PROFESSIONAL
WILLS
EXPLORING THE BASICS
WHAT IS A PROFESSIONAL WILL?
WHAT DOES A PROFESSIONAL WILL DO?
WHY IS IT
IMPORTANT?
A professional will is a document used by professionals that have confidentiality relationships with their clients (mental health providers, accountants, attorneys, etc.) to outline how the closing of a practice should be handled in the event of certain unexpected life events.
At death, incapacity, or other unexpected circumstances; a professional will is provided to a qualified individual (within your field) that directs them (but not limited to):
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Contact clients to inform them of the event;
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Help clients seek alternative service options; or
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Terminate with clients (in a way you would have done);
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Secure records storage, distribution, and disposal;
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Contact professional peers;
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Close out any paid professional accounts (AVVO, Psychology Today, LinkedIn etc.);
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Close out any membership affiliations (National Association of Social Workers; American Psychological Association, Texas Bar Association etc.)
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...and a whole lot more