Practical guide

Financial and medical forms serve different purposes.

Choose the category by the decisions involved. The two Texas HHS documents provide a useful example.

Financial and property decisions

The Texas statutory durable form concerns certain property-related actions. HHS explains that it does not authorize medical decisions.

Health care decisions

The Texas medical form designates a health care agent. Its official document explains when that authority begins and what it covers.

Compare the actual documents

Read each official source and its instructions. Do not assume that one document covers both purposes or that one state’s document fits another jurisdiction.

Official examples