Future Planning Resources

Resources to help caregivers of someone with a disability

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.

learn more

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

learn more

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.

learn more

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.

learn more

Final Act of Kindness

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

learn more

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.

learn more