Home Blog Who is Considered a Health Care Surrogate?

Who is Considered a Health Care Surrogate?

This page explains who is considered a health care surrogate, what to consider when appointing one, and how a lawyer from ContractsCounsel can help you navigate the process.

Jump to Section

Quick Facts — Surrogacy Contract Lawyers

A health care surrogate is a person appointed through a legal document to make medical decisions for a patient who cannot do so independently. There might be an impasse between the family members regarding medical and health care decisions. It can lead to unnecessary delays in providing critical care. A health care surrogate is appointed to ensure such an unwanted situation doesn’t arise. This blog delves into the various aspects of a health care surrogate.

Essential Features of a Health Care Surrogate

The various features and characteristics of a health care surrogate are as follows:

  • Authority: The designation paperwork grants the health care surrogate the power to consult with physicians, coordinate care, and make medical decisions on behalf of the patient.
  • Activation on Incapacitation: The health care surrogate can engage immediately if the patient is incapacitated after the legal designation.
  • Activation Before Incapacitation: It is still possible to appoint someone as the designated health care surrogate even if the patient is not incapacitated. Certain situations that demand the same are chronic illness or surgery, entailing longer recovery periods. The patient might have the mental capacity to decide on the medical procedures but not the energy to oversee the treatment.
  • Advance Directive: A health care surrogate is a type of advance directive like a living will and power of attorney. Individuals have the option of combining different directives to customize their end-of-life planning.

Factors in Selecting a Health Care Surrogate

It is important not to appoint the health care surrogate prematurely. For instance, choosing whether to refuse life-supporting care might be challenging. The surrogate must possess the resolve and courage to carry out the given instructions despite the protests of other family members. Besides, the patient must have faith in their ability to follow the written directions.

  • Location: The surrogate should be accessible and reach the place of need as quickly as possible, as health-related decisions are mostly critical and time-bound.
  • Trustworthiness: The designated person should be trustworthy and can be easily relied on to carry out the patient's wish.
  • Physical and Mental Ability: The designated surrogate should be able to provide long-term care to the patient on both physical and mental levels.
  • Tenacity: The surrogate should be able to communicate with the health care professionals on behalf of the patient and have an unwavering commitment to them.
  • Willingness: The person chosen as a surrogate must be willing to make decisions regarding medical care at any moment.
Meet some lawyers on our platform

Benjamin G.

23 projects on CC
CC verified
View Profile

Forest H.

379 projects on CC
CC verified
View Profile

Stephen H.

8 projects on CC
CC verified
View Profile

Faryal A.

559 projects on CC
CC verified
View Profile

Steps to Choose a Health Care Surrogate

The process of choosing a health care surrogate can be relatively easy or complicated, depending on state regulations.

  1. Follow the Legal Hierarchy. If a surrogate has not been registered for the patient beforehand through a written or oral order, many states allow selecting a health care surrogate via a hierarchy of surrogacy. This may not be the patient’s preference, but the common hierarchy follows husband/wife; children above 18 years of age; parents; siblings, and adult grandchildren.
  2. Seek Family Consensus. There might be a discrepancy in cases of multiple spouses and adopted children in a few states depending on the regulations and in case they lack a definitive hierarchy for the purpose of surrogacy. In that case, a family consensus is taken into account for making decisions on behalf of the incapacitated persons.
  3. Negotiate among Multiple Contenders. They must attempt to agree if multiple people are at that priority level. Sometimes it is impossible to come to a consensus. The physician will respect the majority decision of the surrogate decision makers (or the custodial parent). However, a guardianship procedure can be started by the minor (or the parent who does not have custody rights) to address the situation. Families may undergo a time-consuming and expensive guardianship process if a health care agent is not documented in advance or if someone with a lower priority level doesn't agree with the choice.

Steps to Appoint a Health Care Surrogate

Certain steps must be followed before the health care surrogate can act on behalf of the patient.

