When you arrive at this section of the program, know that you have finished with the hard parts of making your health care directives. You have overcome the lure of procrastination to assert your right to keep control over your own health care.
However, you still must comply with a few technical requirements before your documents will be legally valid and binding. Very detailed, state specific instructions will print out with your documents. But here's a brief overview of what you must do.
Every state requires that you sign your documents—or direct another person to sign them for you.
But do not sign them immediately. You must sign your documents in the presence of witnesses or a notary public—sometimes both, depending on state law. That way, there is at least one other person who can attest that you were of sound mind and of legal age when you made the documents.
In just a few states, including Alabama, Michigan, North Dakota and Oregon, your health care agent must sign your health care document before acting on your behalf. Sometimes your alternate health care agent must sign, too.
If you live in a state that requires your agent to sign your health care document, the document will include a section for the signature, and the instructions that accompany your document will remind you to talk with your agent and get the signatures you need.
If you are helping someone else prepare health care documents and that person is too ill or weak to sign them, you or another person may sign the documents at the direction of the person who cannot sign. In most states, the document will print with a special place for you to add the signer's name and signature.
The person making the document and the signer should appear together in front of the witnesses and/or notary public (see below), so that someone can observe the signing and confirm, if it is ever necessary, that it is what the document maker wanted and directed.
In most states, witnesses must sign your documents. In some states, you may have your documents notarized instead of witnessed. In others, you will be required to have both witnesses and a notary sign your document. Each state's rule is listed below. Note that a few states have different requirements for the document directing your health care and the document naming your agent.
Learn Your State's Witnessing and Notarizing Requirements.
Many states require that two witnesses see you sign your health care documents and that they verify in writing that you appeared to be of sound mind and signed the documents without anyone else influencing your decision.
Each state also has rules about who may serve as your witnesses. In many states, for example, a spouse, another close relative or any person who would inherit property from you is not allowed to act as a witness for the document directing health care. And many states prohibit your attending physician from being a witness. The goal of these laws is to be sure your witnesses do not have a personal or professional interest in your health care and, therefore, a conflict of interest.
If your state has restrictions on who may serve as witnesses to your health care documents, those restrictions are listed above and will also be noted on your documents, just before the witness signature lines.
A notary public is an individual who is authorized by the state to verify signatures on documents. It shouldn't be difficult to find a notary. A quick online search should uncover local options, and many hospitals also have a notary on staff.
Depending on your circumstances, you may take your document to the notary, or the notary may come to you. The notary will watch you sign the document and may then sign the notary language on the form or fill in a separate form and attach it to your document.
Be prepared to show the notary some identification and to pay a small fee for the services. If you are a patient in a hospital, the service may be free of charge.
The table above, as well as the instructions accompanying your documents, will tell you if your state requires that your documents be notarized and if there are any restrictions on who may serve as the notary.
Note for Nevada: In Nevada, there's an extra requirement for residents of hospitals, residential facilities for groups, facilities for skilled nursing and homes for individual resident care. A medical professional must state in writing that the person signing the document is competent. If this applies in your situation, read the signing instructions that print with your document for directions on what to do.
Glossary of Witnessing Terms When you read the requirements for witnesses in your state, you may find some unfamiliar words. Here are brief definitions of some terms that commonly occur. |
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Beneficiary | Any person who is entitled to inherit property from a deceased person. |
Beneficiary of a will | Any person or organization named in a will to receive property, either as a first choice or if the first choice as beneficiary does not survive the person making the will. |
Claim against the estate | Any right that a person has to receive property from a person's estate. This may arise under a will or living trust, from a contract or because of a legal liability that the deceased owes to the person. |
Devisee | Any person who either is entitled to inherit property from a person under state law or who has been named to inherit property in a will or living trust.I |
Inherit by operation of law | When a person dies owning property that has not been left by a will or by some other legal device such as a living trust, the property will be distributed according to the laws of the state where the person died—that is, by operation of law. These laws—commonly referred to as the "laws of intestate succession"—usually give property first to a spouse and children and then to parents, brothers, and sisters. |
Presumptive heir | Someone who would inherit property under state law unless a child was later born to the current owner of the property the presumptive heir expects to receive. |
Two witnesses are required. Neither of your witnesses may be:
If you grant your proxy the power to direct your burial or cremation, your advance directive must also be notarized.
