EXPLORING THE BASICS
WHAT IS A PROFESSIONAL WILL?
WHAT DOES A PROFESSIONAL WILL DO?
WHY IS IT
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