What Happens to Your Active Client/Patient Roster Account When You Die
Quick Facts
Notification
All active clients must be notified
Records
Must be retained or transferred
Transition
Arrange successor professional
Step-by-Step Guide
Compile the complete client/patient list
Gather the full roster of active clients or patients from practice management software, billing systems, and appointment calendars.
Send written notification
Send a formal letter to all active clients or patients notifying them of the death and advising them to engage a new professional. Provide information on how to obtain their files.
Arrange file transfers
Set up a process for clients or patients to request transfer of their files. Comply with all applicable privacy laws (HIPAA for medical, confidentiality rules for legal).
Document Now Checklist
- Total active client or patient count
- Practice management system and login
- Location of physical files
- File retention requirements for the profession
Last verified: June 2026. Platform policies may change. Verify current procedures directly with Active Client/Patient Roster. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
Social Security
Social Security must be notified of death immediately. Benefits paid after death must be returned. Survivor benefits may be available.
IRS / Tax Returns
A final individual tax return must be filed for the year of death. Estates over $13.61M may owe federal estate tax.
Veterans Affairs (VA)
Veterans are entitled to burial benefits, a headstone or marker, a burial flag, and Presidential Memorial Certificate — all at no cost.
Protect your Active Client/Patient Roster account — and all your others
Document your digital life in a zero-knowledge encrypted vault. 1,800+ platform guides. Dead Man's Switch. Everything your family needs.
Start your free trial →