Bar License: CA-BAR-98765 • State: California • Exp: 12/31/2026 • Specialization: Healthcare Law
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Emergency-Based Payment Model
This executor operates on an emergency-only payment structure. Fees are only charged when deployed during actual succession events.
Professional Bio
Experienced estate planning attorney and professional executor with 15+ years specializing in healthcare practice succession. Dedicated to ensuring seamless transitions during emergency situations while protecting patient care continuity. Board certified in estate law with extensive experience in medical practice transfers, emergency protocols, and healthcare compliance. Committed to providing rapid response and meticulous execution during critical transitions.
Performance Statistics
8
Active Assignments
3
Completed Successions
< 2hr
Avg Response Time
100%
Success Rate
Emergency Contact Information
Primary Phone (24/7)
(415) 555-7777
Emergency Hotline
(415) 555-EXEC (3932)
Email
mchen@executorlegal.com
Backup Contact
(415) 555-8888
Office Address
456 Market Street, Suite 1200 San Francisco, CA 94102
Availability
24/7 Emergency Response
Credentials & Qualifications
Legal Credentials
Juris Doctor (JD) Licensed Attorney - California State Bar
Bar License Number
CA-BAR-98765
Specializations
Estate Law, Healthcare Law, Practice Succession Planning
Professional Certifications
Board Certified Estate Planning Specialist Certified Professional Executor (CPE)
Years of Experience
15+ Years in Estate & Succession Law
Insurance Coverage
Professional Liability: $5,000,000 Errors & Omissions: $3,000,000
Areas of Expertise
Healthcare Practice SuccessionEmergency Protocol ImplementationPatient Care ContinuityMedical Records ManagementEstate AdministrationPractice ValuationHIPAA ComplianceCrisis ManagementProvider Notification SystemsAsset ProtectionContractual ObligationsRegulatory Compliance
Healthcare Provider Types Served
PsychiatristsPsychologistsLicensed Therapists (LCSW, LMFT, LPC)General PractitionersSpecialists (Medical & Surgical)DentistsAllied Health ProfessionalsSolo PractitionersSmall Group Practices
Emergency Response Protocols
Phase 1: Immediate Response (0-2 Hours)
Acknowledge emergency notification within 30 minutes
Activate emergency communication protocols
Contact designated support representatives (DSRs)
Review provider's succession documentation
Begin patient notification preparation
Phase 2: Assessment & Planning (2-24 Hours)
Comprehensive assessment of practice status
Review active patient caseload (45-60 patients typical)
Secure medical records and confidential information
Contact shadow network providers for patient transfers
Initiate legal and regulatory notifications
Phase 3: Patient Transition (1-7 Days)
Coordinate with shadow network for patient placement
Facilitate medical records transfers (HIPAA compliant)
Ensure medication continuity for all patients
Provide crisis support resources
Monitor high-risk patient transitions
Maintain communication log with all stakeholders
Phase 4: Practice Wind-Down (7-90 Days)
Handle contractual obligations and vendor notifications
Process outstanding billing and insurance claims
Manage lease agreements and facility closure
Coordinate with estate attorney on practice assets
Final regulatory filings and license notifications
Complete documentation and handover reports
Active Provider Assignments (8)
Currently serving as designated executor for the following healthcare providers:
👩⚕️
Dr. Sarah Johnson, MD - Psychiatrist
New York, NY • Active Patients: 45 • Status: Active Practice
✓ All Documents CurrentShadow Network: 12 Providers
👨⚕️
Dr. James Williams, PsyD - Clinical Psychologist
Los Angeles, CA • Active Patients: 38 • Status: Active Practice
✓ All Documents CurrentShadow Network: 8 Providers
👩⚕️
Dr. Emily Rodriguez, LCSW - Licensed Therapist
Austin, TX • Active Patients: 52 • Status: Active Practice
✓ All Documents CurrentShadow Network: 15 Providers
Fee Structure
Payment Model
Emergency-Based Only ✓ No Monthly Subscription
Activation Fee
$0 until deployment
Emergency Deployment Fee
$5,000 - $15,000 (Based on practice complexity)
Hourly Rate (Post-Deployment)
$350/hour for complex matters
Payment Terms
Billed to provider's estate Net 30 days
Retainer Required
No - Emergency only billing
Geographic Service Coverage
Primary Service States
California, New York, Texas, Florida
Licensed to Practice Law
California, New York (Pro Hac Vice available for other states)
Virtual Services
Available nationwide for remote consultation
On-Site Response
California & Western US within 24-48 hours
Professional Memberships & Affiliations
California State Bar AssociationAmerican Bar Association (ABA)National Academy of Elder Law AttorneysAmerican College of Trust and Estate CounselHealthcare Financial Management AssociationAmerican Health Lawyers Association
Professional References Available
Professional references available upon request from healthcare providers, estate attorneys, and family members of successfully managed practice successions. All references verify: