1. Intro for Legal Professionals Personal Planning Registry

2. Benefits of the Personal Planning Registry  Secure, centralized storage of a client’s important information and documents – with 24/7 access.  Unlike the Wills Registry, which is used after death, the Personal Planning Registry is for while you are alive – when time matters!  Don’t take on the risk and responsibility of being a repository for your clients’ time-sensitive documents.  Family and friends can search the Registry even if they don’t know what legal professional Mom might have gone to.

3. Fees for registration  Fees are charged only for registering documents – not for access. There is no fee for your clients (Account Holders) to update contact information, view their own record or share read- only access with others. There is no fee for public institutions to search.

4. Fees  Legal professionals can be authorized as Registration Agents.  Registration Agents receive a 20% discount on fees. Agent fees are $20.00 to register the first document (and create a Registry account for the client) and $8.00 for each additional registration – per client. Firms/Agents can charge clients for their time to register documents – according to the rules of your governing body. Nidus Registry fees are GST exempt. Agents do not pay online, Nidus invoices for transactions.

5. Apply to register clients’ documents To be an authorized Registration Agent

6. Send online request  Go to www.nidus.ca/registry - click Online Registry in the sidebar.www.nidus.ca/registry  Select Registration Agent from home page – click Request Agent Account link under Tips. Complete online form.  The Registrar will send you application forms. 1. For an owner or partner in the firm to agree and be the Institutional Contact. 2. For each staff who will access the Registry to apply for an unique Log-in.

7. Steps to apply online ❶ ❷ www.nidus.ca/registry ❸

8. Receive Log-in  The Registrar will send a User name and temporary password (for you to change).  No fee to be authorized as a Registration Agent. If you consent on the application, Nidus will list the firm on our website as a Registration Agent.

9. Get Started Registration Agent

10. Lawyers and notaries public register for clients. registry.nidus.ca Self-registration only. Individual registers their own documents; or Someone appointed in a Representation Agreement or an Enduring/Power of Attorney.

11. Enter Agent username and password Each staff must have their own log-in, start here.

12. Select type of client NOTE Registration Agents may only access the Registry on behalf of clients, not the public.

13. Who is a client?  A client is: An Account Holder or a person who instructs you to create an account for them; or Someone who can prove to you that they have legal authority to act on behalf of an Account Holder.

14. Search for (or Create) Client’s Account Registration Agent

15. Search for an existing account  Enter first and last name.  Enter personal identifiers – as many as possible in case there is an account already set-up.

16. What Agents Can Access View existing registrations, register new document(s)

17. Agents can see what is registered  You will see a list of registered documents.  Click on name of document to view information about it.

18. Click to view information and copy  View information about the registered document.  If a copy of the document was uploaded, you can click to view the PDF version of the document.

19. Register client’s document  Register client’s personal planning documents – RA, EPA  Other Documents is for uploading other types of documents in PDF format such as a copy of a Will, wishes about burial or cremation.

20. Confirmation  You can Print the confirmation page for your records.  You will also receive confirmation to your email and the client will also receive a copy to their email.

21. Security & Privacy

22. Meet the team  Privacy Consultant  Former Information & Privacy Commissioner of BC.  Technical Developers  Vancouver-based company.  Experienced in custom software and web applications. David Flaherty

23. More facts  The Registry database is in Canada – not the United States. It is not cloud-based.  Read the Registry Security fact sheet – www.nidus.ca/registry > scroll down the right sidebar. www.nidus.ca/registry  See also the Terms and Conditions and Privacy Policy.  The Public Guardian and Trustee uses the Registry as an authorized Access User.

24. Did you know? Evolution of the Personal Planning Registry

25. Legislative history of the Registry  The Representation Agreement Act was passed in 1993 and included provisions for a mandatory registry.  The government did not proclaim the registry provisions in 2000 with the rest of the legislation. The provisions were repealed in 2006.

26. Innovation and public support  The public continued to ask for a Registry – for communication purposes, not government scrutiny.  Nidus set up the first version of the Registry in 2002 as an online service, in partnership with Juricert (Law Society of BC) and a software company in Victoria.  Nidus launched a new online system in June 2014. The Personal Planning Registry meets today’s needs and future expectations of a self-determined and technically proficient public.

27. Resources for Professionals Registration Agent

28. Information for you and your clients  Nidus is a non-profit, charitable organization (1995).  Nidus is the centre for excellence and best practices. See teaching resources – www.nidus.ca > Self-Help > Trainingwww.nidus.ca Drafting Tips for RA9, Bentley case analysis  Print Nidus fact sheets for your clients www.nidus.ca > Information – choose topic, click on Resources. www.nidus.ca Role of representative, role of attorney, health care consent and more.

29. Sign up for the Registry Demo  On the first Wednesday of the month, Nidus holds a free webinar to demo key features of the Registry. Sign-up at www.nidus.ca > Self-Help > Presentationswww.nidus.ca

30. Thank you for joining us  www.nidus.ca/registry www.nidus.ca/registry  registry@nidus.ca registry@nidus.ca Registrar, Joanne Taylor Nidus is a Latin term for nest: a symbol of support and safety.