Professional Will Annual Workshop (Open to Non-Members)

Professional Will Annual Workshop (Open to Non-Members): Have you created your professional will? This essential document ensures that your clients, records, and practice are handled ethically and legally in the event of your death, incapacity, or retirement. Whether you’re in solo practice or part of a group, a professional will protects your clients and provides peace of mind for you and your loved ones.

In this practical and informative workshop, we’ll walk through the Professional Will Checklist. Together, we’ll explore each step and component—clarifying legal, ethical, and logistical considerations—so you can leave with a clear roadmap for completing your own professional will.

This workshop is ideal for licensed clinicians, associates, and trainees who want to meet ethical standards and be proactive in planning for the unexpected.

• Facilitator begins explaining briefly the purpose of the professional will.
• Facilitator will request you visit last page of the kit to go over disclaimers.
• Facilitator will go through checklist and ask you to begin filling out the kit as we go through it together.