For Planning Professionals

You want what is best for your clients, right? You are helping your clients ‘think ahead and plan ahead’ so their future is optimized and less stressful. Should that not include helping them think ahead and plan ahead for their future medical care?

Do you know that the way advance care planning is currently done likely does not meet the needs of your clients? We have a better way of helping your clients prepare for future serious illness and we want to partner with you to ensure your clients, my future patients, get the right medical care with the least stress and anxiety experience by all involved when they become seriously ill.

Could you help us ‘get the word’ out and disseminate awareness of this free planning tool that will help your clients achieve a greater peace of mind, that all their plans for the future are in place?

This page has newly been created to help support planning professionals such as yourself, so you have the resources and tools freely available to share with your clients who are interested in learning more about advance serious illness planning.

You may be interested in knowing what happens to your clients when they become my patients? Based on 20 years of research and clinical experience, the majority of people arrive at the stage where they are seriously ill and they and their substitute decision-makers are ill-prepared or ill-equipped to make good clinical decisions with doctors. Consequently, patients are getting prescribed the wrong treatments (not based on their authentic values and informed treatment preferences) and substitute decision-makers are stressed because of the role they have to play and live for months to years with regret, anxiety and distress.

We believe all this suffering can be prevented by working together.

  • If you want to learn more about Plan Well Guide, we invite you to go through the planning process yourself, on our website. Start Here.
  • If you want to learn more about how Plan Well Guide differs from other advance care planning tools, visit our page ‘For Health Care Professionals’ where there is more detailed information about why you should use this guide and what is different about the guide.

If you are a lawyer or accountant, financial planner, legacy planner or related professional or another type of planning professional that wants to use Plan Well Guide to help your clients engage in advance serious illness preparations and planning, we created a number of tools and strategies to help you efficiently and seamlessly invite your clients to engage with Plan Well Guide.

 

 

How To Use Plan Well Guide: For Planning Professionals

 

Advise your clients to explore the Plan Well Guide website either before their visit or during your meeting with them. We have an introduction letter which explains the Plan Well Guide site and it can be attached to such an email or printed and handed out in person.

 

Encourage your clients to complete the Dear Doctor Letter and bring it to their next visit. You can use our complimentary promotional resources to help explain the Dear Doctor Letter to your clients. We have created a postcard inviting people to engage with our website and paper version of the website in the form a pamphlet. Some planning professionals prefer to hand out the pamphlets and refer the client to the last 4 pages of the pamphlet, which is in essence, the ‘Dear Doctor’ letter. The pamphlet can be obtained in the toolkit (see below) and downloaded and printed free of charge.

 

If you are finding that clients come back to the second appointment not having completed their “Dear Doctor” letter, we would encourage you to have your assistant send an email reminder (with a link to the website or the ‘introduction’ attached) in between appointments. Another option is to consider enrolling your clients in our e-Reminder program. Learn more, here, about the e-Reminder program and how it can help you and your clients successfully complete their plan.

 

To have maximal impact, upon the client’s return visit, it would be important for you to make a copy of the ‘Dear Doctor’ letter and to include this letter in the planning documents that you return to your client or retain in the office.

 

Clients should be advised of the importance of communicating the contents of the ‘Dear Doctor’ letter to their legally appointed substitute decision-maker, if not already done. Finally, you or your assistant can encourage the client to return to their doctor to finalize their advance serious illness planning.

 

To learn more about the various tools, freely available to you and your clients,
simply click on the box below that relates to you.

Lawyers

What are we asking lawyers to do differently?

As a legal professional, you are working to provide your clients with optimal legal services. We understand you are time-starved and other legal duties take precedent over helping your clients with their personal directives or powers of attorney documents. This is why we encourage you to stop doing health care planning in the context of your wills and estate planning discussions with your clients and simply refer them to Plan Well Guide, which is freely available to them. For more on this, check out this blog on slaw.ca

By doing this, you will save time, provide better service to your clients, and reduce your exposure to potential liability if your legal instructions turn out to be invalid or contribute to medical errors.

Why would you want to partner with us?

Our research shows that people are looking for easier access to and greater value when it comes to planning for incapacity or death. By partnering with Plan Well Guide, we can offer you the following value proposition:

  • “Health” is a topic of concern for many people. By adding the conversation about medical planning to your interactions with your client, you can enrich the quality of the conversation with clients as you help them think about their future health care. You are offering them direction and advice on how they can best prepare. This can add value and enhance the client experience with the legal profession. Remember, you are not doing health care planning, you only need to identify the topic, refer them to the Plan Well Guide website, and encourage the client to communicate with their named substitute decision-maker the contents of the “Dear Doctor” letter (the output of Plan Well Guide).
  • We know the legal profession is not well remunerated for helping people develop wills, powers of attorney, personal directives or other planning documents. But by providing these initial legal services, you hope to retain these clients so that over time, they will seek your help with other legal business and eventually, probating the will. Unfortunately, many people don’t keep their wills updated and by the time the will is probated, families may not return to the client’s original lawyer. Health planning requires more frequent reassessment. Plan Well Guide is designed to interact regularly with its user to remind them to update their planning documents. By doing so, we can prompt your clients to update their wills and other legal planning documents over time.
  • We will encounter people who don’t have their legal documents in place. We would propose to refer them to our ‘Certified’ legal partners who have been trained by us on the Plan Well Guide approach so that we can bring more leads to your legal organization.

