Identification
Full legal name, date of birth, and address of the principal to avoid ambiguity when agents present the document to providers or institutions.
This combined declaration clarifies your treatment preferences, prevents uncertainty during medical crises, and designates a trusted agent to manage medical and financial affairs. Clear instructions reduce disputes, streamline hospital decision-making, and protect your interests if you lose capacity.
Use this form as part of an advance care planning packet and share copies with your agent, physician, and family.
An adult with capacity who sets treatment preferences and names an agent. The principal must sign voluntarily and understand the document’s effect; inaccurate or incomplete identification can limit enforceability.
A trusted person designated to make health or financial decisions when the principal is incapacitated. The agent should be informed of the principal’s wishes and able to produce proof of authority when interacting with providers or institutions.
Full legal name, date of birth, and address of the principal to avoid ambiguity when agents present the document to providers or institutions.
Explicit description of the agent’s powers (medical decisions, financial transactions, access to records) and any limits or required conditions for exercise.
Clear directives on CPR, mechanical ventilation, artificial nutrition and hydration, and other life-sustaining measures, including any conditional choices or personal values statements.
Language stating when the durable POA becomes effective (immediately or upon incapacity) and who determines incapacity, if applicable.
Signature of the principal and date, plus signature lines for witnesses and notary as required by jurisdiction to establish validity.
A clause describing how to revoke or amend the declaration and POA and instructions to inform the agent and relevant providers.
| Field | Configuration |
|---|---|
| Principal Signature | Signed with witnessed notary field linked |
| Witness Blocks | Conditional fields appear if the state requires witnesses |
| Notary Acknowledgment | Include space for stamp, notary signature, and date |
| Document Access | Set permissions so agent and providers can download copies |
Ensure the chosen platform can capture timestamps, signer identity, and produce a tamper-evident audit record for use with medical and financial institutions.
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |