Durable Power of Attorney
Living Will
Healthcare Surrogate
FAQ

Advance directives are written instructions which communicate your wishes about the care and treatment you want to receive if you reach the point where you can no longer speak for yourself. Medicare and Medicaid require that health care facilities that receive payments from them provide patients with written information concerning the right to accept or refuse treatment and to prepare advance directives.

A competent adult has the right of self-determination regarding decisions concerning their health, including the right to refuse medical treatment. A person’s intent is usually communicated in one of the following three ways: a living will, a health care surrogate, and/or a durable power of attorney. A brief description of each of these directives is provided below:

Living Wills- A document that formalizes an individual’s wishes regarding the medical care that is to be used or withheld if he or she becomes incapacitated or unable to make his/her own decisions. Many living wills include “do not resuscitate” orders that spell out under what circumstances an individual does not want to be revived.

Health Care Surrogate- An individual you select to make medical decisions for you when you are no longer able to make them yourself. A signed, dated writing may revoke a designation of a surrogate at anytime.

Durable Power of Attorney- A document that can delegate the authority to make health, financial, and/or legal decisions on a person’s behalf. A durable power of attorney goes in effect when a person is unable to act for him or herself. Any person who is competent under law to make a contract can make a power of attorney.

If you choose not to write an advance directive, be sure all of your family and friends clearly understand what you wish to have done if you are incapacitated.

DURABLE POWER OF ATTORNEY

WHAT IS A DURABLE POWER OF ATTORNEY?
Florida Statutes permit a durable power of attorney. It is a document that specifies exactly in the powers which you are giving to the person holding the durable power of attorney. This may include but is not limited to arrangement for and consent to medical, therapeutic and surgical procedures, including the administration of drugs. Durable powers of attorney can also relate to things as transfer of property, borrowing money, handling bank accounts, etc. Durable powers of attorney should be prepared in conjunction with your personal attorney. Here we only address a durable power of attorney for health care purposes.

HOW DO I DESIGNATE A DURABLE POWER OF ATTORNEY?
There is no set form for a durable power of attorney. A sample durable power of attorney for healthcare can be found here. The document should specify the date that it becomes effective. In order for a durable power of attorney to remain effective should you become functionally incompetent, it must include language which states that it is not affected by your disability, except as provided by statute. You may use any words so long as the intent is clear.

WHO CAN HOLD A DURABLE POWER OF ATTORNEY?
Under Florida law, you can name any adult you choose to act as your agent under a durable power of attorney. This need not be a family member but should be a person who knows your wishes. If the person is related to you, you must so state in your power of attorney. Once you have prepared a power of attorney, the person holding the power cannot delegate the responsibility or authority to another person. when the agent is consenting to medical, therapeutic or surgical procedures for the principal, including the administration of drugs, the agent must attempt to carry out the wishes of the resident.

DOES A DURABLE POWER OF ATTORNEY EXPIRE?
Your durable power of attorney expires:

  • At the time you die.
  • At the time you revoke the power.
  • If you are adjudicated incompetent by a court of law.
    • Note: If a petition is filed to determine your competency, the durable power of attorney will be temporarily suspended.

The agent will be able to make all decisions regarding your health care, from flu shots to the need for surgery. And your agent or proxy can decide whether to withdraw or withhold life-sustaining procedures. While you can be as specific as you wish in the guidelines you give in the document, remember that your agent must also have the flexibility to make decisions in changing circumstances. You do not need a lawyer to complete a DPA-HC, nor can a nursing home require you to sign one before admission.

Sample of Durable Power of Attorney for Healthcare

LIVING WILL

The Florida Living Will let you state our wishes about medical care in the event that you have an end-state condition, become persistently vegetative, or develop a terminal condition and can no longer make your own medical decisions. A second doctor must agree with your attending physician's opinion of your medical condition.

How do I make my Florida Living Will legal?
The law requires that you sign your Living Will in the presence of two adult witnesses, who must also sign the document. If you are physically unable to sign, you may have another person sign for you in your presence and in the presence of the two witnesses. The persons you appoint as your surrogate and alternate surrogate cannot act as witnesses to this document. At least one of your witnesses must not be your spouse or a blood relative.

