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.
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 (2025 Edition)
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 (2025 Edition)
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.
Executors will already be grieving — don’t leave them guessing.
Pricing
Total Value: $8,197
Regular Price: $3,788
*Launch* Price: $1,997
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.
