Estate Planning and Probate

Healthcare Power of Attorney in Midtown

Choosing a healthcare agent is more than naming a trusted person. Consider whether that person can act when needed, who should step in if they cannot, and how your instructions and access to health information fit together.

Choose for availability as well as trust

For Midtown residents, the practical choice is often between naming one person who knows you well and naming an alternate who could act if that person is unavailable. Consider each person’s willingness to take on the role, ability to communicate with you and your care team, and understanding of your preferences. A trusted relative is not automatically the best fit if they may be unable to participate when a decision is needed.

Write down your proposed primary agent and alternate, along with a brief reason for each choice. This gives you a concrete starting point for discussing whether the people you have in mind can take on the responsibility.

  • Primary choice: Who do you want to speak for you?
  • Alternate choice: Who should be considered if your first choice cannot serve?
  • Preference check: Have you discussed the kinds of healthcare decisions and values that matter to you?

Separate decision authority from access to information

A healthcare power of attorney addresses who may make healthcare decisions under the authority given to that person. A HIPAA authorization addresses sharing health information; it does not, by itself, appoint someone to make healthcare decisions. Federal guidance explains that a person with authority under applicable state law may be treated as a HIPAA personal representative. That means a separate authorization is not automatically required just because you name an agent.

Review existing paperwork as a set: identify any healthcare directive, information-sharing authorization, or older appointment, and note the people and instructions each one names. The goal is to spot mismatches—such as different people appearing in documents or information-access instructions that do not reflect your current choices—rather than assume the documents all do the same job.

    Prepare a concise review sheet

    Before a planning conversation, bring a one-page list with your proposed agent and alternate, your main healthcare preferences, and the names or dates of existing directives and authorizations. Add questions beside any instruction you are unsure how to express. Keep the list distinct from the documents themselves: it helps identify what you want reviewed but does not replace a directive or create decision-making authority.

    Tennessee’s Advance Directive for Health Care form addresses an agent, an alternate, healthcare preferences, and instructions for signing and sharing copies. If you use an existing form or have questions about preparing one, review the document’s instructions rather than relying on a checklist as a substitute for them.

    • Bring copies of existing healthcare directives and information-sharing authorizations.
    • Mark outdated names, conflicting instructions, or choices you want to revisit.
    • Ask how the proposed agent’s authority and any limits should be expressed in the document.

    Questions to settle before finalizing

    A focused discussion can clarify whether your preferred person is willing and whether your alternate is a genuine backup. It can also help distinguish healthcare authority from financial authority: a healthcare agent and an agent under a financial power of attorney are different roles, and one document should not be assumed to grant every kind of authority.

    Dale Law Group, PLLC offers healthcare powers of attorney, advance healthcare directives and living wills, and HIPAA authorizations as part of its Tennessee estate-planning services. Ask how those documents can be coordinated with your existing instructions and what information would help assess your choices.

    • Who should act if your first choice is unavailable?
    • Which existing documents should be reviewed together?
    • How should your preferences and any limits on authority be addressed?

    Questions to bring to the discussion

    Does a HIPAA authorization appoint my healthcare decision-maker?

    No. An information-sharing authorization alone does not appoint a healthcare decision-maker. A person with authority under applicable state law may be treated as a HIPAA personal representative.

    Should I name an alternate healthcare agent?

    Consider naming an alternate if you want another person identified in case your first choice cannot act. Discuss both choices and make sure your documents reflect your current intentions.

    Discuss your next step with Dale Law Group

    Begin with a brief, non-confidential overview. The firm will discuss your needs and appointment arrangements.

    General information, not advice for a particular situation. Sending an inquiry does not create an attorney-client relationship.