Note: You do not need to notarize your Florida Living Will.

Can I add personal instructions to my Living Will?
Yes. You can add personal instructions in the part of the document called "Additional instructions." For example, you may want to refuse specific treatments by adding a statement such as, "I especially do not want cardiopulmonary resuscitation, a respirator, artificial nutrition and hydration, or antibiotics." You may also want to emphasize pain control by adding instructions such as, "I want to receive as much pain medication as necessary to ensure my comfort, even if it may hasten my death."

If you have appointed a surrogate and you want to add personal instructions to your Living Will, it is a good idea to write a statement such as, "Any questions about how to interpret or when to apply my Living Will are to be decided by my surrogate."

What if I change my mind?
You can always revoke your Florida Living Will any time you feel the document no longer reflects your wishes. State law permits you to revoke your Living Will in the following ways:
    1. through a signed and dated writing showing your intent to revoke;
    2. by physically destroying the original, or having someone destroy it for you in your presence;
    3. by orally expressing your intent to revoke; or
    4. by executing a new Living Will that supersedes the older document.

What other facts should I know?
You may appoint a surrogate in your Living Will to make decisions on your behalf. Unlike a surrogate appointed in your Designation of Health Care Surrogate, a surrogate appointed through your Living Will may only act when you are unable to make treatment decisions and have an end-state condition, or are in a terminal condition; or are in a persistent vegetative state. To avoid confusion, you should appoint the same person to act as your surrogate in both Florida documents.

Florida Living Will

HEALTH CARE SURROGATE

The Florida Designation of Health Care Surrogate lets you name someone to make decisions about your medical care -- including decisions about life support -- if you can no longer speak for yourself. The Designation of Health Care Surrogate is especially useful because it appoints someone to speak for you any time you are unable to make your own medical decisions, not only at the end of life.

COMPLETING YOUR FLORIDA DESIGNATION OF HEALTH CARE SURROGATE

Whom should I appoint as my surrogate?
A surrogate is the person you appoint to make decisions about your medical care if you become unable to make those decisions yourself. Your surrogate can be a family member or a close friend who you trust to make serious decisions. The person you name as your surrogate should clearly understand your wishes and be willing to accept the responsibility of making medical decisions for you.

You can also appoint a second person as your alternate surrogate. The alternate will step in if the first person you name as surrogate is unable, unwilling or unavailable to act for you.

How do I make my Florida Designation of Health Care Surrogate legal?
The law requires that you sign your Designation of Health Care Surrogate in the presence of two adult witnesses, who must also sign the document. If you are physically unable to sign, you may have another person sign for you in your presence and in the presence of the two witnesses. The persons you appoint as your surrogate and alternate surrogate cannot act as witnesses to this document. At least one of your witnesses must not be your spouse or a blood relative.

Note: You do not need to notarize your Florida Designation of Health Care Surrogate.

Should I add personal instructions to my Florida Designation of Health Care Surrogate?
It is best that you don't. One of the strongest reasons for naming a surrogate is to have someone who can respond flexibly as your medical situation changes and deal with situations that you did not foresee. If you add instructions to this document, you might unintentionally restrict your surrogate's power to act in your best interest.

Instead, talk with your surrogate about your future medical care, and describe what you consider to be an acceptable "quality of life." If you want to record your wishes about specific treatments or conditions, you should use your Florida Living Will.

What if I change my mind?
You can always revoke your Florida Designation of Health Care Surrogate if you no longer want your designated surrogate(s) to make decisions on your behalf. State law permits you to revoke your document in the following ways:

    1. through a signed and dated writing showing your intent to revoke;
    2. by physically destroying the original, or having someone destroy it for you in your presence;
    3. by orally expressing your intent to revoke; or
    4. by executing a new Designation of Health Care Surrogate that supersedes the older document.

