Engagement and update scope: We confirm scope and conflicts, establish the retainer, and identify what has changed since the original plan: new records, new treatment, new life expectancy data, or the passage of time alone.
Original plan and new records review: We review the original plan item by item against the new medical record and document which recommendations remain supported, which have changed, and which are new.
Follow-up interview and provider collaboration: When the clinical picture has changed, we re-interview the individual and coordinate with treating providers to confirm current needs.
Re-pricing and revision: We refresh every cost using current geographically specific data, revise frequencies and durations where the record supports it, and reconcile the updated plan to the original.
Updated plan and testimony: We deliver the updated plan with a summary of changes and provide deposition and trial testimony as required.
Contact our team to discuss how KW Life Care Planning can support your case with certified life care planning expertise. Request a Consultation or call (201) 343-0700.