The 7 Steps

Step 1: Your Attorney Submits a Request

Your elder law attorney contacts EPIC and completes a simple “Request for Services” form with your investment amount. That’s all it takes to get started.

Step 2: We Prepare Everything

EPIC immediately prepares your closing package: a closing statement showing exactly what you’re purchasing, a broker opinion letter confirming fair market value, and all closing documents for your review. You’ll know exactly what you’re buying, how much it costs, and how much rent you’ll receive.

Step 3: Simple Closing

You sign documents with your attorney (or with a notary if you’re not near your attorney). Money is wired to our attorney’s escrow account. EPIC handles title work, deed recording, title insurance, and tenant placement.

Step 4: Immediate Medicaid Eligibility

If you close by the end of the month and receive a rental payment, you qualify for Medicaid retroactive to the beginning of that same month. Submit your request to EPIC by the 15th, close by month-end, and eligibility is immediate.

Step 5: Monthly Rent (Automatically)

After closing, EPIC arranges for rent to be deposited directly into your checking account each month. You receive monthly income. You never deal with tenants, repairs, or property management.

Step 6: We Handle Everything

EPIC manages all landlord responsibilities: finding and screening tenants, signing leases, collecting rent, coordinating repairs and maintenance, handling tenant issues and evictions if needed, paying property taxes and insurance, and ensuring Medicaid compliance. You handle nothing. We handle everything.

Step 7: Guaranteed Exit

When your loved one passes and you no longer need Medicaid coverage, you have options. You can continue collecting rent indefinitely. Or EPIC buys back your property at the price agreed upon at closing. No hassles, no commissions, no uncertainty.