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Declaration to access a deceased relative's file: how does it work?

After a death, a relative or heir may want to consult the person's file (medical record, or a file held by an institution or organization). The institution concerned may require a sworn declaration confirming your identity, your relationship to the person and the reason for your request.

Access to a file after a death is governed by specific rules that vary with the type of file and the person requesting it: the institution decides what it discloses.

In what situations is it requested?

  • a request for access to a medical file or a health institution's file;
  • obtaining documents needed to settle an estate;
  • verifying facts for an insurance claim;
  • needing information for a family or legal process.

What should the declaration contain?

  • your full identity;
  • the name of the deceased and the date of death;
  • your relationship to them (spouse, child, heir, liquidator);
  • the reason for your access request;
  • a statement of truthfulness.

How does this relate to the estate declaration?

If you act as an heir or liquidator, the institution may also ask for proof of your capacity, a subject covered in our article on the estate declaration.

Estate declaration for heirs

Can it be sworn online?

Yes, when the document and situation are eligible for remote oath commissioning, by videoconference.

Online oath commissioning in Québec: how does it work?

Assermentation Express

Assermentation Express is not a health institution and grants no access to any file. This service is limited to receiving the oath or solemn affirmation on a document already prepared.

Do you need a declaration to access a deceased relative's file sworn? Check availability and book online.

Book my appointment

Sources and references

← Assermentation Express
Declaration — deceased relative's file