The Rising Importance of Mental Health Directives in California Estate Planning
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The Rising Importance of Mental Health Directives in California Estate Planning

SimplyTrustSimplyTrust Editorial·June 27, 2025

Discover the vital role of Psychiatric Advance Directives (PADs) in estate planning, particularly for those with fluctuating mental health conditions.

Have you ever wondered about the role of mental health in estate planning? Estate planning isn’t just about distributing assets and specifying medical care preferences. It also has a critical role to play in addressing the needs of individuals suffering from, or at risk of, mental illnesses. This is particularly important considering the episodic nature of many mental health conditions, including depression, bipolar disorder, PTSD, and addiction among others. These conditions often involve periods of intense symptoms followed by remission, necessitating a legal framework that considers not just the diagnosis, but the person’s current ability to make informed decisions. Psychiatric Advance Directives (PADs) have emerged as vital tools in this regard. These legal documents allow individuals to specify their preferences for mental health treatment in case of a crisis. PADs can outline preferred medications and dosages, treatment facilities, and even appoint a healthcare agent. They are particularly valuable for those with conditions like bipolar disorder or recurrent depression, offering a means to retain agency even during incapacitation. In California, these directives have a strong legal standing under the state’s Health Care Decisions Law (California Probate Code §§ 46004806). If you’re an attorney in California, incorporating PADs into estate planning can be an empowering way to respect your client’s wishes during periods of incapacity. As an individual, it’s worth considering adding a PAD to your own estate plan, ensuring your choices are respected even in times of mental health crises.

Source: www.theestatelawyers.com