Important Guidelines when Choosing an Agent for Legal, Financial, Medical Affairs

The decisions discussed in this Guide are very important and highly personal.  The guidelines below will assist you in your decision making.  

  1. You should appoint someone you know and trust.  A family member or friend is best.  Often times, the eldest child assumes this responsibility.
  2. The agent must be 18 years of age or older.  If under the age of 18, they must have had their disabilities of minority removed.
  3. If you select a health or residential care provider (i.e. your physician or an employee of a home health agency, hospital, nursing home or residential care home, other than a relative), that person has to choose between acting as your agent or as your health or residential care provider.  The law does not permit a person to do both at the same time.
  4. You should inform your selected agent(s) of his/her role and discuss the document to be signed.  All agents and alternates should keep copies of documents in which they are named in a safe place.