If you grant your agent power to direct your burial or cremation, your document must be notarized. If you do not grant this power, you may choose to have your document signed by two witnesses or notarized.
If you choose to have the document witnessed, neither of your witnesses may be:
In addition, at least one of your witnesses must not be related to you by blood, marriage, or adoption—and must not be legally entitled to any part of your estate.
Health Care Power of Attorney
Both documents must be signed by at least one witness or notarized.
If you choose to have the document witnessed, you may choose to have one or two witnesses. If you choose to have one witness, your witness may not be:
If you have two witnesses, your witnesses do not need to meet the last two requirements on the list above.
If you choose to have your document notarized, the notary may not be:
Must be signed by two witnesses or notarized. If you choose to have your document witnessed, your witnesses must be at least 18 years old and may not be your health care agent. In addition, one of your witnesses may not be related to you by blood, marriage, or adoption, or legally entitled to any part of your estate.
If you grant your agent power to direct your burial or cremation, your document must be signed by two witnesses. If you do not grant this power, you may choose to have the document signed by two witnesses or notarized. If you choose to have your document witnessed, your witnesses must be at least 18 years old and may not be your health care agent. In addition, one of your witnesses may not be related to you by blood, marriage, or adoption, or legally entitled to any part of your estate.
Must be either signed by two witnesses or notarized.
If you choose to have the document witnessed, neither of your witnesses may be:
In addition, one of your witnesses must not be related to you by blood, marriage, or adoption—and must not be legally entitled to any part of your estate.
Finally, if you are in a skilled nursing facility, the document must also be witnessed by a patient advocate or an ombudsman. (This requirement applies whether the document is witnessed or notarized.)
Must be signed by two witnesses or notarized.
If you choose to have the document witnessed, neither of your witnesses may be:
Colorado law does not require that your medical durable power of attorney be witnessed or notarized. However, witnesses or notary is recommended to avoid concerns that the document was forged, that you were forced to sign it, or that it does not represent your wishes. If you choose to have your documents witnessed, your witnesses should be at least 18 years old and your health care agent should not act as a witness.
Health Care Instructions and Appointment of Health Care Representative (and any health care document produced by WillMaker, including those with additional or different titles)
Must be signed by two witnesses. Witnesses should be at least 18 years old and should not be the person named as your health care representative, if you named one. You and your witnesses may also sign in front of a notary public, but you are not required to do so.
The document must be signed by one witnesse. Your witnesse may not be:
Must be signed by two witnesses. Neither of your witnesses may be:
If you are a patient in a skilled care facility, one witness must be a patient advocate or an ombudsman.
Must be signed by two witnesses. Neither of your witnesses may be:
In addition, one of your witnesses must not be related to you by blood, marriage, or adoption and must not be legally entitled to any part of your estate.
Must be signed by two witnesses, one of whom must not be your spouse or related to you by blood.
Must be signed by two witnesses, both of whom must be at least 18 years old. Neither witness may be your health care surrogate. In addition, one of your witnesses must not be your spouse or a blood relative.
Must be signed by two witnesses. Neither of your witnesses may be:
In addition, only one of your witnesses may be an employee, agent, or medical staff member of the hospital, skilled nursing facility, hospice, or other health care facility in which you are receiving health care. (This witness is still prohibited from being directly involved in your health care.)
If you grant power to direct your burial or cremation, your document must be notarized. If you do not grant this power, you may choose to have your document signed by two witnesses or notarized. If you choose to have the document witnessed, neither of your witnesses may be:
In addition, at least one of your witnesses must not be related to you by blood, marriage, or adoption—and must not be legally entitled to any part of your estate.
Idaho law does not require that your documents be witnessed or notarized. However, having your document witnessed or notarized will help avoid concerns that the document was forged, that you were forced to sign it, or that it does not represent your wishes. If you choose to have your documents witnessed, your witnesses should be at least 18 years old and your health care agent should not act as a witness.
