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Advance Health Care Directive Lawyer in Teviston, California

Guide to Advance Health Care Directives in Teviston

An Advance Health Care Directive lets you outline your preferences for medical care and designate someone to make decisions if you cannot. For residents of Teviston and Tulare County, creating this document protects your voice during serious illness or incapacity. At the Law Offices of Robert P. Bergman we provide clear, practical guidance tailored to California law so your wishes are recorded and legally effective. Preparing an Advance Health Care Directive is an act of care for yourself and for loved ones, reducing uncertainty and conflict during difficult times by setting out your choices in advance.

Advance Health Care Directives are particularly important for people who want to control medical decisions, appoint a trusted agent, and make their values known in advance. In Teviston, where families often live close together, having a written directive helps avoid disagreements and ensures that healthcare providers have actionable instructions aligned with California rules. We explain the process, help you name a decision maker, and prepare documents that integrate with your broader estate plan, such as a durable power of attorney for finances and a living trust, so your overall wishes are consistent and accessible when needed.

Why an Advance Health Care Directive Matters

An Advance Health Care Directive provides clear benefits: it preserves your decision-making authority, reduces stress for family members, and guides medical teams when you cannot speak for yourself. In practice, this document names a health care agent, clarifies your preferences for life-sustaining treatments, and can include instructions about pain management and comfort care. For Teviston residents, having these decisions in writing prevents confusion and potential legal delay. A properly prepared directive supports continuity of care and helps ensure your values and priorities are respected, while relieving loved ones of the burden of guessing what you would want.

About the Law Offices of Robert P. Bergman

The Law Offices of Robert P. Bergman serves clients across California with a focus on practical, client-centered estate planning. Our approach emphasizes clear communication, responsiveness, and documents that work within state law to meet each client’s needs. We help individuals and families from initial planning through updates and administration, including living trusts, wills, powers of attorney, and health care directives. Clients in Teviston and nearby communities rely on our guidance to create plans that reflect their values and provide peace of mind for themselves and their loved ones.

Understanding Advance Health Care Directives

An Advance Health Care Directive is a legal document used in California to record your preferences about medical treatment and to designate an agent to make health care decisions on your behalf. It works alongside other planning tools like a living will and a durable power of attorney for finances to create a comprehensive plan. The directive becomes especially important if you are incapacitated or otherwise unable to communicate. We help clients craft clear, legally compliant language and provide guidance on selecting an agent and conveying your priorities to family and medical providers.

Drafting an effective Advance Health Care Directive involves more than filling out a form. Important considerations include who you appoint as your health care agent, how broadly that person may act, and whether to include specific treatment preferences. We discuss options such as anatomical gift decisions, preferences about life-sustaining treatment, and HIPAA release language so medical records can be shared with your agent. Our goal is to ensure the directive accurately reflects your values and can be used by health care professionals without ambiguity or unnecessary delay.

What an Advance Health Care Directive Does

An Advance Health Care Directive is designed to communicate your health care decisions ahead of time and to name a trusted agent who can make those decisions for you if you are unable to do so. It covers choices about life-sustaining treatment, resuscitation, feeding tubes, and other major medical interventions, and can include instructions for palliative care and pain management. The document also usually includes a HIPAA authorization so your agent can access medical records. Properly drafted, the directive provides medical staff and loved ones with clear guidance consistent with state law.

Key Components and How the Process Works

Key elements of an Advance Health Care Directive include naming a health care agent, stating treatment preferences, and adding any special instructions about organ donation or palliative care. The process typically starts with a consultation to determine your goals, followed by drafting and reviewing the directive to ensure it reflects your intentions and complies with California requirements. Signing and witnessing steps are completed so the document is valid, and copies are distributed to your agent, family, and medical providers. Periodic reviews ensure the directive stays current with your wishes and changes in your health or law.

Key Terms and Glossary for Health Care Directives

Understanding common terms helps when you prepare an Advance Health Care Directive. This section explains words like health care agent, incapacity, HIPAA, life-sustaining treatment, and duration of authority so you can make informed choices. Familiarity with these terms reduces confusion and ensures your directive uses language that medical professionals and family members will understand. We walk through each concept, explain how it applies in practice, and show how to phrase instructions to match your values and medical preferences under California law.

