California Living Wills And Health Care Package Form

Use a California Living Wills And Health Care Package template to make your document workflow more streamlined.

What this California health care package does

California Living Wills And Health Care Package Form is a set of advance health care planning documents that records a person’s treatment preferences and identifies who may make health care decisions when the person cannot communicate. The signer completes personal information, care instructions, and agent details, then follows the package’s witness or other execution requirements. signNow can prepare the PDF, place fields, collect signatures, and preserve an audit trail, but the signer must still follow applicable California law and any provider-specific requirements for witnesses, notarization, or acceptance.

Business types using California health care forms

California individuals, care providers, and health organizations use this package to document treatment preferences and authorized decision-making clearly.

California solo healthcare practices can collect a patient’s treatment preferences, agent designation, and required signatures without scheduling an office-only signing appointment.
California assisted-living facilities can distribute health care directives to residents and authorized representatives, preserving signed copies for care coordination and internal records.
Regional hospital networks can standardize advance-care-document workflows across facilities, route signatures to the correct parties, and retain completed packages with an accessible audit trail.

Complete package

The PDF workflow keeps patient instructions, agent information, signatures, dates, and related pages together for review before archival.

Field detection

Automatic field detection helps identify fillable areas, while manual review lets the sender correct missed witness, agent, date, or initials fields.

Signer routing

Assigned fields route the California package to the patient, agent, witnesses, or other designated participants without requiring one shared editing session.

Audit evidence

The certificate of completion and audit trail preserve signer actions, timestamps, and workflow evidence alongside the executed health care directive.

Mobile signing

Mobile apps support review and signing from iOS and Android devices when authorized participants cannot use a desktop workflow.

Protected records

HIPAA compliance requires a Business Associate Agreement, while AES-256, TLS 1.2/1.3, SOC 2 Type II, and ISO 27001 support protected record handling.

How to complete the California package

Use this signNow workflow to prepare the California package, collect required signatures, and preserve evidence of the completed directive.

Upload package:
Upload the California package PDF to signNow.
Check fields:
Let signNow detect fillable fields, then verify each field manually.
Assign signers:
Assign patient, agent, witness, and provider fields carefully.
Send for signing:
Send the package and monitor each required signature.
Archive records:
Download the executed package and audit trail together.

be ready to get more

Get legally-binding signatures now!

Start free trial

Request a call

Best ROI. Our customers achieve an average 7x ROI within the first six months.
Scales with your use cases. From SMBs to mid-market, airSlate SignNow delivers results for businesses of all sizes.
Intuitive UI and API. Sign and send documents from your apps in minutes.

Setting	Recommendation
Authentication method	Email invitation with SMS verification
Signature type	Electronic signature with signer intent
Audit trail	Export certificate with completed PDF
Document retention	Six years for HIPAA records under 45 CFR §164.530(j)
Encryption	TLS 1.2/1.3 and AES-256

Document preparation

Review California instructions and complete personal, treatment, and agent-designation sections before sending.

Delivery to signers

Send the completed package to the named agent, witnesses, or other required signers.

Signer turnaround

Signers review the directives and complete their assigned fields; no statutory turnaround period is specified here.

Completion and archival

Download the signed package, confirm every required field, and archive the audit trail securely.

Mobile options for California health directives

The signNow iOS and Android apps let authorized participants review and sign this California package from a mobile device. Camera-based capture can import paper pages before field placement; use a reliable connection when uploading or sending the document.

iOS app signNow iOS app supports mobile package review and signing.
Android app signNow Android app supports mobile package review and signing.
Camera capture Camera capture imports paper pages for completion workflows.

Offline work may depend on the app workflow and device state, so confirm that the completed package synchronizes before relying on it for care decisions. Organizations handling protected health information should configure managed devices, controlled access, and a HIPAA-compliant signNow deployment with a required Business Associate Agreement.

Security for signed health packages

Encryption at rest:

AES-256 at rest

Transport security:

TLS 1.2/1.3 in transit

Security reporting:

SOC 2 Type II certified

Information security:

ISO 27001 certified

Health data:

HIPAA compliant with BAA

Electronic signatures:

ESIGN and UETA compliant

Connect California health workflows

Connect signNow with healthcare records, storage, identity, and collaboration tools to route California directives without rekeying patient or signer information.

Privacy and disclosure pitfalls to avoid

Uploading an unredacted package can expose diagnoses, medications, contact details, and agent information to recipients who do not need every page.
Sending the package before capturing electronic-record consent can create an evidentiary gap for a consumer signer under ESIGN’s disclosure requirements.
Granting broad folder access can expose a patient’s treatment preferences and signed directives to unrelated staff, contractors, or family members.
Replacing a directive without clearly marking the superseded copy can leave providers or agents relying on conflicting treatment instructions.

Record-keeping practices for signed packages

Retain the signed directive, signer evidence, and access history together, while applying the governing health care and California records rules to each organization.

Match retention to the record

Apply the retention rule that matches the record’s actual setting. HIPAA-covered entities must retain required policies, procedures, and related documentation for six years under 45 CFR §164.530(j), while California requirements may impose additional duties.

Export the complete audit trail

Export the completed document and certificate of completion after every finalized package. Preserve signer identity evidence, timestamps, IP details, consent records, and the audit history together so the directive can be reviewed without relying on an active account.

Restrict access to signed packages

Store health care packages in an access-controlled repository using encryption at rest and in transit. Limit access to the patient, designated agent, treating organization, and authorized administrators according to documented privacy procedures.

Track revisions and superseded copies

Review directives when the patient’s wishes, agent designation, diagnosis, or contact information changes. Replace obsolete copies deliberately and document which version is current across providers and family representatives.

Authenticate signer:

Confirm the signer through the assigned email or verification method.

Capture timestamp:

Record the signing event’s date, time, and action.

Protect document:

Preserve the completed document’s integrity evidence and history.

Seal record:

Seal the completed package against undetected record changes.

Export trail:

Download the certificate and audit history for archival.

Control access:

Restrict retrieval to authorized care and records personnel.

California package troubleshooting

Resolve signing, privacy, and execution questions by separating signNow workflow settings from California health care directive requirements.

Business includes templates, audit trails, and legally binding eSignatures at $8 per user per month when billed annually. Verify that your California package’s witness and execution requirements are satisfied separately; signNow does not replace California legal advice or provider acceptance rules.

For a consumer signer, provide the ESIGN disclosure, explain the right to receive paper records, confirm electronic access, and describe withdrawal procedures under 15 U.S.C. §7001(c). Record consent before requesting the California package signature.

If the package contains protected health information, use a signNow HIPAA-compliant deployment with a Business Associate Agreement. Limit access, configure organizational controls, and avoid sending unnecessary medical details to unrelated recipients.

Business Premium costs $15 per user per month annually and adds bulk send. Use it only when the organization must distribute substantially similar packages to multiple recipients; review every generated copy before sending patient-specific directives.

If automated field detection misses an agent, witness, date, or initials field, open the PDF in signNow and place the missing field manually. Review field assignments page by page before sending the California package.

After completion, download the signed PDF and certificate of completion, then store them together with the access record. The audit trail supports attribution and record integrity, but California execution rules still control acceptance.

28M+Documents signed

13+Years in business

4.6/5Average G2 rating

BE READY TO GET MORE

Get this form now!

If you believe that this page should be taken down, please follow our DMCA take-down process.