    Health Care Surrogate Form

After You Have Completed Your Documents

1. Your Florida Living Will and Florida Designation of Health Care Surrogate are important legal documents. Keep the original signed documents in a secure by accessible place. Do not put the original forms in a safe deposit box or any other security box that would keep others from having access to them.
2. Give photocopies of the signed originals to your surrogate and alternate surrogate, to your doctors(s), family, close friends, clergy, and anyone else who might become involved in your health care. If you enter a nursing home or hospital, have photocopies of your documents placed in your medical records.
3. Be sure to talk to your surrogate (and alternate), your doctor(s), clergy, and family and friends about your wishes concerning medical treatment. Discuss your wishes with them often, particularly if your medical condition changes.
4. If you want to make changes to your documents after they have been signed and witnessed, you must complete new documents.
5. Remember, you can always revoke one or both of your Florida documents.
6. Be aware that your documents will not be effective in the event of a medical emergency. Ambulance personnel are required to provide cardiopulmonary resuscitation(CPR) unless they are given a separate order that states otherwise. These orders, commonly called, "nonhospital do-not-resuscitate orders," are designed for people whose poor health gives them little chance of benefiting from CPR. These orders must be signed by your physician and instruct ambulance personnel not to attempt CPR if your heart or breathing should stop. Currently not all states have laws authorizing nonhospital do-not-resuscitate orders.

FAQ

Why would I want to prepare an advance directive?

It is wise to prepare an advance directive so that medical personnel and your loved ones will know what care and services you prefer and what treatment you would refuse, in the event that you are unable communicate your wishes. You also can designate the person or more than one person who you would like to make decisions on your behalf. In a surprising number of families, there is disagreement over what a very ill relative would prefer. The advance directive makes your wishes clear.

What are the care or treatments covered by advance directives?

Most advance directives cover life-sustaining treatment such as artificial feeding, mechanical ventilators, resuscitation, defibrillation, antibiotics, dialysis and other invasive procedures.

You can give broad or specific instructions for care providers for each type of circumstance or treatment. For example, you can state that you do not want life-prolonging treatments if you will never recover your physical and mental health to live without constant care and supervision. Or you can state that you want your life prolonged as long as possible. You can address what you wish to occur in the event of trauma, a prolonged state of unconsciousness, a diagnosis of dementia, and so on.

You can also state that you wish to receive only palliative or comfort care. Such care is designed to manage terminal symptoms, including pain. It is important to understand these terms before making decisions about your preferences. Your surrogate should also become informed about the difference between comfort care and life-sustaining treatments. Health professionals and family members may disagree on the nature of a particular treatment. For example, a relative may become alarmed to see that fluids are being administered and think that this will extend life against the patient's wishes. However, the physician might believe fluids are making the dying person more comfortable and are appropriate palliative care. Another example could be the temporary need for a ventilator (mechanical breathing apparatus) and antibiotics following routine surgery.

Pain alleviation or management is among the most controversial end-of-life topics. Because of ethical concerns and the confusion over laws regulating drug addiction, Congress is debating the role of habit-forming and potentially lethal drugs in the management of pain and discomfort at the end of life. Studies have found that addiction among seriously ill people is rarer than once thought. Some individuals, however, fear being over-sedated at the very time when they want and need to recognize and interact with others.

Before making decisions about these treatments they should be discussed with a well-informed health professional. You can also ask what to expect during the last days and hours of your life, and what your surrogate and other loved ones should expect.

What other decisions can my proxy make?

Depending on where you live and your written instructions, your proxy or agent can be authorized to decide where you will die (at home or in a facility), and can arrange for autopsy, organ donation, disposition of remains, and funeral or memorial plans.

Whom should I select to be my proxy or agent?

Choose a responsible person to be your surrogate who shares your values and beliefs about medical care and dying. You must also make sure that the person is willing to take on this responsibility before you name her or him in the directive. An alternate should also be selected (and informed of your choice). Some states do not allow certain people, such as health care providers or health facility operators, to serve as agents. Remember also that the person you select to be your surrogate does not have to be the same person who oversees your financial affairs.