Health Care Agent

A health care agent is the person you name in your Advance Health Care Directive to make medical decisions if you are unable to do so. This role may include consenting to or refusing treatments, accessing medical records with a HIPAA release, and communicating with health care providers and family members. Choosing an agent requires trust and a clear understanding between you and that person about your values and priorities. Alternate agents can be named to act if the primary agent is unavailable, and the agent’s authority begins only under circumstances you define in the directive.

Life-Sustaining Treatment

Life-sustaining treatment refers to medical interventions that prolong life, such as mechanical ventilation, cardiopulmonary resuscitation, dialysis, and artificial nutrition or hydration. In an Advance Health Care Directive you can state preferences about whether such measures should be used, withheld, or withdrawn under certain conditions. Clear instructions about life-sustaining treatment help guide health care teams and reduce uncertainty for decision makers. Your directive can discuss scenarios, goals of care, and desired comfort measures to ensure choices reflect your values.

Incapacity and Decision Triggers

Incapacity describes a state in which you are unable to understand information relevant to medical decisions or express informed choices. Many directives specify how incapacity is determined, such as a physician’s certification, and set triggers for when an agent’s authority begins. Defining these triggers helps avoid disputes and ensures the directive is used only when appropriate. A clear incapacity definition balances the need for timely decisions with protections that your personal decision-making is respected whenever possible.

HIPAA Authorization

A HIPAA authorization in an Advance Health Care Directive permits medical providers to share your protected health information with the person you name as your health care agent. Without this authorization, privacy rules may prevent the agent from obtaining records or speaking freely with doctors. Including a HIPAA release streamlines communication and allows the agent to make timely, informed decisions. The authorization is tailored to California and federal law and should be worded to give your agent access to necessary information while protecting your privacy.

Comparing Limited Forms and Comprehensive Planning

When planning for health care decisions, some people use a simple form, while others opt for a comprehensive planning session that integrates directives with trust and estate documents. A limited form may be quick and appropriate for uncomplicated situations, but it can leave gaps or lack coordination with other estate planning instruments. Comprehensive planning addresses those gaps by aligning health care choices with financial powers of attorney, revocable trusts, and end-of-life wishes. We evaluate your circumstances and recommend the approach that best protects your voice and reduces future disputes.

When a Simple Directive May Be Adequate:

Short-Term or Low-Complexity Needs

A limited Advance Health Care Directive can suit individuals with straightforward medical preferences and strong family consensus about decisions. If you have clear priorities, a trusted nearby agent, and no complex medical conditions or estate concerns, a basic directive may be sufficient to communicate your wishes. Completing a simple form can provide immediate protection and is often far better than having no written guidance. However, it remains important to review the form to ensure it meets California requirements and clearly names an agent with appropriate authority.

Immediate Need for Documentation

Sometimes clients need an Advance Health Care Directive quickly due to an upcoming procedure or change in health. In these circumstances, a limited approach can provide necessary documentation while a more comprehensive plan is developed. A concise directive and HIPAA release allow an agent to access records and make decisions immediately. After the immediate need is addressed, it is wise to revisit and expand the plan so that other documents, such as powers of attorney and living trusts, reflect your full objectives and reduce the risk of future conflicts.

Why a Comprehensive Planning Approach Can Be Preferable:

Complex Family or Financial Circumstances

Comprehensive planning is often needed when family dynamics are complex, assets are substantial, or multiple decision makers and guardianships are potential concerns. Integrating an Advance Health Care Directive with a living trust, financial power of attorney, and guardianship nominations creates a coordinated plan that anticipates a range of scenarios. This approach reduces the chance of inconsistent documents, minimizes administrative complications, and helps ensure that both medical and financial decisions are handled in a way that honors your priorities and protects loved ones from uncertainty or conflict.

Future-Proofing Against Change

A comprehensive plan also helps account for future life changes such as moves, new relationships, or health developments. By reviewing and updating directives alongside trusts, wills, and powers of attorney, you ensure that all documents work together and remain effective over time. This holistic approach simplifies administration for your appointed agents and trustees and lowers the risk that an out-of-date form will create gaps or disputes. Regular reviews make it easier to adapt plans as laws and personal circumstances evolve.

