Every Therapist Needs a Professional Will
Most Don't Have One
Protect your clients, your loved ones, and your practice with a professionally designed Professional Will Template.
What happens if you're suddenly unable to practice?
Who contacts your clients?
Who secures records?
Who manages ethical obligations?
What's Included
✅ Professional Will Template
✅ Step-by-Step Instructions
✅ Successor Therapist Guidance
✅ Emergency Planning Checklist
ABOUT
Pamela Dobbie, LPC
Pamela Dobbie is a Licensed Professional Counselor, practice owner, and business consultant with more than 20 years of experience. Her Aligned Growth Studio is designed to help professionals build sustainable, ethical, and well-organized practices.
After navigating the challenges of private practice herself, Pamela became passionate about creating practical tools, templates, and systems that save time, reduce overwhelm, and help therapists focus on the work that matters most—serving their clients.
Through Aligned Growth Studio, she provides resources designed to make private practice feel lighter, more manageable, and professionally supported.
Professional Will Template
$37
Key features of the template
Professional Will Template
A customizable Professional Will designed specifically for therapists and helping professionals.
Step-by-Step Instructions
Clear guidance for completing and implementing your Professional Will.
Successor Therapist /Executor Guidance Sheet
Help your designated colleague understand their role and responsibilities with clear instructions for carrying out your wishes.
Client Protection Planning
Support continuity of care and ethical management of client records.
Sample Client Notification Letter
A customizable letter template for communicating with clients when needed.
Instant Download & Lifetime Access
Download immediately and update it as your practice evolves..
Lifetime access,
one-time payment
FAQ
Your questions answered
A Professional Will is a document that provides instructions for managing your practice, client records, and professional responsibilities if you become unable to practice due to illness, incapacity, retirement, or death.
No. This template is an educational resource and should be reviewed and adapted to meet your state's laws, licensing board requirements, and professional needs.
This template is designed for therapists, counselors, social workers, psychologists, and can also be used by coaches, and other helping professionals in private practice.
Yes. The template and supporting documents are fully editable so you can customize them for your practice.
You'll receive immediate access after purchase, along with a copy sent to your email.
Many professionals use a template as a starting point, but you may wish to consult an attorney familiar with healthcare or professional practice law in your state. If it were me, I would consult one to get the final clearance. By bringing the completed template to an attorney you can save both time and money.
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