Comprehensive Incapacity Planning
Everything your client needs to protect their healthcare decisions, finances, and children — in one streamlined package.
Financial Protection
Durable powers of attorney ensure your client's finances are managed by a trusted agent during incapacity.
Healthcare Decisions
Comprehensive advance directives cover treatment preferences, healthcare agents, and end-of-life wishes.
HIPAA Compliance
Properly drafted HIPAA authorizations allow designated individuals to access protected health information.
Child Protection
Guardian nominations and caregiver authorizations protect minor children if parents become unavailable.
Document Categories
This package covers the essential documents every adult needs for incapacity planning, regardless of their estate size.
Durable Power of Attorney
Appoint a trusted agent to manage financial affairs, banking, real estate, and business matters during incapacity. Choose between standard or comprehensive longform versions.
Advance Healthcare Directive
Designate a healthcare agent and specify treatment preferences for end-of-life care, life-sustaining treatment, and organ donation.
Guardian & Caregiver Documents
Nominate guardians for minor children and authorize temporary caregivers to make medical and educational decisions when parents are unavailable.
Included Documents
Generate a complete incapacity planning package from a single client interview — all documents work together seamlessly.
Powers of Attorney
- Durable Power of Attorney
- Durable Power of Attorney — Longform
Healthcare Directives
- Advance Healthcare Directive
- HIPAA Authorization
- Hospital Visitation Authorization
- Final Disposition Instructions
Minor Children
- Guardian Nomination
- Short-Term Guardian Authorization
- Caregiver Authorization Affidavit
Client Materials
- Cover Page
- Cover Letter
- Client Summary
- Summary of Designations
Ideal Client Scenarios
Young Professionals
Clients in their 20s-30s with minimal assets who want basic incapacity protection without a full trust.
Parents with Young Children
Parents who need guardian nominations and caregiver authorizations as their primary concern.
Document Updates
Existing trust clients who need to update their directives without restating their entire trust.
Frequently Asked Questions
What's the difference between the standard and longform power of attorney?
The standard durable POA covers essential financial powers in a concise format. The longform version includes expanded enumerated powers covering real estate transactions, business operations, tax matters, and litigation authority — ideal for clients with complex financial situations.
Can I customize the healthcare directive treatment preferences?
Yes, Statular's advance healthcare directive allows full customization of treatment preferences including life-sustaining treatment, artificial nutrition, pain management, and organ donation. You can tailor each section to match your client's specific wishes.
Does the package include documents for clients with minor children?
Yes, the package includes guardian nomination, short-term guardian authorization, and caregiver authorization affidavit. These documents ensure your client's children are protected if the client becomes incapacitated or unavailable.
Are these documents compliant with California statutory requirements?
Yes, all documents are designed to comply with California Probate Code requirements for advance healthcare directives and powers of attorney. The HIPAA authorization follows federal privacy regulations for protected health information disclosure.
When should I recommend this package instead of a full trust package?
This package is ideal for clients who don't need probate avoidance (minimal assets or assets already in joint tenancy), young clients focused on incapacity planning, or clients who want to update their directives without modifying an existing trust.