101 Why Every Counselor Needs a Professional Will: Insights from Dr. Dawn Brunkenhoefer

Texas Counselors Creating Badass Businesses

What happens to your practice when life takes an unexpected turn? This episode features Dr. Dawn Brankenhofer, bringing her extensive expertise to shed light on the crucial need for a professional will. From safeguarding client records to ensuring business continuity, Dr. Brankenhofer explains the practical, legal, and ethical reasons behind this often-overlooked aspect of professional practice. She even provides a free template to help you get started, making this conversation an essential listen for anyone in private or group practice.
Dr. Brankenhofer shares invaluable insights on what makes a professional will effective. Learn how to compile all necessary license information, designate professional executors, and include essential contacts, such as attorneys. Drawing from personal anecdotes and practical scenarios, she emphasizes the importance of preparing for any eventuality. With Dr. Brankenhofer's guidance, you'll understand why choosing multiple professional executors and maintaining thorough business documentation are key to minimizing disruptions and stress in the face of unforeseen events.
Navigating the complexities of appointing a professional executor and managing your practice can be daunting. Dr. Brankenhofer delves into the nuances of selecting the right person for the job, the roles of attorneys and significant others, and managing your practice's legal and administrative tasks effectively. Learn how to securely manage passwords, document critical practice information, and handle client communications posthumously. Whether you're considering the continuity of your practice or its eventual closure, Dr. Brankenhofer's expert advice will ensure you're well-prepared, safeguarding the future of your practice and peace of mind.

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Разделы

1. 101 Why Every Counselor Needs a Professional Will: Insights from Dr. Dawn Brunkenhoefer (00:00:00)

2. Professional Will Importance and Components (00:00:06)

3. Preparing Your Professional Will (00:13:21)

4. Choosing a Professional Executor (00:25:22)

5. Professional Will and Practice Management (00:32:47)

6. Professional Executor and Business Closure (00:44:56)

7. Certificate Attendance Process Explanation (00:56:31)