Professional Will for Therapists

Value: $2,500.00

Professional Will for Therapists & other Mental Health Providers

Why You Need It

Every therapist, counselor, psychologist, and social worker is ethically and legally expected to have a Professional Will for Therapists. Boards, ethics codes, and HIPAA rules require a continuity and closure plan if you are unable to practice due to illness, disability, or death. Without one, your clients, records, and license are left vulnerable, and your loved ones are left without clear direction.

Most practices do not have a Clinical Will or rely on informal notes that would not withstand board review. The Professional Will for Therapists closes that gap with a legally informed, HIPAA Professional Will that gives your executor step-by-step guidance for every critical task.

What It Covers

The 2025 edition of the Professional Will is a 15-page guide, including 3 pages of instructions and permitted use. It is concise enough to be usable in real emergencies, yet detailed enough to satisfy licensing boards and HIPAA compliance expectations. It covers executor authority and HIPAA permissions, client notification procedures, record access and retention, and step-by-step instructions for closing EHR systems, phones, portals, and accounts. It also includes crisis planning for unexpected emergencies.

Unlike lengthy binders that overwhelm executors or one-page templates that miss crucial details, this Professional Will is focused and practical. It gives your executor clarity without burying them in unnecessary information.

What Makes It Different

Generic templates or fill-in-the-blank PDFs are not enough. They are vague, non-editable, and often fail to meet the expectations of boards and auditors. The Professional Will for Therapists is different because it is editable in Microsoft Word, designed specifically for mental health providers, HIPAA-compliant, and aligned with licensing board expectations. It is written in clear, practical language that makes it easy for an executor to follow in a crisis.

This makes it far more than a form. It is a true therapy continuity plan and practice closure plan that provides confidence, structure, and compliance.

Who It Helps

The Professional Will is designed for therapists, counselors, psychologists, and social workers in solo practices, group practices, or supervisory roles. Whether you provide in-person sessions, telehealth, or hybrid care, this plan ensures your continuity system is legally sound and audit-ready.

Why It Is Worth the Investment

Having a Professional Will is not optional. It is required by ethical codes and often expected by licensing boards. More importantly, it protects your clients, your records, and your professional reputation.

Instead of leaving your executor scrambling during a crisis, this tool gives them clarity and confidence. For you, it provides peace of mind knowing your practice, clients, and professional standing are secure. Because it is a compliance tool directly tied to your practice, it may qualify as a business expense or tax deduction.

Format and Delivery

The Professional Will for Therapists 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.