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Advance Health-Care Directive

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ADVANCE HEALTH-CARE DIRECTIVE

NOTICE TO PERSON EXECUTING THIS DOCUMENT

This is an important legal document. Before executing this document, you should know these important facts:

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 the designation of your primary physician. If you use this form, you may complete or modify all or any party 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 and even though you are still capable. You may 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 related to you, your agent may not be an owner, operator, or employee of a residential long-term health-care institution at which you are receiving care.

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. You need not limit the authority of your agent if you wish to rely on your agent for all health care decisions that may have to be made. If you choose not to limit the authority of your agent, your agent will have the right to:

(a) Consent or refuse consent to any care, treatment, service, or procedure to maintain, diagnose, or otherwise affect a physical or mental condition;

(b) Select or discharge health-care providers and institutions;

(c) Approve or disapprove diagnostic tests, surgical procedures, programs or medication, and orders not to resuscitate; and

(d) Direct the provision, withholding, or withdrawal of artificial nutrition and hydration and all other forms of health care.

Part 2 of this form lets you give specific instructions about any aspect of your health care. Choices are provided for you to express your wishes regarding the provisions, withholding, or withdrawal of treatment to keep you alive, including the provision of artificial nutrition and hydration, as well as the provision of pain relief. Space is provided for you to add to the choices you have made or for you to write out any additional wishes.

Part 3 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 and have the form witnessed by one of the two alternative methods listed below. Give a copy of the signed and completed form to your physician, to any other health-care providers you may have, to any health-care institution at which you are receiving care, and to any health-care agents you have named. You should talk to the person you have named as agent to make sure that he or she understands your wishes and is willing to take the responsibility.

You have the right to revoke this advance health-care directive or replace this form at any time.

PART 1

POWER OF ATTORNEY FOR HEALTH CARE

(1) DESIGNATION OF AGENT: I designate the following individual as my agent to make health-care decisions for me:

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:

PROVIDED THEY HAVE REACHED THE AGE OF TWENTY-ONE (21)

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 second alternate agent:

(2) 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:

INSPECTION AND DISCLOSURE OF INFORMATION RELATING TO MY PHYSICAL OR MENTAL HEALTH.

A. General Grant of Power and Authority. Subject to any limitations in this Directive, my agent has the power and authority to do all of the following: (1) Request, review and receive any information, verbal or written, regarding my physical or mental health including, but not limited to, medical and hospital records; (2) Execute on my behalf any releases or other documents that may be required in order to obtain this information; (3) Consent to the disclosure of this information; and (4) Consent to the donation of any of my organs for medical purposes.

B. HIPAA Release Authority. My agent shall be treated as I would be with respect to my rights regarding the use and disclosure of my individually identifiable health information or other medical records. This release authority applies to any information governed by the Health Insurance Portability and Accountability Act of 1996 (HIPAA), 42 U.S.C. 1320d and 45 CFR 160 through 164. I authorize any physician, health care professional, dentist, health plan, hospital, clinic, laboratory, pharmacy, or other covered health care provider, any insurance company, and the Medical Information Bureau, Inc. or other health care clearinghouse that has provided treatment or services to me, or that has paid for or is seeking payment from me for such services, to give, disclose and release to my agent, without restriction, all of my individually identifiable health information and medical records regarding any past, present or future medical or mental health condition, including all information relating to the diagnosis of HIV/AIDS, sexually transmitted diseases, mental illness, and drug or alcohol abuse. The authority given my agent shall supersede any other agreement that I may have made with my health care providers to restrict access to or disclosure of my individually identifiable health information. The authority given my agent has no expiration date and shall expire only in the event that I revoke the authority in writing and deliver it to my health care provider.

(3) 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.

(4) 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. To the extent my wishes are unknown, my agent shall make health-care decisions for me in accordance with what my agent determines to be in my best interest. In determining my best interest, my agent shall consider my personal values to the extent known to my agent.

