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 Type | Legally Binding? | Execution Requirements | Notarization Required? |
|---|---|---|---|
| Advance Healthcare Directive | Yes | Two qualifying adult witnesses OR notary public | Optional (alternative to witnesses) |
| Durable Power of Attorney | Yes | Notarized signature | Yes |
| Healthcare Proxy | Yes | Same as Advance Healthcare Directive | Optional |
| POLST / DNR | Yes (medical order) | Physician, NP, or PA signature | No |
| Will | Yes | Two adult witness signatures | No (recommended for self-proving affidavit) |
| Living Trust | Yes | Notarized signature | Yes |
| HIPAA Authorization | Yes | Your signature + delivery to provider | No |
| Letter of Instruction | No | None | No |
| Beneficiary Designations | Yes (via institution) | Filed directly with each institution | Varies by institution |
| Funeral & Burial Wishes | No | None (notarized disposition form is separate) | No |
| Digital Account Access | No | None | No |
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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