Basic Information


To get started, we’ll ask you some simple questions about yourself and your loved ones to build your Life Care Plan (LCP).


Your responses are automatically saved. You can pick up where you left off at any time.

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We’re going to cover 5 sections.

We’ll walk you through everything you need to do to create your Life Care Plan (LCP) — one simple question at a time, starting with some basic info.

Sections

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Basics


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Guardians


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Assets

 

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Arrangements


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Health Care


BASICS

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Hi @first_name, nice to meet you. When is your birthday?

Please specify an answer (only numbers)
Please specify an answer (only numbers)
Please specify an answer (only numbers)

BASICS

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What state do you live in?

BASICS

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What is your relationship status?

BASICS

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What is your spouse’s name?


Full Legal Name

The name on their passport or driver's license.

Please specify your first name
Please specify an answer
Please specify your last name
Please specify an answer


Preferred Name (optional)

The name you would like them to be referred to if we sent you an email or talked to you on the phone.

Please specify an answer

BASICS

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When was @partner_first_name born?

Please specify an answer (only numbers)
Please specify an answer (only numbers)
Please specify an answer (only numbers)

BASICS

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Do you want to create Wills for both you and @partner_first_name?

BASICS

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Do you or @partner_first_name have children?

Do you have children?

BASICS

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Ok, let's get a little more info about your children.

List all of your minor or adult children so they can be accounted for in your documents

Please specify an answer
Please select a date.
  • @partner_first_name and Me

  • Me and someone else

  • @partner_first_name and someone else

Please specify an answer
Please select a date.
  • @partner_first_name and Me

  • Me and someone else

  • @partner_first_name and someone else

Please specify an answer
Please select a date.
  • @partner_first_name and Me

  • Me and someone else

  • @partner_first_name and someone else

Please specify an answer
Please select a date.
  • @partner_first_name and Me

  • Me and someone else

  • @partner_first_name and someone else

Please specify an answer
Please select a date.
  • @partner_first_name and Me

  • Me and someone else

  • @partner_first_name and someone else

Please specify an answer
Please select a date.
  • @partner_first_name and Me

  • Me and someone else

  • @partner_first_name and someone else

Please specify an answer
Please select a date.
  • @partner_first_name and Me

  • Me and someone else

  • @partner_first_name and someone else

Please specify an answer
Please select a date.
  • @partner_first_name and Me

  • Me and someone else

  • @partner_first_name and someone else

Please specify an answer
Please select a date.
  • @partner_first_name and Me

  • Me and someone else

  • @partner_first_name and someone else

Please specify an answer
Please select a date.
  • @partner_first_name and Me

  • Me and someone else

  • @partner_first_name and someone else

You’re doing great!

Sections

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Basics

 

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Guardians


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Assets

 

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Arrangements


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Health Care


GUARDIANS

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Do you want to nominate guardians for your children?

Since your children are under 18, most people will appoint guardians for their children, in case something happens.

GUARDIANS

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Do you want to nominate the same guardians for all of your children?


GUARDIANS

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Who would you like to nominate as guardian?

Nominate a guardian for all your children

Please specify an answer

Nominate a backup guardian for all your children

Please specify an answer

Nominate a second backup guardian for all your children

Please specify an answer

Optional, but recommended

Nominate a guardian for @name_child_1

Please specify an answer

Nominate a backup guardian for @name_child_1

Please specify an answer

Nominate a second backup guardian for @name_child_1

Please specify an answer

Optional, but recommended

Nominate a guardian for @name_child_2

Please specify an answer

Nominate a backup guardian for @name_child_2

Please specify an answer

Nominate a second backup guardian for @name_child_2

Please specify an answer

Optional, but recommended

Nominate a guardian for @name_child_3

Please specify an answer

Nominate a backup guardian for @name_child_3

Please specify an answer

Nominate a second backup guardian for @name_child_3

Please specify an answer

Optional, but recommended

Nominate a guardian for @name_child_4

Please specify an answer

Nominate a backup guardian for @name_child_4

Please specify an answer

Nominate a second backup guardian for @name_child_4

Please specify an answer

Optional, but recommended

Nominate a guardian for @name_child_5

Please specify an answer

Nominate a backup guardian for @name_child_5

Please specify an answer

Nominate a second backup guardian for @name_child_5

Please specify an answer

Optional, but recommended

Nominate a guardian for @name_child_6

Please specify an answer

Nominate a backup guardian for @name_child_6

Please specify an answer

Nominate a second backup guardian for @name_child_6

Please specify an answer

Optional, but recommended

Nominate a guardian for @name_child_7

Please specify an answer

Nominate a backup guardian for @name_child_7

Please specify an answer

Nominate a second backup guardian for @name_child_7

Please specify an answer

Optional, but recommended

Nominate a guardian for @name_child_8

Please specify an answer

Nominate a backup guardian for @name_child_8

Please specify an answer

Nominate a second backup guardian for @name_child_8

Please specify an answer

Optional, but recommended

Nominate a guardian for @name_child_9

Please specify an answer

Nominate a backup guardian for @name_child_9

Please specify an answer

Nominate a second backup guardian for @name_child_9

Please specify an answer

Optional, but recommended

Nominate a guardian for @name_child_10

Please specify an answer

Nominate a backup guardian for @name_child_10

Please specify an answer

Nominate a second backup guardian for @name_child_10

Please specify an answer

Optional, but recommended

GUARDIANS

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Do you have pets?

