Carol Aragon-Montgomery

Carol Aragon-Montgomery

Let me help you get your ducks in a row.

President of Operations
Certified Legal Document Preparer
Long Term Care Planning Consultant

It has been my pleasure to assist individuals and families with their long term care planning needs for over 26 years. I began my path working as an ALTCS eligibility interviewer for AHCCCS and eventually became a training supervisor for that agency. Leaving AHCCCS brought me to a four-year experience at an Elder Law firm where I helped develop the ALTCS Planning Department and was the ALTCS representative for almost all of their customers. In 2001 I left that firm to begin my own venture as a small business owner.

Since 2001, as the owner of Montgomery & Associates, I have helped ALTCS customers with the spend down, qualification, and application processes for ALTCS (Arizona’s long term care Medicaid program) and have helped Veterans and widows of Veterans navigate the pension and aid & attendance claims process.

Certified as a CLDP since 2003, I enjoy preparing legal documents for those not represented by an attorney because everyone over 18 should have their legal documents in place.

I look forward to the next 26 years!

FREE ALTCS Assessment

Find out if you are potentially eligible for ALTCS.

FREE IOT Need Assessment

Find out if you may need an Income-Only Trust.

Contact Us

480.464.4968 | 480.969.9779
PO Box 458 Mesa, AZ 85211

Hours: 9:00 am – 5:00 pm (M-F)