This is your Plan Well Guide.

Our guide has everything you need to plan for serious illness or injury, all in one place.


Give your doctor a compass that points to your authentic values and treatment preferences, so they can make informed decisions about your medical care.

Guide to ENTRUSTING - $99 plus tax

In part 2 of planning well, you’ll provide your Representative a roadmap for making decisions on your behalf, that outlines your values and your preferences for care.

If you are not 100% satisfied within the first 30 days,
we’ll give you your money back. No questions asked.

“Last summer, we talked with Plan Well Guide’s creator, Dr. Daren Heyland, about why he developed the guide. He’s a critical-care doctor at Kingston General Hospital and a professor of medicine and epidemiology at Queen’s University. Dr. Heyland explains how Plan Well can help you and your family during times of serious illness, which may be top of mind of some people right now.”

~ Paul Russell at Lumino Health

Which Guide is right for you?

Frequently Asked Questions

We believe high quality medical planning should be available to everyone! That’s why we made our first plan free. Regardless of how we price it, it has enormous value for patients and their loved ones when they experience serious illness. 

We charge for Guide 2 because it also provides immense value for patients when they need it most. And it keeps the lights on so we can keep doing what we do. However, we charge significantly less than market value (lawyers charge a LOT more) because we want to keep our services affordable. 

We have a 30 day satisfaction guarantee. If you are not 100% satisfied with our Guides within 30 days, we’ll refund your purchase. 

Our payment provider, Stripe, submits refunds to your bank immediately. Depending on your bank’s processing time, it can take anywhere from 5-10 business days to show up on your account.

Please note there are small transaction fees for both the purchase and refund transactions that will not be refunded. 

Within the dashboard, you will be able to share your documents with family members, friends and trusted advisors. You may email your documents, or if the person also has a Plan Well account, you can share your documents directly within the platform. 

The Guide to Entrusting also includes a personal wallet card that stores your documents for emergency access. Your Dear Doctor Letter will be viewable by anybody who scans the code on your card. 

We accept almost all major credit cards and payment methods including: 

  • Visa
  • Mastercard
  • American Express
  • Discover 

At the moment, we are providing a print-at-home wallet card. This is temporary until we can get plastic cards printed. We will keep you updated on your plastic cards on a per order basis.

If you have requested a plastic card, once it has been printed (time estimate currently unavailable) we will ship our cards out from Southern Alberta with Canada Post. See Canada Post shipping estimates.

If you lose your card, you can request new card in your account dashboard but we will charge a $10 fee for a replacement.

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When the doctor’s approached me to make decisions on Gary’s behalf, I didn’t want the stress of taking that responsibility all by myself and was so grateful that I heard Gary’s voice and was able to communicate his wishes to the doctors. The planning helped me understand what he would have wanted. And because he had already discussed those wishes with our children, they also understood what was best to do. It was so helpful to have the family ‘all on the same page.’
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Working directly with seniors and caregivers in support services, I see the value in what the Plan Well Guide offers families. We never know when a serious illness, accident or medical diagnosis may strike that requires important decision making. Planting the seed about having the tough discussion informs family members, friends and neighbours about taking control of their own values and wishes. It gives each of us a voice of how we want to be cared for if and when that time comes.
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My husband’s health was declining and we were uncertain how best to plan for the future. Our family doctor was not helpful but the home care nurse suggested we ask to get involved in the special clinic where your Plan Well materials were being presented. Initially, we found the experience very intimidating because we had no idea about the different types of medical care that we had to considered. But we found the materials very straightforward, very easy to understand, and very helpful.
To live well, age well, and die well, you need to Plan Well