GUARDIANS

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Do you want  to nominate guardians for any of your pets?

GUARDIANS

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Ok, let's get a little more info about your pets.

Please specify an answer
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Please specify an answer
Please specify an answer
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GUARDIANS

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Do you want to nominate the same guardians for all of your pets?


GUARDIANS

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Who would you like to nominate as guardian?

Nominate a guardian for all your pets

Please specify an answer

Nominate a backup guardian for all your pets

Please specify an answer

Nominate a second backup guardian for all your pets

Please specify an answer

Optional, but recommended

Nominate a guardian for @pet_name_1

Please specify an answer

Nominate a backup guardian for @pet_name_1

Please specify an answer

Nominate a second backup guardian for @pet_name_1

Please specify an answer

Optional, but recommended

Nominate a guardian for @pet_name_2

Please specify an answer

Nominate a backup guardian for @pet_name_2

Please specify an answer

Nominate a second backup guardian for @pet_name_2

Please specify an answer

Optional, but recommended

Nominate a guardian for @pet_name_3

Please specify an answer

Nominate a backup guardian for @pet_name_3

Please specify an answer

Nominate a second backup guardian for @pet_name_3

Please specify an answer

Optional, but recommended

Nominate a guardian for @pet_name_4

Please specify an answer

Nominate a backup guardian for @pet_name_4

Please specify an answer

Nominate a second backup guardian for @pet_name_4

Please specify an answer

Optional, but recommended

Nominate a guardian for @pet_name_5

Please specify an answer

Nominate a backup guardian for @pet_name_5

Please specify an answer

Nominate a second backup guardian for @pet_name_5

Please specify an answer

Optional, but recommended

Nominate a guardian for @pet_name_6

Please specify an answer

Nominate a backup guardian for @pet_name_6

Please specify an answer

Nominate a second backup guardian for @pet_name_6

Please specify an answer

Optional, but recommended

Nominate a guardian for @pet_name_7

Please specify an answer

Nominate a backup guardian for @pet_name_7

Please specify an answer

Nominate a second backup guardian for @pet_name_7

Please specify an answer

Optional, but recommended

Nominate a guardian for @pet_name_8

Please specify an answer

Nominate a backup guardian for @pet_name_8

Please specify an answer

Nominate a second backup guardian for @pet_name_8

Please specify an answer

Optional, but recommended

Nominate a guardian for @pet_name_9

Please specify an answer

Nominate a backup guardian for @pet_name_9

Please specify an answer

Nominate a second backup guardian for @pet_name_9

Please specify an answer

Optional, but recommended

Nominate a guardian for @pet_name_10

Please specify an answer

Nominate a backup guardian for @pet_name_10

Please specify an answer

Nominate a second backup guardian for @pet_name_10

Please specify an answer

Optional, but recommended

Here's a summary of everything you just entered

Kids

Pets

Primary


@same_guardian_child

@guardian_child_1

@guardian_child_2

@guardian_child_3

@guardian_child_4

@guardian_child_5

@guardian_child_6

@guardian_child_7

@guardian_child_8

@guardian_child_9

@guardian_child_10

No Guardians


Backup


@same_backup_guardian_child

@backup_guardian_child_1

@backup_guardian_child_2

@backup_guardian_child_3

@backup_guardian_child_4

@backup_guardian_child_5

@backup_guardian_child_6

@backup_guardian_child_7

@backup_guardian_child_8

@backup_guardian_child_9

@backup_guardian_child_10

No Backup Guardians


Second Backup


@same_second_backup_guardian_child

@second_backup_guardian_child_1

@second_backup_guardian_child_2

@second_backup_guardian_child_3

@second_backup_guardian_child_4

@second_backup_guardian_child_5

@second_backup_guardian_child_6

@second_backup_guardian_child_7

@second_backup_guardian_child_8

@second_backup_guardian_child_9

@second_backup_guardian_child_10

No Second Backup Guardians

Primary


@same_guardian_pet

@guardian_pet_1

@guardian_pet_2

@guardian_pet_3

@guardian_pet_4

@guardian_pet_5

@guardian_pet_6

@guardian_pet_7

@guardian_pet_8

@guardian_pet_9

@guardian_pet_10

No Guardians


Backup


@same_backup_guardian_pet

@backup_guardian_pet_1

@backup_guardian_pet_2

@backup_guardian_pet_3

@backup_guardian_pet_4

@backup_guardian_pet_5

@backup_guardian_pet_6

@backup_guardian_pet_7

@backup_guardian_pet_8

@backup_guardian_pet_9

@backup_guardian_pet_10

No Backup Guardians


Second Backup


@same_second_backup_guardian_pet

@second_backup_guardian_pet_1

@second_backup_guardian_pet_2

@second_backup_guardian_pet_3

@second_backup_guardian_pet_4

@second_backup_guardian_pet_5

@second_backup_guardian_pet_6

@second_backup_guardian_pet_7

@second_backup_guardian_pet_8

@second_backup_guardian_pet_9

@second_backup_guardian_pet_10

No Second Backup Guardians

You'll be creating an individual life care plan, customized specifically for you and your wishes.

Creating Your Life Care Plan

We’ll walk you through the process one step at a time and save your answers as you go.

