Principal Details
Full legal name, date of birth, address, and any identifying numbers used for verification by institutions or notaries.
A well‑drafted Declaration ensures your wishes about life‑sustaining care are documented and names an agent who can act immediately if you become incapacitated, while the durable power of attorney preserves continuity for financial affairs without court intervention.
The form is appropriate for individuals of sound mind who can appoint trusted agents and specify instructions for life sustaining treatment and financial authority.
The individual completing the Declaration. Must be legally competent when signing, must provide full legal name and contact information, and should clearly state preferences about life‑sustaining treatment and durable powers.
The person appointed to act on behalf of the principal. Carrying out medical or financial duties requires understanding the principal’s instructions, legal authority under the document, and any state-specific witnessing or notarization conditions.
Full legal name, date of birth, address, and any identifying numbers used for verification by institutions or notaries.
Primary and alternate agent names, contact details, relationship, and any succession rules for agent replacement.
Explicit statement that the financial power survives incapacity, using phrasing required or recommended by state law where necessary.
Clear choices about resuscitation, mechanical ventilation, tube feeding, and comfort measures, with space for conditional statements.
Detailed listing of financial authorities—bank accounts, real estate, tax filings—plus any limitations or excluded powers.
Signature lines for the principal, witness and witness contact, notarization block, and dates that confirm when powers take effect.
Provide signed outputs as PDF/A or standard PDF and keep a Word DOCX source for edits; institutions commonly accept PDF.
A tamper‑evident signed PDF with an audit trail provides proof of execution and the signing event details.
Include any ESIGN consumer disclosure if the principal consented to electronic delivery of records for consumer-facing transactions.
Attach the notary certificate and any audio‑video RON recording reference if notarized remotely.
Enter MM/DD/YYYY for when powers start.
Specify if powers are effective immediately or upon incapacity.
Record with county if real estate authority is included.
Deliver written revocation to agents and institutions promptly.
Revisit the document periodically and when circumstances change.
| Field | Configuration |
|---|---|
| Authentication Method | Email link, SMS code, or two‑factor |
| Notarization | RON enabled or in‑person notary option |
| Template Settings | Locked fields and required initials per page |
| Audit Trail | Enable IP, timestamp, and event logging |
Confirm platform support for required authentication methods, RON or in‑person notarization, and output formats before execution.
| 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 trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |