Powers of Attorney & Healthcare Directives – Planning for Incapacity

Prepare for the unexpected

Why These Documents Are Essential

Estate planning is not only about what happens after death. A Durable Financial Power of Attorney puts someone you trust in place to manage bills, banking, and property if you cannot. An Advance Health Care Directive records medical treatment preferences and names a health care agent to speak with doctors on your behalf. At Jennifer Shelton, A Professional Law Corporation, we explain these decisions in plain language for clients in Yreka, Mount Shasta, Weed, and throughout Siskiyou County so your intentions are respected and your loved ones are not left guessing.

Tools that work together

Durable Financial Power of Attorney

A financial power of attorney authorizes a trusted person to handle everyday money tasks and legal matters on your behalf. It can be effective immediately or only upon incapacity. Having this document often avoids the stress and expense of a court conservatorship. As part of comprehensive estate planning, we tailor the scope of authority to your comfort level and name alternates in case your first choice is unavailable.

Key Powers We Commonly Include

  • Banking and bill payment authority


  • Real estate and vehicle transactions


  • Tax filings and representation


  • Insurance and benefits management


  • Business or rental property authority



  • Access to digital accounts where permitted

Authority aligned to your needs

Make your care wishes clear

Advance Health Care Directive

California’s advance directive combines your treatment choices with a medical power of attorney. You decide about life support, pain management, and end-of-life preferences, and you choose an agent who can communicate with your providers. We guide you through each option, provide easy-to-follow instructions, and encourage a family conversation after signing. For additional preparation materials, visit our Resources page to download planning checklists you can complete at home.

Choosing The Right Agents

  • Pick someone who understands your values


  • Confirm willingness and availability


  • Consider proximity to your providers


  • Name alternates for backup coverage


  • Communicate preferences before a crisis

People who will carry out your wishes

Questions answered

Frequently Asked Questions – Powers of Attorney & Healthcare Directives

  • What is the difference between a living will and an advance directive?

    In California, your advance directive usually includes treatment preferences and the appointment of a health care agent, which many people call a living will.  The terms are frequently interchangeable.

  • Who should I choose as my agents?

    Select people who you trust, who are organized, calm under pressure, and comfortable speaking with banks or medical providers. Naming alternates is recommended.

  • At what age should I get these documents?

    Anyone over the age of 18 should seriously consider putting these documents into place.  Unexpected illness or injury can happen at any time, so these are not just for retirees.

  • Will doctors follow my directive?

    Yes. California providers recognize properly executed advance directives and will work with your chosen agent to follow your documented wishes.