Why Hire an Advance Health Care Directive Attorney?

October 19, 2023

If you were in an accident tomorrow and couldn’t speak for yourself, who would make your medical decisions? Would they know your specific feelings about life support, feeding tubes, or pain management? For many adults, the answer is a frightening “I don’t know.” This isn’t just a concern for the elderly; it’s a practical reality every responsible adult should plan for. An Advance Health Directive is your official instruction manual for your medical care, providing clear answers to these difficult questions. Working with an advance health care directive attorney is a fundamental step in protecting yourself and ensuring your wishes are legally documented and followed.

Advance Health Directives are powerful legal documents that allow individuals to specify their healthcare preferences in advance. These directives come into play when someone is unable to make decisions regarding their medical treatment, often due to incapacity, severe illness, or incapacitation. Here, we will delve into what an Advance Health Directive is and its vital role in ensuring your medical wishes are respected.

What is an Advance Health Directive?

An Advance Health Directive is a legal document that lets you make decisions about your medical care ahead of time. Think of it as your voice for healthcare when you can’t speak for yourself. This document only comes into play if you become too sick or injured to communicate your own wishes, like if you were unconscious or in a coma. It allows you to clearly state what kind of medical treatments you do or do not want, ensuring your personal values are respected during a critical time. By preparing this document, you maintain control over your own body and medical journey, no matter what happens.

Typically, an Advance Health Directive in California has two key parts. The first is often called a “living will” or “individual health care instruction,” which is where you detail your specific preferences for end-of-life care, such as your wishes regarding life support, tube feeding, and pain management. The second part is the “Power of Attorney for Health Care,” where you appoint a trusted person, known as your agent, to make medical decisions on your behalf. This person is legally bound to follow the instructions you’ve laid out, but they can also make decisions on matters you didn’t specifically address, always with your best interests in mind.

Creating an Advance Health Directive is a profound gift to your family. It removes the heavy burden of them having to guess what you would have wanted during an incredibly emotional and stressful period. Instead of facing uncertainty and potential conflict, your loved ones and medical providers have a clear roadmap to follow. This simple act of preparation provides peace of mind for everyone involved and is a fundamental component of a comprehensive estate plan. It ensures that your wishes are honored, giving you the final say in your healthcare.

The Importance of Advance Health Directives

Advance Health Directives are crucial for various reasons, providing clarity and guidance in critical medical situations. Let’s explore why you might need one:

  1. Preserving Personal Autonomy

One of the primary reasons for creating an Advance Health Directive is to maintain control over your healthcare decisions. Without this document, decisions regarding your medical care may be left to family members or medical professionals who may not be aware of your specific wishes. An Advance Health Directive empowers you to outline your preferences, ensuring that your values and beliefs are respected.

  1. Complex Medical Scenarios

In severe medical situations, when you’re unable to communicate your preferences, healthcare professionals may face challenging decisions. An Advance Health Directive provides them with clear guidance, relieving them of the ethical burden. This not only benefits you but also ensures that medical resources are used in a way that aligns with your values.

  1. End-of-Life Care

Advance Health Directives are especially important in addressing end-of-life care. They allow you to make choices about life-sustaining treatments, such as whether you’d like to be on life support, receive artificial nutrition, or undergo specific medical interventions. By specifying your preferences, you alleviate the emotional burden on your loved ones, who won’t have to make these difficult decisions on your behalf.

  1. Reducing Family Conflict

Medical decisions in critical situations can lead to disagreements among family members. An Advance Health Directive can help prevent such conflicts by clearly stating your wishes. It provides peace of mind to both you and your loved ones, knowing that your healthcare decisions are predetermined.

Types of Advance Directives and Related Documents

When you start exploring advance directives, you’ll notice a few different documents come up. Each serves a unique purpose, and together they form a comprehensive plan for your future healthcare. Understanding the role of each one is the first step toward making sure your wishes are fully covered. While some documents outline your specific desires for medical treatment, others focus on appointing a trusted person to make decisions on your behalf. It’s helpful to think of them not as separate, competing options, but as complementary tools that work together to protect you. Let’s look at the most common types of directives and related documents you’ll encounter.

Living Will

A living will is a legal document that spells out the medical treatments you would and would not want to be used to keep you alive. This isn’t about your property; it’s specifically about your end-of-life medical care. Think of it as your voice for when you can no longer speak for yourself. For example, you can specify your wishes regarding life support, mechanical ventilation, or tube feeding. This document lets you decide what kind of medical care you want at the end of your life, giving you control over your final days and relieving your family from the burden of making these incredibly difficult decisions on your behalf.

