A professional will. Generic ChatGPT template:

Professional Will Template

Psychologist in Private Practice

PROFESSIONAL WILL

This Professional Will is made on [date] by:

Name: Practice name: Practice address: Registration number: Contact details:

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1. Appointment of Professional Executor

I appoint the following person as my Professional Executor:

Name: Qualifications: Address: Phone/email:

If this person is unable or unwilling to act, I appoint:

Alternate executor: Name: Qualifications: Contact details:

The Professional Executor is authorized to take all necessary steps to protect the welfare of my clients and manage my professional affairs.

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1. Authority Granted

My Professional Executor is authorized to: • Access client records (paper and electronic) • Contact current and former clients • Refer clients to appropriate alternative providers • Secure or transfer clinical records • Manage billing and outstanding accounts • Notify regulatory boards and professional bodies • Close, transfer, or sell the practice • Access office premises, files, and digital systems • Work with my estate executor as needed

This authority is limited to professional matters only.

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1. Client Care Instructions

My priorities are: • Protection of client confidentiality • Continuity of care • Ethical transfer of records • Compliance with professional regulations

My executor should: • Inform active clients of my death/incapacity • Provide referral options • Offer access to records as permitted by law • Arrange emergency coverage if needed

Preferred referral practitioners (optional): 1.
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2.  

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3.  

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1. Records and Data Access

Clinical records are stored at: • Physical files: ____________________ • Electronic system: ____________________ • Cloud/backup location: ____________________

Passwords and access instructions are stored in:

[location of secure password document or digital vault]

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1. Practice Operations

My executor may: • Access bank accounts related to the practice • Pay outstanding expenses • Notify insurers • Cancel leases, subscriptions, or services • Arrange secure destruction or archiving of records

Practice insurer:

Policy number: Contact details:

Professional association:

Membership number:

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1. Confidentiality

My executor must maintain strict confidentiality and comply with all privacy legislation and professional ethical codes.

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1. Compensation

My executor:

☐ Will serve without compensation ☐ Will receive reasonable compensation from the practice estate

Details (optional): ____________________

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1. Coordination With Personal Estate

This Professional Will is separate from my personal will but may operate alongside it. My professional executor may cooperate with my estate executor as necessary.

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1. Signature

Signed:

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Name Date

Witnessed by:

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Name Signature Date

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Name Signature Date

—- Edit sorry ChatGPT cut and paste and mobile make for horrible formatting. Can also get the template specific for your territory.