Powers of Attorney &
Healthcare Directives
Life can change unexpectedly. Properly prepared powers of attorney and advance directives allow trusted individuals to assist with financial matters and make medical decisions when legally authorized, helping ensure your wishes are respected if you become unable to act for yourself.

Why Incapacity Planning Matters
Financial Decisions
Someone you can trust can pay bills, manage accounts, sign contracts, and protect your assets.
Medical Decisions
Doctors know who can speak for you, your wishes remain clear, and you avoid family disagreements.
Peace of Mind
Your loved ones know exactly what you want and can act in your best interest.
Which Documents Do You Need?
These essential documents give trusted people legal authority to act for you when you can't.
Durable Financial
Power of Attorney
Allows someone you trust to handle your financial matters if you become unable to.
LEARN MORE
Health Care Proxy
Choose the person who can make medical decisions for you if you can't.
LEARN MORE
Living Will
Document your wishes about medical treatment and life-sustaining care.
LEARN MORE
HIPAA Authorization
Allow your loved ones access to your medical information when you need them.
LEARN MORE
Real-Life Situations Where These Documents Matter

You're hospitalized after an accident
Who can make medical decisions?

You develop dementia
Who can manage your finances?

You're traveling overseas.
Who can sign documents on your behalf?

You own a business.
Who keeps operations running if you're incapacitated?
How These Documents Work Together
A simple process that provides powerful protection.
​​​​
-
Choose the trusted people you want to act for you.​
-
Prepare your legal documents tailored to your needs.​
-
Sign and execute your documents in accordance with New York law.​
-
Your chosen agents can act when legally authorized under each document, helping protect your financial interests and medical wishes when assistance is needed.
What Happens If You Don't Have Them?
Without these documents, your family may face:
​​
​​
-
Going to court to get permission
-
A lengthy guardianship or conservatorship process
-
Weeks or months of delay
-
Thousands of dollars in legal fees
-
Unnecessary stress during an already difficult time
A straightforward process for creating your New York Power of Attorney, Health Care Proxy, and Advance Directives.
A straightforward process designed around your peace of mind.
Initial
Conversation
We get to know you, your family, and your goals to understand what matters most.
Identify Your Wishes
We help you choose the right people and outline your personal, financial, and medical preferences.
Prepare Your Documents
We prepare your New York Power of Attorney, Health Care Proxy, Living Will, and other advance directives based on your wishes and circumstances.
Review & Execute
We review everything together and ensure your documents are signed and witnessed correctly.
Ongoing Peace of Mind
Your loved ones are protected and you have a plan in place for the future.
Why Your Power of Attorney & Health Care Directives Matter
More than forms - your future deserves a plan.
Legally Valid in
New York
The Right Powers, Not Too Much
Avoid Gaps and Conflicts
Personalized for Your Life
We ensure your documents meet New York's specific execution requirements so they will be accepted when you need them most.
We tailor each document to give your agents appropriate authority without unnecessary limitations or risks.
We make sure your documents work together harmoniously with your will, trust, and other estate planning documents.
Every family is unique. We customize your plan to reflect your values, relationships, and medical preferences.