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We’re standing by to help.

The Veteran Watchdog team is here to make sure you create the best documents for your needs. 

Even if we’re not in-office, we always respond as soon as possible. We're available:

Mon - Fri : 7:00 AM to 2:00 PM PT

Saturdays : 7:00 AM to 2:00 PM PT

CALL US TODAY

(888) 708-VETS

2020 N. Bayshore Drive Miami, Florida

You’re doing great!

Sections

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Basics

 

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Guardians


UP NEXT


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Assets

 

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Arrangements


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Health Care


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Have questions?


Your support team is always here to help.

Click "Live Representative Support" at the top of any page to get answers instantly. Even if we're not in-office, we always respond as soon as possible. We're here to make the process easy.

ASSETS

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How would you like your assets distributed?

Beneficiary Name

Percent

ASSETS

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Who would you like to designate as a backup beneficiary?

Assets will be distributed to your backup beneficiary only if all of your primary beneficiaries are unavailable. (optional)

ASSETS

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Would you like to specifically exclude anyone from receiving your property?

ASSETS

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Who would you like to exclude from the distribution of your state?

ASSETS

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Next, we’re going to cover appointing your Executors.

An Executor is responsible for carrying out your wishes in your Life Care Plan and overseeing the administration of your estate.

ASSETS

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Who would you like to elect to distribute and take care of your assets?

Primary Executor

Please specify an answer

Backup Executor

A backup will have the same duties as your primary, but will only step in if your primary is unable to fulfill their role.

Please specify an answer

ASSETS

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Do you want your executors to manage your digital accounts?

This is referred to as a Digital Executor. They will have the authority to access your digital accounts, including social media, email, and even cryptocurrency, in the event of your passing.

ASSETS

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Who will look after your digital accounts?

Please specify an answer

ASSETS

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Would you like to make a planned gift to a charity you are passionate about?

ASSETS

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Would you like to leave gifts, property or items to specific people?

ASSETS

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Please list any gifts & details here:

ASSETS

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What's the approximate value of all of your assets?

An educated guess is great!

ASSETS

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What type of assets would you like to record in your Life Care Plan?

We’ll compile a digital inventory of your assets that you can share with the individual responsible for settling your estate.

Here’s a recap of everything you just entered:

Assets

Beneficiary

@primary-beneficiary

Percent

@primary-percent


Backup Beneficiary

@backup-beneficiary

Backup Percent

@backup-percent


Exclusions

@exclude


Executors

@primary-executor

@backup-executor


Digital Executors

@look-digital-accounts-name


Charity

@charity

Gift Recipients

@gift

@gift-recipient

Total Asset Value

@value-assets approximately

ARRANGEMENTS

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What would you like as your final resting place?

ARRANGEMENTS

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What type of ceremony would you like to have?

ARRANGEMENTS

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Do you have any specific requests or instructions?

This could include songs you'd like played, people you'd want invited (or not invited) to your final gathering, or any other preferences not covered in the earlier sections.

Please specify an answer

ARRANGEMENTS

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Ok, here’s a summary of everything you’ve entered:


Arrangements

Final Resting Place

@final-resting

Ceremony

@ceremony

Special Requests

@special-request

Review Life Care Plan (LCP)

This document outlines your final wishes for your possessions, dependents, and arrangements.

Last Will and Testament of Doris Mudge

I, @first_name @last_name, being of sound mind and memory, presently residing in the State of California, declare the following instrument as my Last Will and Testament (this “Will”). I hereby revoke all Wills and codicils previously made by me.

Family Information

I was previously married, but my spouse has predeceased me.

Specific Gifts

I leave the following specific item(s) to the person(s) or organization(s) named below, if I own such property at the time of my death.

