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Health Directive Form

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STATUTORY FORM
ADVANCE HEALTH CARE DIRECTIVE

(California Probate Code Section 4701)

EXPLANATION

You have the right to give instructions about your own health care. You also have the right to name someone else to make health care decisions for you. This form lets you do either or both of these things. It also lets you express your wishes regarding donation of organs and the designation of your primary physician. If you use this form, you may complete or modify all or any part of it. You are free to use a different form.

Part 1 of this form is a power of attorney for health care. Part 1 lets you name another individual as agent to make health care decisions for you if you become incapable of making your own decisions or if you want someone else to make those decisions for you now even though you are still capable. You may also name an alternate agent to act for you if your first choice is not willing, able, or reasonably available to make decisions for you.

Unless the form you sign limits the authority of your agent, your agent may make all health care decisions for you. This form has a place for you to limit the authority of your agent.

Part 2 of this form lets you give specific instructions about any aspect of your health care, whether or not you appoint an agent.

Part 3 of this form lets you express an intention to donate your bodily organs and tissues following your death.

Part 4 of this form lets you designate a physician to have primary responsibility for your health care.

After completing this form, sign and date the form at the end. The form must be signed by two qualified witnesses or acknowledged before a notary public.

* * * * * * * * * * * * * * * * *

PART 1

POWER OF ATTORNEY FOR HEALTH CARE

DESIGNATION OF AGENT:

I designate the following individual as my agent to make health care decisions for me:

Address:

City/State:

Zip Code:

Phone:

OPTIONAL:

If I revoke my agent's authority or if my agent is not willing, able, or reasonably available to make a health care decision for me, I designate as my first alternate agent:

Address:

City/State:

Zip Code:

Phone:

If I revoke the authority of my agent and first alternate agent, or if neither is willing, able, or reasonably available to make a health care decision for me, I designate as my second alternate agent:

Address:

City/State:

Zip Code:

Phone:

AGENT'S AUTHORITY:

My agent is authorized to make all health care decisions for me, including decisions to provide, withhold, or withdraw artificial nutrition and hydration and all other forms of health care to keep me alive, except as I state here:

WHEN AGENT'S AUTHORITY BECOMES EFFECTIVE:

My agent's authority becomes effective when my primary physician determines that I am unable to make my own health care decisions unless I mark the following box. If I mark this box, my agent's authority to make health care decisions for me takes effect immediately.

AGENT'S OBLIGATION:

My agent shall make health care decisions for me in accordance with this power of attorney for health care, any instructions I give in Part 2 of this form, and my other wishes to the extent known to my agent.

AGENT'S POST-DEATH AUTHORITY:

My agent is authorized to make anatomical gifts, authorize an autopsy, and direct disposition of my remains, except as I state here or in Part 3 of this form:

NOMINATION OF CONSERVATOR:

If a conservator of my person needs to be appointed for me by a court, I nominate the agent designated in this form. If that agent is not willing, able, or reasonably available to act as conservator, I nominate the alternate agents whom I have named, in the order designated.

PART 2

INSTRUCTIONS FOR HEALTH CARE

If you fill out this part of the form, you may strike any wording you do not want.

END-OF-LIFE DECISIONS:

I direct that my health care providers and others involved in my care provide, withhold, or withdraw treatment in accordance with the choice I have marked below:

(a) Choice Not To Prolong Life

I do not want my life to be prolonged if (1) I have an incurable and irreversible condition that will result in my death within a relatively short time, (2) I become unconscious and, to a reasonable degree of medical certainty, I will not regain consciousness, or (3) the likely risks and burdens of treatment would outweigh the expected benefits.

(b) Choice To Prolong Life

I want my life to be prolonged as long as possible within the limits of generally accepted health care standards.

RELIEF FROM PAIN:

Except as I state in the following space, I direct that treatment for alleviation of pain or discomfort be provided at all times, even if it hastens my death:

OTHER WISHES:

(If you do not agree with any of the optional choices above and wish to write your own, or if you wish to add to the instructions you have given above, you may do so here.) I direct that:

PART 3

DONATION OF ORGANS AT DEATH
(OPTIONAL)

Upon my death (mark applicable box):

(a) I give any needed organs, tissues, or parts, OR

(b) I give the following organs, tissues, or parts only.

(c) My gift is for the following purposes (strike any of the following you do not want):

(1) Transplant

(2) Therapy

(3) Research

(4) Education

PART 4

PRIMARY PHYSICIAN
(OPTIONAL)

I designate the following physician as my primary physician:

Address:

City/State:

Zip Code:

Phone:

If the physician I have designated above is not willing, able, or reasonably available to act as my primary physician, I designate the following physician as my primary physician:

Address:

City/State:

Zip Code:

Phone:

* * * * * * * * * * * * * * * * *

PART 5

EFFECT OF COPY:

A copy of this form has the same effect as the original.

