Signing Up for Services

Professional Will Management, LLC offers a suite of services for a flat fee plus applicable refundable deposits. 

NOTE: Professional Will Management, LLC is currently offering services to mental health practitioners independently licensed (psychologist, CMHC, LMFT, LCSW) in the state of Utah. All other independently licensed mental health practitioners are encouraged to contact 801-891-1933 to discuss their circumstances. 

A professional will consultation with Professional Will Management, LLC will help you determine the important elements of your professional will, which aspects of the will are to be administered by your personal representative and which by your professional representative, and your plan to address the needs of your client population. If you decide to sign on with us, you agree to provide regular updates as information in your professional will changes, and to ensure your personal representative will coordinate with us as your professional representative. In the event of your death or sudden incapacity, Professional Will Management, LLC will:

• Contact your active caseload to cancel immediate appointments and discuss a transition plan, including offering referrals or crisis resources
• As you request, or as required by law, contact your former clients for the same purpose
• Advise your clients about accessing their records
• Assist in appropriately disposing of testing or protected materials
• Notify insurance, licensing, or other entities of your status
• Maintain and destroy records in accordance with applicable regulations
• Review and respond to record requests
• Notify pre-licensed individuals under your supervision, as well as their licensing body, of your change in status
• Arrange for any necessary interpretation services

Professional Will Management charges the following flat fees:

• Professional Will Consultation: $200.00
• Records Retention: $3,000.00

And refundable deposits (to be refunded at your retirement if not used):

• Notification: $2000.00
• Travel (in the event of travel of more than 2 hours): $1000.00
• Interpretation: determined based on number of clients requiring interpretation services

If you do not have a professional will and are interested in guidance to set one up, sign up for a Professional Will Consultation. Once your information is received, Professional Will Management, LLC will contact you to set up your consultation and discuss our other services if desired. 

If you have have a professional will and would just like to discuss establishing services, have other questions, or are not certain if what we offer is right for you, please contact Professional Will Management, LLC at 801-891-1933 for a free 15-minute consultation.