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This February, Celebrate Love — and Save 20%

Plan Together. Feel Prepared Together.

Private Group Advance Serious Illness Planning Workshops

A private workshop that brings loved ones onto the same page — with expert guidance throughout.

Workshop Summary

These private workshops are designed for couples, families, or close friends who want to plan ahead together. The experience brings together all aspects of Advance Serious Illness Planning — helping each participant clarify their own values and preferences for care, while also gaining a deeper understanding of the wishes of the people they love.

The goal is to ensure that everyone involved feels informed, aligned, and confident — not only about their own plans, but about how to advocate for one another if a serious illness ever occurs.

The Advance Serious Illness Planning (ASIP) process is a comprehensive, values-based approach that helps participants:

  • Reflect on what matters most in the event of serious illness

  • Understand key healthcare and personal care decisions, grounded in real-world clinical experience

  • Clarify how legal and financial planning supports can protect assets and reduce stress or conflict among loved ones

  • Create a clear, coordinated plan to guide decision-makers and medical teams

 

This private format creates space for meaningful conversations, shared understanding, and the confidence to advocate for one another when it matters most.

How It Works

Each private ASIP workshop is customized to reflect the people planning together.

In the first two hour session, everyone comes together for a guided conversation led by a Plan Well Guide Navigator. We focus on the most important ASIP topics, creating space for shared learning, thoughtful discussion, and questions — while respecting that each person brings different experiences, readiness, and priorities.

Between sessions, participants complete their own individual plans online at a pace that works for them, reflecting on what they’ve learned and what feels right for their situation.

In the follow-up 90 minute session, the group reconvenes to review completed plans, clarify any outstanding questions, and deepen understanding.

By the end of the process, participants not only have clear plans in place, but also a stronger understanding of one another’s wishes — so they feel prepared to speak up and advocate for each other if needed.

All private workshops are held live on Zoom— with in-person options available in the Greater Vancouver area — and are scheduled around your group’s availability.

Who It’s For

Private Advance Serious Illness Planning workshops are ideal for couples, families, or close friends who want to plan ahead together — even if everyone is starting from a different place.

You might be planning as a couple where one partner has already completed legal documents, while the other is just beginning to think about serious illness planning. Or you may be a family or close group where some members feel confident about their wishes, and others are still figuring out what matters most.

These private ASIP workshops are designed to bring everyone onto the same page through shared learning and guided discussion, regardless of where each person is starting from. Group sizes typically range from 2–10 participants, allowing for meaningful conversation and personalized support.

This private format is especially valuable for groups who may one day need to advocate for one another, helping everyone leave the workshop feeling informed, aligned, and prepared.

Benefits of Attending a Private ASIP Workshop

By participating in a Private Advance Serious Illness Planning workshop, you’ll receive thoughtful, structured guidance to help you create a complete plan — while also gaining clarity about the wishes of the people you’re planning alongside.

You’ll benefit from:

  • Expert guidance from an Advance Serious Illness Planning specialist, grounded in real-world medical experience and values-based planning
  • A private, supportive group setting that creates space for open discussion, shared learning, and deeper understanding among loved ones
  • Clear, practical education that brings healthcare, personal care, legal, and financial considerations into focus
  • Shared clarity and confidence around one another’s wishes, helping loved ones feel prepared to advocate if needed
  • Greater peace of mind, knowing you have a personalized plan in place and a common understanding of how to support one another

What our Workshop Participants have to say:

C.B.
★★★★★
Before this program, I did not fully appreciate the information my loved ones would need to ensure that I was cared for according to my own values and wishes during any incapacity in an emergency situation.
B.C.T.
★★★★★
I personally benefited much from attending the ASIP workshop. It's a bit of a time commitment but the insight I gained and progress I made in planning for my own care was worth it. Even before I complete the legal steps to finalize my plan, I feel good that the preliminary plan in place will lighten my loved ones' burden should they find themselves needing to care for me unexpectedly.
Planner in British Columbia
★★★★★
I thought that the guides themselves were great, but added together with the online live navigator, the program is really special. We had the opportunity to ask questions about scenarios and situations. The navigator had really good information and guided us through good conversations.

