Identification
Full legal name, date of birth, and contact details so providers and registries can match the directive to medical records.
This form documents treatment preferences and names a decision-maker, reducing ambiguity in urgent clinical settings and making patient intent clear to providers and family.
Individuals planning for incapacity and those appointing a trusted proxy commonly use this combined directive to align medical choices with personal values.
The individual creating the directive; must have decision-making capacity at signing and should record clear, contemporaneous preferences to ensure the document guides future medical care.
The person authorized to make health decisions when the principal lacks capacity; should understand the principal's values, be reachable during emergencies, and be willing to consult clinicians and family.
Full legal name, date of birth, and contact details so providers and registries can match the directive to medical records.
Clear instructions about life-sustaining treatments (CPR, intubation, tube feeding, antibiotics, comfort care) using plain language to avoid ambiguity.
Name, relationship, and contact information for the health care agent and alternates, plus any scope limitations or special instructions.
Signature, printed name, date, and spaces for witness signatures or notarial acknowledgement as required by the state statute.
Language explaining how the principal can revoke the directive — typically by written notice, a later directive, or physical destruction.
Optional provider acknowledgment or barcode/registry fields used by hospitals and state registries to record the document.
| Field | Configuration |
|---|---|
| Signer Roles | Principal | Agent | Witness placeholders with required signature fields |
| Witness Fields | Add name, address, signature, and date fields for each witness per state rule |
| Notary Step | Add a conditional notary block if the jurisdiction requires notarization |
| Authentication | Enable email or SMS verification and consider stricter ID checks for agent/witness authentication |
Choose a platform that supports signer roles, conditional fields, witness and notary workflows, and secure storage for sensitive health documents.
An older adult completes a combined directive before surgery to specify no prolonged mechanical ventilation in irreversible neurological injury
A patient with progressive disease names a trusted agent and alternates, and uploads the signed directive to a state registry
| 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 | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | Varies | Varies |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Effective upon signing unless the form specifies a future date
Witnesses should sign at the same time as the principal to confirm contemporaneous execution
If required, notarization must occur during or immediately after signatures for validity
Review every 3–5 years or after major life events to ensure preferences remain accurate
Upload to state registry when available to improve access by providers
Principal completes the form with precise treatment choices and agent details before execution
Signatures and required witness or notary acknowledgements are completed to satisfy state statute
Signed copies sent to agent, primary care provider, and uploaded to registries where available
Document is presented to treating clinicians when incapacity is documented and decisions are required