Common Questions

What is the difference between Personal Planning and Estate Planning?

There are two key types of planning:

  • Personal planning – making arrangements for while you are alive but you may need assistance due to an illness, injury or disability (e.g. making a Representation Agreement, Enduring Power of Attorney and/or Advance Directive); and
  • Estate planning – making arrangements for after death (e.g. making a Will).

To learn more about personal planning documents and the difference between these two types of planning, see:
  • Types of Planning, by Nidus Personal Planning Resource Centre, provides an overview of the types of legal planning adults can do.

See our related common questions:

Last reviewed June 2016
personal planning, estate planning, representation agreement, representation agreements, powers of attorney, power of attorney, enduring power of attorney, enduring powers of attorney, RA, EPA, PoA, EPOA, wills and estates, planning for the future, advance care planning