Understanding how a settlement may impact government benefits can feel overwhelming. KAAS Settlement Consulting offers free Needs-Based Benefits Flowcharts in both English and Spanish, along with short video walkthroughs to help attorneys and their clients understand their options before making decisions.

These resources guide users through key questions around Medi-Cal, SSI, low-income housing, spend downs, CalABLE accounts, and special needs trusts. The goal is to provide clarity around whether settlement planning is necessary and what next steps may look like, all in a simple, easy to follow format.

These tools are available at no cost to attorneys and their clients and are designed to support informed decision making during financial transitions.