What Is An Advance Directive? Why Would You Need One? (2026)

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Sarah Edwards

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Reviewed By Adam Ramirez, J.D.

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Advance directive

Summary

  • An advance directive outlines your wishes for future healthcare
  • It can guide decision-making if you become incapacitated
  • You can usually choose someone to make healthcare decisions on your behalf

Whether you’ve started creating an estate plan or not, you might be familiar with the concept of an advance directive. But what is an advance directive, and why is it important to have one? Here’s a closer look.

Understanding Advance Directives and How They Work

What is an advance directive exactly? An advance directive is a legal document that specifies your wishes for medical care and treatment if you become incapacitated or are unable to communicate.

Some advance directives list the types of treatment you consent (and don’t consent) to. You can also nominate a trusted person, called an “agent,” to make healthcare decisions for you.

Types of Advance Directives Explained

These are some of the main types of advance directives:

  • Healthcare Directive: Your healthcare directive outlines your preferences for medical care if you become incapacitated. Creating a healthcare directive also lets you name an agent to make decisions on your behalf.
  • HIPAA Authorization Form: A Health Insurance Portability and Accountability Act (HIPAA) authorization form allows your agent to access your medical records right away. You can generate your HIPAA authorization form in minutes.
  • Medical Records Request: A medical records request can help ensure that your agent has all the information they need to make informed healthcare decisions on your behalf. You can generate a medical records request form online.

The forms involved in creating an advance directive can vary by state. An estate planning attorney can help you make sure you have the right ones.

When Does an Advance Directive Take Effect?

Advance directives usually take effect if you become unable to make your own medical decisions. Typically, a doctor will need to certify that you’re incompetent, but different states have different procedures.

How to Create and Validate an Advance Directive

Here’s how the creation of an advance directive usually works:

  • Consider your preferences for medical care and consult a doctor for advice if needed.
  • Choose someone to act as your agent.
  • Get state-specific forms to create your advance directive.
  • Fill out the form.
  • Sign the form in front of witnesses, have it notarized or opt for both, depending on your state’s laws.

Once you’ve created your advance directive, you should give copies to your doctors and to the person you’ve chosen as your agent. You should periodically review it to make sure it still accurately reflects your wishes.

Changing or Revoking Your Advance Directive

Generally, you have the legal right to change or revoke your advance directive as long as you remain competent to make your own medical decisions.

What Is an Advance Directive for Overall?

Ultimately, an advance directive is a document that increases the likelihood that your wishes will be respected. It can also grant you and your family peace of mind. When you choose the right advance directive, you’ll know that your family will be prepared if the unexpected happens.

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