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PRACTICE EXECUTOR SERVICES

"I've learned that what has a good beginning needs also a good ending." 

                                                                                                           

 

DAY TAYLOR

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At Symmetry of Self Counseling Center, we believe that every clinician has a legacy of healing to protect and honor—a legacy that should continue long after they are gone to ensure that their clients are supported in the next leg of their therapeutic journey.

Because of this, Symmetry of Self is proud to offer professional will executor services for clinicians practicing in the United States. With these services, clinicians in private practice can rest assured that their clients will have support and options for continued care in the event of their death.

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We also understand that not every transition happens because of loss—sometimes it happens by choice. For clinicians looking to retire from the field, our services provide the same level of care, compassion, and professionalism, ensuring that your clients are thoughtfully transitioned to new providers while your practice is closed down with dignity and efficiency.

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Oftentimes, family members are assigned as executors to an estate, and if they aren’t already in the field of psychotherapy, they may not know the intricacies of protected health information, counseling ethics, or the referral sources needed to help your clients continue their treatment and feel supported during this difficult time. Your grieving family, friends, and colleagues may not be able to hold space for your clients while they themselves are grieving. They also may not understand the delicate and intimate nature of the client-counselor relationship or how best to handle your client’s therapeutic future.

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Let our certified grief specialist and business-savvy clinician take care of it. Symmetry of Self will transition your clients to the next leg of their therapeutic journey and help to close down your business.

As the practice executor, Symmetry of Self will:

  • Notify your clients of your passing or retirement with compassion and understanding while supporting healthy grief and self-expression.

  • Provide your clients with several referral sources for continued care in line with their treatment needs, insurance policy, and therapeutic approach preferences.

  • Handle the transfer and safekeeping of protected health information and other records while maintaining HIPAA standards.

  • Notify your liability company, insurance companies, EHR, phone/fax services, and other business associates to close down listings, subscriptions, and policies.

  • Notify the state and close down your professional Tax ID.

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Let us ensure the future treatment and success of your clients, whether you are retiring or have passed on, and help facilitate the discontinuation of your business with empathy, ethics, and earnestness at heart.

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© 2019-2025 Heather McPaul ┃ Symmetry of Self Counseling Center, LLC

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