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Includes appointment of a Primary and optional Secondary Professional Executor, details for an attorney when applicable, and guidance for maintaining an accompanying “Files, Passwords, and Contacts List.” Provides instructions for notifying current and past clients, handling billing and financial records, transferring client records with consent, and coordinating with liability carriers and licensing boards upon death or incapacity.",{"@graph":69,"@context":122},[70,84,105],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":35,"@type":76,"position":81},"https://docshare.wps.com/document/healthcare/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/sample-professional-will-professional-executor-instructions/329436/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/sample-professional-will-professional-executor-instructions/329436.png","ImageObject",300,407,{"name":92,"@type":93},"Oliver","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-10-22","2026-09-21",true,{"@type":102,"interactionType":103,"userInteractionCount":44},"InteractionCounter",{"@type":104},"ViewAction",{"@type":106,"mainEntity":107},"FAQPage",[108,114,118],{"name":109,"@type":110,"acceptedAnswer":111},"What is the purpose of this Professional Will template?","Question",{"text":112,"@type":113},"It grants authority and instructions to a Professional Executor to manage psychology practice records and provide direction in the event of the psychologist’s incapacitation or death.","Answer",{"name":115,"@type":110,"acceptedAnswer":116},"Who is appointed to serve as the Professional Executor?",{"text":117,"@type":113},"The will appoints a Primary Professional Executor, and optionally a Secondary Professional Executor if the first is unavailable or unable to serve.",{"name":119,"@type":110,"acceptedAnswer":120},"What guidance does the template provide for client records after death or incapacity?",{"text":121,"@type":113},"It instructs the executor to transfer clients’ records or copies to the clients’ new psychologist or other mental health professional with the clients’ consent, and to maintain remaining records according to relevant APA Ethics Standards, state regulations, and APA record-keeping guidelines.","https://schema.org",{"og:url":83,"og:type":124,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":126,"canonical":83},"index,follow",{"doc_id":128,"site_id":62},329436,1790470147,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":92,"user_avatar":133,"doc_module":4,"category_id":34,"category_name":35,"doc_title":65,"doc_description":67,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":44,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":14,"language":139,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":140,"faqs":141,"seo_title":142,"seo_description":67,"update_tm":143,"read_time":24},8796095461610,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","This sample will can be cut out and reproduced as needed .  \nSample Professional Will *  \nNOTE: Italicized copy below appearing within brackets comprises notes and recommendations related to the sample will content.  \nI,   , do hereby declare this to be my Professional Will. This document supersedes prior Professional Wills [if any exist] . This is not a substitute for a Personal Last Will and Testament. It is intended to give authority and instructions to my Professional Executor regarding my psychology practice and records in the event of my incapacitation or death.  \nFIRST  \nI am a practicing psychologist licensed in   . My license \\# is   .  \n[name of state]  \nMy principal office address is  .  \nIn the event of my death or incapacitation, I hereby appoint as my Professional Executor   , who has agreed to serve in this role. His/her phone number and email and mail addresses are     . In the event that  is unavailable or unable to perform this function, I hereby appoint as Secondary Professional Executor   , who has agreed to serve in this role. His/her phone number and email and mail addresses are    \n  . I hereby grant my Professional Executors full authority to:  \nt Act on my behalf in making decisions about storing, releasing and/or disposing of my professional records, consistent with relevant laws, regulations and other professional requirements.  \nt Carry out any activities deemed necessary to properly administer this professional will.  \nt Delegate and authorize other persons determined by them to assist and carry out any activities deemed necessary to properly administer this professional will.  \nSECOND [If applicable]  \nMy attorney for this Professional Will is  , whose phone number and email and mail addresses are   . The executor of my current personal will is  , whose phone number and email and mail addresses are    \nTHIRD  \nCopies of a separate “Files, Passwords, and Contacts List” are stored with copies of my Professional Will in the locations specified below in section FOURTH (B) . This list is intended to be maintained and updated as needed to facilitate access to all relevant contacts, client records and other relevant documents, including all relevant hard copy and electronic files as well as back-up files. The list includes:  \nt Names and contact information for individuals who maybe able to assist in locating/accessing my client records and other relevant professional documents (for example, colleagues, office staff, family)  \nt Location and/or how to access current client records  \nt Location and/or how to access past client records  \nt Location and/or how to access my psychological test materials [if applicable] t Location and/or how to access my professional billing and financial records  \nt Location and/or how to access my appointment book and client phone numberst Location of the computer and other electronic devices used for my psychology practice t Passwords for my computer and other electronic devices used for my psychology practice t My professional e-mail and website addresses  \nt My office phone number and voicemail access code  \nt Location and/or how to access my professional liability insurance policy  \nt Location of any necessary keys you will need for access to my office, filing cabinets, storage facilities, etc.  \nFOURTH  \nMy specific instructions for my Professional Executor are:  \nA. First of all, I would like to express my deep appreciation for your willingness to serve as my Professional Executor.  \nB. There are four copies of this Professional Will. They are located as follows: one is in your possession; one is in the possession of my attorney; one is with my personal will; and one is with my professional liability insurance policy.  \nC. Please use your clinical judgment and discretion in deciding how you want to notify current and past clients of my death or incapacity and whom to contact for further information, consistent with ethical and legal requirements.[Note: You may choose t","cbCaily8Eka5dRnl","https://ap.wps.com/l/cbCaily8Eka5dRnl","pdf",259603,"English","# FIRST\n## SECOND [If applicable]\n# THIRD\n# FOURTH\n## A. First of all\n## B. There are four copies\n## C. Notification instructions\n## D. Client meetings and referrals\n## E. Liability carrier and licensing board\n## F. Record transfer and maintenance\n## G. Billing the estate","[{\"question\":\"What is the purpose of this Professional Will template?\",\"answer\":\"It grants authority and instructions to a Professional Executor to manage psychology practice records and provide direction in the event of the psychologist’s incapacitation or death.\"},{\"question\":\"Who is appointed to serve as the Professional Executor?\",\"answer\":\"The will appoints a Primary Professional Executor, and optionally a Secondary Professional Executor if the first is unavailable or unable to serve.\"},{\"question\":\"What guidance does the template provide for client records after death or incapacity?\",\"answer\":\"It instructs the executor to transfer clients’ records or copies to the clients’ new psychologist or other mental health professional with the clients’ consent, and to maintain remaining records according to relevant APA Ethics Standards, state regulations, and APA record-keeping guidelines.\"}]","Sample Professional Will - Professional Executor Instructions | PDF",1789984109]