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When to use a healthcare proxy

  • Checkmark To make sure a specific choice of healthcare is respected
  • Checkmark You want to give someone access to your medical records
  • Checkmark You want someone to speak to your doctors on your behalf
  • Checkmark You want to name a person you trust to make critical healthcare decisions

Rest easy knowing you will be cared for

Our healthcare proxy form allows you to name someone who has your best interests at heart as your agent.

Review and Update

Express Your Wishes

Our healthcare proxy provides you with the opportunity to clearly state your wishes in case you can no longer communicate due to illness or disability.

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Define Your Terms

Our healthcare proxy form will allow you to set and define any specific limitations on the agent's powers. Our form provides all the guidance throughout.

What our customers are saying

How to create a healthcare proxy in 4 steps

People Talking

1

Communicate Your Wishes

We recommend that you always discuss your healthcare proxy with your agent and any other parties named in the document. This might include one or more named guardians or physicians. This will help ensure that your wishes are clearly communicated and understood at the time of signing.

Complete Obligations

2

Gather Basic Information

Provide information for each party. Both the principal and the proxy will need to provide their name, phone number, and address. Our healthcare proxy form also allows you to name an alternate agent that will take the first agent's place in case he or she is unable to fulfill the required duties. 

Man Laptop Questions

3

Enter and Define the Terms

Our healthcare proxy form will allow you to set and define any specific limitations on the proxy's powers. For example, you may limit the proxy's authority to admit the principal to certain facilities, such as a nursing home or a mental health clinic. Also, our form provides you with the flexibility to set a termination date for the agent's powers. 

Approved

4

Review and Sign

Next, review your document and make any final edits or clarifications. Follow your state's witnessing requirements when signing. These are included with the instructions that will be attached to your completed document. Most states require either a notary or two disinterested individuals to witness the principal sign.

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Help Guide

Table of contents

Use our healthcare proxy to designate someone you trust to make important healthcare decisions on your behalf. It is important to have a healthcare proxy if you have been diagnosed with a serious illness. Even if you are still healthy now, it is smart to protect yourself in case something should happen to you.

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