(5) NOMINATION OF GUARDIAN: If a guardian 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 guardian, I nominate the alternate agents whom I have named, in the order designated.

PART 2

INSTRUCTIONS FOR HEALTH CARE

If you are satisfied to allow your agent to determine what is best for you in making end-of-life decisions, you need not fill out this part of the form. If you do fill out this part of the form, you may strike any wording you do not want.

(6) 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 my physician, with the concurrence of two (2) other physicians believes, (i) I have an incurable and irreversible condition that will result in my death within a relatively short time, (ii) I become unconscious and, to a reasonable degree of medical certainty, I will not regain consciousness, or (iii) the likely risks and burdens of treatment would outweigh the expected benefits, or

(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.

(7) ARTIFICIAL NUTRITION AND HYDRATION: Artificial nutrition and hydration must be provided, withheld or withdrawn in accordance with the choice I have made in paragraph (6) unless I mark the following box. If I mark this box , artificial nutrition and hydration must be provided regardless of my condition and regardless of the choice I have made in paragraph (6).

(8) 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.

(9) 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

PRIMARY PHYSICIAN

(OPTIONAL)

(10) I designate the following physician as my primary physician:

(11) EFFECT OF COPY: A copy of this form has the same effect as the original.

(12) SIGNATURES: Sign and date the form here:

(13) WITNESSES: This power of attorney will not be valid for making health-care decisions unless it is either (a) signed by two (2) qualified witnesses who are personally known to you and who are present when you sign or acknowledge your signature; or (b) acknowledged before a notary public in the state.

STATE OF

COUNTY OF

On this day of in the year before me,

personally appeared personally known to me

(or proved to me on the basis of satisfactory evidence) to be the person whose name is subscribed to this instrument, and acknowledged that she executed it. I declare under the penalty of perjury that the person whose name is subscribed to this instrument appears to be of sound mind and under no duress, fraud or undue influence.

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What an Advance Health-Care Directive Is and When It Applies

An Advance Health-Care Directive is a legal document that records a person's preferences for medical treatment and appoints an agent to make health-care decisions if the person becomes unable to decide. It typically combines a living will (treatment preferences) and a durable health-care power of attorney (agent designation). Used in both routine and emergency medical settings, the Directive guides clinicians and family members and helps ensure that treatment aligns with the patient's wishes when they cannot communicate.

Why Completing an Advance Health-Care Directive Matters

Completing an Advance Health-Care Directive clarifies your treatment preferences, reduces family conflict, and designates a decision-maker. It preserves patient autonomy, helps clinical teams follow lawful instructions, and can simplify transitions of care across hospitals and long-term settings.

Why Completing an Advance Health-Care Directive Matters

Who Typically Completes an Advance Health-Care Directive

People across adult age groups complete Advance Health-Care Directives to document preferences and name an agent before incapacity arises.

  • Adults planning for incapacity who want to specify treatment limits or interventions.
  • Family caregivers and appointed agents who need legal authority to make decisions.
  • Healthcare providers and facilities requiring written guidance for patient care.

Health-care organizations and legal advisors also prepare or request Directives to ensure compliant intake and treatment planning.

Step-by-Step: How to Complete an Advance Health-Care Directive

A clear sequence helps avoid omissions and verifies execution requirements.

  • 01
    Prepare: Collect IDs, agent contact details, and clinical preferences before starting.
  • 02
    Complete Fields: Enter all required fields exactly; use MM/DD/YYYY for dates.
  • 03
    Authenticate: Add required witnesses or notary per state rules.
  • 04
    Distribute: Share copies with agent, clinicians, and your medical record.

Configuring an Electronic Workflow for the Directive

Set up the document fields and routing so the agent, witnesses, and health provider sign in the correct order.

Field Configuration
Signer Order Agent -> Witnesses -> Notary -> Provider
Authentication Email link with optional SMS code
Conditional Fields Show clinical options only when relevant
Retention Archive signed PDF + audit trail

Technical Requirements for Digital Completion and eSubmission

Use a platform that supports secure eSignatures, PDF exports, and appropriate signer authentication.

