How to Create a Clinical Will
Creating a Clinical Will – A Complete Ethical & Practical Guide for Counsellors
Why This Course?
Most counsellors carry a quiet, unspoken worry:
“If something happened to me, would my clients, notes, and professional responsibilities be handled properly?”
A Clinical Will is not about expecting the worst — it’s about ethical foresight, professional care, and peace of mind.
This downloadable course walks you step-by-step through creating a clear, compassionate, and fully ethical Clinical Will, ensuring that clients, supervisees, and colleagues are not left confused, distressed, or unprotected if you are suddenly unable to practise.
Rather than legal jargon or vague guidance, this course gives you exact wording, templates, checklists, and handover documents that make the process feel manageable and contained. It removes uncertainty, reduces ethical risk, and allows you to practise knowing your professional world is safely held — even in your absence.
What’s Included
This is a complete Clinical Will package, not just theory.
✔ Full written course covering:
- What a Clinical Will is (and what it is not)
- Ethical, clinical, financial, and administrative responsibilities
- Choosing and supporting a fellow professional
- GDPR-compliant records handling and destruction
- Communication with clients, supervisees, and colleagues
✔ 12 downloadable PDF resources, including:
- Clinical Will template
- “In Case the Worst Happens” Pack index
- Client notification emails (ready to send)
- Supervisee notification templates
- Financial action checklist
- Records handling checklist
- Record destruction log
- Access instructions (no passwords)
- Key contacts list
- Role summary handout for your appointed professional
- Client consent wording
- Ethical pause & supervision guidance
✔ Clear guidance aligned with ethical expectations associated with professional bodies such as BACP and NCPS
✔ 4 hours CPD certificate issued on completion
Who This Course Is For
This course is ideal for:
- Qualified counsellors and psychotherapists
- Supervisors
- Private practitioners
- Trainees in placement preparing for independent practice
- Anyone holding clinical responsibility for others
Whether you work face-to-face, online, independently, or within an organisation, this course helps you create a clear ethical safety net — for yourself, your clients, and your professional legacy.
CPD Information
120 page course including 12 client resources - Once you’ve completed the course, email manager@counsellingtraininghub.co.uk with 600 words (3 paragraphs) about what you gained, found useful and how it’ll help your Private Practice. Once submitted and approved, state the name you’d like clearly and you’ll receive your 4 Hour CPD Certificate suitable for your CPD log.
