Example Clinical Will: Essential Planning for CBT Therapists
A clinical will is a document that outlines what happens to your clients and clinical records if you become unable to practice due to death, illness, or emergency.
Key Components:
Designated professional executor (likely another therapist)
Client contact procedures
Records management plan
Access to essential information
Referral network details
Why It's Essential:
Ensures continuity of care
Protects vulnerable clients
Maintains ethical standards
Fulfils professional body obligations
For paid subscribers: Access our example below.
EXAMPLE CLINICAL WILL
This document constitutes the clinical will of:
NAME (operating clinically as NAME IF DIFFERENT)
PHONE NUMBER
BUSINESS ADDRESS
This document sets out what will happen to my clinical practice in the event I suddenly become unable to practice, for example due to sudden illness or death.
Executor and Clinical Will Initiator: NAME OF INITIATOR
Clinic
All my clients details and upcoming appointments can be found on my clinical portal NAME AND LINK.
USERNAME AND PASSWORD IF NEEDED.
Please notify my clients of my death or incapacity. Please ask if they would like you to help them find a new therapist, and you can direct them to the CBT Register [OR ALTERNATIVE RELEVANT BODY]: https://babcp.com/CBTRegister/Search.
Insurance
Please cancel my insurance with INSURER.
Social media / website
Please delete my:
Website: NAME
Instagram: INSTAGRAM
Subscriptions
Please cancel my subscriptions to:
ANY SUBSCRIPTIONS