Clinical Executor Business Associate Agreement (BAA)

Value: $1,000.00

See Full Bundle Description Here – Legacy Protection Pack

Special Edition for Professional Will Activation

Why You Need It

Naming a Clinical Executor in your Professional Will is not enough. Under HIPAA, an Executor cannot access protected health information (PHI) unless a valid Business Associate Agreement (BAA) is in place. Without this agreement, your Executor could be blocked from legally notifying clients, closing accounts, or managing records — leaving your continuity plan incomplete and your practice at risk.

The Clinical Executor BAA – Special Edition solves this problem. Written specifically for Professional Will activation, it gives your Executor limited, HIPAA-authorized access to handle records and closure duties only when necessary, and only for as long as required.

What It Provides

This special edition BAA gives you:

• A compliance-ready agreement tailored to Professional Will activation

• Clear boundaries on when it activates, what your Executor can access, and when it terminates

• Protection for your clients, your Executor, and your practice by keeping duties strictly defined

• Editable format so it can be customized to your plan and updated as laws evolve

Delivered in Microsoft Word format, it is personalized with your business name and watermarked for licensing protection.

What Makes It Different

Generic BAAs are designed for vendors like billing services or EHR platforms. They do not address the unique situation of a Clinical Executor stepping in after a provider’s incapacity or death. This special edition BAA is written with that scenario in mind.

It is narrowly focused on client protection and compliance. Unlike free or fill-in-the-blank agreements, this resource balances legal requirements with practical application, ensuring HIPAA, HITECH, and state licensing standards are met.

Who It Helps

Therapists, supervisors, and private practice owners who have named a Clinical Executor in their Professional Will and want that plan to hold up under HIPAA and board expectations.

Why It Is Worth the Investment

A Professional Will without this supporting BAA leaves your plan incomplete. This agreement closes that gap, ensuring your Executor has the legal authority they need — no more and no less. It safeguards your license, protects your clients, and limits liability for your estate.

Because it is a professional compliance resource, it may also qualify as a deductible business expense, making it a smart and cost-effective investment.

Format and Delivery

The Clinical Executor BAA is delivered as an editable Microsoft Word document. Each copy is customized with your business name, watermarked for licensing protection, and delivered electronically within 3 to 5 business days.