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Guides / United States

Medical history

Request records from primary care and specialists with executor or personal representative authority as required

Some steps differ by region inside the country.

Where

Their primary care physician, treating specialists, hospital records departments, and the health insurer's claims history.

How

Ask the primary care office for a summary and a list of specialists they were referred to. Request the health insurer's claims history, which shows every provider seen and when. Contact hospital records departments for admission and discharge summaries where needed. Ask the physician about hereditary conditions if that matters for the family's own health screening.

What to bring

A certified copy of the death certificate Letters testamentary or proof of your authority The insurance member number

This is practical information, not legal, medical, or financial advice.

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