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):
  • Contact clients to inform them of the event; 
  • Help clients seek alternative service options; or 
  • Terminate with clients (in a way you would have done); 
  • Secure records storage, distribution, and disposal; 
  • Contact professional peers; 
  • Close out any paid professional accounts (AVVO, Psychology Today, LinkedIn etc.);
  • Close out any membership affiliations (National Association of Social Workers; American Psychological Association, Texas Bar Association etc.)
  • ...and a whole lot more
BEING A RESPONSIBLE PROFESSIONAL often requires us to care for our clients; uphold our duty to confidentiality, and provide continuum's of service for them even after we lose the ability to perform those duties ourselves. A professional will can ensure valuable information is passed along to a qualified individual; directing them on how best to close out your responsibilities to your clients. 
MANY PROFESSIONS ONLY ALLOW QUALIFIED INDIVIDUALS ACCESS TO CONFIDENTIAL CLIENT INFORMATION; and as such, the Executor of your personal estate may not have legal access to client-records. 
ITS JUST GOOD ESTATE PLANNING for professionals who would want their practice to be closed-down with the kind of precision, expertise, and compassion that it took to build it in the first place. 
Schedule a free consultation today to discuss your professional estate planning needs.

DISCLAIMER: The information on this web site is not intended as legal advice.  Instead, the purpose of this web site is to provide general information about my law practice and the services it offers.  It is very important that you should first seek the advice of an attorney before you act on any information contained on this web site. This web site does not create an attorney-client relationship between you and the law office of John Garland, nor is it intended to do so.  Also, please understand that contacting us via telephone, written mail, or electronic e-mail does not mean you have established an attorney-client relationship with the law office of John Garland.  Therefore, do not send any confidential information to this office until an attorney-client relationship has been established. This web site has been developed to comply with the rules of the Texas Supreme Court and the State Bar of Texas.