What does it take to become ‘Certified’ by Plan Well Guide?

There are no costs associated with becoming a certified partner. However, we want to make sure our certified partners really understand the Plan Well Guide process and tools. We would request that you individually work through the planwellguide.com planning process, so you can speak from experience about the process.

  1. That you individually work through the planwellguide.com planning process, so you can speak from experience about the process.
  2. That you stop making instructional directives in your legal planning documents; rather, the document would direct the named substitute decision-maker to make their decisions based on the ‘values, wishes or preferences, and beliefs’ of the individual they are representing. (For greater explication on why we suggest this, please see our blog on this topic.) Of course, these values and preferences are codified in the most scientifically rigorous way in the “Dear Doctor” letter (the output of the Plan Well Guide planning process). Click for examples of draft Advance Directives, Personal Directives or Powers of Attorney documents that meet this requirement. You are not required to use these specific forms, they are for illustration purposes only. Editable documents are available in the tookit below.

If you would like to become a ‘Certified’ Plan Well Guide partner, so we can refer you to our Plan Well Guide users needing financial planning help, email Dr. Daren Heyland. Also, if you or any of your colleagues want to have a free training seminar or virtual presentation and discussion with Dr. Heyland, please reach out to him directly.

 

The most important thing I learned from this session with Dr. Heyland was that the focus should be on the values of the client, not on their wishes for certain medical procedures. Removing all that language around medical procedures makes PD’s more efficient and is supported by well-grounded research. Partnering with Plan Well Guide really supports client/lawyer relationships.”

~ Lawyer, Lethbridge Alberta

 

How do I use this planning tool in my legal practice?

When preparing POA or PDs, you are helping clients to prepare for future periods of incapacity and/or death. We would like to leverage that interaction by having you also help them think about the medical care that might be right for them in the future, especially under circumstances where they are seriously ill and unable to communicate those wishes.

To further support you in your advisory role when it comes to best practices related to your client’s health, we have developed a bundle of resources you can easily share among your colleagues and clients. The pieces within the toolkit are intended to assist in explaining the benefits of Plan Well Guide which will again save you time and enhance the experience your clients have with you and your counsel. There are several pieces of marketing collateral, such as the postcards, posters and social media content which you can use across your legal practice as well as share directly with your clients.

 

 

Register today to start receiving the Plan Well Guide Marketing Toolkit!

What is included in the marketing toolkit?

    • Introduction letter
      • This is for you to send to your clients by email or printed and handed in person – there are two versions available; a generic one and one tailored specifically to lawyers.
    • Postcards
      • There are two versions available: one is generic and one is tailored specifically to lawyers.
    • Pamphlet
      • There are two versions available for sharing digitally or if you would like to print and hand out to colleagues and clients.
    • Video
      • Why Make An Advance Medical Plan
    • Set of Instructions
    • Draft planning documents
      • There are three documents available, one for Power of Attorney, Personal Directive and Advance Health Care Directive.
    • Posters
      • There are various versions available for you to use, if you’d like to print and promote around your office.
    • Key messages
      • These are directed at your client/members of the public.
    • Q&A
      • ​ For you/legal professionals in your office to share with your clients.
    • PPT slides
      • 10-15 slides designed to share at lunch n’ learns with staff and prospective client​s.
    • Pre-drafted newsletter or blog content
      • Short, digestible content for use in your internal and external communications.
    • Pre-drafted social media content
      • Includes posts for twitter, Facebook and Instagram along with corresponding images.
  • *Note: If your office is interested in having your logo included on any of the creative materials (posters, postcards and pamphlet) please contact us directly and we can work with you to incorporate your branding.

 

Accountants, Financial & Legacy Planners, and Related Professionals

What do we want financial planning professionals to start doing with their clients?

