Healthcare Documents

Healthcare Documents Services

The estate plan package includes;

  • Advanced Healthcare Directive which is is an authorization given to another individual to make crucial decisions if you are in a condition such as this. This document allows you to make your wishes known about what kind of medical treatment you want or don’t want. It also lets family members and loved ones know how they should handle any medical situation that may arise.

  • HIPPA Authorization
  • Voluntary Dementia Directive

There may come a time or an incident that may place you in a condition where you cannot make decisions for your healthcare or personal care.

Through healthcare document creation, you can have the assurance that you and your family will handle such a situation promptly because of the available documents you have prepared in advance (such as advance healthcare directives, medical power of attorney, and other healthcare documents).

Have a Comprehensive Estate Plan

The advance healthcare directive can stipulate conditions that will allow certain actions to be taken or not taken, as in the case of a directive to cease lifesaving measures. You can use this document with a durable power of attorney for healthcare, which gives another person the right to make medical decisions on your behalf if you are incapacitated by injury or illness.

Power Over Your Assets

One document that works in conjunction with this document is a HIPAA authorization which authorizes medical staff to communicate with a person other than yourself regarding your healthcare. If HIPAA authorization is not in place, medical personnel may refuse to communicate with your designated person. It can be especially problematic if you are unconscious or unable to communicate.

Continue With A Plan

We all hope that we will never become incapacitated and will always be in a position to make our own medical decisions. Unfortunately, this isn’t always the case, and having a comprehensive estate plan in place will ensure that even if you are incapacitated, your wishes for your medical care are still followed. The advanced healthcare directive and the HIPAA authorization are two key documents that make it so you can make those decisions long before anything happens to you.

  • Last Will & Testament

    We will prepare a legal document to provide clear instructions on what should happen to all your assets according to your wishes after death. It can prevent family feuds over property and other finances.

  • Power of Attorney

    We’ll guide you in choosing a power of attorney (POA) and explain what legal decisions can be made by the person assigned. It’s the best way to protect your finances, property, or medical care.

  • Trusts

    This includes Revocable Living Trust, Irrevocable Trust, Testamentary Trust, and Special Needs Trust.

  • Pour Over Will

    Our professional team will ensure that a pour-over will is in place to capture any assets that are not included in your living trust or that weren’t transferred initially. It’s always better to play it safe and make sure everything is handled accordingly.

  • Healthcare Documents

    If something should happen to you and you can no longer make decisions, you’ll want to make sure that somebody has your best interest at heart and follows your instructions for any healthcare needs. Our team will create the legal healthcare documents needed to give you peace of mind.

Satisfied Client Stories


I want to thank you Filippi and your law firm I am extremely grateful for all the hard work and all your support and most of all thank you for making me feel like I was important as a client. Highly recommend Filippi Law firm.

Respectfully, R.L


Anyone in need of a great law firm that does Living Trust/ Wills I highly recommend Filippi Law Firm in Rocklin.
My husband and I needed to have a new Trust done and we were very pleased with Jim Filippi.
and his staff. Extremely professional and takes the time to explain everything in detail.
I’m going to be recommending his law firm to all my friends and family.

Susan H.

I highly recommend Filippi law firm. Can’t say enough how much I appreciate all they did for me and my living trust. Jim is very helpful and relieved any doubts I had about trust. Very nice law firm and friendly. Thank you Jim for everything and Courtney as well.

Susan P.

Very Professional service provided. Handled my trust with professional care and left us feeling very confident. Would recommend Filippi Law Firm to all my friends

Bret R.

Jim is a personable individual and all the people in the firm are friendly and professional. Creating my trust was painless and has taken a load off my mind.

Jill V.

We had an outstanding experience with all the Filippi associates we worked with. They were exceptionally professional and friendly. I would highly recommend their services.

John W.

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