Access Your Plans

The calendar says September. Our sale says otherwise. 🌱

Spring into Planning pricing is sticking around through September 9, thanks to our vacationing tech guy.

These are your Plan Well Guides.

Plan Well Guide offers a one-stop shop for all your proactive life planning needs. Our guides have been thoughtfully prepared to enhance your health and wellness so that you thrive as you age, support you and your loved ones through serious illness, and ensure you have the best possible approach to life’s finish line.

Complete your plans online, update them anytime with lifetime access, and download or print them to share with your family and the people you trust most.

1. Complete Plans Online

Step-by-step planning with guided support

2. Download & Share

Print or share your plan with loved ones

3. Update Anytime

Keep your plan current over time

4. Deepen Understanding

Use your plans to support meaningful conversations

Shop Our Guides

Health & Wellness Planning Guide

Guide to ENHANCING

$49 + GST

The Guide to Enhancing is a proactive life management platform for finding greater health and wellness and is applicable to people of all ages and stages of life.

In this Guide, you will:
  • Undergo a ‘diagnostic assessment’ that will help you determine how prepared you are for your future.
  • Obtain, all in one place, information, tools, and other resources that will help you:
  • maximize life satisfaction.
  • increase longevity.
  • increase quality of life in multiple dimensions (physical, social, mental, etc.).
  • ensure your aging experience is positive and optimistic.
  • prevent frailty and dementia.
  • increase preparedness for the future in practical ways, such as financial, legal planning, family relations, and more.
  • Find resources to help move your life forward on 30 different topics.
  • Learn how to make permanent, sustainable behavior changes that will benefit your future self.
  • Undergo a process to help you establish priorities and set small, reasonable goals so as not to overwhelm you.
  • Be enlisted in our automated email reminder program where you will receive ‘nudges’ to revisit your plans and priorities.
  • Have access to coaches that can provide support to your proactive planning for a fantastic full life and a high-quality finish.
You will receive a Preparedness for the Future Report, which assesses your current preparedness level and identifies areas in which you can improve your outlook. Using the learnings from this report, you can set your priorities and receive custom content based on the topics that are most interesting and relevant to you.
We recommend you set aside 30 minutes per week, every week, to use the platform and learn strategies to enhance your health and wellness.
Purchase Enhancing Today

Advance Serious Illness Planning (ASIP) Guides

Guide to EXPLORING

$49 + GST

The Guide to Exploring is an introduction to Advance Serious Illness Planning and is applicable to all adults. 

In this Guide, you will:
  • Learn what serious illness is.
  • Discover how to prepare for serious illness decision-making.
  • Identify your authentic values and how they relate to future healthcare decisions.
  • Make informed choices about your future healthcare by exploring the different types of medical treatments available for treating serious illnesses, including gaining a deeper understanding of CPR and the ICU.
  • Document what treatments might be acceptable to you, so your voice is heard in the healthcare decision-making process.
  • Access tools and resources including helpful questions to ask your doctor.
  • Create a Dear Doctor Letter that communicates your values and treatment preferences to your medical team.
At the end of this Guide, you will be able to download your Dear Doctor Letter, which can be shared with your doctor as well as your loved ones.
Purchase Exploring Today

Guide to EQUIPPING

$49 + GST

The Guide to Equipping deals with the personal care aspect of Advance Serious Illness and is applicable to any adult.

Please note that the Guide to Exploring must be completed before you can proceed with the Guide to Equipping, as the two are interconnected.

In this Guide, you will:
  • Understand the types of medical, personal, and financial decisions that might need to be made if you are incapacitated.
  • Learn the roles and responsibilities of an appointed representative and the legal documents that need to be in place.
  • Get educated on how to choose a suitable representative so you pick the best person to serve in this capacity.
  • Learn how to prevent and minimize conflict that can arise between loved ones while dealing with a serious illness in the family.
  • Establish your values and preferences for personal care so your future care best-reflects what you would choose for yourself.
  • Learn about preparing for incapacitation as a business owner or leader.
  • Create a Dear Representative Letter that outlines your values and medical and personal care preferences, so that they are better equipped and can do their job well.
  • Create the province-specific legal planning document for designating your medical and personal care representative (e.g.: Personal Directive in Alberta, Power of Attorney for Personal Care in Ontario). This document enables your representative to make decisions on your behalf when necessary.
At the end of this guide, you will be able to download your Dear Representative Letter and your Province-specific legal document appointing your representative(s).
Purchase Equipping Today

Guide to ENTRUSTING

$49 + GST

The Guide to Entrusting address topics around Power of Attorney for Finances and is applicable for all adults. 

In this Guide, you will:
  • Learn about the issues involved in entrusting someone to manage your financial affairs if you become incapacitated.
  • Understand the types of financial decisions that can be made by this financial representative, called an ‘attorney’, so you have a deeper understanding of their role.
  • Reflect on who would be the best choice to act as an attorney so that you choose the best person to serve in this capacity.
  • Learn strategies to minimize conflict and abuse of funds, and preserve relationships within your family.
  • Create a Dear Lawyer Letter which will communicate your instructions to your lawyer for improved preparation of the Power of Attorney document.
At the end you will be able to download your Dear Lawyer Letter, which you can take to your lawyer* when you get your Power of Attorney document prepared.

