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    7 min read 6 stepsMay 9, 2026Verified May 2026

    Bringing Your Partner Into Care Decisions When You Are Not Legally Married

    Healthcare proxy, designated visitor laws, HIPAA release, and the paperwork that gives unmarried partners a legal seat at the table.

    At a Glance

    Category
    Tips & Tricks
    Difficulty
    Intermediate
    Read Time
    7 min read
    Steps
    6
    Topics covered
    healthcare-proxy
    designated-visitor
    unmarried-partners
    hipaa
    lgbtq-seniors
    1

    Download your state's healthcare proxy form free from CaringInfo

    ~46s
    Go to caringinfo.org. Click Advance Directives. Select your state. Download the PDF. The form is the official state-recognized version, and it is free. Read the instructions on page one. Fill in your full legal name, date of birth, address, and the full legal name and contact information of your partner (your healthcare agent). Most states also let you name a backup agent in case your primary agent is unavailable. Consider naming a close friend or chosen family member as the alternate. The form must be signed in front of either a notary or two witnesses (rules vary by state; the form says which).

    Quick Tip

    Quick Tip: Use two witnesses rather than a notary when possible. It is faster and witnesses can usually be any two adults who are not named in the document. Many senior centers offer witness services free of charge.

    2

    Complete a HIPAA authorization that names your partner and chosen family

    ~34s
    Ask your primary care doctor's office for their HIPAA authorization form, or download a generic version from the AARP Caregiving Resource Center. The form asks who is authorized to receive your medical information, what information they can receive (check All Information), and for how long the authorization lasts (you can write Indefinite or Until Revoked in Writing). List your partner first. Add anyone else you want in the loop: a sibling, a close friend, an adult nephew or niece. The form has no limit. Each provider needs their own copy on file, so make extra copies before you start signing.
    3

    Sign a Designated Visitor form for every hospital you might use

    ~47s
    Most hospitals have their own one-page form (search the hospital website for Designated Visitor or Patient Visitor Designation). If your hospital does not have one, use the generic version Lambda Legal publishes free at lambdalegal.org/take-the-power. The form names your partner (and any other people you want) as designated visitors. It instructs the hospital to allow them visitation rights equal to a spouse, including in ICUs and during off-hours. Sign it now and put a copy in your patient file at every hospital and emergency room within an hour of your home.

    Warning

    Religious-affiliated hospitals in some states have challenged designated visitor laws. If you live near a Catholic, Adventist, or other religious hospital and that is your nearest ER, ask in advance how they handle non-spouse designated visitors. If the answer is uncertain, identify a backup non-religious hospital and route emergency care there when possible.

    4

    Store originals safely and distribute copies widely

    ~34s
    Keep originals in a fireproof home safe or a bank safe deposit box. Give a copy of all three documents (healthcare proxy, HIPAA authorization, designated visitor form) to your partner, your primary care doctor, your specialists for any major condition (cardiology, oncology, etc.), your home care agency if you use one, your senior living facility if you live in one, and one trusted backup person (a chosen family member outside your immediate household). Store a digital copy in a password-protected cloud folder that your partner can access. The goal is that any provider treating you should be able to access the documents within 30 minutes.
    5

    Review and refresh the paperwork every five years and after any move

    ~27s
    Healthcare proxy laws change. Contact information changes. Doctors change. Set a calendar reminder for every five years on your anniversary or your birthday to review all three documents. If you move to a new state, complete a new proxy in the new state's format (the old one is usually still valid but state-specific forms reduce confusion). If your partner's address or phone number changes, sign a new copy and replace the old ones at every provider.
    6

    Tell your providers about your relationship before a crisis happens

    ~42s
    When you check into a new doctor or hospital, tell intake explicitly: This is my partner of [X] years. We are not legally married. We have a healthcare proxy and a HIPAA release on file. I want him or her treated as my spouse for all care decisions and visiting purposes. Saying this clearly at intake creates a paper trail and trains the staff. If something goes wrong later, the medical record shows that you set this expectation from the start.

    Quick Tip

    Quick Tip: SAGE has a wallet card called In Case of Emergency that you can print free from sageusa.org. It lists your partner's name and number, your healthcare proxy location, and your major medical conditions. Keep one in your wallet and one on your refrigerator.

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    Many LGBTQ+ couples have spent 30, 40, or even 50 years together without legally marrying. Some chose not to marry for personal reasons, some could not marry before 2015 and never got around to it, and some moved in together long before marriage was a real option. In any care setting, the law treats an unmarried partner very differently from a spouse. Hospitals default to next-of-kin (which means blood relatives) for medical decisions. Nursing homes can restrict visiting hours and limit who attends care conferences. ICUs sometimes still limit visitation to immediate family. Without paperwork, your partner of decades can be shut out at the moment they are most needed.

    The paperwork that fixes this is straightforward, and most of it costs nothing. Three documents do most of the work: a healthcare proxy (also called a healthcare power of attorney or healthcare agent), a HIPAA authorization, and a designated visitor form. Together these give your partner the legal authority to make medical decisions if you cannot, the legal right to receive your medical information, and the legal right to visit you in any healthcare facility (including ICUs that otherwise limit visitors to family). All three can be completed without a lawyer using free state-specific forms available at AARP, Honoring Choices, or your state Department of Health website.

    The healthcare proxy is the most important. It names your partner as the person who makes medical decisions when you cannot speak for yourself. Forms vary by state, but every state recognizes some version of this document, and federal law requires healthcare facilities to honor a properly executed proxy from any state. The proxy takes effect only when two physicians certify that you cannot make your own decisions, which is the same standard that applies to spouses. Importantly, naming a proxy displaces the default state hierarchy, so your estranged sister cannot override your partner's decisions.

    The HIPAA authorization is separate from the proxy and worth completing for additional reasons. HIPAA is the federal medical privacy law. Without a signed HIPAA release, even your appointed proxy may have trouble getting routine information (test results, medication lists, billing info) when you are conscious. The release gives your partner full access to your medical record at any covered provider, hospital, or pharmacy listed on the form. You can list multiple people: your partner, a trusted friend, an adult niece or nephew you are close to. There is no limit.

    Designated visitor protections come from a 2010 federal rule and from state laws that followed. Medicare- and Medicaid-participating hospitals and most nursing homes must allow you to designate any person as your visitor, regardless of biological or marital status. Twenty-four states have additional Designated Visitor laws that strengthen these rights. A simple one-page form (often called a Hospital Visitor Designation or Patient Advocate Designation) names your partner, and the hospital is required to honor it. Without the form, the hospital follows its own default policy, which often defaults to family-only visiting in ICUs.

    Keep originals with your partner, give copies to your primary care doctor, your home care agency, your senior living facility, and any specialist who treats serious conditions. Update the documents every five years and any time your contact information changes.

    (Sources: National Hospice and Palliative Care Organization CaringInfo state advance directive forms; HHS Hospital Visitation Final Rule (2010); SAGE 2024 LGBT Older Adult Legal Toolkit; Lambda Legal Take the Power booklet; HHS Office for Civil Rights HIPAA authorization guidance, accessed May 2026)

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