Planning Professionals

Advance care planning as it is currently done does not meet the needs of your clients. Unfortunately, the majority of people arrive at the stage where they are seriously ill, and they and their substitute decision-makers are ill-prepared to make good clinical decisions with doctors. Consequently, patients are getting prescribed the wrong treatments (not based on their authentic values and informed treatment preferences) and substitute decision-makers experience significant stress and live for months to years with regret, anxiety and distress. We believe all this suffering can be prevented by working together towards a new way of Advance Serious Illness Planning.

Advance Serious Illness Planning is a better way of helping your clients prepare for future serious illness. Join us in providing them with a better planning tool.

We want to partner with you to ensure your clients (my future patients) get the right medical care when they are seriously ill. The Plan Well Guide tool is the best tool on the market and is the most likely of any planning tool to:

  • create the least stressful experience by all involved
  • reduce anxiety in decision-making
  • be found helpful in real-life situations

Join us in creating awareness of this free planning tool that will help your clients achieve greater peace of mind.

We have provided you with a complimentary toolkit that has everything you need to recommend Plan Well Guide’s Advance Serious Illness Planning tool to your clients.

How to use Plan Well Guide as a Planning Professional

Step 1

Advise your clients to explore the Plan Well Guide website, either before their visit or during your meeting with them. We have an introduction letter which explains the Plan Well Guide site and it can be attached to an email or printed and handed out in person.

Step 2

Encourage your clients to complete the Dear Doctor and Dear SDM letters and bring them to their next visit. You can use our complimentary promotional resources to help explain the letters to your clients. We have created a postcard inviting people to engage with our website and paper version of the website in the form a pamphlet. Some planning professionals prefer to hand out the pamphlets and refer the client to the last 4 pages of the pamphlet, which is in essence, the ‘Dear Doctor’ letter. The pamphlet can be obtained in the toolkit (see below), downloaded and printed free of charge.

Step 3

If you are finding that clients come back to the second appointment not having completed their Dear Doctor and Dear SDM letters, we would encourage you to have your assistant send an email reminder in between appointments. You can send them our introduction letter (found in the Toolkit) and a link to our website to encourage them to finish their plan. 

Step 3

If you are finding that clients come back to the second appointment not having completed their Dear Doctor and Dear SDM letters, we would encourage you to have your assistant send an email reminder (with a link to the website or the ‘introduction’ attached) in between appointments. Another option is to consider enrolling your clients in our Reminder program. Learn more, here, about the Reminder program and how it can help you and your clients successfully complete their plan.

Step 4

To have maximal impact, upon the client’s return visit, it would be important for you to make a copy of the Dear Doctor and Dear SDM letters and to include them in the planning documents that you return to your client or retain in the office.

Step 5

Clients should be advised of the importance of communicating the contents of their letters to their legally appointed substitute decision-maker, if not already done. Finally, you or your assistant can encourage the client to return to their doctor to finalize their advance serious illness planning.

If you want to learn more about Plan Well Guide, we invite you to go through the planning process yourself:

If you want to learn more about how Plan Well Guide differs from other advance care planning tools, click below:

If you are a lawyer or accountant, financial planner, legacy planner or another type of planning professional, we have created a number of free tools and strategies to help you efficiently and seamlessly invite your clients to engage with Plan Well Guide:

If you have comments or feedback regarding this website please contact us!