What is the Public or User perspective on planning?

Q — What do professionals need to know in order to better communicate and relate to their clients?

Following are key messages for understanding the public’s perspective on planning:

• Personal planning is different from estate planning.
• Power of Attorney ≠  Enduring Power of Attorney.
• Representation Agreements are not simply ‘health care Agreements.’
• The Personal Planning Registry – communicating the right information to the right people at the right time!

See Resources below for details on each of the above points.

 

On April 6, 2017, the Society of Trust and Estate Practitioners (STEP) in BC held an event called “Powers of Attorney and Health Care Agreements from Three Unique Perspectives: Private Practice, Trust Company and the Public Guardian and Trustee.”

Nidus suggests there is ANOTHER perspective – the public!

And perhaps a better title for BC: “Personal Planning: Enduring Powers of Attorney and Representation Agreements”

At first we thought the STEP title was due to the presentation having to address other provinces – but this does not appear to be the case.

Even if the event had a national focus, there are still important distinctions that need to be made to help STEP members better relate to the interests and needs of their clients. See below for information on other provinces and territories that Nidus compiled.

Nidus is a resource for professionals and practitioners who want to learn more about the needs and interests of their clients and potential clients. Below are links to information for those who are interested in learning more.

 

RESOURCES – click links

Details of the public’s perspective on planning

Videos on personal planning and more

Cross-Canada Information

NEW fact sheet – Rights of Adults to End Statutory Property Guardianship