Must be signed by two witnesses. Neither of your witnesses may be:
Must be signed by one witness. Your witness may not be:
physician assistant, dentist, podiatric physician, optometrist, or psychologist
Must be signed by two adult witnesses or notarized. If witnessed, at least one of the witnesses must not be your spouse or other relative.
Durable Power of Attorney for Health Care
Both documents must follow the same requirements: Must be signed by two witnesses or notarized.
If you choose to have the document witnessed, neither of your witnesses may be:
In addition, one of your witnesses must not be related to you by blood, marriage, or adoption within the third degree of consanguinity (parents, children, siblings, grandchildren, grandparents, uncles, aunts, nephews, nieces, and great-grandchildren).
Must be signed by two witnesses or notarized. Neither of your witnesses may be:
If you choose to have the document witnessed, neither of your witnesses may be:
Must be signed by two witnesses or notarized. Neither of your witnesses nor the notary may be:
The document must be signed by two witnesses. Although the law does not restrict who can serve as a witness, your witnesses should be at least 18 years old and your health care agent should not act as a witness.
The document must be signed by two witnesses. The person you name as your health care agent cannot serve as a witness. In addition, at least one of your witnesses must be a person who is not legally entitled to any portion of your estate and who is not entitled to any financial benefit by reason of your death.
Both documents must be signed by two witnesses. Neither of your witnesses may be:
Must be signed by two witnesses. Although the law does not restrict who can serve as a witness, your witnesses should be at least 18 years old and your patient advocate should not act as a witness.
Must be signed by two witnesses. Neither of your witnesses may be:
Must be signed by two witnesses or notarized. Neither your witnesses nor the notary may be your health care agent.
If you choose to have the document witnessed, at least one of the witnesses may not be a health care provider or an employee of a provider directly attending to you.
If you choose to have the document notarized, the notary may not be your health care agent.
Must be signed by two witnesses or notarized.
If you choose to have the document witnessed, neither of your witnesses may be:
In addition, one witness must not be related to you by blood, marriage, or adoption and must not be legally entitled to any part of your estate.
Must be signed by two witnesses. Neither of your witnesses may be:
If you grant your agent power to direct your burial or cremation, your document must be signed in front of two witnesses and notarized. If you do not grant this power, only the notary is necessary.
Durable Power of Attorney for Health Care
Both documents must be signed by two witnesses. Although the law does not restrict who can serve as a witness, your witnesses should be at least 18 years old and your health care agent should not act as a witness.
Must be signed by two witnesses or notarized. If you choose to have the document witnessed, neither of your witnesses may be:
In addition, one witness must not be a director or an employee of your treating health care provider.
If you grant your agent power to direct your burial or cremation, your document must be notarized. If you do not grant your agent the power to direct your burial or cremation, you may choose to have your document signed by two witnesses or notarized. If you choose to have the document witnessed, neither of your witnesses may be:
Must be signed by two witnesses. Although the law does not restrict who can serve as a witness, your witnesses should be at least 18 years old and your attorney-in-fact for health care decisions should not act as a witness.
If you grant your agent power to direct your burial or cremation, your document must be notarized. If you do not grant this power, you may choose to have your document signed by two witnesses or notarized. If you choose to have the document witnessed, neither of your witnesses may be:
Must be signed by two witnesses or notarized. If you choose to have the document witnessed, neither of your witnesses may be:
In addition, no more than one witness may be a health or residential care provider or such provider's employee.
Proxy Directive
Any document must be signed by two witnesses or notarized.
If you choose to have the document witnessed, neither of your witnesses may be:
The law does not require that your advance directive be witnessed. However, witnesses are recommended to avoid concerns that the document might be forged, that you were forced to sign it, or that it does not genuinely represent your wishes. If you choose to have your document witnessed, your witnesses should be at least 18 years old.
Must be signed by two witnesses. Neither of your witnesses may be:
If you reside in a mental health facility, your witnesses must meet additional requirements. Ask your mental health care provider for more information.
