PERSONAL CONTINUITY PLANNING

A Power of Attorney gives legal authority. Personal Continuity Planning helps prepare the practical direction behind it.

Personal Continuity Planning helps you organize the real-life context, priorities, preferences, responsibilities, and practical information the people you choose and trust may need if they are ever called on to support you.

Planning That Works Alongside Your Power of Attorney

A Power of Attorney is an important legal document. It names the person who may have authority to act and should be prepared with legal advice.

Personal Continuity Planning has a different role. It helps prepare the practical context that may support the person appointed under that authority, so they are not left relying only on memory, assumptions, or urgent decisions made under pressure.

This planning does not replace your legal, financial, or health-care advice. It brings your documents, wishes, priorities, and values into one place, so the people you trust can understand what matters and how it all works together.

Personal Trustee Services of Manitoba uses PlanGuardian™ to organize the documents, wishes, priorities, and personal direction that support its Personal Continuity Planning service.

Practical Context for Real-Life Decisions

When someone is helping under a Power of Attorney, decisions often involve more than paperwork. They may need to understand the person’s routines, relationships, responsibilities, preferences, and priorities.

personal priorities and preferences

important relationships and responsibilities

practical information someone may need to know

service providers, household details, and recurring obligations

important details that may affect future decisions

direction for the people the client chooses and trusts

Different Roles, Working Together

Each has a different purpose, and together they can give the people you trust clearer direction.

Power of Attorney Document

Prepared with legal advice

Grants legal authority

Names the Attorney

Sets out legal powers and responsibilities

Personal Continuity Planning

Prepared as practical planning support

Organizes personal context and direction

Helps the Attorney understand the person’s life

Supports clearer, more consistent real-world decisions

Personal Trustee Services of Manitoba respects the role of legal counsel and does not provide legal advice. Personal Continuity Planning is designed to complement legal planning by helping clients prepare practical, personal direction for the people they choose and trust.

Who This Planning May Help

You are planning ahead and want the people you trust to have clearer direction.

You have appointed, or are considering appointing, someone under a Power of Attorney.

You want future support to reflect your life, values, and priorities.

You want to reduce uncertainty for family, trusted people, or a future Attorney.

You are a professional looking for practical planning support for a client.

RELATED SUPPORT

Related Support

Personal Continuity Planning is for planning ahead before support is urgently needed. If someone is already acting under a Power of Attorney, POA Support may be the more appropriate service. If a professional Attorney appointment is being considered, Professional Attorney Services may apply when appropriate.

The people helping you should not have to guess.

Personal Continuity Planning gives the people you choose and trust clearer practical direction before decisions become urgent.