Questions we asked the CRPO

Part 1: The Basics: defining terms and steps to getting the job done

Part 2: A sample professional will

Part 3: Questions we asked the CRPO


One of our OSRP members did some research a few years ago and asked the CRPO some good questions. They are below.

Disclaimer: Please do your own diligence when writing your contingency plans and professional wills.This information was gathered through a number of sources, mostly from the American Psychological Association's guidelines for professional wills.

Some questions we asked the CRPO

Is a legal document required by the CRPO to formalize a contingency planning agreement?

The Practice Standards do not require a legal document to formalize the contingency planning agreement, but creating one would probably be best practice.

Is the executor required to be within the CRPO, or can someone within the OCSWSSW also meet requirements? 

The Practice Standards do not require that one’s contingency service provider is a member of the CRPO. The designated service provider should have the knowledge, skill, and judgement to safely manage, transfer, or close the practice. 

Do I let my clients know in advance about my designated executor for my professional will? (This question was not asked to the CRPO, but comes from the APA documents.)

If you have a professional will, you can mention your executor in your informed consent document or therapeutic contract. Let clients know that your professional executor may have access to their records in case of your incapacity or death. The American Psychological Association Practice Organization (APAPO) gives this sample language:

"In case I am suddenly unable to continue to provide professional services or to maintain client records due to incapacitation or death, I have designated a colleague who is a licensed Registered Psychotherapist as my professional executor. If I die or become incapacitated, my professional executor will be given access to all of my client records and may contact you directly to inform you of my death or incapacity; to provide access to your records; to provide psychological services if needed; and/or to facilitate continued care with another qualified professional if needed. If you have any questions or concerns about this professional executor arrangement, I will be glad to discuss them with you."

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