Who Speaks for You?™
A guided, interactive tool for understanding your enduring power of attorney for finances
Most people know they should have a power of attorney in place. What stops them isn’t a lack of caring. It’s not fully understanding what the document does, who the right person to name might be, or what happens if it’s never put in place at all.
Who Speaks for You?™ is a self-guided, interactive tool that walks you through everything involved in an enduring power of attorney for finances, with province-specific guidance, plain-language explanations, and prompts that help you think through your situation before you bring it to a professional.
Time: work at your own pace
Format: self-guided, interactive
Device: desktop, tablet, or mobile
What this is
Who Speaks for You?™ is a comprehensive, self-paced guide that covers the full scope of what an enduring power of attorney for finances involves. Not just what the document is, but who you should consider naming, what authority you’re granting, what you can limit, when it takes effect, and what the alternative looks like if you don’t have one.
You’ll be guided through each topic with clear explanations, province-specific context, and questions that help you think through your own situation. The tool covers what the document is called in your province, who can serve as your attorney, what powers you can grant or restrict, how immediate and springing documents differ, and what your family would face without one in place.
The tool is designed to be used before you meet with a lawyer or notary, whether you’re starting from scratch, revisiting a document that hasn’t been looked at in years, or trying to understand what you actually signed.
At the end, you’ll have a clearer picture of what you need, what decisions still have to be made, and a more informed starting point for the conversations that matter.
What’s covered
- What an enduring power of attorney for finances is and what makes it different from a regular POA
- What the document is called in your province or territory
- Who you can name as your attorney and what to look for in that person
- Co-attorneys and naming an alternate
- What powers your attorney can hold and what you can restrict
- What your attorney cannot do regardless of what the document says
- Immediate vs. springing effect and when the document takes effect
- What your family faces without this document in place
- The court process, its costs, and its limitations
- What to do next, before and after you see a lawyer
- Province-specific terminology and context throughout
What this is not
- legal advice or a substitute for a lawyer or notary
- financial or tax advice
- a document preparation service
- a one-size-fits-all guide that ignores where you live
Who Speaks for You?™ is designed to help you think more clearly and prepare more thoroughly, not to replace the professional who will help you put the document in place.
Who this is for
This tool is a good fit if you:
- don’t have an enduring power of attorney in place and want to understand what’s involved before meeting with a lawyer
- have a document in place but aren’t sure it still reflects your situation or the right person
- have had a significant life change such as a health diagnosis, a marriage or separation, or a change in your family relationships
- have been asked to serve as someone’s attorney and want to understand what that means
- want to arrive at a professional conversation informed, not overwhelmed
You don’t need any documents, preparation, or prior knowledge to begin.
Access and purchase details
You will receive an email with:
- the private access page URL
- your password
- simple instructions to begin
Important: Because this is a digital experience delivered immediately and cannot be returned, all purchases are final.
Disclaimer: This content is for general information only and is not legal, financial, medical, or tax advice.
Price: $29
Disclaimer: This content is for general information only and is not legal, financial, medical, or tax advice.
