Steps to Discuss Advance Directives

Discussing advance directives with family and health providers involves clear communication, planning, and ongoing dialogue to ensure everyone understands and respects your wishes. Taking structured steps can help manage sensitive conversations and ensure legal documents are correctly shared.
- Reflect on Your Values and Goals
- Start by considering what matters most for your quality of life―think about types of treatments you do or do not want in situations like terminal illness or incapacity.
- Identify your priorities and who you trust to make decisions on your behalf.
- Select Your Decision Maker
- Choose a health care proxy or surrogate who deeply understands your values and preferences and is willing to act for you.
- Discuss your choices openly with this person, confirming their willingness and ability to take on the responsibility.
- Talk With Family Members
- Schedule a dedicated meeting to discuss your wishes and the details written in your advance directive.
- Encourage questions and clarify any concerns or disagreements, revising details as necessary.
- Use helpful conversation starters such as articles, movies, or recent news stories to break the ice if the topic feels awkward.
- Consult Your Health Care Providers
- Share your advance directive and talk through different medical scenarios with your doctor to ensure your wishes are understood and feasible.
- Ask providers to place signed copies in your official medical record and inform them of any updates.
- Confirm how your preferences will be honored in different medical settings or emergencies.
- Finalize, Sign, and Share Documents
- Make sure your advance directive is correctly signed and witnessed, according to legal requirements.
- Provide copies to family, designated proxies, relevant professionals, and health care providers.
- Store documents in an accessible, secure location and ensure everyone knows where to find them during a crisis.
- Revisit and Update Regularly
- Revisit the conversation and your documents each year or after major health or life changes.
- Inform all parties about any updates or new wishes so they have the latest information.
Following these steps creates clarity, supports loved ones, and empowers medical teams to honor your preferences, easing the burden on all parties when health decisions become necessary.