Benefits of Coordinated Health Care and Estate Planning

A comprehensive approach lets you align medical wishes with financial arrangements and end-of-life planning so your decisions are consistent and actionable. When an Advance Health Care Directive is prepared alongside a durable power of attorney, revocable trust, and guardianship nominations, agents and caregivers have a complete roadmap of your intentions. This reduces disputes, streamlines decision making, and provides clarity to medical teams and family members during stressful times. The result is a stronger overall plan that protects both your health care preferences and your broader legacy goals.

Coordinated planning also minimizes administrative friction by ensuring agents have the authority and documentation they need at the right time. Including HIPAA releases and clear incapacity triggers prevents delays in obtaining medical records or initiating care decisions. Careful integration across documents helps avoid contradictory instructions and provides continuity if circumstances change. For Teviston residents, this means a dependable plan that helps families focus on care and support rather than legal uncertainty when the unexpected occurs.

Peace of Mind for You and Your Family

One of the principal benefits of a comprehensive plan is the emotional reassurance it brings to you and your loved ones. Knowing medical and financial decision-making is arranged and consistent reduces stress during emergencies and provides a framework for care aligned with your values. Clear instructions and designated decision makers prevent disagreements and enable family members to focus on supporting one another rather than debating options. This preparedness is especially valuable in close-knit communities, where preserving relationships matters as much as legal clarity.

Reduced Administrative Burden

Comprehensive planning reduces administrative hurdles by ensuring all necessary authorizations and documents are in place for both health care and financial matters. When agents have properly executed powers and releases, they can promptly obtain records, manage affairs, and communicate with providers without unnecessary delay. This efficiency leads to better continuity of care and smoother estate administration if that becomes necessary. Thoughtful document coordination saves time, reduces legal costs, and helps families navigate difficult circumstances with less procedural friction.

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Practical Tips for Preparing an Advance Health Care Directive

Choose Your Agent Carefully

Choosing a health care agent is a personal decision that should be based on trust, proximity, and willingness to carry out your preferences under pressure. Talk openly with your chosen agent about values, acceptable treatments, and quality-of-life considerations so they understand your priorities. Consider naming an alternate agent in case your first choice is unavailable. Also discuss logistics like how to access medical records and where the directive is stored. Clear communication ahead of time makes it easier for the agent to act confidently and in line with your wishes when needed.

Be Specific About Treatment Preferences

Including clear language about treatments you would or would not want helps guide providers and decision makers. Describe scenarios and outcomes that matter to you, and outline preferences about life-sustaining measures, pain control, and hospice or palliative approaches. Avoid ambiguous phrasing that could be interpreted in different ways. If you have religious or cultural considerations, include them so your agent and medical team can honor those beliefs. Specific instructions reduce the likelihood of disagreement and ensure your care aligns with your values.

Keep Documents Accessible and Updated

Store signed copies of your Advance Health Care Directive where your agent and family can easily retrieve them, and provide copies to your primary care provider and any specialists. Periodically review the directive, especially after major life events such as marriage, divorce, or changes in health, and update it to reflect new wishes. Ensure the HIPAA authorization remains current so your agent can access medical records. Maintaining up-to-date documents and clear distribution reduces delays and helps your agent act effectively when the time comes.

When You Should Consider an Advance Health Care Directive

Anyone over 18 should consider an Advance Health Care Directive because unexpected injury or illness can leave a person unable to communicate medical wishes. It is especially important for those with chronic conditions, progressive illnesses, or families with complex decision-making dynamics. An advance directive ensures your chosen agent and health care team have clear instructions about treatments and goals of care. Preparing this document ahead of need protects your autonomy, reduces distress for loved ones, and provides a practical plan for managing difficult medical decisions.

Older adults and those with a history of serious medical conditions often find advance directives especially valuable because they reduce the risk of unwanted treatments and clarify priorities around comfort and quality of life. Families with geographically dispersed members also benefit from having written guidance that can be accessed remotely. For residents of Teviston and Tulare County, creating a directive provides local providers with clear legal documentation to follow. Discussing your wishes with family and your designated agent ensures everyone understands your preferences before a crisis occurs.