Can someone take over making decisions before I'm ready?

Though laws vary by state, most states ensure that you remain in charge of your care as long as you are able. Usually laws are in place that require at least two physicians to declare you to be incapacitated. Agents/proxies are not allowed to commit you to a mental institution or to consent for experimental mental health research, psychosurgery or electro convulsive treatment. Your proxy may not deny comfort measures for you.

Can a medical professional refuse to observe my wishes?

A health care provider may refuse to observe your stated wishes or the decisions of your agent because of conscience or the institution's policies or standards. The provider must inform you or your surrogate immediately and transfer to another provider should be arranged.

Advance directives must be reviewed periodically and kept current. Keep the original and give copies of the signed documents to your proxy/agent (including alternates), your physician, and your hospital. Put a card or notation in your wallet or purse stating that you have an advance directive. You may also leave a copy with your lawyer. Some people take their directives with them when they travel. If you spend extended time in another state you should also complete advance directives there, using that state's forms and rules. Advance directives remain in effect until they are revoked. Any written change you make on a directive may invalidate it, so consult with a professional or hospital if you wish to make changes.

What if I don't sign an advance directive?

Someone has to make decisions when an ill person cannot. Without directives in the person's medical or hospital files, and without the appointment of a surrogate through the durable power of attorney, your doctors, hospital staff and loved ones will do the best they can. To your spouse or child or life-long friend, this might mean struggling with what they think you would want. To the medical staff, it means letting their training and professional experience guide them. Unfortunately, in a world of good intentions, that training has traditionally led health care professionals to do all they can to keep you alive. Recent laws are making it easier for these able professionals to find the best ways to make you comfortable. But the ways all these wonderful people employ may not be what you want. Eventually, of course, a conservator (or guardian) could be appointed by a court. A public agency can request designation of a conservator and, if your family cannot be located, the conservator may be a public agency.

What if I can't sign a directive:What to do when someone is already incapacitated

What if you don't have a chance to plan for your own or a loved one's death? What if you are responsible for a person who has suffered a severe stroke, is already in late-stage dementia, or becomes severely disabled from a traumatic brain injury? Laws and programs exist for these situations, too.

If the impairment is gradual, it may be possible to employ many planning measures already discussed. This depends on the degree of impairment the person has experienced and their legal ability to sign documents. If the impairment or incapacity is sudden and permanent, it is imperative that the responsible person?spouse, child, grandchild, a favorite niece or nephew, long-time friend or companion or other individual?seek guidance quickly from an attorney, hospital social work staff, and accountant or financial planner. The person's own physician as well as the hospital medical personnel should also be consulted. Several legal mechanisms are available, the most common being the conservatorship.

Questions to ask if you are responsible for an incapacitated person include:

  • What is the prognosis?
  • Has the person prepared and signed advance directives?
  • Who would the person most want to take responsibility?
  • Would he or she want that responsibility shared, perhaps among more than one adult child?
  • Does the hospital provide an ethics committee or other staff that can help you sort through options for care decisions?
  • What are the person's financial assets?
  • Do they have Medicare, medical or long-term care insurance or other specialized insurance plans for hospital or illness coverage?
  • Are they eligible for Medicaid?

Some aspects of an incapacitated person?s financial affairs could be handled through joint tenancy of property, community property (husband and wife) provisions, and representative payees. Joint tenancy is the registration of various assets, such as real estate or bank accounts, in the names of two or more joint tenants. Potential problems include the ability of one joint tenant to withdraw money from a jointly held account without the other's knowledge and possible adverse tax and estate planning consequences. While a spouse can manage the community property owned with an incapacitated spouse, court approval may be required for transactions including sales of real property, borrowing money, signing leases or giving gifts of property. Also, many states do not have community property laws. A representative payee can be named for a person who receives only governmental benefits, such as Social Security or SSI. The payee, who can be a trustworthy relative, friend or professional, manages the person's funds. The most effective means of handling an incapacitated person's affairs is the conservatorship or guardianship.

 

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