Must be signed by two witnesses and notarized. Neither of your witnesses may be:
Must be signed by two witnesses and notarized. Neither of your witnesses may be:
Must be signed by two witnesses or notarized. Neither the witnesses nor the notary may be:
In addition, at least one witness must not be a health care or long- term care provider providing you with direct care or an employee of the health care or long-term care provider providing you with direct care. (This restriction does not apply to the notary.)
Must be signed by two witnesses or notarized. If you choose to have the document witnessed, neither of your witnesses may be:
Must be signed by two witnesses or notarized. If you choose to have the document witnessed, neither of your witnesses may be:
If you grant your agent power to direct your burial or cremation, your document must be signed in front of two witnesses and notarized. If you do not grant this power, your document must be signed by two witnesses or notarized. If you choose to have the document witnessed, neither of your witnesses may be:
You may choose to have your document signed by two witnesses or notarized. If you choose to have your document witnessed, neither of your witnesses may be:
If you are a resident in a long-term health care facility, one of the witnesses must be a person "designated" by the facility. Ask an ombudsman at your facility to help you comply with this rule.
If you grant your health care representative power to direct your burial or cremation, in addition to the restrictions above, your witnesses may not be:
Prior to January 1, 2024, advance directives that give power over burial and cremation must be notarized (not witnessed).
Durable Health Care Power of Attorney
Both documents must be signed by two witnesses. Neither of your witnesses may be:
Must be signed by two witnesses. Your witnesses may not be related to you by blood or marriage.
If you grant your agent power to direct your burial or cremation, your document must be notarized. If you do not grant this power, you may choose to have your document signed by two witnesses or notarized.
If your document will be notarized, the notary may not be:
If you choose to have the document witnessed, neither of your witnesses may be:
In addition, one of your witnesses must not be related to you by blood, marriage, or adoption and must not be legally entitled to any part of your estate.
Must be signed by two witnesses and notarized. Neither of your witnesses may be:
No more than one of your witnesses may be an employee of a health care facility where you are a patient. If you are in a hospital or nursing care facility when you sign your declaration, at least one of your witnesses must be an ombudsman designated by the state.
Must be signed by two witnesses and notarized. Neither of your witnesses may be:
In addition, only one witness may be an employee of a health facility in which you are a patient.
Must be notarized or signed by two witnesses who are at least 18 years old.
Must be notarized or signed by two witnesses who are at least 18 years old. If you grant your agent power to direct your burial or cremation, your document must be notarized.
Must be signed by two witnesses or a notary. If you choose to have your document witnessed, both witnesses must be competent adults and neither may be your health care agent. In addition, at least one of your witnesses must not be related to you by blood, marriage, or adoption—and must not be legally entitled to any part of your estate.
Must be signed by two witnesses or a notary. If you choose to have your document witnessed, your witnesses must be at least 18 years old. In addition, at least one of your witnesses may not be:
If you grant your agent power to direct your burial or cremation, your document must be signed by two witnesses and notarized. Your witnesses must be at least 18 years old. In addition, at least one of your witnesses may not be:
If you do not grant your agent power to direct your burial or cremation, you may choose to have your document signed by two witnesses (subject to the requirements, above) or notarized.
Must be signed by one witness. Your witness may not be:
If you grant your agent power to direct your burial or cremation, your document must be signed in front of two witnesses.
Must be signed by two witnesses. Neither witness may be:
If you grant your agent power to direct your burial or cremation, your document must be signed in front of two witnesses and notarized—and your health care agent must sign the part of the document that grants the power.
If you do not grant your agent power to direct your burial or cremation, only the witnesses are necessary.
Your witnesses must be over the age of 18. In addition, your health care agent should not act as a witness.
Must be signed by two witnesses or notarized. If you choose to have your document witnessed, neither of your witnesses may be:
Must be signed by two witnesses or notarized. If you choose to have your document witnessed, neither of your witnesses may be:
Medical Power of Attorney
Both documents must meet the same requirements:
Must be signed by two witnesses and notarized. Neither of your witnesses may be:
Must be signed by two witnesses. Neither of your witnesses may be:
Must be signed by two witnesses. Neither of your witnesses may be:
Must be signed by two witnesses or notarized. If you choose to have the document witnessed, both witnesses must be competent adults who know you personally. In addition, neither of your witnesses may be: