Online Workshop Handouts & Helpful Resources

Thank you for joining our online workshop. To help you get started with your estate planning, we’ve attached some helpful handouts below. Simply click on the link to download the attachment!

PLEASE NOTE: These documents are intended for use in conjunction with our Wills, Trusts and Estate Planning In-person workshops or Online workshops. Distribution of these resources or use of these documents without attending either the In-person workshops or Online workshops is prohibited. Thank you for understanding and we hope you find these insights helpful!

• Key Takeaways: A short document outlining the main points of this webinar
• Trusts 101: A handy image to help you understand trusts
• Glossary: Important terms relating to wills, trusts and estate planning
• What is a Trust? – Video 
• Will Planning Worksheet: Fill this out with your family and bring it to your lawyer
• Estate Planning Documents Overview
• Questions for Professionals: A list of sample questions to ask a legal professional to ensure they are knowledgeable about disability-related estate planning
• Lawyer Referral List: A list of lawyers who can help you secure your future.
• Guide to Wills and Estate Planning for First Nations Clients Living on Reserve, British Columbia Law Institute
• Nidus Personal Planning Resource Centre Representation Agreement Fact Sheets
• Provincial Disability Assistance 
• BC Disability Benefits Help Sheets – Disability Alliance BC
• Family Support Institute Housing Workshops: In the search bar type “housing” and you will be shown a list of their upcoming housing workshops.
• Prosper Canada: A Toolkit for Lump Sum Payment
• MyBooklet BC: A free online tool that families and people with disabilities can use to create an information booklet about themselves or their loved one to share with professionals.
• More Resources from Plan Institute: A list of free or affordable resources and services designed to empower and assist individuals,
  families, and organizations to plan for the future and ensure a good life for someone with a disability.

More Helpful Links from Plan Institute

Below is a list of helpful links to guide you on your way to planning a secure future for yourself or your loved one with a disability.

• Future Planning Tool: A free online tool including Trusts and Estate Planning
• Safe and Secure: Seven Steps on the Path to a Good Life for People with Disabilities:A free planning guide
• Plan Institute workshops, courses, retreats and tele-seminars: RDSP, Will & Estate Planning, Personal Support Network Facilitation, and more.
• Plan Institute Affiliates: A list of our affiliates who offer support to families across Canada
• Plan Institute Newsletter: Subscribe to our newsletter and stay up-to-date with the latest financial tips, planning tools, advocacy resources, stories, upcoming events and more.
• IMPACT-Ability Webinar Series: The ingenuity and creativity of people with disabilities and their families is a force that continues to change the world.
• Staying Socially Connected Webinar Series: A 5-part webinar series to help people stay connected during the COVID-19 pandemic.
• Disability Planning, DTC & RDSP Helpline 1-844-311-PLAN (7526): A free helpline where you can ask experts all of your questions regarding disability planning!
• Final Act of Kindness: A planning resource to guide your loved ones after you are gone.
• PLAN Vancouver: Personal Support Network Development
• Canada Disability Benefit Website: Information about the Canada Disability Benefit and Disability Tax Credit