What Happens To Your Practice If You Are Not There?
PROFESSIONAL WILL FOR MENTAL HEALTH PROVIDERS
Protect Your Clients.
Safeguard Your Records.
Preserve Your Legacy.
WHY IT’S A LEGAL & ETHICAL ESSENTIAL
If you were incapacitated or passed away:
Who would notify your clients?
Who could access or transfer records — legally?
Would your Executor be protected?
Would your practice be shut down ethically and correctly?
This Will solves that — before it becomes a crisis.
Value: $2,500
Regular Price: $997
Launch Price: $597
One-Time License • Editable Format • Delivered in 3–5 Business Days
WHY THIS MATTERS
This isn’t just a document. It’s a continuity plan designed specifically for therapists, supervisors, and behavioral health providers who take their responsibilities seriously. If something happens to you, this helps make sure your practice doesn’t fall into legal or ethical chaos.
Whether you work solo, supervise others, or manage client records, you’re still responsible for continuity of care—even in an emergency, illness, or death.
The Professional Will gives your clients protection, your records proper handling, and your Executor a clear plan of action. No lawyer needed, no digging through templates, and no second-guessing what comes next.
Ready to Put Your Protection Plan in Place?
Protect your clients, your license, and your legacy by putting a clear plan in place before a crisis hits. The Professional Will gives you everything you need—already written, fully editable, and made for real-world therapy practices.
Professional Ethics Require Continuity Planning
Mental health professionals are ethically obligated to ensure continuity of care in the event of their unavailability. While not all boards use the term Professional Will, several major professional organizations include clear language in their Codes of Ethics that support its underlying purpose:
National Association of Social Workers (NASW)
Code of Ethics, Section 1.15 – Interruption of Services:
“Social workers should make reasonable efforts to ensure continuity of services in the event that services are interrupted by factors such as unavailability, relocation, illness, disability, or death.”
(Source: NASW Code of Ethics, 2021)
American Counseling Association (ACA)
Code of Ethics, Section C.2.h – Counselor Incapacitation, Death, Retirement, or Termination of Practice:
“Counselors prepare and disseminate, as part of their professional estate plan, a plan for the transfer of clients and files in the case of their incapacitation, death, retirement, or termination of practice. This plan includes the designation of a colleague or records custodian and addresses how to inform clients of the change and how to access records.”
(Source: ACA Code of Ethics, 2014)
American Psychological Association (APA)
Ethical Principles of Psychologists and Code of Conduct, Standard 10.09 – Interruption of Psychological Services:
“Psychologists make reasonable efforts to plan for facilitating services in the event that psychological services are interrupted (e.g., by the psychologist’s illness, death, unavailability, relocation, or retirement).”
(Source: APA Ethics Code, 2017)
American Association for Marriage and Family Therapy (AAMFT)
Code of Ethics, Section 1.11 – Nonabandonment:
“Marriage and family therapists do not abandon or neglect clients in treatment without making reasonable arrangements for the continuation of such treatment.”
(Source: AAMFT Code of Ethics, 2015)
WHAT’S INCLUDED
✅ Professional Will Template (Editable Microsoft Word)
Legal-style structure with therapist-specific language
Executor duties and HIPAA-compliant authority
Client notification and communication scripts
Closure procedures for EHR, phone, portal, and voicemail
Guidance on licensing board and malpractice obligations
Optional practice closure clauses
Solo and group practice language
Embedded disclaimer and licensing watermark
✅ Executor Instructions & Emergency Contact Log
Assign primary and backup Executors
Document key contacts and delegated authority
✅ Emergency & Disaster Response Checklist
Real-world planning tool for crises like hospitalization, accidents, or unexpected death
✅ HIPAA + Licensing Board Compliance Notes
Includes aligned guidance for LMSW, LPC, LMFT, LPCC, Psychologists, and more
Meets record continuity standards under HIPAA and ethics codes
DELIVERY & LICENSING DETAILS
How It Works:
Enter your business name at checkout
Your file will be customized, digitally watermarked, and emailed within 3–5 business days
Editable body; locked headers/footers for protection
Licensing is for a single business or clinician only
No subscription, no login, no recurring fees
Executor BAA Required:
Your chosen Clinical Executor must sign a Business Associate Agreement (BAA) to access client records. We recommend pairing this product with our Clinical Executor BAA for full legal coverage.
Legacy Protection Pack:
You may also want to consider the Bundle that includes the Professional Will and Clinical Executor BAA along with a Companion Guide for each.
PRICING & VALUE OVERVIEW
Feature | Included |
Professional Will Template | ✅ |
Executor Instructions & Logs | ✅ |
Emergency Closure Checklist | ✅ |
HIPAA + Licensing Board Guidance | ✅ |
Editable Format (Word Doc) | ✅ |
Licensing & Watermark Protection | ✅ |
Delivery in 3–5 Business Days | ✅ |
Estimated Value: $2,500
Regular Price: $997
*Limited Time Launch* Price: $597
One-time license. No subscriptions. No updates required.
Secure Your Practice. Protect Your Legacy.
Don’t wait until you’re forced to act. Prepare now with a fully editable, professionally structured Professional Will built just for therapists.