Common Situations That Make a Directive Important

Common circumstances include upcoming surgeries, diagnoses of serious or progressive illnesses, advanced age, or cognitive decline that could affect decision making. Even people who feel healthy benefit from having a directive in place because emergencies can happen without warning. Caregivers and family members also face fewer disputes when clear written instructions exist. Preparing a directive ahead of time protects your voice across a range of scenarios and provides guidance that medical professionals and loved ones can rely on at critical moments.

Major Medical Procedures

When facing major surgery or invasive procedures, having an Advance Health Care Directive ensures that your preferences about life-sustaining measures and postoperative care are respected if you are temporarily unable to decide. Surgeons and hospital staff often ask for documented directives, and having one in place removes uncertainty and streamlines decisions. Discussing your directive with your surgical team and designated agent before the procedure ensures everyone understands the boundaries and goals of care, which can be reassuring to both you and your family.

Progressive or Chronic Illness

For individuals with progressive or chronic conditions, an Advance Health Care Directive helps plan ahead for potential changes in capacity and treatment needs. Clear statements about preferences for life-sustaining interventions and comfort care guide decision makers during gradual declines or sudden crises. Having a directive that evolves with your medical condition reduces the need for emergency decision making and supports coordinated care that aligns with long-term goals. Regular reviews of the directive allow adjustments as health or priorities shift over time.

Family Disagreement Risk

Family disagreements over medical choices can increase stress and delay care during critical moments. An Advance Health Care Directive reduces the chance of conflict by providing a legally recognized statement of your preferences and by naming an agent with authority to decide. This clarity helps family members accept and implement the plan without prolonged disputes. In communities like Teviston, where family relationships are central, a directive protects relationships during difficult times by making your wishes clear and actionable.

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Local Legal Support for Teviston Residents

The Law Offices of Robert P. Bergman provide practical and accessible guidance for Teviston residents seeking to prepare or update Advance Health Care Directives. We recognize the local community’s needs and tailor documents to California law so your health care agent and instructions are legally effective. Our office assists with drafting, reviewing, and distributing directives and related estate planning tools, and we offer clear explanations of how these documents function in real medical situations. We aim to make the process straightforward and to ensure your wishes are protected.

Why Choose Our Firm for Your Directive

Clients choose the Law Offices of Robert P. Bergman because we focus on practical solutions, clear communication, and durable documents tailored to California law. We guide each client through naming an appropriate agent, articulating treatment preferences, and including necessary HIPAA releases. Our approach helps avoid ambiguity and ensures that directives integrate with other estate planning documents as needed. For Teviston clients, we provide personalized attention and a straightforward process so you can proceed with confidence and clarity about your medical decisions.

We prioritize listening to your concerns and translating them into documents that medical providers and families can follow. Our team helps you weigh options, understand legal requirements, and make informed choices about end-of-life and life-sustaining treatment preferences. We also advise on coordinating directives with financial powers of attorney and revocable trusts to create a comprehensive plan. This coordinated approach reduces the chance of conflicting instructions and helps your appointed agents act decisively when needed.

In addition to drafting directives, we help clients store and distribute documents, prepare HIPAA authorizations, and update plans as circumstances change. We make sure your designated agent and family members know where to find documents and understand their responsibilities. For Teviston residents, having clear, accessible directives reduces stress during emergencies and helps healthcare providers deliver care aligned with your priorities. Our service is designed to be compassionate, practical, and responsive to the unique needs of each family.

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How We Prepare an Advance Health Care Directive

Our process begins with a focused consultation to learn your priorities and family context, followed by drafting a directive that reflects those choices and complies with California law. We explain options for naming agents, setting incapacity triggers, and including HIPAA releases. After you review the draft, we finalize the document and guide you through signing and witnessing to ensure validity. We also provide guidance on distributing copies to your agent, physicians, and family members and scheduling periodic reviews to keep the directive current.

Step One: Initial Consultation and Goal Setting

During the initial consultation we discuss your values, medical treatment preferences, potential agents, and any existing estate planning documents. This conversation helps identify scenarios to address in the directive and clarifies how the document should interact with powers of attorney, trusts, and wills. We also cover practical considerations like where to store signed copies and who should receive them. The consultation sets the foundation for a directive that accurately reflects your wishes and is compatible with your broader plan.