This February, Celebrate Love — and Save 20%

Book by February 28 for just $199 per person

Your $249 Registration Includes:

  • Live, facilitator-led Zoom workshop in a supportive, private group setting
  • Guided exercises and discussion to help you reflect, learn, and apply what you’re exploring
  • Certified Plan Well Guide Navigator facilitation, grounded in real-world healthcare experience
  • Real-life stories and examples that bring the process to life
  • Lifetime Access to the three ASIP Guides for each workshop participant (Exploring, Equipping, and Entrusting)
  • Wallet card with QR code for quick, easy access to your plan in an emergency
  • Time for questions, shared learning, and clear next steps to support continued planning

What You'll Walk Away With

You’ll create a practical, thoughtful plan designed to support real-world healthcare decision-making if you become seriously ill.

Each person will walk away with:

  • A personalized “Dear Doctor” letter that clearly communicates your values and preferences for medical care
  • A detailed “Dear Representative” letter that provides your named decision-maker with clear instructions and context to guide healthcare and personal care decisions with confidence
  • A province-specific legal document that designates your medical and personal care representative (for example, a Personal Directive in Alberta or a Power of Attorney for Personal Care in Ontario), enabling them to make decisions on your behalf when needed
  • A “Dear Lawyer” letter you can bring to your lawyer to clearly communicate your wishes when preparing or updating your Power of Attorney and related legal documents
  • A wallet card with a QR code, making your plans easy to access and share whenever they’re needed most

How to Register

Private ASIP workshops are scheduled by request to accommodate your group’s size, availability, and needs.

The cost is $249 per person, with a minimum workshop size of two participants.

To register, simply email us with:

  • The number of people in your group

  • A few dates and times that could work for you

  • Any helpful context about who will be attending (for example, couples, family members, or close friends)

Once we hear from you, we’ll follow up to confirm details, answer any questions, and coordinate next steps. Registration is completed once dates are confirmed and payment is arranged.

This personalized registration process allows us to ensure each private workshop is thoughtfully planned and tailored to the people taking part.

Frequently Asked Questions

Who can attend a private ASIP workshop together?

Private workshops are designed for couples, families, or close friends who want to plan ahead together. Groups often include partners, adult children, siblings, or other trusted loved ones. Group sizes typically range from 2–10 participants.

Is this workshop suitable if we’re supporting an aging parent or loved one?

Yes. This format is particularly helpful when family members may one day be asked to support or advocate for a loved one. Planning together helps ensure everyone understands the person’s wishes and feels more confident if decisions ever need to be made.

What if someone in our group feels unsure or emotional about planning?

That’s very normal. The workshop is facilitated by a certified Plan Well Guide Navigator who creates a supportive, respectful environment. Participants are encouraged to engage at a pace that feels comfortable, and no one is pressured to share more than they wish.

Does the workshop include access to the ASIP guides?

Yes. Each participant receives access to the full Advance Serious Illness Planning (ASIP) Bundle as part of the workshop.

Is pricing per group or per person?

Pricing is $249 per person. This ensures each participant receives their own access to the ASIP Bundle and personalized support throughout the process.

How do we pay for a private ASIP workshop?

Payment is handled through our secure Stripe payment platform. You can choose to pay individually, with each participant completing their own payment, or have one person cover the full group registration.

Payment is required in advance to confirm your workshop dates and secure access to the ASIP guides for each participant.

What is your cancellation policy?

You can cancel your workshop up to 24 hours in advance without penalty. Cancellations made within 24 hours of the scheduled time are non-refundable.

Do I need to be tech savvy?

Not at all. You’ll just need to be comfortable using the basic functions of Zoom, such as joining a meeting and turning your camera or microphone on and off. For those doing the step-by-step option, your Navigator will walk you through logging into the Plan Well Guide system and guide you step-by-step through each part of the online Guides. Some participants find it helpful to use two devices—one for Zoom and one for the Plan Well Guide platform—but this is entirely optional.

Have questions?

Reach out to us today.