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Checklist: Creating & Updating Advanced Directives

By following the checklist below, individuals can create and maintain comprehensive advance directives that reflect their healthcare preferences and ensure their wishes are respected in the event of incapacity or end-of-life decisions.

  • Educate yourself about advance directives, including living wills, healthcare proxies, and durable powers of attorney for healthcare.

  • Research the legal requirements for advance directives in your jurisdiction, including forms, witnessing, and notarization.

  • Consult with legal and medical professionals to understand the implications of advance directives and ensure compliance with state laws.

  • Identify trustworthy individuals to serve as your healthcare proxy or agent and make medical decisions on your behalf if you are unable to do so.

  • Have open and honest conversations with your healthcare proxy, family members, and loved ones about your end-of-life wishes, values, and preferences.

  • Complete the necessary advance directive forms, including living wills, healthcare proxy appointments, and durable powers of attorney for healthcare.

  • Provide copies of your completed advance directives to your healthcare proxy, family members, healthcare providers, and legal representatives.

  • Regularly review and update your advance directives to reflect changes in your health status, treatment preferences, or personal circumstances.

  • Store your advance directives in a secure and accessible location, such as a safe deposit box, home safe, or with your healthcare providers.

  • Communicate with your healthcare providers about your advance directives and ensure they are included in your medical records.

  • Provide education and training to your healthcare proxy and other key individuals about their roles and responsibilities in making healthcare decisions on your behalf.

  • Consider including provisions for mental health treatment preferences or instructions in your advance directives, if applicable.

  • Review any financial matters related to healthcare decision-making, such as insurance coverage, payment arrangements, and funding for medical treatment.

  • Seek assistance from legal or healthcare professionals if you encounter challenges or have questions about creating or updating your advance directives.

  • Share your end-of-life plans and advance directives with loved ones, caregivers, and healthcare providers to ensure they are aware of your wishes and can honor them appropriately.

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