As a financial planning professional, (when we use the term ‘Financial Planning Professional’, we are using it in the general sense and include financial planners, accounts, legacy planners and related planning professionals.) we know you are working to help your client ‘think ahead and plan ahead’ from a broad perspective with a focus on helping them establish and achieve their financial goals. The advisory role you provide to your clients is imperative and we understand you are time-starved and other planning duties, such as retirement planning or tax preparations, for example, may take precedent. We are however, asking that in your advisory role, that you encourage them to do their advance serious illness planning, just like you encourage them to go and do their wills and estate planning. We don’t want you to do advance serious illness planning with them, just refer them to our free online planning tool, planwellguide.com and emphasize the importance of the task. By doing this, you will be providing better service to your clients.

Why would you want to partner with us?

By partnering with Plan Well Guide, we can offer you the following value proposition:

  • “Health” is a topic of concern for many people. By adding the conversation about medical planning to your interactions with your client, you can enrich the quality of the conversation with clients as you help them think about their future health care. You are offering them direction and advice on how they can best prepare. This can add value and enhance the client experience with the financial planning profession. Remember, you are not doing health care planning, you only need to identify the topic, refer them to the Plan Well Guide website, and encourage the client to communicate with their named substitute decision-maker the contents of the “Dear Doctor” letter (the output of Plan Well Guide).
  • We know you provide specific financial planning related services to your clients and your hope is to retain these clients so that over time, they will seek your help with other business. Health planning requires more frequent reassessment. Plan Well Guide is designed to interact regularly with its user to remind them to update their advance serious illness planning documents. By doing so, we can prompt your clients to update their other financial planning documents over time.
  • We will encounter people who don’t have their financial planning documents in place. We would propose to refer them to our ‘Certified’ financial planning partners who have been trained by us on the Plan Well Guide approach so that we can bring more leads to your organization.

 

What does it take to become ‘Certified’ by Plan Well Guide?

There are no costs associated with becoming a certified partner. However, we want to make sure our certified partners really understand the Plan Well Guide process and tools. We would request that you individually work through the planwellguide.com planning process, so you can speak from experience about the process.

If you would like to become a ‘Certified’ Plan Well Guide partner, so we can refer you to our Plan Well Guide users needing financial planning help, email Dr. Daren Heyland. Also, if you or any of your colleagues want to have a free training seminar or virtual presentation and discussion with Dr. Heyland, please reach out to him directly.

 

How do I use this planning tool in my financial planning practice?

When preparing financial statements or retirement saving strategies, you are helping clients to prepare for their and their families future. We would like to leverage that interaction by having you also help them think about the medical care that might be right for them in the future, especially under circumstances where they are seriously ill and unable to communicate those wishes.

The most natural time for this conversation might be:

  • In the context of coaching the client on will and estate planning or trusts and trustees, where you are talking about substitute decision-makers and how best to capacitate them to function. Plan Well Guide offers the best way to capture the patients values for both medical care and the “Dear Doctor” letter will record the client’s values and preferences in a way that will be useful for future decision-making. A feature to help with the personal care planning will be soon forthcoming (expected launch April 2021).
  • When discussing future insurance needs, such as life, disability, critical illness, or long-term care insurance, or emergency fund planning and the concept of ‘something bad might happen to you (and your family)’ is broached. Just like they need to plan financially for such serious matters, they need to plan ahead for their health care, so they are more likely to get the medical care that is right for them with the least stress upon the family member who has to represent them.

 

To further support you in your advisory role when it comes to best practices related to your client’s health, we have developed a bundle of resources you can easily share among your colleagues and clients. The pieces within the toolkit are intended to assist in explaining the benefits of Plan Well Guide which will again save you time and enhance the experience your clients have with you. There are several pieces of marketing collateral, such as the postcards, posters and social media content which you can use across your organization as well as share directly with your clients.

 

Register today to start receiving the Plan Well Guide Marketing Toolkit!

What is included in the marketing toolkit?

  • Introduction letter
    • This is for you to send to your clients by email or printed and handed in person
  • Postcard
  • Posters
    • There are various versions available for you to use, if you’d like to print and promote around your office.
  • Pamphlet
    • There are two versions available: one for if you prefer to print for free at home and staple sheets together, the other includes printer bleeds so you can have printed professionally and bound in a pamphlet style, which will have a cost associated with it.
  • Video
    • Why Make An Advance Medical Plan
  • Key messages
    • These are directed at your client/members of the public.
  •  Q&A
    • ​ For you and your colleagues in your office to share with your clients.
  • PPT slides
    • 10-15 slides designed to share at lunch n’ learns with staff and prospective client​s.
  • Pre-drafted newsletter or blog content
    • Short, digestible content for use in your internal and external communications.
  • Pre-drafted social media content
    • Includes posts for twitter, Facebook and Instagram along with corresponding images.

*Note: If your office is interested in having your logo included on any of the creative materials (posters, postcards and pamphlet) please contact us directly and we can work with you to incorporate your branding.