  1. Determine the Role of the Physician. A physician may decide that a patient who lacks capacity needs a decision made on their behalf. The physician must ascertain whether the patient has a legal capability plan if no strategy exists.
  2. Identify the Surrogate. The doctor must ascertain if there is an assigned surrogate for the patient. Only the surrogates designated through legal documents have the authority to make decisions. The doctor may follow the surrogate decision maker's decision per the law.
  3. Fulfill the Patient’s Wishes. The surrogates must try to fulfill the patient's wishes. Reviewing the patient's religious, moral, and ethical values is important. Surrogates might not be aware of these ideas and ideals. If so, the surrogates must choose based on what is best for the patient.

Authority and Responsibility of a Health Care Surrogate

In the majority of circumstances, a health care surrogate has the authority to make decisions on behalf of the patient in the following circumstances:

  • Treatment: The surrogate can consent to treatments and medical treatment procedures, especially in cases of chronic and complicated treatment, which is carried on for a long period of time, even if the patient has the mental capacity to give consent but does not have the energy to deal with such minor processes.
  • Organ and Tissue Donation: The surrogate can permit tissue and organ donations in case of the patient's death, provided proper documentation declares the patient's wish for donation beforehand.
  • Defray Health Care Cost: The surrogate can apply for various health care schemes issued for the benefit of the public to alleviate the cost of medical expenses. With the health care cost at a perpetual high, it becomes difficult to pay off all the medical bills. It certainly cannot be expected of the patient to take care of these formalities. Hence, the responsibility falls upon the health care surrogate
  • Transfer: The surrogate can decide on the admission or transfer of the patient from and to different medical facilities and institutions. Transferring a patient from one facility to another comes with a certain level of time and health risk, but the decision needs to be made for the purpose of better care and benefits available at the new facility.
  • Limited Power: Limited powers might be granted by this document. For instance, if transfusions are against one's religious convictions, one could forbid the health care surrogate form from authorizing the transfusion. You, the grantor, are free to delegate to the health care surrogate as much or as little authority as you see fit in light of the circumstances.

Key Terms for Health Care Surrogates

  • Advance Directive: A legal document that outlines a person's intentions regarding medical treatment if they become incapacitated due to a major illness or injury.
  • Capacity: An individual's capability to ask another person to make decisions on one's behalf if one cannot make them oneself regarding one's medical care.
  • Informed Consent: Providing essential details to the patient regarding a medical procedure, therapy, or any clinical trial. This aims to make the patient aware of all the potential risks and benefits of the procedures.
  • End-of-Life Planning: It allows an individual to put forth their preferences in writing with respect to important medical care choices.
  • Chronic Illness: Sickness that lasts for a prolonged period of time and deteriorates over time. Older persons are more likely to have chronic diseases, which are manageable but not cured.

Final Thoughts on Health Care Surrogates

A health care surrogate is appointed to make life-altering decisions for a person instead of a mere materialistic element like property or a house. The selection of the same must be done carefully. The designated person should have the person’s best interests in mind. This is important if there are no written instructions and the designated person has to decide autonomously. If the individual for whom the surrogate has been chosen already has a chronic illness, the surrogate should also have a basic understanding of medical language and the health care system. Being a health care surrogate can be emotionally challenging, and the surrogate needs to take decisions level-headedly despite the duress surrounding the situation.

If you want free pricing proposals from vetted lawyers that are 60% less than typical law firms, click here to get started. By comparing multiple proposals for free, you can save the time and stress of finding a quality lawyer for your business needs.


ContractsCounsel is not a law firm, and this post should not be considered and does not contain legal advice. To ensure the information and advice in this post are correct, sufficient, and appropriate for your situation, please consult a licensed attorney. Also, using or accessing ContractsCounsel's site does not create an attorney-client relationship between you and ContractsCounsel.


Need help with a Surrogacy Contract?

Create a free project posting
Clients Rate Lawyers 4.9 Stars
based on 24,321 reviews

Meet some of our Lawyers

Jane C. on ContractsCounsel
View Jane
4.9 (152)
Member Since:
October 8, 2020

Jane C.

