Future Planning Resources

Resources to help people with disabilities and their loved-ones plan for the future.

Future Planning Tool

The Future Planning Tool is intended to promote long-term well-being for Canadians with disabilities by helping them and their families to accomplish their future planning goals, including financial planning, housing, relationships and more.

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Disability Planning Helpline

A toll-free helpline to help you answer your questions about the Disability Tax Credit, the RDSP, trust & estate planning, advocacy approaches, government benefit programs, and more. 1-844-311-7526 or [email protected].

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Safe and Secure

Seven Steps on the Path to a Good Life for People with Disabilities: An inspirational guidebook for parents and other family members who are concerned about the future of their relative with a disability, particularly after the parents are gone.

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Safe and Secure Worksheets

These worksheets are from the book Safe and Secure: Seven Steps on the Path to a Good Life for People with Disabilities, by Al Etmanski.

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Wills, Trusts, & Estates - Online Workshop

This workshop provides in-depth information about will and estate planning specific to the needs of someone with a disability.

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Final Act of Kindness

A planning resource to guide your loved ones after you are gone.

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WEBINAR: Planning for a Good Life

Delivered in partnership with Prosper Canada, this webinar discusses how planning for a good life can lead to achieving greater peace of mind about the present. This webinar also introduces the online Future Planning Tool for Persons with Disabilities, a resource that helps you, your family, and your clients create a financial plan.

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