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FREE PROFESSIONAL WILL CHECKLISTFREE INFORMATIONAL MEETING

Mental health clinicians have the ethical and legal obligation to create an emergency plan that specifies how their clients, client records and practice will be managed in the event of therapist incapacitation or death.

TheraClosure helps you create a tailored, comprehensive and actionable Professional Will, and our expert clinicians serve as Practice Executor if needed.

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Resources for Therapists

Tools

  • Professional Will Checklist
  • ‍Professional Will Template

Podcasts

  • The Trauma Therapist Project: When Something Happens to You
  • Practice of Practice podcast: Professional Wills/Practice Executors on Practice of the Practice
  • The Art of the Referral: Till Death Do Us Refer: the importance of a Professional Will
  • The Practice of Therapy: Preparing for the Worst: Professional Wills in Private Practice
  • Therapy Reimagined: Planning for Death and Incapacitation: What Therapists Need to Do
  • The Modern Therapist's Survival Guide: Planning for Death or Incapacitation – What Therapists Need to Do
  • The Ideal Practice: I Had No Idea How Important a Professional Will Was - And Then I Met Robyn Miller

Workshops/Trainings

  • Workshop for Los Angeles Psychological Association: Let’s Face It Together: Professional Wills Matter
  • Training for Maryland Psychological Association : Professional Wills and the Role of Practice Executor: Clinical, Practical, and Emotional Considerations
  • CE Webinar for The Trust Insurance (3/27/25): Guidelines and Pitfalls Regarding Professional Wills and Practice Executors: How to Meet Your Ethical Obligations to Plan for the Unexpected
  • CE Training for Northern Virginia Clinical Psychologists (3/14/25): Professional Wills and the Practice Executor Role: Clinical, Business, and Emotional Considerations

Papers

Authored by Robyn Miller

  • Paper in Psychoanalytic Perspectives: A Psychodynamic Psychotherapist Dies: Grief and Dismantling a Practice as Professional Executor
  • Paper for Society for the Advancement of Psychotherapy: Psychotherapist Professional Wills: Easy to Avoid, Crucial to Address
  • Paper in Independent Practitioner: The Dilemma of the Professional Will: A Preliminary Survey and a Solution

Others

  • American Psychological Association. (2017). Ethical principles of psychologists and code of conduct (2002, amended effective June1, 2010, and January 1, 2017). http://www.apa.org/ethics/code/index.html
  • Association of State andProvincial Psychology Boards (2020). Guidelines for closing a psychologicalpractice.https://asppb.net/wp-content/uploads/2024/10/asppb_guidelines_for_closing.pdf
  • Barnett, J.E. (2019). The Ethical Practice ofPsychotherapy: Clearly within our reach. Psychotherapy, 56(4), 431-440. https://doi.org/10.1037/pst0000272.
  • Barnett, J. E., Knapp, S., Handelsman, M. M., &Kastenberg, J. E. (2024). Key issues and recommendations for ethical andeffective endings in psychotherapy. Professional Psychology, Research andPractice, 55(2), 129–139. https://doi.org/10.1037/pro0000566
  • Becher, E., Ogasawara, T., & Harris, S. M. (2012).Death of a Clinician: The personal, practical and clinical implications oftherapist mortality. Contemporary Family Therapy, 34(3), 313–321.https://doi.org/10.1007/s10591-012-9181-y
  • Beder, J. (2003). Picking Up the Pieces After theSudden Death of a Therapist: Issues for the Client and the “InheritingTherapist.” Clinical Social Work Journal, 31(1), 25–36.https://doi.org/10.1023/a:1021410501036
  • Bennett-Carpenter, B. (2014). Facing up:psychotherapists writing about dealing with the idea of one’s own death. Mortality,19(4), 361–378. https://doi.org/10.1080/13576275.2014.943169
  • Cohen, J. (2022). Mental health professionalspreparing for cognitive decline and death: Denial and action. ProfessionalPsychology, Research and Practice, 53(5), 530–540.https://doi.org/10.1037/pro0000446
  • Da Silva, A. N., Ferreira, J. F., Conceição, N.,Velho, C. V., & Vasco, A. B. (2022). Termination in psychotherapy:Contributions of an integrative metamodel. Journal of PsychotherapyIntegration, 32(2), 175–189. https://doi.org/10.1037/int0000235
  • Guide to making a therapist’s professional will.(n.d.).https://kspope.com/therapistas/will.php
  • Hackett, M. (2019) Planning for our death/incapacitation as therapists.  Irish Journal of Counselling andPsychotherapy. 19(3) 23-28.
  • Lustgarten, S.D., Sinnard, M. T., & Elchert, D. M. (2020). Data after death: Recordkeeping considerations for unexpected departures of mental health providers. ProfessionalPsychology, Research and Practice, 51(4), 362–370.https://doi.org/10.1037/pro0000334
  • Marmarosh, C. L. (2017). Fostering engagement duringtermination: Applying attachment theory and research. Psychotherapy, 54(1),4–9. https://doi.org/10.1037/pst0000087
  • O’Donnell, M. M. (2006). Sudden unexpected death ofthe therapist: Reconciling ethical and clinical concerns for providingcontinuing care. Graduate Student Journal of Psychology, 8,45–49. https://doi.org/10.52214/gsjp.v8i.10806
  • Pope, K. S.,Vasquez, M. J. T., Chavez-Dueñas, N. Y., & Adames, H. Y. (2021). Ethicsin psychotherapy and counseling: A practical guide (6th ed.). Wiley.
  • Pope, K. S.(n.d.). Guide to making a therapist's professional will. Retrieved from https://kspope.com/therapistas/will.php
  • San Diego Psychological Association. (n.d.).Guidelines for preparing your professional will. In San Diego PsychologicalAssociation.https://sdpsych.org/resources/Documents/Preparing%20Your%20Professional%20Will.pdf
  • Schwartz‐Mette, R. A., & Rowan, C. B. (2024).Ethical considerations for complex termination. Practice Innovations.https://doi.org/10.1037/pri0000235
  • Scroppo, J. (2020). What mental health professionalsneed to know and do about their professional retirement. PracticeInnovations, 5(2), 81–91. https://doi.org/10.1037/pri0000114
  • Steiner, A. (n.d.). What is a professionalwill? Why every therapist needs one. Psychotherapy Tools. https://www.psychotherapytools.com/profwill_what.html
  • Steiner, A. (2011). TheTherapist's Professional Will: A Backup Plan Every Clinician Needs. Group.35. 33-40.
  • Swift Yasgur, B. (2021). Creating a professional will to ensurecontinuity of care after your demise. Haymarket Media. https://www.psychiatryadvisor.com/features/creating-a-professional-will-to-ensure-continuity-of-care-after-your-demise/

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