*If you need a lawyer to help finalize, please email info@planwellguide.com and we can connect you to a Plan Well Guide Certified Lawyer.

Purchase Entrusting Today

For the Best Value, Purchase the ASIP Guides as a Bundle and Save!

$99 + GST (Value $147)

Purchase the ASIP Bundle

New from Plan Well Guide!

Expert Support to Navigate Your Advance Serious Illness Plan

With our new Navigator Program, you’ll be empowered to make informed decisions, get your plans done efficiently, and feel fully supported along the way.

Our Navigators provide personalized coaching to help you stay on track, answer all your questions, and make you feel confident in your decisions.

With a Navigator by your side, achieving your planning goals has never been easier.

Learn More

Other Planning Guides

Guide to EMPOWERING

$49 + GST

The Guide to Empowering is applicable to all adults living with or supporting people with a serious, life-limiting or advanced chronic illness. This Guide is available in two versions: for the Patient and for the Caregiver. Get empowered to navigate the medical system as you or a loved one experiences a serious illness.

In the Caregiver Version of this Guide, you will:
  • Understand the importance of family caregiving and what it means to be empowered to make a difference in the life of your family member(s).
  • Explore the potential barriers that are holding you back from leaning into your caregiving role.
  • Be introduced to the CANHELP Questionnaire, a scientifically validated tool to help identify what needs to be done and how most effectively to do it as you assist your loved one in their illness journey.
  • Be provided with custom tools and suggestions to help improve the communication with your loved one’s health care team.
In the Patient Version of this Guide, you will:
  • Reflect on your current level of empowerment in managing your illness journey.
  • Be introduced to the CANHELP Questionnaire, a scientifically validated tool to help identify what needs to be done to better manage your illness journey and how most effectively to do it.
  • Be provided with custom tools and suggestions to help improve the communication with your family and health care team.
At the end of this Guide, you will have a completed CANHELP report, which serves as the basis of the strategies you could consider using to improve the quality of the care provided to you as the patient or your loved ones you are providing care for.
Purchase Empowering Today

Guide to ENACTING

$49 + GST

The Guide to Enacting is an essential communication tool for those who have a loved one in Intensive Care.

In this Guide, you will:
  • Learn how to manage visiting a critically ill family member or friend in the ICU.
  • Identify actionable items you can do to help with the care of your family member.
  • Learn ways to take good care of yourself while supporting your loved one in the ICU.
  • Gain a better understanding of the ICU environment and the types of treatment decisions made in the ICU.
  • Access tools to participate in decision-making on behalf of your family member with their wishes and goals in mind.
  • Create a Dear ICU Team letter that communicates your loved one’s wishes and goals with the ICU team.
Upon completion of this Guide, you will have a Dear ICU Team Letter that you can edit, download and share with the ICU medical team.
Purchase Enacting Today

Guide to ENSURING

$49 + GST

The Guide to Ensuring is applicable to all those with a terminal illness or who are proactively planning ahead for the end of their life.

In this Guide, you will:
  • Be coached to create an open and aware end-of-life journey.
  • Identify and establish your support system and be empowered to communicate your wishes to them to ensure that you receive help that is appropriate and aligned with your values and preferences.
  • Gain an understanding of the changes that you and your family can expect at the end of life and learn how to prepare and plan for it.
  • Establish your location and comfort preferences for the end-of-life.
  • Explore opportunities to create legacies that leave lasting memories and continue bonds.
  • Learn about the importance of pre-planning for after death arrangements.
  • Understand grief to foster a healthy grieving process for you and your loved ones.
 At the end of the Guide, you will have prepared a Dear Support Team Letter for your loved ones that will ensure you and your loved ones are better prepared for your death.
Purchase Ensuring Today

Our Best Value - the Premium Bundle.

$199 + GST (Value $294)

Be fully prepared with lifetime access to ALL Plan Well Guides except for the Guide to Enhancing.

image of six colourful Plan Well Guides
Purchase the Premium Bundle

Looking for a thoughtful gift idea?

Give your loved ones the gift of peace of mind with a Plan Well Guide Gift Certificate.

Planning for serious illness isn’t easy—but knowing how to care for one another during life’s toughest moments is priceless.

Plan Well Guide provides the tools to help:

  • Discover core values around future healthcare and personal care decisions.
  • Choose a trusted representative to speak on your behalf if needed.

 

Email us today to request your gift certificate and give the gift that truly matters.

Request a Gift Certificate

Access your plans
when needed most

  • securely stored online for easy 24/7 access
  • share with your loved ones and trusted advisors
  • wallet card allows emergency access to your documents

“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

What our Planners have to say:

Karma
★★★★★
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.’
Erin
★★★★★
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.
Mary
★★★★★
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.

Have questions?

Learn more on our FAQ’s page

To live well, age well, and die well, you need to Plan Well