Protect Your Clients' Futures.
Not Buried in Family Coordination.
Medicaid applications, estate planning execution, guardianship proceedings, and multi-family communication — all managed from one platform. AI-powered deadline tracking for your most time-sensitive matters.
The elder law attorney's coordination challenge
Sound familiar?
📞 Three adult children calling from three different states, all asking different questions about Mom's care plan...
📋 Medicaid application delayed 6 weeks because the client couldn't locate the 2019 bank statements...
📄 Will drafted and signed — but the trust was never funded and nobody followed up...
⏰ Annual guardianship report due — the guardian didn't know until the court sent a notice...
💼 Three estate planning clients who came in for consultations last year — never retained...
🌙 Paralegal manually tracking Medicaid look-back periods in a spreadsheet...
A missed Medicaid deadline can cost a family hundreds of thousands in avoidable long-term care costs.
How Dewx works for elder law practices
One platform for Medicaid applications, estate planning, guardianship management, and family coordination.
1. Coordinate the Family
Create structured family communication channels so adult children in different locations receive consistent, organized updates without generating hours of coordination calls for your staff.
- Multi-family member communication
- Consistent update distribution
- Care manager and agency coordination
2. Collect & Apply
Automated document request sequences for Medicaid applications collect 5 years of financial records systematically — far faster than manual follow-up.
3. Administer & Report
Trust administration tasks, guardianship reporting deadlines, and ongoing estate matters tracked automatically with family and court updates when needed.
Dewx on ongoing matters:
"Williams family: Medicaid approved. Trust funding checklist sent to daughter Sarah. Annual guardianship report due in 45 days — guardian notified. 2 beneficiary designations still outstanding."
Everything you need to run your elder law practice
Purpose-built tools for elder law attorneys and estate planning firms.
Portal
All client and family communications unified — clients, adult children, and care managers in one inbox
GTM Hub
Track every matter from initial planning consultation through Medicaid approval and trust administration
OPS Hub
Medicaid deadline management, document collection workflows, and guardianship court reporting
Dew AI
AI coordinates family communication, follows up on unsigned documents, and tracks Medicaid milestones
Built for every elder law practice area
Medicaid Planning
Complex asset protection and Medicaid qualification strategies requiring systematic document collection and multi-year look-back management.
- • Look-back period tracking
- • Asset transfer documentation
- • Application submission management
Estate Planning
Wills, trusts, powers of attorney, and healthcare directives with systematic execution follow-through and trust funding coordination.
- • Document execution tracking
- • Trust funding follow-through
- • Beneficiary designation updates
Guardianship & Conservatorship
Court-supervised guardianship proceedings and ongoing conservatorship administration with annual reporting deadline management.
- • Guardianship proceeding tracking
- • Annual report deadline alerts
- • Court appearance coordination
Connect your communication channels
Reach families and clients on every channel they use.
Dewx vs. traditional elder law practice management
| Feature | Dewx | Traditional Tools |
|---|---|---|
| Medicaid Application Tracking | ✓ | Manual |
| Automated Document Collection | ✓ | ✗ |
| Multi-Family Communication | ✓ | Email only |
| Guardianship Report Alerts | ✓ | Manual calendar |
| Estate Plan Execution Follow-Up | ✓ | ✗ |
| Unified Inbox | ✓ | ✗ |
| Look-Back Period Tracking | ✓ | Spreadsheet |
| Affordable for Small Practices | ✓ | ✗ |
Elder Law Practice FAQ
How does Dewx help elder law attorneys manage Medicaid application timelines?
Dewx tracks every Medicaid application from the initial look-back period analysis through document collection, submission, and approval. Dew AI sends automated reminders to clients and family members for required documents — five years of bank statements, transfer records, insurance policies — and alerts the attorney when critical deadlines approach.
Can Dewx coordinate with multiple family members across different locations?
Yes. Elder law matters often involve adult children in different states, each needing updates and sometimes different information. Dewx creates structured communication channels for each family member, tracks who has received what information, and sends coordinated updates so no one is left out — or told conflicting things.
How does Dewx manage estate planning document execution and follow-through?
After drafting estate planning documents, Dewx automatically follows up with clients to schedule signing appointments, reminds them of the importance of funding trusts and updating beneficiary designations, and tracks whether the plan has been fully executed. This dramatically reduces the number of drafted-but-never-signed plans.
Can Dewx handle guardianship and conservatorship matter management?
Yes. Guardianship proceedings involve complex timelines — petitions, evaluations, hearings, and ongoing annual reporting. Dewx tracks all guardianship court dates and guardian reporting deadlines, alerts the attorney and guardian when reports are due, and maintains a complete case history.
Is Dewx suitable for elder law practices handling estate planning, Medicaid, and guardianship simultaneously?
Absolutely. Dewx supports multiple matter types within a single family relationship — an estate plan, a Medicaid application, and a guardianship can all be linked to the same family in Dewx. This gives the attorney a complete view of every service being provided to a family without jumping between disconnected systems.
See what agencies Dew replaces
Explore how Dewx replaces specific agency types
Ready to serve families with more impact?
Join elder law attorneys who've eliminated coordination chaos and started delivering better outcomes for aging clients and their families.