Hipaa
Learn how HIPAA intersects with estate planning and why naming a healthcare agent in your trust documents matters for your family.
Do I need a HIPAA authorization form as part of my estate plan?
A HIPAA authorization form is a separate document from your trust or will that allows named individuals to access your private medical records. Without it, even a spouse or adult child listed in your estate plan may be blocked from getting health information needed to make decisions on your behalf. Many families include a HIPAA release alongside a healthcare directive or durable power of attorney so the right people have access when it matters most. It is a straightforward document that works alongside your other estate planning records.
