Resource · Estate & Legacy
Healthcare Directive Worksheet
A guided worksheet for thinking through medical decisions before you need to make them.
A healthcare directive gives your family answers before they have to make a difficult decision on your behalf. This worksheet helps you think through those answers and share them with the people you trust.
How the worksheet works
Choosing your healthcare agent
How to choose a primary and a backup agent, and why it matters to talk with them first.
The questions to think through
Life-sustaining treatment, pain management, where you would want to receive care, and other choices your agent may face.
After you finish
Signing the document, sharing copies, and storing it where it can be found.
The conversation that matters most
Why walking your agent through your answers matters as much as the document itself.
Start the conversation
Download the worksheet and complete it at your own pace. Bring it to your annual review, and we can help you plan the conversation with your family.
This content is for informational purposes only and is not individualized advice.