See how Medicaid Engine
could support your practice.

Tell us about your firm and the support you need. We will follow up to discuss a demonstration and next steps.

FIRM INTEREST FORM

Tell us about your practice.

Your information will be sent directly to Golden Shield Essentials, LLC. Please do not include client names, health information, or confidential case details.