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. 

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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

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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. 

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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. 

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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. 

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Schedule a free consultation today to discuss your professional estate planning needs.