The “Living Well, Planning Well” legal toolkit was created by Speak Up and two legal firm partners: TorkinManes (Toronto, ON) and HarperGrey (Vancouver, BC). Its development was funded by Health Canada as part of a $1.9 million funded project over three years to help people living in Canada prepare for their future health care needs.

The legal toolkit is designed to help lawyers and their clients go through the process of ACP. The toolkit provides information about the importance of ACP and its role within future life planning in general (e.g., estates and wills, life insurance, investment planning). It also covers different scenarios, prompts, and precedent clauses that lawyers can use to start ACP conversations with their clients. This toolkit can help lawyers make a significant difference in their clients’ lives by encouraging them to reflect on and discuss their wishes, choose appropriate SDMs and alternates, and share their wishes with their SDMs and health care providers.

Use this fillable pdf to create an easy summary of key contacts and planning information for clients.

>>Check Living Well, Planning Well: An Advance Care Planning Resource for Accessing Your Rights