Attorney
Free Consultation
New York
21 Yrs Experience
Licensed in CT, DC, NY
Pace University School of Law

Skilled in the details of complex corporate transactions, I have 15 years experience working with entrepreneurs and businesses to plan and grow for the future. Clients trust me because of the practical guided advice I provide. No deal is too small or complex for me to handle.

Recent  ContractsCounsel Client  Review:
5.0

"Jane was great! Very responsive and engaged. Highly recommend!"

Donya G. on ContractsCounsel
View Donya
4.9 (61)
Member Since:
July 11, 2020

Donya G.

Contract, M&A, E-Commerce Attorney; Contract Dispute and Dispute Resolution Specialists
Free Consultation
United States
26 Yrs Experience
Licensed in CT, NY
Pace University School of Law

I am a Contracts and Mergers & Acquisitions Attorney with more than 25 years of diverse legal and business experience. My practice focuses on mergers and acquisitions, commercial contracts, contract dispute resolution, and a broad range of business-related legal matters. I have extensive experience managing and closing transactions across a variety of industries, including SaaS, IT, eCommerce, franchises, agencies, and food services. I take a practical, business-oriented approach to transactions, helping clients efficiently navigate complex deals from initial structuring and negotiation through execution and closing. My combined legal, litigation, financial, and business experience allows me to deliver strategic, efficient, and practical solutions tailored to my clients’ objectives, whether in deal negotiations, contract structuring, dispute resolution, or complex business transactions

Recent  ContractsCounsel Client  Review:
5.0

"Donya was an amazing partner and was very patient and diligent in dealing with the APA and OA. I highly recommend her as she knows her stuff, is confident, and always has your back."

Daehoon P. on ContractsCounsel
View Daehoon
4.8 (233)
Member Since:
November 26, 2021

Daehoon P.

Corporate & M&A | Venture Capital, Private Equity & Web3 Counsel | Real Estate Transactions
Free Consultation
New York, NY
10 Yrs Experience
Licensed in NY
American University Washington College of Law

Corporate, M&A & Securities Lawyer | Managing Attorney, DP Counsel PLLC Practice Areas: Business Formation | Commercial Contracts | Contract Drafting & Review | Mergers & Acquisitions | Venture Capital | Securities Offerings | Franchise Law | Employment & Equity Compensation | Intellectual Property | Cross-Border Transactions About/Bio: I represent companies, investors, and fund sponsors in corporate transactions, commercial contracting, and private securities matters, from entity formation and early-stage financings to acquisitions, exits, and ongoing strategic counsel. As Managing Attorney of DP Counsel PLLC, I help clients structure transactions clearly, allocate risk thoughtfully, and move deals forward with documentation that is practical, enforceable, and aligned with business objectives. My practice includes both day-to-day commercial matters and more complex transactional work, including venture financings, private offerings, M&A deals, fund-related documents, and cross-border structuring. What I Do: Corporate & Commercial • Entity formation and structuring for corporations, LLCs, and limited partnerships • Operating agreements, shareholder agreements, and governance documents • Commercial contract drafting, review, and negotiation • Vendor, distribution, manufacturing, SaaS, and licensing agreements • Employment, consulting, confidentiality, and equity compensation agreements • Outside general counsel support for growing companies Securities & Private Capital • Private offerings under Regulation D and Regulation S • Private placement memoranda, subscription agreements, and investor documents • SAFE, convertible note, and priced equity financings • Venture capital and private fund formation matters • Fund governing documents and offering document packages • Securities law analysis for private capital raising transactions Mergers & Acquisitions • Letters of intent and term sheets • Stock purchase, asset purchase, and merger agreements • Due diligence coordination and transaction support • Disclosure schedules, closing documents, and post-closing matters • Earnouts, rollover equity, indemnity structures, and related deal terms • HSR, CFIUS, and related regulatory issue spotting for qualifying transactions Digital Assets & Emerging Technologies • Federal-law digital asset and token securities analysis • Entity structuring for blockchain and Web3 ventures • Digital asset fund and operating structures • AML/KYC documentation support and regulatory issue spotting Franchising • Franchise Disclosure Documents (FDDs) • Franchise agreements • Master franchise and area development agreements • Franchise structuring and registration coordination Real Estate Transactions • Commercial real estate acquisitions and dispositions • Real estate joint ventures and syndications • Commercial lease drafting and negotiation • Real estate investment structures and related offering documents Cross-Border & International • U.S. market entry and entity structuring for international clients • Delaware and multi-entity holding structures • Cross-border transaction planning and documentation • Coordination with foreign counsel and tax advisors on cross-border matters Why Clients Hire Me: • Big-law-level drafting with boutique responsiveness • Practical, business-focused advice grounded in execution reality • Clear scoping and transparent fee arrangements • Experience across financings, acquisitions, fund formations, and cross-border transactions Typical Projects: • Contract drafting and negotiation • Entity formation and governance packages • Private offering document suites • Venture financing documentation • M&A transactions from LOI through closing • Fractional or outside general counsel support Industries Technology | SaaS | FinTech | Digital Assets | E-commerce | Healthcare | Real Estate | Food & Beverage | Professional Services

