While a personal will handles your estate, a Professional Will for therapists is a specific ethical document that outlines how your clinical practice should be managed if you can no longer work. It covers client notifications, the transfer of Protected Health Information (PHI), and the ultimate closure of your business entities.

While they can, it is rarely the most ethical or practical choice. A spouse may be overwhelmed by grief and lack the training to handle HIPAA-compliant record storage. A colleague may have their own full caseload and be unable to manage the administrative "surge" of closing your practice. Hiring a Professional Executor ensures a neutral, expert hand guides the process without burdening your loved ones.

Our services are designed for both. We assist with managing your records so you can retire without worry, but we also act as a "safety net" for unexpected incapacity or death.

EHR Practice Closure is one of the most complex hurdles for modern clinicians. We specialize in the digital "handoff" of platforms like SimplePractice, TherapyNotes, and others. We ensure subscriptions are managed so records remain accessible for the legally required duration and that data is transferred securely.

Mental health records retention requirements vary by state and license type (often ranging from 7 to 10 years). We stay abreast of these regulations to ensure you remain in full compliance long after your practice doors close.

We maintain a record locator directory designed specifically for this purpose. If a former client needs their files for a disability claim, a new provider, or legal reasons, they can search our directory to verify that Professional Will Management, LLC is the active manager of your records.

The directory serves as a secure signpost, directing the client to submit a formal record request through us. Please note that for security and HIPAA compliance, the directory does not provide direct access to the storage itself; it ensures that every request is professionally vetted and handled according to the highest ethical standards.

Absolutely. As the regulatory landscape for mental health shifts, we are staying ahead of the curve. Dr. Brass currently holds an Authorization to Practice Interjurisdictional Telepsychology (APIT) under PSYPACT, and we are closely monitoring the implementation of the Social Work Licensure Compact and the Counseling Compact.

Whether you are a psychologist operating across several states or a counselor preparing for future compact requirements, we ensure your practice continuity plan covers all jurisdictions where you are authorized to practice. Our goal is to ensure your ethical obligations are met, no matter how far your digital practice reaches.

Many services charge a "membership fee" every month, which can become incredibly expensive over a 20-year career. We believe in transparent flat fees. You pay for the consultation up-front, and your deposit for executor services is clear and, in some cases, partially refundable if the services are never utilized.

Not at all. You remain in full control. We simply serve as the "designated successor" in your Professional Will, ready to step in only when you are unable to perform your duties or when you choose to retire.