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In this episode of Your Estate Matters, Nicole and Greg sit down with Rebecca Pauls, Executive Director of the Plan Lifetime Advocacy Network (PLAN). Rebecca shares how PLAN helps families answer one of the hardest questions they’ll ever face: What will happen to my loved one with a disability when I’m no longer here?
From the power of personal support networks to practical tools like representation agreements, discretionary trusts, and the Registered Disability Savings Plan, Rebecca explains how families can create lasting security and genuine belonging for their loved ones. She also highlights the emotional side of future planning, the risks of isolation, and why starting early is the greatest gift you can give.
This episode shines a light on both the practical steps and the human connections that make estate planning truly effective
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Follow Rebecca Pauls:
Website - https://plan.ca/
LinkedIn - https://www.linkedin.com/in/rebecca-pauls-58473b48
Follow Heritage Trust:
Instagram - https://www.instagram.com/heritagetrustbc/
Website - https://heritagetrustcompany.ca/
Get the Essential Estate Planning Checklist for Canadians:
https://www.estateclub.ca/estate-planning-checklist
By Nicole Garton and Greg BrennandIn this episode of Your Estate Matters, Nicole and Greg sit down with Rebecca Pauls, Executive Director of the Plan Lifetime Advocacy Network (PLAN). Rebecca shares how PLAN helps families answer one of the hardest questions they’ll ever face: What will happen to my loved one with a disability when I’m no longer here?
From the power of personal support networks to practical tools like representation agreements, discretionary trusts, and the Registered Disability Savings Plan, Rebecca explains how families can create lasting security and genuine belonging for their loved ones. She also highlights the emotional side of future planning, the risks of isolation, and why starting early is the greatest gift you can give.
This episode shines a light on both the practical steps and the human connections that make estate planning truly effective
--
Follow Rebecca Pauls:
Website - https://plan.ca/
LinkedIn - https://www.linkedin.com/in/rebecca-pauls-58473b48
Follow Heritage Trust:
Instagram - https://www.instagram.com/heritagetrustbc/
Website - https://heritagetrustcompany.ca/
Get the Essential Estate Planning Checklist for Canadians:
https://www.estateclub.ca/estate-planning-checklist