Recent  ContractsCounsel Client  Review:
5.0

"Working with Daehoon was a wonderful experience! As someone establishing a new audiobook narration business, I wanted to be confident that my contracts were carefully written and addressed the unique needs of my work, particularly the important issue of AI voice protection. Daehoon was patient, professional, and attentive to my questions and concerns. I especially appreciated his willingness to work through revisions with me and make sure the final documents reflected what I needed. Throughout the process, I felt that he genuinely cared about doing a good job. His attention to detail and thoughtful approach gave me confidence and peace of mind as I move forward with my business. I’m very grateful for his help and would happily work with him again. Thank you, Daehoon!"

Odini G. on ContractsCounsel
View Odini
5.0 (13)
Member Since:
August 7, 2024

Odini G.

Attorney
Free Consultation
Aspen
19 Yrs Experience
Licensed in CO, GA, NY
Emory University School of Law

I am an accomplished attorney with more than 19 years of experience and extensive expertise in business negotiations, commercial contracts, and technology transactions. With a proven track record of providing strategic legal advice and delivering exceptional results, I have successfully assisted numerous clients in drafting, reviewing, and negotiating various business arrangements. My experience encompasses a wide range of areas, including intellectual property, data privacy and security, SaaS agreements, and software licenses. I co-founded a reputable general corporate law firm with three offices in Aspen, Atlanta, and New York. As a partner and attorney, I represented diverse clients, including start-ups, public corporations, investors, financial institutions, educational institutions, and non-profit entities. With a focus on delivering comprehensive legal solutions, I provided general counsel, expert dispute resolution, efficient litigation management, and skillful contract drafting and negotiations for businesses across industries.

Recent  ContractsCounsel Client  Review:
5.0

"Initial phase and scoping with Odini has been clear and straightforward"

Edward B. on ContractsCounsel
View Edward
4.8 (50)
Member Since:
December 16, 2024

Edward B.

Managing Partner
Free Consultation
Orlando Florida
2 Yrs Experience
Licensed in FL
St. Thomas University College of Laww

When the pressure mounts and the outcome matters most, Edward L. Blair IV doesn’t just step up—he dominates. As a formidable Florida-based attorney, Mr. Blair commands every case with the unshakable focus of a warrior and the calculated precision of a master strategist. His expertise in drafting pleadings, motions, and contracts transforms legal writing into a sharp-edged instrument—an arsenal of language wielded with power and purpose. Edward L. Blair IV is not just an attorney—he’s a lionhearted force of advocacy. Every case is a mission, and every client is a cause worth fighting for. His strategic legal insight doesn’t just navigate complexity—it crushes confusion, eliminates doubt, and clears the path to victory. Respected by clients and relentless in pursuit of justice, he approaches each legal battle as a personal crusade. When you choose Blair Legal Solutions LLC, you gain more than representation—you gain a relentless ally. Your battle becomes his, and he won’t rest until the job is done.