Healthcare Power of Attorney

A Healthcare Power of Attorney (HCPA), sometimes called a healthcare proxy, is a document where you appoint a specific person to make medical decisions for you if you become unable to. This person, your “agent,” should be someone you trust deeply to understand and honor your values. Unlike a living will, which is limited to end-of-life care, an HCPA covers a broader range of medical situations where you might be temporarily unconscious or otherwise incapacitated. It lets you pick someone to make all your healthcare decisions if you can’t make them yourself, ensuring there’s always a trusted advocate in your corner when you need it most.

Do Not Resuscitate (DNR) and Do Not Intubate (DNI) Orders

Do Not Resuscitate (DNR) and Do Not Intubate (DNI) orders are specific medical directives that are more immediate than a living will. A DNR is a request to not have cardiopulmonary resuscitation (CPR) if your heart stops or you stop breathing. Similarly, a DNI order states that you do not want to be placed on a ventilator. You can ask your doctor for a DNR if you don’t want CPR or other actions to restart your heart or breathing if they stop. These are official medical orders signed by a physician and are typically for individuals with a terminal illness or who are near the end of life.

Physician Order for Scope of Treatment (POST)

A Physician Order for Scope of Treatment (POST), known as a POLST in California, is a bit different from a living will. It’s a medical order you fill out with your doctor that translates your wishes into actionable medical instructions for emergency personnel and other healthcare providers. This form is usually for individuals with a serious, advanced illness. Because it’s a doctor’s order, it provides clear, immediate directions about treatments like resuscitation, hospitalization, and artificial nutrition. It helps ensure the medical care you receive aligns with the goals you’ve discussed with your physician, especially in an emergency situation.

Durable Power of Attorney for Finances

While not a healthcare directive, a Durable Power of Attorney for Finances is a critical part of a complete estate plan. This document lets you choose someone to handle your personal, financial, and business matters if you become incapacitated. Your chosen agent can manage your bank accounts, pay your bills, and handle other financial responsibilities to keep your affairs in order while you can’t. Creating this alongside your healthcare directives ensures that both your physical well-being and your financial stability are protected, providing a holistic safety net for you and your family during a difficult time.

How Advance Directives Work

Once you’ve created your advance directives, you might wonder about the logistics. How do they actually function when they’re needed? These documents aren’t just filed away; they become active under specific circumstances to guide your medical team and loved ones. Understanding the process—from who is eligible to create one to when it takes effect and how you can change it—is key to feeling confident in your plan. The rules are designed to protect your autonomy, ensuring the directives are used exactly as you intend. Here’s a breakdown of the practical side of how advance directives operate.

Who Can Create One?

The ability to create an advance directive is not limited to the elderly or those with existing health conditions. In fact, any legally competent adult can, and should, have one. Anyone 18 or older can create a living will and a healthcare power of attorney. This is a proactive step you can take at any point in your adult life to prepare for the unexpected. Planning ahead ensures that if a situation arises where you cannot communicate, your wishes are already clearly documented. It’s a foundational part of responsible adulting, just like having insurance or a savings account.

When Does a Directive Take Effect?

Your advance directives don’t override your ability to make your own decisions while you are still capable. They are essentially on standby until they are needed. Advance directives usually only work if you have a serious illness that will lead to death or if you are permanently unconscious. Typically, one or two physicians must certify that you are incapacitated and unable to make or communicate your own healthcare decisions. Only then does your living will go into effect, and only then is your healthcare agent empowered to begin making decisions on your behalf, according to the wishes you’ve laid out.

Changing or Canceling Your Directive

Your advance directives are not set in stone. Life changes, and your preferences for medical care might change, too. As long as you are mentally able, you can change or cancel your advance directive at any time. To make a change, you should destroy all old copies and create a new document that clearly states your updated wishes. It’s a good practice to review your directives every few years or after a major life event, such as a marriage, divorce, or significant diagnosis. Informing your healthcare agent, family, and doctor of any updates ensures everyone is on the same page.

Creating Your Advance Health Directive

Creating an Advance Health Directive involves a few essential steps:

  1. Consult an Attorney:

It’s advisable to consult with an attorney who specializes in estate planning and healthcare law. They can provide guidance, ensure your document complies with state laws, and answer any questions you may have.

  1. Document Your Wishes:

Your Advance Health Directive should include detailed information about the treatments you want or do not want in specific medical situations. This can range from pain management and organ donation to the use of life-sustaining equipment.

  1. Choose Your Healthcare Agent:

Select a trusted individual to act as your healthcare agent, also known as a healthcare proxy or surrogate. This person will make medical decisions on your behalf if you are unable to do so. Ensure they are aware of your wishes and values.

  1. Review and Update:

Periodically review and update your Advance Health Directive to reflect any changes in your preferences or circumstances. It’s essential to keep it current to ensure it aligns with your wishes.

