[WSBARP] medical file retention in Will?

[Gerald Sprute]

Good morning!


I’m drafting a Will for a client who is in the medical profession, and has her own client files that need to be retained for 10 years. She has a professional colleague who would take charge of the files after client passes, for whatever admin needs to be taken care of.  Client is an anesthesiologist, no ongoing doctor-patient relation so that’s not a concern.



Is this something that you would put in the Will, or would this be better left as instructions to the Executor?  There’s no asset value in the files, it’s more of a caretaker responsibility over the files.  Any thoughts on the best way to address this?


Jerry Sprute

Law Office of Gerald A. Sprute
P.O. Box 1657
Duvall, WA 98019
Tel: (425) 892-4079
Fax: (425) 844-9151
www.sprutelaw.com <http://www.sprutelaw.com>









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