Professionals such as doctors, dentists, and other healthcare providers face unique challenges when creating an estate plan because their practices hold patient records protected by HIPAA.

Professionals such as doctors, dentists, psychologists, and other healthcare providers face unique challenges when creating an estate plan because their practices hold patient records protected by HIPAA. Without proper planning, your successor or Personal Representative could face legal roadblocks in accessing or transferring these records, potentially disrupting patient care and exposing your estate to liability. A well-crafted estate plan can designate a HIPAA-compliant Personal Representative, outline clear procedures for the secure transfer or storage of records, and ensure that your practice can be sold or wound down in accordance with federal privacy rules. By addressing these issues in advance, you safeguard your patients’ confidentiality, protect your professional legacy, and give your loved ones a clear roadmap for handling your practice when you are no longer able to manage it yourself.

If you’re a doctor, dentists, psychologist, or other licensed professional whose practices include records includes records governed by HIPAA and want to learn more about how estate planning laws and federal privacy laws can work together, give us a call at 253.858.5434 to set up an appointment today.