Skip to main content

Executor

Answered

Comments

9 comments

  • 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. 

    Comment actions Permalink
  • Caterina Sanfilippo Lee

    Hello - When adding a team member, I could only see these non-clinical team member options (listed below). None of which really fit as executor. Please advise. Thanks. 

     

    Supervisor Role

    Can sign notes, review documentation, and view appointment fees of pre-licensed clinicians. If this Team Member also sees clients, grant them a Clinician role as well.

    Biller Role

    Can manage billing for all clients and access most practice financial reports.

    Scheduler Role

    Can manage scheduling, online booking, and assign clinicians to all clients.

    Comment actions Permalink
  • Cheri Timko

    I wish there were an option where we could put our most up-to-date will and the executor's ID information in our account so that if we died, Simple Practice would only have to check that information against the information provided by the executor.

     

    -1
    Comment actions Permalink
  • Ruth

    Hi Cheri and Caterina, thank you for your input! I've forwarded your comments to my team for further consideration.

    Comment actions Permalink
  • Neil Howell

    I too am interested in this. It is really insecure for me to put my login and password into a document and this would be a great way of handling having an executor. I'm also wondering how the new pricing plans impact this. 

    Comment actions Permalink
  • Bryan Kutner

    I’d appreciate an executor option as well, specifically Cheri’s suggestion so that all the documentation is in Simple Practice and very easy for an executor to be verified. I’ve tried to add a colleague as a Scheduler so that she can at least contact my clients in the event of my death. Because she’s already a Simple Practice user, her email address shows up as “already in use.” Is there a way to add her, using her Simple Practice email account? She shouldn’t need to create a whole new account.

    -1
    Comment actions Permalink
  • Neil Howell

    I'm struggling with the same problem. My executor is a SimplePractice user and don't want them to set up another account with a different email address just to be my executor.

    Comment actions Permalink
  • Kay Guyer

    Thank you for this! Asking for a workaround until if/when it's developed: I have the essential plan which does not allow for the addition of a team member, I will not be getting the plus plan, and I'd like to avoid sharing my account password. I will have my professional will with my executor's name and contact information uploaded to SP business documents and with my executor. In the event of my incapacitation or death, will SP grant my executor access to my account after confirming their identity? Is there anything else that needs to be in place now to ensure SP grant access? 

    Comment actions Permalink
  • Bonnie Gould MFT

    5/5/22

     

    Please advise the most current process to add a professional will, executor or other designated person to access our clients to Simple practice.

    Comment actions Permalink

Please sign in to leave a comment.