Legacy Protection Pack

Value: $8,197.00

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Complete Continuity & Compliance for Mental Health Practices 

Why You Need It

Every mental health provider is ethically and professionally responsible for protecting clients in the event of illness, incapacity, or death. Having a Professional Will alone is not enough — it must be paired with the right supporting tools to ensure Executors can legally and practically carry out closure tasks. Without a full system, practices risk noncompliance, client abandonment claims, and regulatory scrutiny.

The Legacy Protection Pack solves this problem by combining all four of your essential continuity tools into one complete bundle. Together, they provide a legally defensible, HIPAA-compliant, step-by-step system for planning, executing, and documenting practice closure.

What’s Included

• Professional Will  – HIPAA-compliant continuity plan to protect clients, records, and your license

• Professional Will Companion Guide – Expands your plan into a legally aligned framework with executor guidance and state-by-state compliance support

• Clinical Executor BAA (Special Edition) – Ensures your Executor has HIPAA-authorized access to PHI when closure is activated

• Clinical Executor Companion Guide – A sequenced, audit-ready playbook that walks Executors through every closure step with documentation and certification

What Makes It Different

Most providers rely on a single document or informal plan. This bundle is different because it integrates every component needed for a complete, legally defensible continuity system. Instead of leaving Executors with vague instructions, you provide them with clear authority, HIPAA-compliant access, and a closure roadmap that protects both clients and your practice.

Every document in the Legacy Protection Pack is editable, professionally written for mental health providers, and designed to stand up under licensing board review or HIPAA audit. This is not a fill-in-the-blank template — it is a professional-grade compliance system that addresses every stage of continuity planning.

Who It Helps

The Legacy Protection Pack is built for therapists, supervisors, and group practice owners who want to leave nothing to chance. If you want to protect your clients, your records, and your license with a complete continuity framework, this bundle is the right choice.

Why It Is Worth the Investment

Separately, the tools in this bundle are valued at more than $8,000. Purchased together, you receive the complete system for just $1,997 at launch. It gives you peace of mind, protects your professional legacy, and reduces liability exposure. Because it is a compliance resource, it may also qualify as a deductible business expense.

Format & Delivery

All products in the bundle are delivered as editable Microsoft Word documents, customized with your business name, watermarked for licensing protection, and delivered electronically within 3 to 5 business days.