Writing Personal Directives

A Personal Directive is just that: personal. The Personal Directives Act of Alberta allows you to choose the content for your Personal Directive. The following examples of Personal Directives give you an idea of the options you may choose to include in your Personal Directive.

You may choose only to designate an Agent, or only to write specific instructions. Alternately, you may wish to write some instructions and to designate an Agent. You may state you do not wish life-sustaining interventions. Illness outcomes and life-sustaining interventions however, have many uncertainties and complexities; they often involve complicated technology. For these reasons, you should consult specific healthcare providers for help, if you wish to record your wishes concerning specific medical interventions. You may wish to include them, exclude them or allow a trial of treatment for a specified period of time. As your Personal Directive only comes into effect when you are incapacitated, you may choose to name someone who knows you well to be part of the future determination of your incapacity. All of the “options” are interchangeable.

Although a personal directive becomes a legal document a lawyer is not required to write a directive. However you may wish to consult a lawyer, your family, physician, pastor or any other person you feel would be able to help you to make sure your instructions are clear.


What You Need To Know

A Personal Directive must meet the following requirements stated in the Personal Directives Act:

A Personal Directive must be:

a) in writing (this includes handwriting or computer or typewriter generated form)
b) dated on or after December 1, 1997
c) signed at the end

i) by the maker, in the presence of a witness, or
ii) if the maker is physically unable to sign, by another person on behalf of the maker, at the maker's direction and in the presence of both the maker and a witness, and
iii) by the witness in the presence of the maker.

The person who signs on behalf of the maker may not be:

a) a person designated in the directive as an Agent
b) the spouse of a person designated in the directive as an Agent

A witness may not be:

a) a person designated in the directive as an Agent
b) the spouse of a person designated as an Agent
c) the spouse of the maker
d) a person who signs the directive on behalf of the maker
e) the spouse of a person who signs the directive on behalf of the maker

If you would like your health care provider to be able to easily check if you have a personal directive, register online at http://www.seniors.alberta.ca/opg/registry or by phoning the Alberta Government at 1-877-427-4525.

Checklist for Writing a Personal Directive


You should be able to answer "yes" to each of these questions before you begin writing a personal directive:

Are you at least 18 years old?
Are you making this personal directive voluntarily?
Do you understand the consequences of this personal directive?
Have you carefully thought about who you would like to name as your agent, if anyone?
Have you carefully thought about any detailed instructions you would like to specify, if any?
Have you carefully thought about whether or not you would like to name any individual to determine your future incapacity, in collaboration with a physician or psychologist?


Once your personal directive is complete you should be able to answer "yes" to each of these questions:

Is the personal directive in writing? This includes printing, handwriting, and typed format.
Have you signed the personal directive at the end, in the presence of a witness? (Or, if you are physically incapable of signing, have you asked someone else to sign for you?)
Has a witness signed the personal directive, in your presence?
Is your witness someone other than your spouse, your agent, your agent's spouse, the person who signed the directive on your behalf, or the spouse of the person who signed on your behalf?
Is the personal directive dated on or after December 1, 1997?
Have you checked that your personal directive does not include financial matters? (Personal directives deal only with health care, accommodation, and participation in social, educational and employment activities. For parents it now also deals with the care and education of children.) 
  Do your doctor, other health care professionals and people who are close to you know you have a personal directive?
   Have you considered providing a copy of your personal directive to the people you feel should have a copy?
   Have you considered completing a "Notice of Personal Directive" wallet card?
   Have you considered registering your directive online so that your healthcare providers can search for it?


If your directive includes the naming of an agent:

Have you named an agent, and a substitute agent?
Is your agent at least 18 years old? Until the agent is 18, he or she will be unable to act on your behalf.
Does your agent know that he or she has been named in your personal directive?
Is your agent familiar with your wishes about your health care, accommodation, and participation in social, educational, and employment activities?
Is your agent familiar with the things which you would consider before making personal decisions so he or she can make decisions based on knowing what you would have decided and what you consider to be important?


If your directive includes treatment preferences or other instructions:

Are all of your instructions legal? (Any illegal instructions such as euthanasia or assisted suicide will be void.)
Are your instructions clear and not open to more than one interpretation?