“An Advance Directive is only as strong as the surrogate who enforces it.”
Final Exit Network newsletter Fall, 2020
Now that you have done extensive Planning, it is time to get all that effort condensed into your advance directive.
Advance Directives (ADs) are the legal way one goes about giving instructions to others for your health care when you can’t speak for yourself. The others, especially your designated agent, need to know what your decisions would likely be if you were able to speak out. Advance directives combine two prior documents, the living will and the durable power of attorney for health care. Some states still have these two. Here the term Advance Directive or AD includes livings wills with power of attorney.
Where does the term “advance directive” come from? The Supreme Court of the United States says we have a constitutional rightSome states have exceptions if the principal is pregnant.
to forego treatment, which includes stopping treatment. State laws allow a person to:
There are many forms of advance directives to chose from. Many states have statutory forms which can be found here. Lawyers have forms. Hospitals have forms. Forms can be found on the internet. A few forms are mentioned in the Deep Dive section and in the Resources/Other Advance Directives section.
This website has an Advance Directive form, discussed below.
The important thing to know about forms is that they, even the statutory ones, are just guides. Most of them give you options to choose from.
Behind the options often are biases. There is only one bias that matters: yours. With your planning, you know what you want. So feel free to change any form to fit your wishes, or even start from scratch – without a form (but forms are easier, especially ones designed for your state).
It is recommended that your AD address the problem of getting dementia. If your AD form doesn’t cover it (the one here does) then a dementia supplement should be used. Whether you have it in the directive or the supplement, be sure to address dementia in your letter to your agent (see the list below of topics for the letter).
The form of directive discussed here doesn’t need a dementia supplement, as dementia is covered without mentioning the word “dementia” (Choice #5 at the bottom of page 2 of the directive); with this form you still need to address dementia in your letter.
Here are the elements found in most advance directive forms. You
The first two are the key: What do you want? And who is going to carry out your wishes? You are free to state your wishes – there are no content restrictions except in few states.
Your agent can be anyone you trust, who will, hopefully, be aggressive in carrying out your wishes..
There is one strict requirement. Advance directives must be executed in the manner prescribed by law in the state in which you reside. The most prevalent ways are notarization or witnessing by two persons.
If witnesses are used most states have limitations on who the witnesses can’t be, such as those that are your health care givers, and/or are those that are mentioned in your will or estate plan.
The execution requirements of all states can found here.
When someone can’t speak for her or him self, s/he has lost mental capacity, or is said to be incapacitated. In legal matters the term is competency, which is more strict. Unfortunately the terms are often used interchangeably.
Doctors often determine a patient’s capacity Competency is often used in lieu of capacity.
by asking questions; they will ask do you understand:
It is not necessary for one to have capacity to be able to understand technical medical terms or other complex matters such as the stock market or finances.
If you lack capacity by law you cannot speak for yourself. Therefore, others will be making medical decisions for you. If there is no advance healthcare directive, then state law specifies which relative(s) speaks for you. With an advance directive the one that will speak for you is the agent you have designated. The agent is often also called the proxy or the surrogate.
At any time you are incapacitated by injury or disease, your surrogate can revoke, change or add medical treatments. Doctors must comply as if you were speaking. When the agent’s decision incidentally leads to death, is the agent at risk criminally? The answer is no. But when the decision is to intentionally cause death, generally the answer is yes. The only exception to this is in Nevada where in 2019 the legislature authorized advance directives that allow individuals to instruct health care providers to stop food and fluids by mouth in late-stage dementia.
The author of this website has developed an Advance Directive form that is unique in several respects:
The first page is for names: yours, your doctor’s, your agent’s and alternate agent. Addresses and phone numbers are asked for too.
The second page contains the heart of the directive. It gives instructions to the agent and the doctor, and the critical choices one can choose from; these are discussed below.
The third page contains miscellaneous provisions such as after-death wishes and disposal of remains, and the lines for signature and date. Don’t forget to add notarization or witnesses, or whatever is required by your state.
This form is focused solely on quality of life in part because people understand quality of life. Also a form can’t possibly specify all the procedures that might come into play. Yet, something can be said for the key ones, viz, resuscitation and artificial breathing.
One advantage of the short form is that doctors, especially emergency room doctors, don’t have time to read six or seven pages from your lawyer. Often doctors don’t even try.
This leads to the need to explain your directive to your surrogate. Your “letter to my agent” is critical. Another reason for the separate letter is that you can put your wishes into your own words; you don’t need to use legal or medical terms. The possible content of the letter to your agent is given in the separate subsection below.
Here are explanations of the choices that are given on page 2 of the form. They are progressive.
Please be aware that by choosing one of these four, and NOT checking #5 put the agent and caregivers at risk of criminal prosecution, probably for murder. The exception is Nevada, where the law allows instituting SED. One purpose of having #5 in this fashion is to make people aware of the need for changes in the laws to permit SED in the other states.
Below are some topics that might be included in your letter to your agent. Write anything you want that expands on what you have in your advance directive. Write in your own words, the way you feel. There is only one limitation: you must not be inconsistent with what you have written in your advance directive.
The letter need not be formally executed. That is, it need not be notarized or witnessed as your state requires. You may want to give your letter to your primary care physician or write him or her a separate letter.
That said, it would be wise (best practice) to execute the letter at the same time as you execute your advance directive, and have it attached to your directive when you have it notarized or witnessed. But this is not necessary. Nonetheless, it should be referenced in your advance directive. Also note in your directive that the letter may be changed or amended from time to time without amending your directive. Of course any change or new letter must not be inconsistent with your advance directive (in such case, change the advance directive too).
Extensive recent medical research clearly indicates that with a good lifestyle you can prevent developing Alzheimer’s disease. What life style changes? (As many as you can do; the more, the better.)
This list is taken from a class on prevention given at the San Diego Community Colleges in the fall of 2022. You can get similar information from this YouTube video: Ten tips to prevent Alzheimer's, Melissa Batchelor. There are others.