Sample Professional Will - APA Practice Organization 2025

1. Click ‘Get Form’ to open the Sample Professional Will in the editor.
2. Begin by filling in your name at the top of the document, ensuring it clearly states that this is your Professional Will.
3. In the first section, provide your state of licensure and license number, along with your principal office address.
4. Appoint a Professional Executor by entering their name and contact information. Include a Secondary Professional Executor if necessary.
5. Grant your Professional Executors authority by checking the relevant boxes regarding decision-making about your professional records.
6. If applicable, fill in details for your attorney and executor of your personal will in the second section.
7. In the third section, outline where copies of important documents are stored and list any relevant contacts for accessing client records.
8. Provide specific instructions for your Professional Executor in the fourth section, detailing how they should manage notifications and client records.
9. Finally, sign and date the document, ensuring you have witnesses as required.

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