How Incapacity Ready are Your Clients?
Put your current approach to the test — from a medical perspective.
Your clients may have Powers of Attorney, healthcare decision-making legal documents and comprehensive financial plans in place.
But when serious illness or incapacity actually occurs, are they — and the people who may need to speak for them — truly prepared for what comes next?
An Incapacity Diagnostic Session with internationally recognized intensive care physician and Plan Well Guide Founder Dr. Daren Heyland gives you an opportunity to examine your current approach through the lens of real-world healthcare and personal care decision-making.
Together, you’ll identify where your existing planning is strong, where potential gaps may exist, and opportunities to help make your clients more Incapacity Ready.
Complimentary • 15 minutes • Virtual
Incapacity Planned ≠ Incapacity Ready
Being Incapacity Ready means having more than the right legal and financial documents in place.
It means considering whether:
- healthcare values, quality-of-life priorities and informed preferences have been explored and documented
- the person who may need to speak for the client understands what matters most
- representatives are prepared for the realities of healthcare and personal care decision-making
- plans are accessible when and where they're needed
- medical system navigation and decision-support are available when a health crisis occurs
Your Incapacity Diagnostic Session
During this complimentary session, Dr. Heyland will explore your current approach to incapacity planning and help identify potential gaps from a medical and healthcare decision-making perspective.
This is an opportunity to pressure-test the planning you already provide — not replace it.
You’ll come away with a clearer understanding of how well your current approach prepares clients for the healthcare and personal care realities of incapacity, and where opportunities may exist to strengthen that preparation.
Meet Dr. Daren Heyland
Dr. Daren Heyland is an internationally recognized intensive care physician, researcher and Physician Navigator with decades of experience supporting patients and families through serious illness and complex healthcare decision-making.
His clinical perspective offers planning professionals a unique opportunity to consider incapacity planning from the other side of the equation: what actually happens when a carefully constructed plan meets a real healthcare crisis.
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.
Are Your Clients Incapacity Ready?
Find out how your current approach holds up when incapacity becomes a healthcare 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+