OUR ELDER CARE BUNDLE CONTAINS FOUR IMPORTANT DOCUMENTS AND INSTRUCTIONS FOR SIGNING.
Each of these powerful documents allows a trusted adult such as a family member to assist another person with important medical and financial matters.
When you purchase this bundle at the one time cost of $119, you will receive an email containing all four of the following documents.
LIVING WILL/HEALTH CARE DIRECTIVE AND DURABLE POWER OF ATTORNEY FOR HEALTH CARE
This durable power of attorney is a legal document that authorizes a person you have chosen, known as your “Agent,” to manage your health care decisions if you become incapacitated. It is sometimes referred to as a “Living Will” and it can be used to instruct them as to the choices you have made regarding your healthcare, including end of life care. They can only act according to your instructions contained in this document.
HIPAA RELEASE
Doctors and hospitals will not release your medical records to others without your permission. This document allows another person you appoint to request, receive and review any information regarding your physical or mental health, including medical and hospital records. It also allows that person to execute any releases or other documents required to obtain such information, and gives your doctors permission to disclose such information to such persons as he or she may deem appropriate.
MEDICARE AUTHORIZATION TO DISCLOSE PERSONAL HEALTH INFORMATION FORM
This Medicare approved document authorizes a person you have chosen, known as your “Agent,” to discuss your personal health information with the government and gives the government permission to share your protected health information with the person you have chosen. This will allow a family member to help you with open enrollment and to make changes to your Medicare coverage.
DURABLE POWER OF ATTORNEY FOR FINANCIAL DECISIONS
This durable power of attorney is a legal document that authorizes a person you have chosen, known as your “Agent,” to manage your bank accounts and financial decisions if you become incapacitated. You must sign this prior to becoming incapacitated.
Disclaimer: EASY LEGAL DOCUMENTS is not intended to replace attorney services, and we do not provide legal advice in this forum. Our services are focused on providing access to legal forms and resources to help you create and complete your legal documents.
Frequently Asked Questions
Is there an age and mental requirement?
You must be age 18 or older and of SOUND MIND AND BODY to sign BINDING legal documents. This means that you must understand the documents you are signing and their effect. A notary will require you to show them your identification and may ask you questions to make sure you understand what you are signing, but they will not give you legal advice as to whether or not you should sign. If they feel that you are not alert, aware or have a clear understanding of the document, they may refuse to allow you to sign.
Where can these documents be signed?
These documents can be validly signed in any state. Some states have less stringent requirements than these documents as to witnesses and notary, but these additional signatures ensure that these documents will be valid in all 50 states. Also included at the end of the bundle is a state by state list of requirements in the event you want to simply meet your state requirements. If you choose to do this, you can simply leave the unnecessary lines blank.
Who can witness?
Your witnesses must be at least 18 years of age and can not be the same person as the person named as health care agent. The witnesses should not be related to the signer by blood, adoption, or marriage. The witnesses cannot knowingly be someone who will inherit anything from the signer or knowingly gain a financial benefit from the signer's death. The witnesses should not be directly involved in the signer’s health care. Not more than one of the witnesses may be an employee, agent, or medical staff member of a health care facility where the signer is receiving health care. The signer’s health care and not more than one of the witnesses may be an employee, agent, or medical staff member of a health care facility where the signer is receiving health care.
How do I find a notary?
Check with businesses such as your bank or credit union, your accountant office, parcel shipping stores, or real estate offices to ask if they offer notary services.
Local AAA offices often offer notary services to both members and non- members.
Contact local government offices like your town hall, city hall, county courthouse, or public library and ask if they have a notary available.
Use an online search like 123notary.com or google “find a notary near me” to find notaries in your area.
For electronic notarization, visit www.notarize.com.
What do I do after the documents are signed?
After creating and having an adult sign the power of attorney forms, the SIGNER should keep the originals in a safe place with other important documents. THE AGENT should Scan or take a clear photograph of the originals so that you can have your documents readily available to email to a health care provider or financial institution in an emergency. The key is to keep the documents accessible so that the agent can present a copy to prove that you have the authority to act on the signers behalf.
NOTICE TO SIGNERS:
Before you sign:
Read each document carefully. These are powerful documents that grant broad powers over health and financial decisions to your agents. Before signing, please review each document carefully to make sure that you understand and agree with the powers that you are granting to your agents. If you have legal questions about signing any of these documents, seek advice from an attorney before you sign.
Have a conversation with your agents. It is important to let your agents know that you have chosen them to help in an emergency. Have a conversation with them to make sure they understand you are counting on them for help. Give them a copy of each document and keep the originals in a safe place. Let them know where they can find the originals if they need to use them.
Who needs to sign? To properly sign your documents, you will need the signer, witnesses and a notary according to your state. A specific list for each state is on the next to last page of the bundle you will receive.
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