Mon - June 23, 2025 || 11am Pacific / 2pm Eastern
Working with Trusted Contacts to
Monitor and Activate a POA for Property
Virtual Interactive Workshop
Many people want to live independently in their homes for as long as possible, however they do not have the resources to do so.
This workshop is intended to review the use of the trusted contact in a way that can improve the expectations of all the parties involved. Here, we will explore such related issues as:
- What is a trusted contact and what is the purpose of having one?
- What are limitations and pitfalls of a trusted contact?
- How can an advisor work with a trusted contact to help identify incapacity with improved expectations?
Workshop Details
90 Mins Interactive Virtual Workshops (Hosted on Zoom)
Address common incapacity pitfalls and apply methods through case studies
$25 Registration Fee
(No Charge for Estate Planning Council of Canada Members)
Starting at 11am PST / 2pm EST
For more information about the individual workshops, scroll down to the schedule and visit the registration page.
Presented By:
Nathan Spaling
RSSW, BA (Hons), JD
Founder – Capacity Clinic
Co-Founder – poaRegistry.ca
Barb Mackay
Certified Executor Advisor –
Plan My Estate
Laurie Daschuk
Executive Director –
Estate Planning Council of Canada
Hosted By:
Workshop Mission
1. Reduce the Fraud and Misuse of Substitute Decision-making Documents
Incapacity Planning: Create, Validate, Monitor and Activate
Capacity Assessments: How to do a decision-making capacity assessment
2. To Improve the Validation and Activation Procedures
by connecting stakeholders within the legal, financial, housing, health and assessment sectors through solutions, such as: poaRegistry.ca, Validate-You, DecisionTracker, and Easy Access to Assessments
Workshop Schedule
All Events Start at 2 PM (EST/EDT)
Capacity Screening/Assessments to Sell Real Estate
Creating, Monitoring & Using an Incapacity Plan
Monitoring Incapacity using DecisionTracker
Working with Trusted Contacts to Monitor & Activate a POA for Property (Enduring POA)
Capacity Screening/Assessments to Hire a Private Care Provider
Working with a Trust Company or Legal Professional as a Substitute Decision Maker
Substitute Decision Making in Quebec: Homologation
Validating Substitute Decision-making Documents
Capacity Screening/Assessments to Sign or Change a Will
Capacity Screening/Assessments to Make a Gift
Want to collaborate or present with us?
Send us a message on LinkedIn at poaRegistry.ca or to Capacity Clinic.
Alternatively, reach out through our Contact Form below.