Recent  ContractsCounsel Client  Review:
5.0

"Edward was excellent to work with. He explained everything clearly, delivered the trust package on schedule, and made the entire process smooth and stress‑free. The documents were well‑prepared and exactly what I needed. I truly appreciate his professionalism and care. Definitely a 5‑star experience."

Courtney A. on ContractsCounsel
View Courtney
Member Since:
July 19, 2023

Courtney A.

Branding and Business Law Attorney
Free Consultation
Phoenix, Arizona
10 Yrs Experience
Licensed in AZ
California Western School of Law

Hello! I am a transactional attorney enthusiastic about helping entrepreneurs launch and protect their businesses. Let me know how I can support you with drafting and negotiating contracts, setting up your LLC, copyrighting creative content, or trademarking your brand. I am experienced with drafting and negotiating business contracts, including service/vendor agreements, NDAs, marketing agreements, licensing agreements, terms & conditions, terms of use, and many more! I have helped companies develop strong template agreements and strategies for contract management. My goal is to deliver a simple, stress-free client experience!

Rudy C. on ContractsCounsel
View Rudy
Member Since:
July 19, 2023

Rudy C.

Esq.
Free Consultation
New York
3 Yrs Experience
Licensed in NY
St-John's Law School

As a multilingual attorney, Rudy Cohen-Zardi holds multiple degrees from several institutions worldwide. He has gained experience in leading firms, including Eversheds Sutherland, LLP and Bank of China (NY). He is licensed to practice in New York.

Find the best lawyer for your project

Browse Lawyers Now

See Real Surrogacy Contract Projects

Maryland Review surrogate contract Review
  • Maryland
  • 2 lawyer bids
  • $1,250 - $1,485
View Details
Pennsylvania Surrogacy contract Drafting
  • Pennsylvania
  • 2 lawyer bids
  • $750 - $850
View Details
North Carolina Gestational Carrier Agreement Review Review
  • North Carolina
  • 4 lawyer bids
  • $399 - $850
View Details
Pennsylvania Surrogate Contract Review
  • Pennsylvania
  • 3 lawyer bids
  • $999 - $1,295
View Details
New Jersey Draft surrogacy contract Drafting
  • New Jersey
  • 4 lawyer bids
  • $500 - $1,600
View Details
Florida Surrogacy Drafting
  • Florida
  • 6 lawyer bids
  • $699 - $2,250
View Details

See all Surrogacy Contract projects

Quick, user friendly and one of the better ways I've come across to get ahold of lawyers willing to take new clients.

View Trustpilot Review

Need help with a Surrogacy Contract?

Create a free project posting
Clients Rate Lawyers 4.9 Stars
based on 24,321 reviews
CONTRACT LAWYERS BY TOP CITIES
See All Family Lawyers
HEALTH CARE SURROGATE LAWYERS BY CITY
See All Health Care Surrogate Lawyers

Contracts Counsel was incredibly helpful and easy to use. I submitted a project for a lawyer's help within a day I had received over 6 proposals from qualified lawyers. I submitted a bid that works best for my business and we went forward with the project.

View Trustpilot Review

I never knew how difficult it was to obtain representation or a lawyer, and ContractsCounsel was EXACTLY the type of service I was hoping for when I was in a pinch. Working with their service was efficient, effective and made me feel in control. Thank you so much and should I ever need attorney services down the road, I'll certainly be a repeat customer.

View Trustpilot Review

I got 5 bids within 24h of posting my project. I choose the person who provided the most detailed and relevant intro letter, highlighting their experience relevant to my project. I am very satisfied with the outcome and quality of the two agreements that were produced, they actually far exceed my expectations.

View Trustpilot Review

Need help with a Surrogacy Contract?

Create a free project posting
Clients Rate Lawyers 4.9 Stars
based on 24,321 reviews

Want to speak to someone?

Get in touch below and we will schedule a time to connect!

Request a call

Find lawyers and attorneys by city