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
Once you’ve uploaded your health care directive documents into Holistiplan and are notified that the review is complete, click on the name of the Health Care POA report you’d like to view.
The top section summarizes the referenced state, documents that were reviewed, and whether the documents are signed or drafts.
Agents:
Holistiplan searches for 3 different agent types in the Health Care POA tool:
- Health Care Agents
- Guardian Nominees
- Authorized Representatives for HIPAA
We’ll also add anything of note based on the uploaded documents. Typically, this is a summation of notable directive guidelines
Insights
Just like our observations in the Tax product and insights in the Insurance product, insights in these summaries are the planning opportunities and summarized notes of the documents reviewed. Advisors can edit, hide, or add insights to the summaries, making it easy to tailor the report to each client’s needs and planning discussions.
To hide an insight, click the eye icon - to edit phrasing of an observation, click the pencil. You can also add custom insights at the bottom of the page.
Holistiplan will call out insights that impact your client’s expenses and coverage - giving you the information you need to have an informed discussion with your client about their estate planning needs.
Citations and Future Enhancements
Citations are not currently linked to report insights. However, we’re actively exploring hover-over highlights and advisor-facing “next step” reports to make reviewing and acting on these documents even easier.
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.