How to offer Plan Well
Plan Well Guide can be offered to your clients in lieu of traditional Advance Care Planning services. The guides to Exploring, Equipping and Entrusting all focus on Advance Serious Illness Planning (ACP), which guide your clients to reflect on their values and informed treatment preferences in the event they are in need of medical and personal care as a result of serious illness.
They also provide the province-specific legal paperwork to name a medical and personal care representative (e.g.: a representation agreement in B.C., Personal Directive in Alberta, Power of Attorney for Personal Care in Ontario) to make decisions on their behalf if they are incapacitated. Lastly, they provide the language and instructions to aid in briefing their lawyer to prepare Power of Attorney for property or finances document, with specific language to protect against abuse or misuse of their funds.