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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 affected your ability to do your work, what would happen to your practice?

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

In reality, most people don’t know where information lives, how systems work, or what needs tprotect clients and records. In practices where safety, attachment, or trauma are part of the wgaps matter.

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.

Dr. Paula Maness, Psy.D. — Founder, Legacy Works

About us

Legacy Works was created to help clinicians plan responsibly for the continuity of their practice if something unexpected affects their ability to work.

The idea for Legacy Works grew from a practical problem. Many existing continuity planning or succession services are designed for large practices or institutions and are often financially out of reach for independent clinicians or small practices.

Yet the ethical responsibility to protect clients and ensure continuity of care still exists.

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What We Do

Legacy Works provides structured continuity planning for licensed clinicians.

We help you: - Create a Continuity Plan that fits your work - Formalize your plan through aSuccession and Continuity Agreement ("Continuity Agreement") - Decide who should handle practicerelated tasks if something affects your ability to work - Document clear instructions without spasswords or credentials - Reduce risk for clients, families, and colleagues

This is not legal advice and not clinical supervision. It is practical continuity planning designed fpractice

Who This Is For

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

This includes clinicians who: - Work independently or within group practices - Carry personal respfor client care and records - Serve clients where safety, attachment, or trauma matter - Want of leaving things to chance

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

How It Works

  • 1. Choose how you want to start
  • 2. Answer guided questions at your own pace
  • 3. Build a plan that fits your work and values
  • 4. Finalize your Continuity Agreement
  • 5. Update it as your practice evolves
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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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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

Plans & Pricing

Professional Continuity & Legacy Planning

Foundations

$200 per year (Beta)
$250 per year (Standard)
Setup Fee: $100

  • Core Continuity Plan
  • Clinical Practice Succession and Continuity Agreement ("Continuity Agreement")
  • Designated Contact Guidance
  • Structured Documentation Framework
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Continuity

$275 per year (Beta)
$350 per year (Standard)
Setup Fee: $100

  • Everything in Foundations
  • Client Notification Planning
  • Records and Systems Guidance
  • Expanded Continuity Structure
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Most Popular

Legacy

$350 per year (Beta)
$450 per year (Standard)
Setup Fee: $100

  • Everything in Continuity
  • Durable Long-Term Planning Framework
  • Support for Higher Record Volume
  • Advanced Continuity Documentation
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Legacy Works does not store Protected Health Information (PHI), hold client credentials, or act as executor. Pricing reflects planning support and documentation structure.

Clear Boundaries

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

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

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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