Certificate of Clinical Will
This certifies that the practitioner named above has a clinical will in place — a written plan appointing a clinical executor to contact their clients and manage their client records should they die or become unable to practise — maintained and reviewed with PolicyDiary.
A clinical will sets out who contacts a therapist's clients, and how their client records are handled, if the therapist dies or can no longer practise. This page confirms — in real time — whether the practitioner named above has one in place, complete, with a confirmed executor, and reviewed within the last 12 months, maintained with PolicyDiary.
“Client list last confirmed” is when the practitioner last checked the list of clients their executor would contact. It is shown for information and does not affect whether the will is verified.
It does not show the will's contents or the executor's details, and it is not an endorsement by any professional body. If the status changes — a lapsed subscription or an overdue review — this page updates immediately.