Understanding California’s Legal Requirements

While the concept of an Advance Health Directive is recognized nationwide, the specific rules for making one legally valid can differ from state to state. To ensure your directive is honored, you must follow California’s specific requirements. In California, your directive must be signed and dated. It also needs to be either signed by two qualified witnesses or acknowledged before a notary public. This isn’t just a suggestion; it’s a legal necessity that validates your document and protects your wishes. Getting these details right is fundamental to the entire process, as a small mistake could render the document ineffective when it’s needed most. Working with a firm that understands these local nuances is key to creating a solid estate plan.

Potential Limitations and Problems to Avoid

Advance directives are essential tools for planning your future healthcare, giving you a voice when you can’t speak for yourself. They are designed to ensure your medical wishes are followed. However, even the most carefully prepared document can face challenges that might prevent your instructions from being carried out as you intended. Understanding these potential limitations ahead of time allows you to take proactive steps to avoid them. From ensuring your document is accessible in a crisis to using language that leaves no room for interpretation, being aware of these issues is the first step toward creating a directive that truly protects your autonomy and provides clear guidance to your loved ones and medical team.

Ensuring Your Directive is Accessible in an Emergency

A perfectly drafted Advance Health Directive is useless if no one can find it during a medical emergency. One of the most common problems is that doctors and hospitals simply can’t get a copy of the document when it matters most. This often happens if you haven’t distributed copies to the right people. To avoid this, make sure your primary care physician and local hospital have a copy on file. Most importantly, provide a copy to your designated healthcare agent and any alternate agents you’ve named. It’s also wise to tell your close family members where they can find the original document. Storing it in a safe but accessible place is crucial for ensuring your medical team can access it when needed.

Using Clear and Specific Language

Vague or outdated language can create significant confusion for your healthcare providers and family. An advance directive written years ago might not reflect your current health status or wishes, and general statements can be difficult to apply to a specific medical crisis. For example, simply stating you don’t want “extraordinary measures” is open to interpretation. Instead, be specific about the treatments you would or would not want, such as mechanical ventilation, feeding tubes, or resuscitation. The goal is to provide unambiguous instructions that doctors can follow with confidence. This clarity removes the burden of interpretation from your loved ones and ensures your wishes are precisely understood and respected, preventing potential limitations from getting in the way.

Understanding the Scope of Your Directive

It’s important to recognize what an Advance Health Directive does and when it comes into effect. These documents are typically designed for specific, serious circumstances. An advance directive usually only becomes active if you are diagnosed with a terminal illness that will lead to death or if you are in a state of permanent unconsciousness, like a coma. It doesn’t apply to every medical situation where you might be temporarily unable to communicate. This is why appointing a healthcare agent is so critical. Your agent can make decisions for you in situations not explicitly covered by your directive, acting as your advocate and using their knowledge of your values to guide their choices.

Addressing Potential Conflicts with Medical Policy

In some rare situations, your wishes might conflict with a hospital’s internal policies or a doctor’s personal or professional ethics. While your directive is a legally recognized document, a healthcare provider may be able to object to following instructions that go against their conscience or the institution’s rules. If this happens, they are generally required to transfer your care to another provider who will honor your wishes. To minimize the chance of this happening, it’s a good idea to discuss your directive with your primary care physician beforehand. This conversation ensures they understand and are comfortable with your choices, and it gives you a chance to address any potential conflicts before they become an issue.

Legal and Family Considerations

Beyond the medical and logistical aspects, an Advance Health Directive carries significant weight within your family. It’s a legal document designed to protect your choices, but its effectiveness also hinges on clear communication and understanding among your loved ones. Discussing your wishes openly can prevent confusion and conflict during an already stressful time. It transforms the directive from a piece of paper into a shared understanding of your values. By addressing these personal dynamics, you can ensure that your family is prepared to support your decisions, creating a foundation of trust and respect that reinforces the legal power of your directive.

Can Family Members Overrule Your Directive?

This is a common and understandable concern: can your family ignore your wishes? Generally, the answer is no. Your Advance Health Directive is a legal document specifically created to ensure your choices are protected, even if your family members disagree with them. This is one of its primary functions—to make your voice the final authority on your medical care. While a family member could legally challenge the validity of the document in court (for example, by claiming you were not of sound mind when you signed it), they cannot simply overrule it. This legal protection is why it’s so important to create your directive properly with the help of a professional who can ensure it is legally sound and defensible.

