Professional Will Workshop:
This online video series is adapted from the in person workshops I have facilitated over the past few years and includes all of the material we discuss during the workshops. You’ll get help with:
-The common roadblocks to getting your professional will completed and how to overcome them.
-So many details, so many decisions! You’ll learn so many more than you thought possible, and you’ll leave this workshop knowing that you haven’t forgotten anything.
-Step by step guidance on writing it, with a free template you can customize to fit your situation.
The thing is, I really get how and why this is hard to do, and hard to stick with it. You can do this!
You can also view the introduction video for the course below (or on YouTube):
Guidance for Professional Executors
First, a Professional Executor is the person who steps in when something has happened to you – you designate this person in your professional will or contingency plan. However. You may be on this website because you’ve suddenly been told a colleague has passed away and you need to help take care of your colleague’s clients and their records.
You may also have been asked by someone to be their Professional Executor, and you are wondering what this means.
I created a workshop for you that describes what you may be facing, the most important things to do first, and much more — all to help you feel more confident in helping your colleague and their clients.
This workshop is a part of the full Professional Will Workshop so if you plan to register and complete that one, you don’t need to purchase this one, too.
Click here to register and complete the Guidance for Professional Executors Workshop.
You can also see the Introduction video below, or view it directly on YouTube:
Consultation:
I am available to consult about your professional will or contingency plan. You may have a complicated situation, a group practice, or other question such as about clinical supervision, or you are figuring out what to do when a colleague has died. My fee is $195/hour, and I bill in quarter-hour increments at the rate of $48.75 per 15 minutes. Please reach out to me if I can be of assistance to you!
One Last Act: A Mental Health Clinician’s Guide to Professional Wills
This is the workbook I created to help colleagues to create and maintain their professional will. It has a ton of resources, things to consider, a customizable template, and step by step instruction. You can get it on Amazon, at the following link (note this is an affiliate link which means I may receive a commission on qualifying purchases): One Last Act