This is part three in a four-part series dedicated to an in-depth examination of advance directives: who is eligible to make an advance directive, what it is, how to create one, and what to do with the document after it is completed.
Procedures for preparing an advance directive are simple and do not require an attorney, though you may choose to consult one. However, an advance directive, whether it is a written document or an oral statement, needs to be witness by two individuals. At least one of the witnesses may not be a spouse or a blood relative.
After writing an advance directive, you may change or cancel it at any time. Any changes should be written, signed, and dated. however, you can also change an advance directive by oral statement; physical destruction of the advance directive; or by writing a new document entirely.
Once you’ve created your advance directive, the final step is to better understand what to do with the completed paperwork. This will be covered in October, during the final installment of this four-part series.
The Legacy Foundation at Shell Point Retirement Community is not open to the public, but rather serves Shell Point residents by providing fiduciary services, such as benevolent gift administration, charitable gift annuities, power of attorney and personal surrogate services, bill paying, estate and gift planning assistance, and the delivery of enhanced financial management services.