Estate planning guide

Advance Directives Guide

Advance Directives: the signed directive and later revocations or replacements

By Planning and checklists editor Published August 13, 2026 How we edit

General legal information only. Check the controlling document and current law before acting.

An advance directive records treatment instructions, appoints a health-care decision-maker, or does both, depending on the state form.

What this topic controls

  • Copies should be available to the appointed agent and appropriate providers while the original remains secure.

Records to organize

  • the signed directive and later revocations or replacements
  • agent contact details and provider acknowledgment

Questions to verify

  • Does the document appoint an agent, state instructions, or both?
  • Are witness or notary formalities satisfied?

Risks to pause on

  • A directive that nobody can locate during a crisis may not guide the people who need it.

Primary references