The process should turn broad preferences into usable instructions and make sure the right decision-maker understands the role.
Discuss values and medical priorities
Identify the treatments, outcomes, beliefs, and quality-of-life considerations that should guide the document.
Choose the healthcare decision-maker
Name the primary person and appropriate backups who can apply your preferences when an unexpected situation arises.
Draft, review, and execute
Prepare the documents for the governing jurisdiction, explain the choices, and complete required signing formalities.
Share and keep the plan current
Provide access to the right people and providers, coordinate related documents, and update the plan when preferences or circumstances change.