Discussing Your Values and Priorities

We ask questions to understand your attitudes toward life-sustaining treatment, comfort care, and other key decisions so that your directive captures specific, actionable preferences. Discussing scenarios and thresholds for intervention helps translate values into clear instructions. We provide examples of language used in directives and explain trade-offs so you can decide what best matches your priorities. This collaborative discussion ensures the document is meaningful and useful to both your agent and healthcare providers when the time comes.

Choosing and Preparing Your Agent

Selecting the right agent involves considering availability, ability to communicate under stress, and willingness to carry out your wishes. We help you document primary and alternate agents and discuss how to prepare them for the role. This includes sharing your directive, reviewing likely scenarios, and ensuring they know where to find important documents. Preparing your agent ahead of time reduces confusion and increases the likelihood that your medical choices will be honored by both family and medical personnel.

Step Two: Drafting and Finalizing the Directive

After the consultation we draft a directive tailored to your decisions, including HIPAA authorization and any specific treatment preferences. We review the draft with you, make necessary adjustments, and confirm the document’s compliance with California formalities for signing and witnessing. We explain how to store and distribute the directive and provide guidance on notifying medical providers. Our goal is to produce a clear, enforceable document that can be used effectively by your agent and healthcare team when needed.

Review and Revisions

We walk through the draft to ensure the language accurately reflects your intentions and to identify any ambiguities that could complicate decision making. Revisions are made until the directive precisely captures your treatment preferences and agent authority. We also address how the directive meshes with other estate planning documents to prevent inconsistencies. This careful review stage reduces the risk of misinterpretation and increases the likelihood that providers and family members will follow your stated wishes.

Execution and Distribution

Once the directive is finalized we guide you through the signing process to meet California requirements, including witnesses or notary if appropriate. We recommend distributing copies to your designated agent, close family members, and your primary medical provider, and we can provide guidance on where to file a copy with local medical record systems. Ensuring accessible, distributed copies prevents delays and helps your agent act promptly when medical decisions are necessary.

Step Three: Ongoing Review and Updates

A directive should be reviewed periodically or after major life events such as changes in health, marriage, divorce, or relocation. We offer follow-up consultations to update your document so it remains consistent with your current wishes and legal requirements. Keeping the directive current ensures your agent’s authority and your treatment preferences remain appropriate. Regular review also provides an opportunity to update HIPAA authorizations and ensure distribution lists are accurate so the right people have ready access to your directives.

When to Review Your Directive

You should review your directive any time your health changes, after significant family developments, or when you experience major life events that might alter your choices or designated agent. Legal changes or new medical options may also prompt an update. We recommend periodic check-ins to confirm that instructions remain aligned with your current values and that your agent is still willing and able to serve. Regular reviews keep your plan reliable and minimize the risk of outdated or conflicting instructions.

Updating and Replacing Documents

If you decide to change your agent or treatment preferences, we help you revoke or replace the existing directive and notify relevant parties of the update. Properly executed revocations and new directives help prevent confusion and ensure only the current document guides care. We also assist with updating linked documents, such as powers of attorney and trust instruments, to maintain overall consistency. Timely updates help agents and providers rely on the most recent directions without uncertainty.

Advance Health Care Directive — Frequently Asked Questions

What is an Advance Health Care Directive and why do I need one?

An Advance Health Care Directive is a legal document that records your preferences for medical care and names a person to make health care decisions if you cannot speak for yourself. It typically includes instructions about life-sustaining treatment, pain management, and other care priorities, and may include a HIPAA authorization so your agent can access medical records. Having a directive ensures your wishes guide medical decisions and reduces stress for loved ones during emergencies. Creating this document protects your autonomy and provides clarity to health care providers and family members. Even if you are healthy, emergencies can occur, so preparing a directive in advance is a practical step. It also complements other planning tools like powers of attorney and wills to create a cohesive plan that addresses both medical and financial matters.

Selecting a health care agent involves choosing someone you trust to make decisions that reflect your values and preferences. Consider the person’s judgment, communication skills, availability, and willingness to act under stress. It can be a family member or a close friend who understands your priorities and is able to advocate on your behalf with medical providers. Discuss your wishes openly with the person you propose to name so they understand your views on life-sustaining treatment, comfort measures, and other key issues. Naming an alternate agent is also recommended in case the first choice is unable or unwilling to serve. Clear communication and documentation ensure the agent can act decisively when needed.