To @gift-recipient, I give @gift,

If any of the named beneficiaries do not survive me, the gift to that beneficiary shall be made to the heirs-at-law of the predeceased beneficiary. If the predeceased beneficiary has no heirs-at-law, or if any specific gift fails for any reason, then the gift to that predeceased beneficiary shall lapse and become part of and distributed with my residuary estate.

Distribution of Estate

Except for the gifts listed above, my Executor shall distribute my estate according to the following:


Congratulations, you’ve just completed your Life Care Plan!

Next we’ll cover your health care documents.

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Basics

 

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Guardians


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Assets


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Arrangements


UP NEXT HEALTH CARE


HEALTH Care

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Would you like to customize your Health Care documents?

These documents designate trusted individuals to access your protected health information and outline your medical preferences in case you're ever unable to make decisions for yourself.

HEALTH CARE

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We’ll guide you through some important decisions to make sure the right people have access to your health records and preferences. 

During this process, you’ll create and customize these health care-related documents.

  • HIPAA Authorization

  • Advance Health Care Directive / Living Will

  • Power of Attorney

HEALTH CARE

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Who would you like to appoint as your primary health care agent?

This person will have access to your health records and will be able to make medical decisions on your behalf if you’re unable to do so.

Primary Health Care Agent

Please specify an answer

HEALTH CARE

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Would you like to nominate a backup health care agent?

Your backup agent will have the same responsibilities as your primary agent, but will only step in if your primary agent is unavailable.

HEALTH CARE

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Who do you want be your backup health care agent?

This person will have access to your health records and will be able to make medical decisions on your behalf if your primary agent is unavailable.

Backup Health Care Agent

Please specify an answer

HEALTH CARE

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Would you like to nominate a second backup health care agent?

A backup agent will have the same responsibilities as your primary agent, but will only take effect if your backup agent is unavailable.

Second Backup Health Care Agent (Most Common, Optional)

Please specify an answer

HEALTH CARE

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The health care documents you are creating require your address.

Address 1

Please specify an answer

City

Please specify an answer
Please specify an answer

HEALTH CARE

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Please provide contact info for your agents 

These health care documents require at least one contact detail for each of your agents. While it's ideal to provide all contact information, only one field is required for each agent.

@care-agent

Address

Please specify an answer

Phone

Email

Please specify an answer

@backup_care_agent

Address

Please specify an answer

Phone

Email

Please specify an answer

@second_backup_care_agent

Address

Please specify an answer

Phone

Email

Please specify an answer

HEALTH CARE

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Do you want anyone other than your named Health Care agents to have access to your medical records?


This is referred to as a HIPAA Authorization, which grants permission to release your medical records to trusted individuals. Unlike your Health Care Agents, those given access to your medical records will not have the authority to make decisions on your behalf.

These Are Your Named Health Care Agents:

@care-agent

@backup_care_agent

@second_backup_care_agent

HEALTH CARE

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What type of care would you like if you are incapable of making decisions due to a medical condition?

HEALTH CARE

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Do you want to donate your organs?

HEALTH CARE

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Would you like to include any instructions or special requests for your health care agent?

This could involve specific preferences regarding your medical treatment or considerations you’d like your agent to keep in mind when carrying out your wishes.

HEALTH CARE

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You can enter your request here.

Your note will be included in your Advance Health Care Directive.

Please specify an answer

HEALTH

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Here’s a summary of everything you just entered:


Health Care

Primary Health Care Agent

@care-agent

@primary-agent-address

Backup Health Care Agent

@backup_care_agent

@backup-agent-address

Second Backup Health Care Agent

@second_backup_care_agent

@second-backup-agent-address

Care Preference

@care-type

Organ Donation

@organs-donate

Access to Health Care Records

@access-medical-records

Special Instructions

@request-info

I have a question

Congratulations, you’ve just completed your Health Care documents!

Sections

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Basics

 

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Guardians


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Assets


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Arrangements


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Health Care


Review your Advance Health Care Directive

Also known as a Living Will, this document outlines the majority of the decisions you just entered.

Advance Health Care Directive @first_name @last_name

I, @first_name @last_name, make this Health Care Directive to designate a health care agent, specify the powers of my health care agent, and provide other instructions regarding my health care and the authority of my health care agent.

Personal Information

My name: @first_name @last_name

My address: @address


Review your HIPAA Authorization

This document outlines who is authorized to have access to your medical records.

Authorization To Release Medical Information

I, @first_name @last_name, make this Authorization to Release Medical Information (“Authorization”) to designate the individuals authorized to receive my Medical Information and to authorize my Health Care Providers to release my Medical Information to those designated individuals.

Designation of Personal Representative To Receive Medical Information


Your Life Care Plane is ready for submission.

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