Every part of the plan, in one structured place.
LCP Tools Plan Builder replaces fragmented spreadsheets, Word templates, and ad hoc cost research with a single environment for building life care plans the same defensible way every time.
Reusable item libraries
Build a personal library of items, services, durable medical equipment, medications, therapies, evaluations, and home modifications. Each entry carries its category, frequency, duration, vendor source, and supporting cost inquiries with it.
- Add once, reuse across every plan
- Tag by category, life stage, and acuity
- Version items as costs and vendor information change
Structured plan categories
Plans assemble into clear, hierarchical categories — Assistive Technology, Medical & Rehabilitation Services, Home Modifications, and the others your practice depends on. Reorder, rename, and nest as needed.
- Drag-to-reorder category tree
- Per-category item counts and cost roll-ups
- Banner and cover-page support per section
Cost inquiries that hold up
Every cost in a plan ties back to a documented inquiry: vendor, contact, date of inquiry, source, and supporting notes. The cost sheet exports with the plan so opposing counsel and reviewers can trace any number back to its origin.
- Per-item cost inquiry log
- Cost inquiry templates for repeated vendors
- One-click export of a defensible cost sheet
Templates & banners
Apply your firm’s cover-page, banner, and logo templates with a single click. Plans look consistent across the practice without forcing every planner to format from scratch.
- Default templates per practice
- Per-plan template overrides
- Cover pages, banners, key dates, and disclaimers
Integrity check
Before a plan is marked Final, run the built-in integrity check to surface missing data, blank cost inquiries, orphaned items, and incomplete templates — the things that get caught on review and undermine credibility on the stand.
- Pre-finalization audit
- Per-item and per-category warnings
- Lockable Final state with audit trail
Attorney-ready exports
Export the polished plan document and itemized cost sheets in the formats civil litigation, personal injury, and mediation work require. Counsel gets a record they can hand to opposing experts without a redesign step.
- Plan document export
- Itemized cost sheets
- Per-section exports for partial deliveries
Cloud-based collaboration
Work from any device, any browser. Share access with co-planners, paralegals, and reviewing attorneys with role-based permissions. No file passing. No version drift.
- Browser-based, no install
- Role-based access
- Per-plan activity history
Built for the planner’s workflow
Designed alongside practicing certified planners. Keyboard shortcuts, fast search, bulk edits, and a category tree that mirrors how planners actually think about a case — not how a generic project tool wants to organize one.
- Plan-wide search (Ctrl/Cmd+F)
- Bulk frequency and duration edits
- Per-user view preferences