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Disclaimer: The forms and information contained in this packet are basic and may not be completely suitable for your specific purpose. Please consult Access Law Firm or another attorney to make sure that these forms are what you need for your particular situation.
PDF File. 57 Pages.
The primary purpose is to delegate decision-making authority to someone else—typically for convenience, incapacity, or as part of estate planning.
Financial Management
Handling bank accounts
Paying bills
Filing taxes
Managing real estate or investments
Legal Transactions
Signing contracts
Filing lawsuits or claims
Handling business dealings
Estate and Long-Term Care Planning
Managing assets if the principal becomes incapacitated
Qualifying for Medicaid or other benefits
Real Estate
Buying or selling property on the principal’s behalf
Temporary Authority
For military personnel, travelers, or elderly individuals needing help while away
Medical Decision-Making
Authorizes someone you trust to make health care decisions when you’re incapacitated or unable to communicate.
Continuity of Care
Ensures there is a clear decision-maker during a medical emergency, serious illness, or after cognitive decline (e.g., dementia).
Reduces Family Conflict
Prevents disputes among family members about what care you would want.
Respects Your Wishes
Your surrogate can follow your treatment preferences, including:
Life-sustaining treatments
Do-not-resuscitate (DNR) orders
Organ donation
Avoids Guardianship
Helps avoid court intervention or the need for a guardian to be appointed if you’re incapacitated.
Directs End-of-Life Care
Specifies whether you want life-prolonging procedures (like feeding tubes, ventilators, or resuscitation) if you are:
Terminally ill
In a persistent vegetative state
Suffering from an end-stage condition
Preserves Your Autonomy
Ensures your values and preferences guide your care—even when you can’t speak for yourself.
Eases Burden on Loved Ones
Prevents family members from having to guess or make painful decisions during a crisis.
Guides Healthcare Providers
Gives doctors legal clarity on whether to administer or withhold life-sustaining treatment.
Grants Access to Medical Records
Allows named individuals (like family members, caregivers, or legal agents) to view or receive your medical records, test results, treatment plans, and other health information.
Supports Medical Decision-Making
Enables your health care surrogate or power of attorney access essential medical information.
Facilitates Communication
Authorizes doctors, hospitals, insurance companies, and pharmacies to speak with trusted individuals about your care and treatment.
Protects Privacy
Complies with federal law, which otherwise prohibits the release of your health information without your explicit consent.
Helps in Emergencies
Ensures your loved ones can speak to doctors and receive updates if you’re unconscious, sedated, or unable to communicate.