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Massachusetts Health Care Proxy


A health care proxy names the person who can make medical decisions for you if you cannot make them yourself. While you have capacity, you decide. That does not change.

What Massachusetts law requires

Under M.G.L. c. 201D, a health care proxy must be in writing and signed by you — or at your direction — in the presence of two other adults, who then sign as witnesses. Those witnesses affirm in writing that you appeared to be at least eighteen, of sound mind, and under no constraint or undue influence.

The person you name as your agent cannot be one of the witnesses. You also cannot name an owner, administrator or employee of a hospital or nursing home where you are a patient, unless that person is related to you.

When your agent’s authority starts — and stops

Your agent does not get authority the day you sign. It begins when your attending physician determines in writing, by accepted standards of medical judgment, that you lack the capacity to make health care decisions. That written determination has to state the cause, nature, extent and probable duration of the incapacity, and it goes into your permanent medical record.

Notice then has to be given, orally and in writing, to you if you are capable of understanding it, to your agent, and to the facility director where that applies. A physician who is serving as your agent cannot be the one to make that determination.

And if you recover, the authority stops. Your agent’s power ceases when your capacity returns, and it can start again if capacity is lost again. In that sense a health care proxy is springing by statute — it switches on at incapacity and off at recovery, which is the same structure we often build into a durable power of attorney by choice.

Why we pair every proxy with a HIPAA authorization

We pair the health care proxy with a separate HIPAA authorization. Once the proxy is activated, your agent is generally your personal representative under HIPAA and should be able to obtain the information needed to make decisions.

The practical problem is everything that can happen before a formal incapacity determination is made, or while a provider is still trying to decide whether your agent has authority. A separate release lets the people you chose speak with doctors and obtain records without turning every conversation into a legal argument.

The proxy gives decision-making authority. The HIPAA release opens the door to the information. I want both in place before your family needs either one.

Choosing your agent

Do not choose your agent because that person is the oldest child, or because naming somebody else might hurt feelings. Choose the person who can listen, stay calm, ask questions, and make the decision you would make — not the decision he or she would prefer.

A bad agent avoids hard conversations, cannot stand up to family pressure, disappears in a crisis, or treats every disagreement as a personal attack.

The right agent does not have to know medicine. Your agent has to understand you, be reachable, and be willing to say “this is what she wanted” even when the room is emotional and somebody disagrees.

The conversation to have before anyone needs it

Talk about what makes life acceptable to you, and what would make continued treatment feel like prolonging the dying process rather than preserving a life you would want. Then get specific:

  • Resuscitation, breathing machines, artificial nutrition and hydration
  • Pain control and hospice
  • Whether being at home matters to you
  • Religious beliefs and organ donation
  • Who should receive information

Most importantly, tell your agent how you want decisions made when the facts are not clean. Do you want every reasonable treatment tried, or do you value comfort over more time when recovery is unlikely?

Your agent does not need a script for every possible illness. Your agent needs to know how you think.

What actually goes wrong

The most common failure is not a bad statute. It is a document nobody can find. The original is locked away, the hospital has no copy, the agent’s phone number is out of date, or the family learns at two in the morning that nobody ever told the agent what you wanted.

Conflict also starts when relatives believe they get an equal vote with the person named in the proxy. They do not. Once the proxy is activated your agent has the authority — but your agent still has to communicate, and still has to apply your wishes rather than their own.

So give copies out, keep contact information current, name an alternate, and have the uncomfortable conversation while it is still only a conversation.

What your agent can and cannot decide

Once the proxy is activated, your agent can make medical decisions involving nursing-home care, rehabilitation, palliative care and hospice, subject to any limits written into the document. Your agent can consent to or refuse treatment and take part in care planning.

What a health care proxy does not do is give your agent control over your money, or automatic authority to sign every financial part of a facility-admission agreement. That is one reason the health care proxy and the durable power of attorney have to work together. One handles care. The other handles money and property.

Living wills in Massachusetts

Massachusetts does not have a statute making a living will legally binding in the same way as a health care proxy. That does not make one worthless.

A living will — I usually describe it as a personal directive — tells your agent, your family and the medical team what you value and what kinds of treatment you would or would not want. The proxy names the decision-maker. The living will gives that person direction.

A form cannot predict every diagnosis, so I do not want clients checking boxes and believing the conversation is finished. The document is evidence of your wishes. The conversation is what gives it meaning.

MOLST, POLST and how they differ from a proxy

People confuse these, so it is worth being clear. A health care proxy is for every adult: it names the person who can make medical decisions if you lose capacity.

A MOLST is a medical order for someone with a serious illness or frailty. It records current treatment instructions that doctors, nurses and emergency personnel can follow, and it is completed with a medical provider. It is not a substitute for naming an agent.

Massachusetts is moving from MOLST to POLST in 2027, and existing MOLST forms remain valid. The simple version: the proxy answers who decides; MOLST or POLST tells the medical team what to do in an emergency.

Where to keep it, and who gets a copy

Keep the original somewhere safe but accessible — not in a safe-deposit box nobody can reach after hours.

  • Your agent and your alternate should each have a copy
  • Give a copy to your primary care physician and ask that it go in your medical record
  • Upload it to the patient portal if the system allows it
  • Provide it to a hospital or facility when care begins
  • A trusted family member should know who your agent is and where the document can be found

Copies matter because this document tends to be needed at night, on a weekend, or in an emergency room where nobody has time to search your house for the estate-planning binder.

Do you need a lawyer for a health care proxy?

You do not need a lawyer merely to put a name on a Massachusetts health care proxy form. The form is not the hard part.

The legal work is making sure it is valid, choosing the right agent and alternate, coordinating it with the HIPAA authorization and the personal directive, and making sure it fits the rest of your incapacity plan. That matters even more when there is family conflict, a second marriage, an estranged child, a serious diagnosis, or a strong preference about end-of-life care.

My job is not to make a simple document sound complicated. It is to make sure a simple document does not fail when the decision is difficult.

We prepare health care proxies, HIPAA authorizations and personal directives together with the rest of a Massachusetts estate plan.

Michael Monteforte, Jr.

Michael Monteforte, Jr.

Founding Attorney

Michael Monteforte, Jr. is the founding attorney of Monteforte Law, P.C., an estate planning and elder law firm in Woburn, Massachusetts. He was admitted to the Supreme Judicial Court of Massachusetts in January 2002 and to federal practice in the U.S. District Court, District of Massachusetts, in March 2006. He has practiced estate planning and elder law in Massachusetts for over twenty years.

Monteforte Law Team

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