Executor
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Please allow us to set an administrator position that is exclusively for an executor of the estate.  We could leave specific instructions in our professional will that would allow them to access the account easily in the case of our death.

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    Ruth

    Hi Cheri, you're welcome to add the executor of your will as a non-clinical team members to your SimplePractice Professional Plan for free. In the event of your death, they can reach out to us over email and after verifying their identity and your will, we'll be able to transfer Account Ownership to them so they can export your client data. You don't need to add them as a non-clinical team member for us to transfer Account Ownership, but you're welcome to do so if you'd like. Since we're not legal professionals, we don't facilitate the writing of wills, or keep a record of your will in our platform. 

    Hi Cheri, you're welcome to add the executor of your will as a non-clinical team members to your SimplePractice Professional Plan for free. In the event of your death, they can reach out to us over email and after verifying their identity and your will, we'll be able to transfer Account Ownership to them so they can export your client data. You don't need to add them as a non-clinical team member for us to transfer Account Ownership, but you're welcome to do so if you'd like. Since we're not legal professionals, we don't facilitate the writing of wills, or keep a record of your will in our platform.