A health care agent can make a range of medical decisions on your behalf as authorized in the directive, including consenting to or refusing treatments, arranging for palliative care, and making decisions about life-sustaining interventions like ventilation or feeding tubes. The agent’s authority typically activates when you are determined to lack capacity according to the terms set out in your directive. It is important to specify any limitations or special instructions in the directive so the agent’s decision-making aligns with your values. Including a HIPAA authorization also allows the agent to review medical records and communicate with health care teams effectively, facilitating informed decision making in accordance with your stated preferences.

You are not required to have a lawyer to create an Advance Health Care Directive in California, as standardized forms exist that individuals can complete. However, consulting with a lawyer can help ensure the document uses precise language, addresses specific scenarios, and coordinates with other estate planning documents making the overall plan more effective. A legal review can also prevent ambiguity that might complicate decision making in times of crisis. Working with a law office can be especially helpful if you have complex family dynamics, significant assets, or unique medical preferences that require tailored language. A legal professional can guide you through naming agents, setting incapacity triggers, and ensuring the directive complies with state requirements for execution and witness signatures.

A HIPAA authorization allows your health care agent to access your protected medical information under the federal Privacy Rule. Including this authorization in your directive prevents privacy rules from blocking your agent’s ability to obtain medical records and speak with providers about treatment options. Without it, your agent may face delays or barriers when trying to gather information needed to make informed decisions on your behalf. The authorization should be clearly worded and comply with HIPAA standards so providers recognize its scope. Granting access to your agent and listing alternate contacts ensures that your representative can obtain records promptly, which is essential for timely decision making during emergencies or ongoing medical care.

Yes, you can change or revoke your Advance Health Care Directive at any time as long as you have capacity to do so. California law allows you to execute a new directive or sign a written revocation to cancel an existing one. It is important to distribute copies of the updated document to your agent, health care providers, and family members so everyone references the current version. If you move to another state or if laws change, you may want to review and update your directive to ensure ongoing compliance and effectiveness. Periodic reviews after major life events or health changes help keep the directive aligned with your current wishes and circumstances.

When family members disagree with your directive, the clear written instructions and the authority designated to your chosen agent typically guide decision making and reduce conflict. Because the directive is a legal statement of your wishes, medical teams and appointed agents should follow its terms. Naming a capable, trusted agent and communicating your choices in advance significantly lowers the likelihood of disputes. If significant disagreement arises, involving the treating physician, hospital ethics committee, or legal counsel can help clarify the directive’s application and resolve conflicts. Having a well-drafted directive and informed agent helps ensure your preferences remain the central guide in medical decisions.

To make your directive available to hospitals and doctors, provide signed copies to your primary care physician, specialists, and local hospital where you are likely to receive care. Provide your designated agent and immediate family with copies and information about where the original is stored. Some clients also upload documents to electronic medical record portals or keep them with their personal medical information accessible to providers. Consider carrying a wallet card that notes you have an Advance Health Care Directive and how to contact your agent. This simple step helps ensure that medical providers are alerted to the document quickly during an emergency and can follow your instructions without delay.

Yes, an Advance Health Care Directive can include your wishes about organ donation and anatomical gifts. California law allows you to state whether you wish to donate organs, tissues, or your entire body, and to specify conditions or recipients if desired. Alternatively, organ donation preferences can be included in a separate organ donor registry or on your driver’s license, but including it in the directive makes your intentions explicit to your agent and medical providers. Be sure to state any conditions or preferences clearly so medical personnel and your agent understand the scope of the donation. Coordinating organ donation instructions with your agent and family reduces confusion and respects your final wishes at a critical time.

Alongside an Advance Health Care Directive, consider a durable power of attorney for finances, a revocable living trust, a last will and testament, and guardianship nominations if you have minor children or dependents. These documents work together to manage both medical and financial affairs and to ensure a coordinated approach should you become incapacitated. Including HIPAA authorization and a certification of trust when appropriate helps streamline access and trust administration. Reviewing your estate plan as a whole helps prevent conflicting instructions and provides your agents and trustees with the authority they need to act effectively. This comprehensive approach reduces legal hurdles and supports continuity of care and management of your affairs according to your wishes.

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