Advanced Directives & Healthcare Financial Power of Attorney - Serving Cary, Durham, Chapel Hill, Raleigh and Surrounding Areas

If You Couldn't Speak for Yourself, Who Would?

An accident or sudden illness can leave anyone unable to make their own decisions, even for a short time. When that happens, the people who love you need two things: the legal authority to act, and a clear sense of what you would want.


Without the right documents, your family may be left guessing, disagreeing, or asking a court to appoint a guardian, all while worrying about you. A few documents, prepared now, can spare them that.

The Documents

Health Care Power of Attorney. Names the person you trust to make medical decisions for you if you can't.

Living Will. States your wishes about life-prolonging treatment at the end of life.

HIPAA Authorization. Lets the people you choose talk with your doctors and see your medical information.

Durable Financial Power of Attorney. Names the person you trust to handle your finances if you can't.

I'll explain each document and help you decide who to name.

Why It Matters

• Your wishes are known. Decisions follow your values, not guesswork.

• Your family doesn't have to guess. They'll know what you want when it matters.

• No court is needed to choose for you. Without these documents, your family may have to go through a guardianship proceeding to get authority to help you.

• Bills keep getting paid. Your financial life doesn't stall while you recover.

How We'll Work Together

We make preparation straightforward and reassuring:

1. A free 15-minute call to talk about your situation and your concerns.

2. A conversation about your wishes. We'll talk through the hard questions together, at your pace.

3. Drafting. I prepare documents that meet North Carolina's requirements and reflect your choices.

4. Signing. I walk you through signing so everything is done correctly.

5. Staying current. Your health, relationships and wishes may change. I check in over the years so your documents stay up to date.


These documents are part of every estate plan I prepare. Schedule a free 15-minute call to get started.

  • What is a healthcare power of attorney and why do I need one?

    A healthcare power of attorney lets you name someone you trust to make medical decisions on your behalf if you're ever unable to make them yourself. Without one, decisions about your care could end up in the hands of a court rather than someone who actually knows you and your wishes. It's one of the most essential pieces of a complete estate plan, and it ensures you're cared for the way you actually want to be.

  • Can I name someone to make medical decisions for me if I'm incapacitated?

    Yes. A healthcare power of attorney allows you to choose someone you trust to step in and make medical decisions for you if you're ever unable to communicate them yourself. It's an important document that also includes additional information to guide medical professionals and decisionmakers regarding your care. 

  • What is the difference between a healthcare power of attorney and a living will?

    A healthcare power of attorney names the people who can make healthcare decisions on your behalf, and it also communicates important information to your providers, like allergies, medications, and chronic conditions that affect your ongoing care. A living will (also called an advance directive for a natural death) is more specific: it addresses whether you want to be kept alive artificially, through measures like artificial hydration or nutrition, if you're at the end of life and death is expected to occur soon. Both documents work together as part of your advance directives, and both are essential pieces of a complete estate plan.

  • What's the difference between a financial power of attorney and a healthcare power of attorney?

    A healthcare power of attorney covers decisions about your medical care and living situation, while a financial power of attorney covers legal and financial matters, like signing documents, paying bills, and managing your accounts. You can name the same person for both roles or choose different people for each, depending on who's best suited. If a court ever needs to appoint someone in either role, they'll also take that person's financial responsibility, like their credit history, into account.

  • Do I need both a financial power of attorney and healthcare power of attorney?

    Yes. Each document serves a distinct and important purpose: your healthcare power of attorney manages your medical and living decisions, while your financial power of attorney handles your legal and financial matters. Together, they form a complete plan for incapacity, so no important area of your life is left unaddressed.

  • Can I name multiple people in my healthcare power of attorney?

    Absolutely, and I encourage it. Naming several potential agents means that if one of them is ever unable or unwilling to serve, another potential agent you've already chosen can step in without needing court involvement. Unlike a financial power of attorney, healthcare decision-making authority isn't something an agent can hand off to someone else on their own; it has to be a person you've already named. If none of your named potential agents are available, the decision would go back to the court, which is exactly what we're working to help you avoid. We'll help you think through good potential agents so you feel confident you're cared for the way you want.

  • What are advance directives and when should they be created?

    Advance directives are a set of three documents: a healthcare power of attorney, a living will, and a HIPAA waiver, that together make up your incapacity planning for personal care. These should be created as part of your overall estate plan, not as an afterthought, so your care always aligns with your wishes. We help you put together advance directives tailored specifically to you. 

  • How can I revoke or change my healthcare power of attorney?

    Yes, you can revoke or change your healthcare power of attorney at any time, as long as you have the capacity to do so. We guide you through that process to make sure your healthcare decisions stay current with both your wishes and North Carolina law.

Ready to Plan Ahead? 

Schedule your free 15-minute discovery call today no obligation, just clarity and next steps.