WHAT IS THE PERSONAL PLANNING REGISTRY?
The Personal Planning Registry is a secure online service for storing your important information and documents and making them available to others who need to know.
You have the option to upload a copy of your Representation Agreement, Enduring Power of Attorney or other document(s) to the Registry so that they are at your fingertips when you or others need them. In addition, you can use the Registry to store vital personal information such as your health condition/history, allergies, physician and pharmacy contact, financial institution, and more. When you register information about a document, you can grant access to authorized third parties such as hospitals, financial institutions or government agencies. You can also give access to specific individuals you trust such as family members, your representative, your physician and your financial advisor.
WHAT ARE THE BENEFITS?
- Secure storage with 24 hour access
- Easy to update your record and upload documents
- Single location for all personal planning information
- Efficient for hospitals and financial institutions to check who you appointed as your representative and your wishes
- Shared access feature that lets you give the important people in your life, such as your family members or physician, read-only access to your info and documents
- Optional reminder to review your plans
HOW MUCH DOES IT COST TO REGISTER?
Each person needs their own Registry Account. It costs $25 for the first registration and $10 for each additional registration. When you select a type of registration, you will be prompted to pay the fee by credit or debit card using PayPal, a secure online service. Read more about Registry Fees.
WHO CAN REGISTER?
1. An Account Holder can create their own account and register their own information and documents. They might ask a friend, relative or other person to help them enter information in the computer but they need to type in their own private password so they can access their own account later. Please read more in the Security fact sheet.
2. Someone with legal authority can create an account on behalf of an Account Holder if they are:
a representative appointed in a Representation Agreement
an attorney appointed in an Enduring/Power of Attorney
a court-appointed Committee
3. Lawyers or notaries public can register on behalf of their clients as an authorized Registration Agent. View current list of Registration Agents or apply to be authorized as a Registration Agent.
WHO HAS ACCESS?
When registering information about your planning documents, you can grant access to third parties—Access Users—to view or print a copy of the information you entered and of a document you uploaded. Access Users are staff of institutions such Health Authorities (including hospitals), financial institutions, the Public Guardian and Trustee and government services. Institutions/staff must apply and be authorized by the Personal Planning Registry to become an Access User—click to request authorization as an Access User.
NEW! The Registry also has a Shared Access feature. With this feature, an Account Holder/Registrant can give trusted individuals—like your representative or attorney, financial advisor, family doctor—read-only access to view your information. You can share access to the entire Account or to specific documents. You do this by using their email address. You can also cancel shared access at any time.
Account Holders/Registrants are responsible for making sure that anyone listed in your registrations permit their information to be shared and that whomever you share with can be trusted to keep your information private. Do not share with a general email address such as ‘info@.’
Shared access is different from granting access to third party institutions—hospitals, banks or credit unions, and government agencies.
FOR REGISTRY ACCOUNTS IN THE OLD SYSTEM
If you set up a Registry Account before July 2014, we have transferred it to the new online system.
Notification was sent to the email address on file for the account. The email contains a link with instructions on how to access the existing account. Do not create a new account—the registrations are in the new system. Your old Nidus ID and password do not work. Click on the link in the email to learn how to create a new password and get the new Nidus ID and then you can access the existing registration.
If you did not receive an email about an existing account, please send an email providing the following information:
- First and last name of the Account Holder (person who is registered)
- The Nidus ID (registration number)
- Your name and role in the registered document – e.g. representative
Contact the registrar: firstname.lastname@example.org