Common Questions

What is the difference between Personal Planning and Estate Planning?
Last reviewed in October 2020 by Clicklaw Editors

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).
Good starting points include:
  • Nidus — The Centre for Excellence in Personal Planning, from Nidus, features an "Information" section with several resources; the "Types of Planning" page includes information and infographics on the difference between personal and estate planning.
  • Planning for Your Future, from People's Law School, provides essential information you should know when preparing for your future. Learn your options for planning for your future financial, legal, health care, and personal care needs.
  • Wills, from People's Law School, provides practical, step-by-step information on making a will.  

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tags
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