What’s included in the Health Care POA and Advanced Directive summaries?
Our summaries provide a consolidated view of critical incapacity planning details, such as:
- Agent names and order of designation
- Referenced jurisdiction
- Durable and springing provisions
- HIPAA release language
- Agent powers, including anatomical gifting and disposition of remains (where applicable)
- Advanced Directives, including preferences for life-sustaining treatment and remaining at home
Breaking Down the Health Care POA and Advanced Directives Report
From the Estate Reviews screen, click the desired report to view.
On the subsequent page, the box on the left indicates which documents are covered by the review
Agents:
Holistiplan searches for 3 different agent types in the Health Care POA tool:
- Health Care Agents
- Guardian Nominees
- Authorized Representatives for HIPAA
This section will include anything of note based on the uploaded documents. Typically, this is a summation of notable directive guidelines
Insights
Similar to Holistiplan's Tax and Insurance Reports, the POA report includes insights indicating the planning opportunities and summarized notes of the reviewed documents reviewed.
Users can edit, hide, or add insights to the summaries, making it easy to tailor the report to each client’s needs and planning discussions.
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To hide an insight, click the eye icon.
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To edit phrasing of an observation, click the pencil.
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If enabled by their firm, users can also add custom insights at the bottom of the page.
Submitting Draft Documents
Draft documents can be submitted for review. However, the output will be limited based on what is available in the draft. For example, state-adopted statutory forms generally do not include specific powers granted to agents, which may impact the level of insight provided.