It’s the Conversation No One Wants to Have…
As mental health providers, we help clients plan for crisis every day. But when it comes to our own practice, most of us avoid the one question that matters most:
What happens to my clients, my records, and my family if I can’t show up tomorrow?
The truth is death, disability, family emergencies, or even a short-term health issue can throw your entire practice into chaos. And when it happens, it won’t just affect you.
Clients could be abandoned with no access to care or records.
Families could be stuck with complaints, lawsuits, or licensing board investigations.
Clinical Executors (colleagues, friends, or family) will be grieving, stressed, and legally unprepared to handle it all.
Protect your clients. Protect your family. Protect your name.
That’s why we built the…
Legacy Protection Pack
It’s the only complete system that ensures your Executor has the authority, tools, and roadmap to protect your practice, your clients, and your name.
What’s Inside the Pack
Each piece is available individually. All together, they form the complete safety net you and your Executor need.
While this pack is designed for all practice types, if you are a solo clinician you may choose to start with the Professional Will and upgrade later. Group practices or clinicians billing insurance should strongly consider the full Pack for maximum continuity.
1. Professional Will for Mental Health Providers
The Foundation. Without this, your Executor may not even have the legal authority to act.
Covers death, disability, or sudden absence
Defines Executor authority and duties
Protects clients, records, and your reputation
Without it, your Executor’s hands may be tied while clients go without care.
2. Professional Will Companion Guide
The Missing Link. A legal will is one thing — knowing how to carry it out is another.
Bridges your Will with real-world Executor action
Clarifies compliance requirements and next steps
Makes sure nothing is left incomplete or unclear
Without it, even a signed Will can fall apart when your Executor doesn’t know what to actually do.
3. Clinical Executor BAA
The Legal Key. Your Executor can’t even open a client file without this.
Limited-purpose, HIPAA-compliant agreement
Activates when your Will does, terminates at closure
Gives your Executor legal authority to handle PHI
Without it, your Executor risks a $50,000 HIPAA violation just for checking records.
4. Clinical Executor Companion Guide
The Playbook. Because when a crisis hits, your Executor shouldn’t have to improvise.
Day 1 “what to do now” roadmap
Guidance on notifications, records, and compliance
Templates and tools that prevent mistakes and protect everyone involved
Without it, your Executor is left grieving, stressed, and guessing.
5. Group Practice Administrative Addendum – NPI Type 2 & Multi-Provider Continuity
The Operations Plan. Without this, your practice may not be able to function without you.
Outlines billing, credentialing, payroll, and vendor access
Clarifies who handles administrative tasks in your absence
Separates Clinical Executor duties from Administrative Manager duties
Supports continuity for multi-provider and insurance-billing practices
Without it, group and NPI Type 2 practices can stall instantly because no one has clear authority to run operations.
6. Quick-Grab Emergency Activation Sheet
The First Step. Without this, your Executor may lose precious time in the chaos.
Provides an immediate “start here” list for crisis response
Identifies the priority tasks that stabilize clients and records
Reduces overwhelm when quick decisions matter most
Guides your Executor through the first minutes and hours
Without it, your Executor may waste critical minutes trying to figure out what to do first.
7. Implementation and Integration Call
Personalized Support to Help You Complete Your Legacy Protection System
Setting up your continuity plan on your own can feel overwhelming, especially when trying to understand what documents to complete first, who to designate as your Clinical Executor, and how to integrate everything into your practice workflow. That is why every Legacy Protection Pack includes a complimentary Implementation and Integration Call.
This live session gives you personal support so you can confidently complete your Professional Will, organize your binder, and prepare your Clinical Executor for their responsibilities. Whether you are a solo clinician or a group practice owner with an NPI Type 2, you will receive customized guidance tailored to your practice structure.
What We Cover During the Call
Review of your completed Professional Will
Guidance on selecting and preparing your Clinical Executor
Walkthrough of the Group Practice Addendum (if applicable)
Clarification on PHI access, record custody, and executor roles
Support organizing your Continuity Binder
Answers to your questions about NPI 1 vs NPI 2 and administrative workflows
Best practices for implementing your new system
How to Schedule Your Call
At the time of delivery, you will receive a unique coupon code that allows you to schedule your Implementation and Integration Call at no cost.
The coupon code is valid for one time use within 90 days of purchase.
Your call is conducted through a secure scheduling link, making it easy to find a date and time that works for you.
Why This Matters
Your continuity plan is only effective when it is fully completed and set up correctly. This call ensures:
You understand every part of your system
Your executor knows exactly what to do
Your practice is protected in a crisis
You have confidence that everything is aligned with compliance standards
This is personal support, not another template. You receive direct guidance to finish your system with clarity and peace of mind.
Implementation and Integration Call (60 minutes)
Value: $350
Regular Price: $275
Launch Price: $200
Included at no additional cost
Executors will already be grieving - don’t leave them guessing.
Designed for both solos and groups. If you are a solo provider you can start with the core components right away. If you bill insurance or operate a group practice, you will benefit from the full continuity system.
Upgrade Discount Guarantee:
If you purchase the Professional Will and later choose to upgrade to the full Legacy Protection Pack, you qualify for a private upgrade discount. The discount is available for two years from the date of your Professional Will purchase. When you are ready to upgrade, reach out to me directly to receive your private coupon code.
Pricing
Total Value: $11,000
Regular Price: $3,788
*Launch* Price: $1,997
Customers receive a unique coupon code at delivery to schedule their free 60 minute call within 90 days
Why the Pack Is Better
Together, these four tools give your Executor everything they need:
Authority to act
Guidance to know what to do
Legal and compliance protection to do it right
Give your Executor a roadmap, not a headache.
From legal authority to practical tools, everything your Executor needs.