How should a practitioner handle return of client property and records when a professional relationship ends?

• A. Destroy all records immediately.
• B. Require client to pick up records within 24 hours or lose rights.
• C. Return or securely transfer belongings and records; provide copy of records if requested; resolve pending fees; document the process.
• D. Keep client belongings as long as possible.

Answer: (C)

When a professional relationship ends, the obligation is to ensure the client can access and receive their property and records in a secure, orderly way. The correct approach is to return or securely transfer belongings and records, provide a copy of the records if requested, resolve any pending fees, and document the steps taken. This protects the client’s rights to their information, preserves confidentiality, and prevents loss or misdelivery of records. It also creates a clear trail of what was provided and what remains pending, reducing the chance of disputes later.

Destroying records prematurely or without lawful basis can breach retention rules and confidentiality protections. Requiring the client to pick up records within an unreasonably short timeframe or tying access to payment in a punitive way undermines their rights. Keeping client belongings indefinitely is inappropriate and disrespectful. Clear procedures—communicating what will be transferred, how copies can be obtained, and how any fees will be handled—help ensure a proper, professional close.