Reference

Document Execution Requirements

Creating a document on Good Order is an important first step — but most legal documents require additional steps before they are enforceable. This page summarizes execution requirements for each document type in California. Requirements vary by state; consult a licensed attorney if you are outside California.

Not legal advice.

These are general California rules as of the current publication date. Your situation may differ, other states have different rules, and laws change. Consult a licensed attorney before relying on any of this.

Document TypeLegally Binding?Execution RequirementsNotarization Required?
Advance Healthcare DirectiveYesTwo qualifying adult witnesses OR notary publicOptional (alternative to witnesses)
Durable Power of AttorneyYesNotarized signatureYes
Healthcare ProxyYesSame as Advance Healthcare DirectiveOptional
POLST / DNRYes (medical order)Physician, NP, or PA signatureNo
WillYesTwo adult witness signaturesNo (recommended for self-proving affidavit)
Living TrustYesNotarized signatureYes
HIPAA AuthorizationYesYour signature + delivery to providerNo
Letter of InstructionNoNoneNo
Beneficiary DesignationsYes (via institution)Filed directly with each institutionVaries by institution
Funeral & Burial WishesNoNone (notarized disposition form is separate)No
Digital Account AccessNoNoneNo

Good Order is not a law firm and this page does not constitute legal advice. For personalized legal guidance, consult a licensed estate planning attorney in your state.

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