Supporting your clients and your business

We work in partnership with solicitors to support your clients, fitting our services into your existing procedures for maximum efficiency. Together, we can ensure clients and their families get to live their lives to the full, and enhance the support your business can offer.

We want everyone to have the best possible quality of later life and we know that supporting the vulnerable people you are responsible for can take considerable time and expertise. That’s where we come in. We provide highly personalised care and wellbeing plans tailored to your clients, and as much support as is needed to put the plans into action (and over the next few months we intend to expanding our service to manage all aspects of care at home for you).

This is underpinned by a cash flow model to ensure plans are sustainable, which can be created by a separately appointed firm of independent financial planners. Together, we can facilitate the legal, financial and care and wellbeing services clients need, ensuring that later life is as safe, secure and meaningful as possible.


Ensure, enhance, exceed

Our work is based around three Es – ensure, enhance, exceed. The services we provide are designed to complement and enhance those that solicitors normally provide to their clients. We implement a 0–10 scoring system for each person we work with to enable you to monitor clients’ health and wellbeing without needing to get involved in the details.

Our three Es approach is based on Maslow’s Hierarchy of Needs. To find out more, click through to our blog

Benefits of working with Plan with Care

Working with us benefits your business and your clients’ wellbeing in many ways: 

  • Protects both you and your vulnerable clients

  • Enables you  to focus on your essential role

  • Supports you to balance family priorities, financial risk and client benefit

  • Enhances your offer to attorney and deputyship clients

  • Increases overall efficiency and effectiveness

  • Gives you an oversight without needing to be involved in the details

  • Provides support in crisis situations


Our Five-Step Review Process

Our ongoing review process provides you with an audit trail of how your clients' health and wellbeing is managed and supported with their decision making. This protects your clients, as you are quickly made aware of any issues. It also protects you, as it enables you to confidently answer court of protection enquiries, provide independent justification and historical explanations for decisions in the client’s best interest, as well as defend arguments for expenditure.

As part of our Care and Wellbeing Membership, we meet regularly with your clients to assess their wellbeing, checking their care and wellbeing plans are up to date and identifying any opportunities to improve quality of life. We carry out a formal assessment with a written report at least every six months, and an informal assessment every time we visit. We keep in touch throughout, informing you of any changes, and immediately alerting you to any critical issues.

Would you like to find out more? 

For more information on how we can enhance and support your client offering, give us a call or request a Solicitor Information Pack. 

"Plan with Care have made a real difference to the lives of our clients. By suggesting adjustments and improvements to their care, facilitating activities and experiences and taking the time to get to know each individual and their circumstances they have enabled our clients to live the fullest lives possible."

Toby Crump, Hallett & Co Solicitors