The Importance of Communicating Your Wishes

While your directive is legally binding, the emotional and relational aspects are just as important. The best way to prevent family conflict is to have open and honest conversations about your decisions long before a crisis occurs. Talk to your chosen healthcare agent, your spouse, your children, and anyone else who might be involved in your care. Explain the reasoning behind your choices regarding end-of-life care and other medical interventions. This helps everyone understand your values and can prevent painful arguments later. When your loved ones know what you want and why, they are better equipped to support your agent and honor your wishes without confusion or guilt.

Next Steps: Storing and Sharing Your Directive

Once you’ve signed your Advance Health Directive, the final step is to make sure it’s stored and shared correctly. The original document should be kept in a safe but easily accessible place where your healthcare agent and family can find it—not in a safe deposit box that may be inaccessible when needed. Provide copies to your healthcare agent, any alternate agents, your primary care physician, and your attorney. You might also consider carrying a wallet card that states you have an advance directive and provides contact information for your agent. At Lawvex, we often help clients organize their important documents, and we encourage everyone to explore our free resources to learn more about keeping your estate plan in order.

The Power of Advance Health Directives

Advance Health Directives provide a sense of control, clarity, and peace of mind in the realm of medical decision-making. By outlining your healthcare preferences in advance, you not only ensure that your wishes are respected but also ease the emotional and ethical burdens on your loved ones. Consulting with an attorney who specializes in estate planning and healthcare law at Lawvex is a wise step in this process, as they can guide you through the legal aspects of creating this vital document. Ultimately, an Advance Health Directive is an essential tool in ensuring that your healthcare decisions remain in your hands, even when you cannot express them yourself.

Frequently Asked Questions

Do I really need an Advance Health Directive if I’m young and healthy? Absolutely. It’s a common misconception that these documents are only for the elderly or those with a serious illness. An unexpected accident or sudden illness can happen at any age, leaving you unable to communicate. Creating a directive now is a proactive step to ensure your wishes are known and followed, no matter what the future holds. Think of it as a core part of being a responsible adult, giving you and your family peace of mind.

What happens if I don’t have one and I can’t make my own medical decisions? Without a directive, the responsibility for your medical care can become complicated. Doctors will often turn to your closest family members for guidance, but this can lead to confusion and painful disagreements if your loved ones don’t agree on the best course of action. In some cases, a court may need to get involved to appoint a conservator to make decisions for you, a process that is public, time-consuming, and expensive. Having a directive keeps control in your hands and out of the court system.

Who is the best person to choose as my healthcare agent? Your healthcare agent should be someone you trust completely to honor your wishes, even if they don’t personally agree with them. Beyond trust, consider choosing someone who is level-headed under pressure and can communicate clearly and assertively with medical staff. It’s also crucial that this person is willing to take on the responsibility. Always have an open conversation with your potential agent first and be sure to name at least one alternate in case your first choice is unable to serve.

Can I just use a generic form I find online for my directive? While online forms are readily available, they come with risks. These templates are often too vague and may not meet California’s specific legal requirements for signing and witnessing, which could render the document invalid when you need it most. Working with an attorney ensures your directive is tailored to your personal values and health concerns, using clear language that leaves no room for misinterpretation by your family or medical team.

My family and I agree on everything. Is this document still necessary? Even in the closest families, the stress and grief of a medical crisis can cause unforeseen conflicts. What seems clear today can become murky when emotions are high. An Advance Health Directive isn’t about a lack of trust; it’s about providing your family with the gift of clarity. It removes the immense burden of them having to guess what you would want, preventing potential guilt or arguments and allowing them to focus on supporting you.

Key Takeaways

  • Designate Your Decision-Maker and Define Your Terms: An Advance Health Directive is a two-part tool for control. You appoint a trusted healthcare agent to be your advocate and use a living will to clearly state your wishes on specific medical treatments, ensuring your voice is heard.
  • Use Specific Language to Prevent Guesswork: Avoid vague phrases like “no extraordinary measures.” Clearly specify your preferences on treatments like feeding tubes or ventilators to provide unambiguous instructions, which removes the burden of interpretation from your family during a stressful time.
  • Share Your Plan to Ensure It’s Used: A directive is useless if it can’t be found. Keep the original in an accessible place and give copies to your healthcare agent, doctor, and local hospital so your medical team has immediate access to your wishes in an emergency.

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About the Author: Gary Winter

Mr. Winter is the founder and CEO of Lawvex. He has over 19 years of experience in business, estate and real estate matters in Central California. Mr. Winter has experienced as a real estate broker, business broker, and real estate appraiser. He is a sought after speaker and podcast guest on cloud-based and decentralized law practice management, marketing, remote work, charitable giving, solar and cryptocurrency. Mr. Winter is an Adjunct Faculty member and Professor of Legal Technology at San Joaquin College of Law, a member of the Board of Directors of the Clovis Chamber of Commerce and the Clovis Way of Life Foundation and a licensed airline transport pilot.

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