For Legal Professionals

In Will & Estate Planning

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, you will be able to offer your clients a more holistic planning experience, without exposing yourself to potential liability if your legal instructions turn out to be invalid or contribute to medical errors.

Adding Value to your Practice

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 healthcare. This does not require any healthcare planning on your part, all you need to do is refer them to us, and we’ll take care of the rest.

Partnering with Plan Well helps you:

Acquire New Clients

We will encounter people who don’t have their legal documents in place. We will refer them to our Certified Legal Planning Partners who have been trained by us on the Plan Well Guide approach so that we can bring more leads to your firm.

Retain Clients Longer

Plan Well Guide is designed to interact regularly with its users to remind them to update their planning documents. By doing so, we prompt your clients to update their legal planning documents over time, leading to increased client retention.

Retain Clients Longer

Plan Well Guide is designed to interact regularly with its users to remind them to update their planning documents. By doing so, we prompt your clients to update their legal planning documents over time, leading to increased client retention.

Enhance Client Experience

There are 3 pillars in good planning: Financial, Legal and Medical. Adding the third pillar by encouraging your clients to plan for future medical care rounds out their experience, and ensures they are fully prepared for the future.

How to offer Plan Well

The context of introducing the client to Healthcare Directives and Powers of Attorney for Care is a natural place to offer our service as a complimentary tool for your client. Especially when you are talking about Representatives and how best to capacitate them to function. Plan Well Guide offers the best way to capture the patients values for future medical care.

In addition, Plan Well Guide offers discounted rates to your clients to access our premium services with our coupon program. 

Stop doing Healthcare Planning

We understand 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 healthcare planning in the context of your wills and estate planning discussions with your clients and simply refer them to Plan Well Guide to plan for their future medical and personal care.

Plan For Future Shared Decision-Making

Stop making instructional directives in your legal planning documents; rather, have the document direct the named Representative to make their decisions based on the ‘values, wishes or preferences, and beliefs’ of the individual they are representing. These values and preferences are codified in the most scientifically rigorous way in the “Dear Doctor” and “Dear Representative” letters (the outputs of the Plan Well Guide planning process).

“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.”

~ Lethbridge Lawyer

Partner with us in 3 simple steps:

  1. Get in touch with us! Please use the contact form below to submit your request.
  2. Check out our additional resources below for legal professionals, including a toolkit, seminars and consultations.
  3. We recommend that you work through our Guide(s) to better understand our service.

Additional Resources

Legal Client Discount

  • Become a Plan Well Partner
  • Activate your unique discount code for your practice
  • Distribute your coupon code to your clients 

Plan Well Toolkit

  • Includes various promotional materials (digital and print)
  • 10% off coupon code unique to you that you can give to your clients 
  • Cover Page educates the client about the importance of medical planning
  • 5 facts 1-pager (highly requested!) 
  • Brochure – this is a printable resource that helps explain the various products available at Plan Well Guide
  • Virtual Reality Experience link 
  • Plan Well Guide Example Documents

Heyland’s training video for legal professionals

Dr. Heyland explains how to best prepare your clients for future periods of incapacitation. 

The Canadian Legal Wills Blog

Advance Serious Illness Planning – how does this fit into an estate plan?

Slaw - Canada’s online legal magazine

How Can We Get Lawyers to Change the Way They Do Advance Medical Care Planning With Their Clients? a Physician’s Reflections

Hull & Hull LLP Blog

Plan Well Guide’s Toolkit For Legal Practitioners: Helping You Help Your Clients Plan For Incapacity

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