Scope
Define specific powers and excluded actions to minimize disputes and prevent unintended authority transfer.
They preserve your decision-making authority by documenting treatment preferences and by appointing a trusted agent; they reduce family uncertainty and help providers and institutions accept instructions without court involvement.
Use depends on capacity, life stage, and whether you want a named agent to act for finances or health.
| Field | Configuration |
|---|---|
| Authentication | Email plus SMS code for signer verification |
| Notary / RON | Enable remote notarization when allowed by state |
| Witnessing | Require two witness fields where statute mandates |
| Record retention | Store signed PDF/A with audit trail |
Align technical settings with statutory witnessing, notarization, and record-keeping requirements to preserve legal effect.
| Document | Living Will | Durable Power of Attorney |
|---|---|---|
| Primary purpose | health treatment instructions | delegates decision authority |
| Effective when | terminal/incapacity only | on incapacity or immediately |
| Revocation method | signed revocation | signed revocation |
| Typical witnesses | varies by state | varies by state |
Specific medical treatment preferences and limits, including instructions on life-sustaining procedures, artificial nutrition, and pain management; avoid ambiguous language that could be interpreted differently by clinicians.
Names the agent with clear scope of authority for finances, property, or health care decisions. Specify limitations, successor agents, and activation conditions for incapacity.
Provide practical guidance for agents: contact lists, location of insurance and account information, and any personal values to guide decisions under uncertainty.
Include witness attestations and notary acknowledgements as required by state law; note whether remote online notarization is permitted.
Define specific powers and excluded actions to minimize disputes and prevent unintended authority transfer.
A durability clause states the power survives incapacity, which is essential for a durable power of attorney.
Name alternate agents with contact details to ensure continuity if the primary agent is unavailable.
Identify who may access medical records and speak to providers; align with HIPAA authorization language when needed.
Specify how to revoke the document, including notice recipient list and effective methods of revocation.
State where originals are kept and how to obtain certified copies for 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 by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
An attorney prepares a living will and durable power naming an agent and successor
A clinic asks patients to complete an advance directive before a major procedure