How Does Your Incapacity Planning Hold Up from a Medical Perspective?

Put your current approach to the test.

You’ve helped your clients put important legal and financial safeguards in place. But how well does your current approach prepare them — and the people who may need to represent them — for the healthcare realities of serious illness and incapacity?

Book a complimentary 15-minute Incapacity Diagnostic Session with internationally recognized intensive care physician and Plan Well Guide Founder Dr. Daren Heyland.

Together, you’ll explore potential gaps in your current approach and practical ways to help ensure your clients are incapacity ready from a medical perspective.

Complimentary • 15 minutes • Virtual

What Will Your Incapacity Diagnostic Explore?

01

Assess Your Current Approach

Explore how your existing incapacity planning prepares clients for the healthcare and personal care realities of serious illness, loss of capacity and medical decision-making.

02

Identify Potential Gaps

Consider client preparedness, representative readiness, healthcare decision-making and what happens when a medical crisis actually occurs.

03

Strengthen Your Incapacity Plans

Learn practical communication approaches and medical and personal care planning tools to help strengthen the medical and personal care dimensions of incapacity planning — without needing to become a healthcare expert yourself.

What Will You Walk Away With?

In just 15 minutes, you’ll gain greater clarity around:

Better questions.

Better preparation.

A more complete approach to incapacity planning.

Meet Dr. Daren Heyland

Internationally recognized intensive care physician, researcher and Physician Navigator

Dr. Daren Heyland has spent his career studying and improving how patients, families and healthcare professionals navigate serious illness and medical decision-making.

As founder of Plan Well Guide, he brings decades of experience supporting patients and families through serious illness and critical care — helping professionals better understand what clients and their representatives may face when planning becomes reality.

Your Diagnostic Session isn’t about turning you into a healthcare expert.

It’s about helping you recognize where medical preparedness fits within the important planning you already provide.

Is There A Gap In Your Current Approach?

Let’s find out.

Book a complimentary 15-minute Incapacity Diagnostic Session with Dr. Heyland and explore how your current approach holds up when incapacity becomes a medical reality.

Complimentary • 15 minutes • Virtual

Looking for Additional Support for Your Clients?

Plan Well Guide’s Incapacity Support Partnership+ works alongside trust, legal and financial professionals to add healthcare and personal care preparation, representative support and medical system navigation when clients need it most.

Explore the Incapacity Support Partnership+

To live well, age well, and die well, you need to Plan Well
® Plan Well Guide – 2026