--- name: healthcare-poa title: Healthcare Power of Attorney description: Drafts a state-compliant Healthcare Power of Attorney (HCPOA) designating an agent to make medical decisions for an incapacitated principal. Covers scope of authority, life-sustaining treatment directives, HIPAA authorization, organ donation preferences, and jurisdiction-specific execution formalities. Use when the user mentions healthcare power of attorney, medical power of attorney, healthcare proxy, healthcare agent designation, HCPOA, medical decision-making authority, or advance healthcare directive naming an agent. Also trigger when the user asks about HIPAA authorization for a healthcare agent, life-sustaining treatment elections, or state-specific execution requirements for healthcare proxy documents. author: CaseMark author_url: https://github.com/CaseMark/skills/tree/main/skills/legal/healthcare-poa license: Apache-2.0 version: 0.1.0 execution_mode: open jurisdiction: us practice: trusts-and-estates language: en tags: [agreement, drafting, regulatory] --- # Healthcare Power of Attorney Drafts a jurisdiction-compliant HCPOA that designates an agent, defines scope of authority, captures principal treatment directives, and satisfies state execution formalities. ## Prerequisites 1. **Principal** — full legal name, address, DOB 2. **Agent** — full legal name, address, contact; confirm eligibility under state law (some states disqualify treating physicians, facility employees) 3. **Successor agent(s)** — same details if designated; activation sequence 4. **Jurisdiction** — governs statutory form, witness/notary rules, mandatory language 5. **Healthcare preferences** — wishes on life-sustaining treatment, ANH, CPR, palliative care, organ donation 6. **Religious/moral directives** or limitations on agent authority (if any) ## Output Structure ### 1. Jurisdictional Research (pre-draft) Complete before drafting: | Requirement | Details | |---|---| | Statutory form required? | Yes / No — cite statute `[VERIFY]` | | Witness count & eligibility | Typically 2; confirm exclusions (agent, providers, relatives) | | Notarization | Required / Optional / Not required | | Mandatory warnings/notices | Include verbatim if required by statute | | Prohibited provisions | E.g., some states bar agent from refusing comfort care | | Duration / revocation | Durable by default in most states; confirm revocation methods | ### 2. Document Sections **TITLE:** Healthcare Power of Attorney of [Principal Full Name] — State of [Jurisdiction] **ARTICLE 1 — DESIGNATION OF AGENT** - Primary agent: name, address, relationship - Successor agent(s): same; activation sequence when primary is unavailable/unwilling **ARTICLE 2 — EFFECTIVE DATE AND DURABILITY** - Springing (incapacity-triggered) vs. immediate authority - Durability language per state statute; incapacity determination standard **ARTICLE 3 — SCOPE OF AUTHORITY** Standard grant: - [ ] Medical treatment decisions (surgical, diagnostic, medication) - [ ] Facility placement and transfer - [ ] Hiring/discharging healthcare providers - [ ] Access to medical records (HIPAA release — see Article 6) - [ ] Organ/tissue donation and anatomical gifts - [ ] Disposition of remains (if principal elects) Principal-specified limitations: **ARTICLE 4 — SPECIFIC HEALTHCARE DIRECTIVES** | Scenario | Terminal Condition | Persistent Vegetative State | |---|---|---| | Artificial nutrition & hydration | Withhold / Provide / Agent discretion | Withhold / Provide / Agent discretion | | Mechanical ventilation | Withhold / Provide / Agent discretion | Withhold / Provide / Agent discretion | | CPR | Withhold / Provide / Agent discretion | Withhold / Provide / Agent discretion | | Dialysis | Withhold / Provide / Agent discretion | Withhold / Provide / Agent discretion | | Pain management / palliative care | Principal directive | Principal directive | Distinguish **binding directives** from **guidance for agent discretion**. **ARTICLE 5 — RELIGIOUS/MORAL GUIDANCE** - Faith traditions or values to guide agent decision-making **ARTICLE 6 — HIPAA AUTHORIZATION** - Explicit authorization for agent to access all PHI necessary to perform duties - Reference 45 C.F.R. § 164.510(b) `[VERIFY current reg]` - Effective immediately upon execution (not contingent on incapacity trigger) **ARTICLE 7 — REVOCATION** - Principal may revoke orally, in writing, or by destruction - Later-executed document controls; notification instructions to agent and providers **ARTICLE 8 — SEVERABILITY AND GOVERNING LAW** **ARTICLE 9 — CAPACITY DECLARATION** - Principal affirms voluntary execution, without duress or undue influence, while of sound mind ### 3. Execution Block ``` PRINCIPAL SIGNATURE _______________________________ Date: __________ [Principal Full Name] WITNESS ATTESTATIONS (confirm count per jurisdiction) We affirm the principal signed voluntarily, appears competent, and we are not the designated agent, not related by blood/marriage, and not involved in the principal's healthcare. Witness 1: _______________________________ Date: __________ Address: ________________________________ Witness 2: _______________________________ Date: __________ Address: ________________________________ NOTARIAL CERTIFICATE (if required by jurisdiction) State of ___________, County of ___________ Subscribed and sworn before me on __________ by ______________________. _______________________________ Notary Public — Commission Expires: __________ ``` ## Guidelines - **Verify statutory form** — CA, NY, TX, FL and others have mandatory or model forms; use or adapt as required `[VERIFY each state]` - **HIPAA gap** — an HCPOA without explicit HIPAA language may be rejected by providers; always include Article 6 - **Co-agent conflicts** — if co-agents appointed, specify joint vs. independent authority and deadlock resolution - **Provider immunity** — note state good-faith immunity provisions to aid provider acceptance - **Organ donation** — some states require a separate anatomical gift form; confirm whether HCPOA alone suffices `[VERIFY]` - **Comfort care** — do not include provisions barring palliative care where prohibited by state law - **Distribution** — recommend principal retain original; copies to agent, primary physician, and hospital of choice - **Do not fabricate** statutory citations or execution requirements; mark uncertain references `[VERIFY]` - **Attorney review required** — include disclaimer that document requires attorney review before execution