SIGNATURE:

Sign and date the form here:

Date:

Signature:

Print Name:

Address:

City/State:

Zip Code:

NOTE:

The form must be signed by two qualified witnesses OR acknowledged before a notary public. If signing before qualified witnesses, skip the notary section below and proceed to section entitled "Statement of Witnesses."

NOTARY ACKNOWLEDGMENT

A notary public or other officer completing the certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

State of California, County of

On before me,

personally appeared , who proved to me on the basis of satisfactory evidence to be the person whose name is subscribed to the within instrument and acknowledged to me that he executed the same in his authorized capacity.

Signature (Seal):

STATEMENT OF WITNESSES:

I declare under penalty of perjury under the laws of California that the individual who signed or acknowledged this advance health care directive is personally known to me or identity was proven to me by convincing evidence; that the individual signed or acknowledged this advance directive in my presence; that the individual appears to be of sound mind and under no duress, fraud, or undue influence; and that I am not disqualified as a witness.

First witness:

Signature:

Print Name:

Address:

City/State:

Zip Code:

Second witness:

Signature:

Print Name:

Address:

City/State:

Zip Code:

ADDITIONAL STATEMENT OF WITNESSES:

At least one of the above witnesses must also sign the following declaration:

I further declare under penalty of perjury under the laws of California that I am not related to the individual executing this advance health care directive by blood, marriage, or adoption, and to the best of my knowledge, I am not entitled to any part of the individual's estate upon his or her death under a will now existing or by operation of law.

Signature of Witness:

Signature of Witness:

PART 6

SPECIAL WITNESS REQUIREMENT

The following statement is required only if you are a patient in a skilled nursing facility. The patient advocate or ombudsman must sign the following statement:

STATEMENT OF PATIENT ADVOCATE OR OMBUDSMAN

I declare under penalty of perjury under the laws of California that I am a patient advocate or ombudsman as designated by the State Department of Aging and that I am serving as a witness as required by Section 4675 of the Probate Code.

Date:

Signature:

Print Name:

Address:

City/State:

Zip Code:

Enter text✕

What a Health Directive Form Covers

A Health Directive Form (also called an advance health care directive or living will) documents a person's preferences for medical treatment if they lose decision-making capacity. It typically names a health care agent or proxy, states life-sustaining treatment preferences, and records instructions about resuscitation, ventilators, nutrition, and palliative care. The form may include HIPAA authorization language to permit information sharing and can be executed with witnesses or notarization depending on state law. Properly completed, it helps clinicians and surrogates follow the patient’s wishes during serious illness or incapacity.

Why a Health Directive Matters

A clear Health Directive protects patient autonomy, reduces family uncertainty, and directs clinicians on treatment choices when the patient cannot communicate. It also identifies a legally authorized decisionmaker and ensures privacy authorizations are in place for sharing medical records.

Why a Health Directive Matters

Who Typically Completes a Health Directive

Health directives are used by adults of all ages to record treatment preferences and designate a decisionmaker; they are especially important for older adults and people with chronic conditions.

  • Patients and competent adults who want to document end-of-life preferences or appoint a health care agent.
  • Family members or designated proxies asked to carry out patient directives during incapacity.
  • Healthcare providers and facility administrators who need written authorization or clarity on care choices.

Keep a signed copy accessible to the agent, primary clinician, and in the medical record to ensure directives are followed when needed.

Who Can Sign and What Roles Mean

Patient — Signer

The patient (or competent adult) signs the Health Directive to record preferences. They must have capacity at signing; otherwise the document may be invalid.

Health Care Agent

A named agent or proxy is authorized to make decisions consistent with the directive. The agent should understand the patient’s wishes and be reachable if decisions are required.

Essential Information the Form Must Contain

Full Legal Name: As shown on government ID
Date of Birth: MM/DD/YYYY format
Agent Contact: Name, phone, email
Treatment Preferences: CPR, intubation, feeding
HIPAA Release: Authorization to share PHI
Signature and Date: Signed by patient and witnesses/notary

Core Sections to Include in a Professional Form

A complete Health Directive combines declarative treatment choices with surrogate appointment, privacy permissions, and authentication sections. Clear language and explicit choices reduce ambiguity during clinical decision-making and help ensure enforceability.

Declaration

A concise statement of intent that the document expresses your wishes regarding medical care if you are unable to decide, including life-sustaining treatment preferences.

Agent Designation

Name an alternate decisionmaker with contact information; include successor agents to account for unavailability or refusal of primary agent.

