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Welcome to Legacy Works, LLC

Continuity planning for clinicians who want clarity, compliance, and client protection—without adding stress for the people they love.

If something happened that affected your ability to do your work, what would happen to your practice?

Most clinicians assume someone would step in. A colleague. A partner. A family member.

In reality, most people don’t know where information lives, how systems work, or what needs to happen to protect clients and records. When a practice stops suddenly, those unanswered questions can create confusion and unnecessary burden.

Legacy Works helps clinicians plan ahead so decisions aren’t made in the middle of a crisis.

This isn’t about fear. It’s about responsibility, care, and choice.

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About us

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What Legacy Works Provides

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Continuity Planning Support

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Professional Will Preparation

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Secure Documentation Guidance

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Professional Will Preparation

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Start a Continuity Plan

Legacy Works is currently offering early access during a beta phase

Choose a Basic or Comprehensive path - Or answer a few questions to help decide

There is no obligation to move forward

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The Cost of Unanswered Questions

When something affects your ability to work, the cost isn’t only financial

It’s the stress placed on family members. It’s uncertainty about what to do next. It’s clients left waiting while decisions are sorted out.

Continuity planning doesn’t remove difficulty. But it does reduce unnecessary chaos.

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Plans & Pricing

Professional Continuity & Legacy Planning

Foundations

$200 / year (Beta)
$250 standard
Setup: $100

  • Core Continuity Plan
  • Professional Will & Practice Continuity Directive
  • Designated contact / professional guidance
  • Client notification planning
  • Records & systems guidance
  • Durable, longterm planning structure
  • Supports higher client loads
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Continuity

$275 / year (Beta)
$350 standard
Setup: $100

  • Core Continuity Plan
  • Professional Will & Practice Continuity Directive
  • Designated contact / professional guidance
  • Client notification planning
  • Records & systems guidance
  • Durable, longterm planning structure
  • Supports higher client loads
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Most Popular

Legacy

$350 / year (Beta)
$450 standard
Setup: $100

  • Core Continuity Plan
  • Professional Will & Practice Continuity Directive
  • Designated contact / professional guidance
  • Client notification planning
  • Records & systems guidance
  • Durable, longterm planning structure
  • Supports higher client loads
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What We Do

Legacy Works provides continuity planning for clinicians.

We help you: - Create a Continuity Plan tailored to your practice - Prepare a Professional Will & Practice Continuity Directive - Decide who should handle practice-related tasks if you are unable to - Document clear instructions without sharing passwords or credentials - Support compliance while protecting clients

This is not therapy and not legal advice. It is practical planning designed for real clinical work

Who This Is For

Legacy Works works with individual clinicians, including counselors, therapists, psychologists, and social workers.

This includes clinicians who: - Work independently or within group practices - Carry personal responsibility for client care, records, and systems - Serve clients who may be impacted by sudden interruption of care - Want clarity instead of leaving things to chance

Even in group practices, continuity planning is often an individual responsibility.

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How It Works

  • 1. Choose how you want to start
  • 2. Answer guided questions at your own pace
  • 3. Build a plan that reflects your practice and responsibilities
  • 4. Update it as your work changes
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Family Support or Professional Support

If your work were suddenly interrupted, someone would need to handle next steps.

Some clinicians assume a spouse or family member would step in. Others prefer a trusted colleague or designated professional.

Continuity planning lets you decide ahead of time: - Whether family members are involved at all - Whether professional support is preferred - How much responsibility others should carry

So the people in your life aren’t left guessing when they are already under stress.

Choosing the Right Level of Planning

Not every practice needs the same level of detail.

01

Basic Continuity Plan

Covers essential instructions

Designed for lower complexity and smaller caseloads

Faster to complete

More affordable

02

Comprehensive Continuity Plan

Provides a more durable, detailed structure

Designed for higher client loads or greater clinical complexity

Better suited for long-term planning and evolving practices

Addresses client impact, continuity, and future changes

Clear Boundaries

Legacy Works does not: - Hold passwords or credentials - Access client records - Act as executor or successor - Replace legal, clinical, or regulatory professionals

We help you plan so others don’t have to improvise.

What People Say

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Dr. Woodshaw

Senior Designer

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Dr. Woodshaw

Senior Designer

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis reprehenderit in volupt

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Dr. Woodshaw

Senior Designer

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Dr. Woodshaw

Senior Designer

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna

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Dr. Woodshaw

Senior Designer

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna

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Dr. Woodshaw

Senior Designer