Principal
Name and identifying details of the person granting authority, including full legal name and date of birth to avoid identity confusion in medical and financial settings.
Use this combined advance directive and durable power of attorney to ensure your medical preferences and financial affairs are managed by someone you trust, avoid court-appointed guardianship, and reduce delays when decisions are urgent.
People create this document to name trusted decision-makers for health and financial matters in case of incapacity.
Attorneys, eldercare coordinators, and medical intake teams often request a notarized original or certified copy when the agent first acts.
Name and identifying details of the person granting authority, including full legal name and date of birth to avoid identity confusion in medical and financial settings.
Full name, relationship, contact information, and successor instructions so institutions can contact the appointed decision-maker quickly when action is required.
Designation of one or more alternate agents with clear activation rules in case the primary agent is unavailable or unwilling to act.
Detailed list of healthcare and financial authorities granted (e.g., access to records, consent to treatment, banking, property management) and any explicit exclusions.
Statement whether the power is immediate or springs on incapacity, and the standard used to determine incapacity (physician certification recommended).
Signature, date, witness/notary blocks, and clear revocation language describing how the principal cancels or amends powers.
| Field | Configuration |
|---|---|
| Authentication | Email link plus SMS code recommended for signer verification |
| Witness/Notary | Add separate signature fields for witnesses and a notary acknowledgement |
| Document format | Use PDF/A to preserve layout and signatures |
| Retention | Enable audit trail and export signed PDF for records retention |
Confirm the eSignature platform supports legal authentication, tamper-evident PDFs, and HIPAA controls for health information.
Choose a platform that retains an audit trail, supports notarization options where required, and allows secure long-term storage of executed documents.
Enter as MM/DD/YYYY; determines when agent authority begins
Complete notarization at signing for best acceptance practices
Witnesses must sign contemporaneously with principal
Review every 3–5 years or after major life changes
Banks/hospitals may require original notarized copy on first use
Complete fields and specify powers clearly before presentation to witnesses or notary.
Principal signs in presence of required witnesses and/or notary according to jurisdictional rules.
Notary or RON provider completes acknowledgement and records identity proofing details.
Provide certified copies to agent, medical providers, and financial institutions for immediate access.
An aging principal completes the form to appoint a daughter as agent
A patient arriving for major surgery signs an advance directive and durable POA in advance
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |