[WSBARP] medical file retention in Will?

[Melinda]

Jerry,

I would start with the governing body or professional association for your client. I’d bet they have recommended procedure, and samples, for this. 

Misspelled from my iPhone

Melinda

Law Office of Melinda K Grout
PO Box 1360
Monroe, WA 98272
(360) 794-4322. Tel
(425) 744-6745. Fax

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> On Aug 15, 2018, at 10:52 AM, Gerald Sprute <sprutelaw at msn.com> wrote:
> 
> 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 
> 
> 
> 
>  
> 
>  
> 
> 
> 
> Confidentiality Notice: The information contained in this communication is Confidential and may also be Attorney-Privileged.
>  
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