Professional Wills for Therapists
Ensuring continuity for your clients… and peace of mind for you.
You’ve spent your career caring for others. Let us help you protect your legacy.
Ethical practice continuity planning and secure records retention for mental health clinicians, ensuring peace of mind for you, your family, and your clients.
Why Create a Professional Will?
Ethical Practice Closure is more than just a folder of files.
For years, a professional will was as simple as leaving a colleague the keys to a filing cabinet. Today, the responsibilities of a solo or small group practice are far more complex. Between EHR, practice closure logistics, dozens of digital subscriptions, and multi-state compliance through interjurisdictional compacts, the burden of an unexpected closure is too much for a grieving family member to carry alone.
The HIPAA Risk: Without a professional executor, family members may be left managing sensitive PHI without the necessary training.
The Digital Burden: Managing HIPAA-compliant record storage and ensuring valid record requests can lead to overwhelming fees and legal liabilities if not handled correctly.
The Client Impact: Your clients deserve continuity of care in mental health, ensuring a seamless transition even during your most difficult moments.
Expert Practice Continuity Planning for your peace of mind
We assist psychologists, counselors, and therapists in moving from the stress of "what if" to the calm of being fully prepared. Whether you are actively planning your retirement or simply want a safety net in place, we provide the administrative and ethical infrastructure you need.
How we help you gain clarity:
Professional Will Consultation: A customized roadmap for your practice’s unique clinical and digital needs.
Professional Executor Services: We act as your primary contact point, handling client notifications and practice transitions with professional distance.
Records Management & Directory: We provide secure mental health records retention and maintain a locator directory so your former clients can always find their files.
Professional Will Management: A Leader in Ethical Practice Closure
Our Unique Approach:
Founded by Dr. Jamie Brass, a licensed psychologist and former psychology licensing board member, we understand the unique weight of your clinical responsibilities. We aren’t just a records company; we are mental health professionals committed to the ethical care of your clients.
Specialized in Digital Transition: We specialize in the "handoff" of modern EHRs and secure digital storage.
Transparent Flat Fees: No ongoing monthly "insurance-style" fees. Our straightforward structure includes refundable deposits for services you may never need.
Licensed Expertise: Based in Utah and versed in therapist compacts to support practitioners navigating interjurisdictional practice.
A clinician practice retirement plan is a gift to your family and a promise to your clients.
Don't leave your practice’s future to chance. Whether you are looking for a safety net or a final retirement strategy, let’s build a plan that provides the protection and peace of mind you’ve earned.