Additional Plan Well Guide Resources – Specific to Financial Planning Professionals:

  • Learn more about the various presentations and articles Dr. Heyland has done with associations across Canada:

If you have any questions or comments regarding the specific information within this page of the website, please contact us here.

 

Other Planning Professionals

What do we want other planning professionals to start doing with their clients?

As a planning professional, we know you are working to help your client ‘think ahead and plan ahead’ from a broad perspective with a focus on helping them establish and achieve their goals. The advisory role you provide to your clients is imperative and we understand you are time-starved and other planning duties may take precedent. We are however, asking that in your advisory role, that you encourage them to do their advance serious illness planning. We don’t want you to do advance serious illness planning with them, just refer them to our free online planning tool, planwellguide.com and emphasize the importance of the task. By doing this, you will be providing better service to your clients.

Why would you want to partner with us?

By partnering with Plan Well Guide, we can offer you the following value proposition:

  • “Health” is a topic of concern for many people. By adding the conversation about medical planning to your interactions with your client, you can enrich the quality of the conversation with clients as you help them think about their future health care. You are offering them direction and advice on how they can best prepare.
  • We know you provide specific planning related services to your clients and your hope is to retain these clients so that over time, they will seek your help with other business. Health planning requires more frequent reassessment. Plan Well Guide is designed to interact regularly with its user to remind them to update their planning documents. By doing so, we can prompt your clients to update their other planning documents over time.
  • We will encounter people who don’t have their planning documents in place. We would propose to refer them to our ‘Certified’ professional planning partners who have been trained by us on the Plan Well Guide approach so that we can bring more leads to your organization.

 

What does it take to become ‘Certified’ by Plan Well Guide?

There are no costs associated with becoming a certified partner. However, we want to make sure our certified partners really understand the Plan Well Guide process and tools. We would request that you individually work through the planwellguide.com planning process, so you can speak from experience about the process.

If you would like to become a ‘Certified’ Plan Well Guide partner, so we can refer you to our Plan Well Guide users needing professional planning help, email Dr. Daren Heyland. Also, if you or any of your colleagues want to have a free training seminar or virtual presentation and discussion with Dr. Heyland, please reach out to him directly.

 

How do I use this planning to in my professional planning practice?

When preparing planning strategies, you are helping clients to prepare for their and their families future. We would like to leverage that interaction by having you also help them think about the medical care that might be right for them in the future, especially under circumstances where they are seriously ill and unable to communicate those wishes.

The most natural time for this conversation might be:

  • In the context of coaching the client on will and estate planning or trusts and trustees, where you are talking about substitute decision-makers and how best to capacitate them to function. Plan Well Guide offers the best way to capture the patients and values for both medical care and the “Dear Doctor” letter will record the client’s values and preferences in a way that will be useful for future decision-making. A feature to help with the personal care planning will be soon forthcoming (expected launch April 2021).
  • When discussing future planning needs, such as funeral planning or other areas and the concept of ‘something bad might happen to you (and your family)’ is broached. Just like they need to plan ahead for such serious matters, they need to plan ahead for their health care, so they are more likely to get the medical care that is right for them with the least stress upon the family member who has to represent them.

 

To further support you in your advisory role when it comes to best practices related to your client’s health, we have developed a bundle of resources you can easily share among your colleagues and clients. The pieces within the toolkit are intended to assist in explaining the benefits of Plan Well Guide which will again save you time and enhance the experience your clients have with you. There are several pieces of marketing collateral, such as the postcards, posters and social media content which you can use across your organization as well as share directly with your clients.

 

Register today to start receiving the Plan Well Guide Marketing Toolkit!

What is included in the marketing toolkit?

  • Introduction letter
    • This is for you to send to your clients by email or printed and handed in person
  • Postcard
  • Posters
    • There are various versions available for you to use, if you’d like to print and promote around your office.
  • Pamphlet
    • There are two versions available: one for if you prefer to print for free at home and staple sheets together, the other includes printer bleeds so you can have printed professionally and bound in a pamphlet style, which will have a cost associated with it.
  • Video
    • Why Make An Advance Medical Plan
  • Key messages
    • These are directed at your client/members of the public.
  •  Q&A
    • ​ For you/other professionals in your office to share with your clients.
  • PPT slides
    • 10-15 slides designed to share at lunch n’ learns with staff and prospective client​s.
  • Pre-drafted newsletter or blog content
    • Short, digestible content for use in your internal and external communications.
  • Pre-drafted social media content
    • Includes posts for twitter, Facebook and Instagram along with corresponding images.

*Note: If your office is interested in having your logo included on any of the creative materials (posters, postcards and pamphlet) please contact us directly and we can work with you to incorporate your branding.

Additional Plan Well Guide Resources – Specific to Planning Professionals:

If you have any questions or comments regarding the specific information within this page of the website, please contact us here.

 

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