Specific Instructions

Detailed yes/no preferences for CPR, mechanical ventilation, artificial nutrition and hydration, antibiotics, and palliative care to guide clinicians in common scenarios.

HIPAA Authorization

A specific release allowing providers to share protected health information with the agent and named contacts, aligned with 45 CFR §164.508 requirements.

Witness/Notary Block

Space for witness signatures and notarization text if the state requires or to create a self-proving document for probate or medical records.

Revocation Language

Clear instructions on how the patient can revoke or replace the directive, including effective date and method of revocation.

How to Complete This Form — Step by Step

Follow these sequential steps to complete and authenticate a Health Directive for clinical use and legal clarity.

  • 01
    Prepare: Gather IDs, contact details for agent and alternates.
  • 02
    Answer Choices: Select clear treatment preferences for common interventions.
  • 03
    Sign: Sign in presence of required witnesses or notary as state law requires.
  • 04
    Distribute: Provide copies to agent, primary clinician, and family; upload to patient portal.

Where the Completed Form Should Go

A signed Health Directive is most useful when it is placed in clinical records and shared with the people who will act on it.

  • Primary Care: Give a copy to your primary care clinician for inclusion in the medical record.
  • Hospital/Facility: Provide the directive on admission to hospitals, long-term care, or hospice facilities.
  • Designated Agent: Give the agent an original or certified copy and discuss your choices.
  • Patient Portal: Upload the signed document to the health system’s secure patient portal where available.

Digital Signing and Storage Considerations

When completing the form electronically, ensure the platform supports authenticated signatures and secure storage.

  • Authentication: Email, SMS, or stronger
  • Audit Trail: IP, timestamp, and action log
  • Secure Storage: Encryption at rest

Use an eSignature provider that supports HIPAA Business Associate Agreements and can export PDFs with a tamper-evident audit trail for the medical record.

Online Completion Workflow Settings

Recommended field and routing settings for completing the Health Directive with an eSignature provider.

Field Configuration
Signature Required; signer must sign and date
Witness Conditional field shown if state requires witnesses
Notary Enable remote or in-person notarization option
HIPAA Release Required checkbox with text and agent details

Common Preparation Errors to Avoid

  • Using vague or contradictory language about life-sustaining treatments that leaves clinicians uncertain during emergencies.
  • Failing to name an alternate agent, leaving no clear decisionmaker if the primary agent is unavailable.
  • Neglecting to follow state witness or notarization rules, which can render the directive legally ineffective.
  • Not sharing copies with clinicians and the chosen agent, so the document is unavailable when needed.

Risks and Legal Consequences of an Incomplete Form

Invalidation: Directive may be unenforceable
Substitute Decision: Court-appointed guardian may be required
Care Delays: Clinicians may delay or default to standard care
Privacy Gaps: PHI may be withheld without HIPAA release
Family Conflict: Disputes over care choices can escalate
Administrative Denial: Facilities can refuse to act without valid form

Real-World Examples of Use

Health directives are used across care settings; these examples show typical scenarios and outcomes where a completed form changes decision-making.

Hospital Admission

Patient admitted for acute stroke with prior directive on file

  • Agent authorized DNR decision quickly
  • The directive prevented prolonged mechanical ventilation inconsistent with stated wishes and simplified discharge planning.

Long-Term Care

Elderly resident completed directive before cognitive decline

  • Directive named successor agent
  • Staff and family followed written preferences, reducing conflicts and unnecessary interventions during decline.

Practical Tips for Accurate Completion

Adopt these practices to increase the likelihood your Health Directive is followed and legally recognized.

Use State Forms
Start with the state-approved advance directive template to ensure compliance with local witness and notarization rules.
Be Specific
Provide concrete instructions for common scenarios and avoid ambiguous phrases such as 'do not prolong life' without context.
Share Copies
Give signed copies to your agent, primary clinician, and hospital records to ensure availability during emergencies.
Review Periodically
Revisit the directive after major life changes or every few years; replace or revoke superseded documents in writing.

Authentication and Routing Checklist

Checklist of settings to configure for a compliant electronic Health Directive workflow.

Field Configuration
Signer Verification Email + SMS code; consider ID verification for added assurance
Witness Logic Conditional display when state requires witnesses
Notary Integration Enable RON option where allowed
Record Export Export signed PDF and audit trail to EHR

eSignature Vendor Comparison for Health Directives

Compare common vendor features and starting prices to evaluate options for electronically signing Health Directive Forms. signNow is listed first per vendor comparison conventions.

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 Yes, 7-day free trial Varies Varies Varies Varies
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently Asked Questions

Answers to common questions about validity, witnesses, electronic signing, and updating a Health Directive.


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