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.

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. 

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. 

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.