  • PDF Support: PDF/A export available
  • Authentication: Email + SMS or higher
  • Compliance: HIPAA with BAA

Typical Online Signing Flow for the Directive

A standard online signing workflow reduces friction and captures evidence of intent.

  • Upload Document: Sender uploads the prefilled Directive to the eSignature platform.
  • Place Fields: Signer, initials, date, and witness fields are positioned.
  • Send to Signers: Platform routes signing links in the configured order.
  • Capture Audit Trail: System logs IP, timestamps, and authentication events.

Essential Security and Privacy Considerations

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest
Certifications: SOC 2 Type II; ISO 27001
HIPAA: BAA required for PHI workflows
Audit Trail: Complete log of signing events
Retention Controls: Exportable signed PDFs
Accessibility: WCAG 2.0 Level AA support

Risks If the Directive Is Executed Incorrectly

Invalid Execution: Document may be unenforceable
Wrong Agent: Agent lacks legal authority
Outdated Preferences: Clinical care may not reflect current wishes
Missing Witnesses: State rejection risk
HIPAA Noncompliance: Exposure of protected health information
Notation Errors: Care delays during verification

Common Mistakes to Avoid When Preparing a Directive

  • Failing to appoint alternates for the primary agent, which can leave decisions unresolved if the primary is unavailable or incapacitated.
  • Using vague treatment language like 'no heroic measures' without defining specific interventions such as ventilator use or artificial nutrition.
  • Omitting witness or notary steps required by your state, causing providers or institutions to refuse recognition of the document.
  • Not distributing signed copies to clinicians, agents, and the medical record, which reduces the document's practical effectiveness in emergencies.

Core Sections Every Professional Advance Health-Care Directive Should Include

A complete Directive provides clear decision authority, treatment instructions, and execution evidence to be effective across care settings.

Agent Designation

Name of the appointed health-care agent with contact details, alternates, and scope of authority so clinicians know whom to consult.

Treatment Preferences

Specific directions about life-sustaining treatments, palliative care, and resuscitation to guide clinical decisions under incapacity.

Organ Donation

Optional section to record donation preferences to ensure wishes are clear for transplant or tissue programs.

Relief from Liability

Language protecting clinicians and agents who act reasonably under the Directive consistent with state law.

Execution Block

Signature, date, and lines for required witnesses or notary to validate the document according to state rules.

Provider Notice

Instructions for delivering the Directive to medical record systems and emergency contacts to ensure accessibility.

Timing Considerations and When to Complete or Update the Directive

Address timing for initial signing and routine reviews to keep preferences current and legally effective.

When to Sign:

Sign while competent; ideally upon adulthood or during major life events

Review Frequency:

Review every 2–5 years or after major health changes

Before Procedures:

Confirm Directive availability prior to elective surgeries

After Moves:

Update when relocating to a different state with differing rules

After Agent Changes:

Execute a revised Directive immediately if replacing agent

Key Milestones in the Directive Lifecycle

Track these sequential milestones from preparation through long-term retention to ensure continuity of authority.

01

Document Drafted

Complete all preference sections and agent designation.

02

Execution

Sign with required witnesses and/or notary per state law.

03

Distribution

Provide copies to agent, primary care provider, and health system.

04

Record Retention

Upload signed PDF to medical records and personal archive.

Commercial eSignature Pricing and Feature Snapshot

Comparison of typical entry-level pricing and common features for organizations choosing a platform to handle Advance Health-Care Directives. SignNow is listed first per vendor-ordering 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 7-day free trial Varies Varies Varies Varies
Bulk Send Yes (Business Premium+) Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year limit Varies Varies Varies

Frequently Asked Questions About Advance Health-Care Directives

Answers to common execution and practical-use questions to help ensure your Directive is legally effective and accessible when needed.


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