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Medical Release Authorization

Medical Release Authorizations allow your agent to access medical records in specific situations that medical privacy laws may otherwise prevent. It allows your agents to access the medical information needed to act in your best interest.

Do I need one?

Yes. This is the document that allows the individuals you have named to act on your behalf to access your medical information in the event they need to act on your behalf.

What happens if I don't have one?

If you become injured or ill and are not able to make decisions, the person you would like to help may not be able to access the important medical information they need to make an informed decision.

When is the document effective?

This document is effective during your lifetime and up until a designated period after your death.

Example of When You Would Need
this Document Per Life Stage

Adulthood

This document ensures that your parent or other designee under your Healthcare Directive can access your medical information so they can make an informed decision.

Married

This document ensures your spouse or other designee under your Healthcare Directive can access your medical information so they can make an informed decision on your behalf.

With Kids

This document ensures that your spouse or other designee under your Healthcare Directive can access your medical information so they can make an informed decision on your behalf.

Moving

If you need to update your legal plan to comply with the laws of your new home state, this Medical Information Release should be reviewed an possibly updated to ensure that it works with your new legal plan.

Solo

In the event your mental acuity begins to fail with age, your designee will be able to consult with your physicians to determine the best course of action for you without having to seek court approval.

This document ensures that your parent or other designee under your Healthcare Directive can access your medical information so they can make an informed decision.

No estate plan in place?
This is how much you could pay in
probate court without a plan in place.
Enter the dollar amount of your estate below.
Total $
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