Professional Will for Coaches: A Straight Answer for Coaches

A professional will for coaches is a short written plan that names one trusted person (your practice executor) and tells them exactly how to reach your clients, cancel or hand over sessions, refund what was prepaid and keep or delete client records if you die or suddenly cannot work. Yes, you need one, even with five clients, and you can write a workable first version in an afternoon. It sits alongside your personal will rather than replacing it, and the rules on estates, refunds and data vary by state and country, so have an estate attorney or solicitor look at anything that touches your legal will.

We make Coachful, a coaching platform, and it helps with one narrow part of this question: when your clients, agreements, notes, sessions and payments live in one account, the person you name has one place to look instead of six logins. The rest of this answer is about decisions and wording that no software makes for you.

This article is general information, not legal, tax or medical advice. Estate, consumer and data protection law differ by jurisdiction; check with an attorney, solicitor or accountant where you live before you rely on any of it.

Which situation are you planning for, and what should happen in each?

Start with the situation, not the paperwork. A coach who breaks a leg for three weeks needs a pause notice and a calendar cleared. A coach who dies needs someone with authority to tell clients, return money and decide what happens to years of session notes. The table below is the whole plan in miniature; each row gets its own section after it.

Notice that two different people appear. Your backup contact can handle a short absence with nothing more than a list and your permission. Anything longer usually needs someone with legal authority over your affairs, which is why the practice executor and your personal estate documents have to point at each other.

Where does the professional will idea come from?

It comes from therapy, where planning for your own sudden absence is written into the ethics code. The American Psychological Association's Ethics Code says psychologists "make reasonable efforts to plan for facilitating services in the event that psychological services are interrupted by factors such as the psychologist's illness, death, unavailability, relocation, or retirement" (Standard 3.12). Standard 6.02(c) adds that they "make plans in advance to facilitate the appropriate transfer and to protect the confidentiality of records and data in the event of psychologists' withdrawal from positions or practice."

Coaches are not psychologists, and that code does not bind you. But the logic carries over almost unchanged. You hold confidential conversations, you take money in advance for work you have not done yet, and many of your clients come to you at a fragile point: a divorce, a career collapse, a health scare. If you vanish without a word, the harm is real even though no licensing board will ever hear about it. Coaching ethics codes, including ICF's, already treat client information as confidential; a professional will is how you keep that promise when you are not there to keep it yourself.

If you are out for a few weeks, what do clients need to hear?

They need to hear quickly, from a real person, that you are safe enough, that their sessions are paused and that they lose nothing. That is the whole message. Clients do not need a diagnosis, and your backup should never give one.

A short absence is the situation you are most likely to face, and it is the one coaches handle worst, because nobody has permission to act. Your partner knows you are in hospital but not who your Tuesday 10am client is. Your Tuesday 10am client sits on a video call alone, then assumes you ghosted them.

Give your backup contact a pause message they can send word for word:

Hi [client first name], this is [backup name], writing on behalf of [your name]. [Your name] has had [an unexpected health matter / a family emergency] and needs to step away from coaching for a short time. Your upcoming sessions are paused, and nothing you have paid for is lost: your package will be extended by the time missed. [Your name] will be in touch personally to rebook as soon as they are able. If you need support before then, reply to this message and I will make sure it is passed on. With warm wishes, [backup name]

Then the to-do list for the first two days:

1. Send the pause message to every active client, including anyone mid-way through a program with no session booked this week.
2. Cancel or move every session in the next 14 days, with the pause message attached rather than an automated cancellation email on its own.
3. Check for anything set to charge in the next 30 days (subscription renewals, payment plan instalments) and note it for you to decide on.
4. Put an out-of-office reply on your business email pointing to the backup contact.
5. Leave session notes alone. A short absence never needs anyone to read them.

The extension promise matters more than it looks. It answers "will I lose my money?" before anyone has to ask, and a client who is not worried about money is far less likely to ask for a refund or dispute the charge with their bank.

One judgement call for your backup: if a client replies with something that sounds like a crisis, the backup is not their coach and should not try to be. The plan should tell them to reply kindly, suggest the client contacts their doctor or a crisis line (in the US, call or text 988; in the UK and Ireland, Samaritans on 116 123), and say that anyone in immediate danger should call emergency services (911 in the US, 999 in the UK).

If you cannot come back for months, or at all, how do you close well?

You close well by giving every client a clear end date, a choice between a refund and a referral, and a copy of anything that belongs to them. When the outcome is uncertain, offer that choice early rather than holding clients in limbo for months.

This is where authority starts to matter. If you are conscious and able to sign, you can tell your backup what to do. If you are not, the person acting usually needs to be your attorney-in-fact under a durable power of attorney (or a lasting power of attorney in England and Wales), because they may need to sign into accounts, issue refunds and talk to your payment processor on your behalf. That document is a legal instrument, drafted under your local law, and it is the single item in this article that most needs a lawyer.

The closure message has more work to do than the pause message:

Dear [client first name], I am writing on behalf of [your name], who is not able to return to coaching in the foreseeable future. This is hard news to share, and I know it may be hard to read. Your last scheduled session will not go ahead. You paid for [X] sessions and received [Y], and you can choose either a refund of the [Z] remaining sessions or an introduction to a coach [your name] trusts, [referral coach name], who has agreed to offer you a first conversation at no charge. If you would like a copy of the worksheets and goals you shared, reply and I will send them. Please reply by [date] with your choice. Thank you for the trust you placed in [your name].

Write the referral side before you need it. Ask one or two coaches whose work you respect whether they would take your clients in an emergency, and agree in principle that a client's first conversation is free. You return the favour. That reciprocal arrangement, written down on both sides, is worth more than anything else in this plan.

Clients in a crisis need a different track. If you coach people through grief, divorce, health changes or burnout, your executor should know which clients were already being encouraged to see a therapist or doctor, and should never try to stand in for you. Coaching is not treatment. The kindest thing the message can do for someone in distress is point to their doctor, a licensed therapist or a crisis line (988 in the US, Samaritans on 116 123 in the UK and Ireland), and the professional will should say so in plain words. For these clients, the plan should say "call first, then send the written message," so nobody in a fragile week reads the news alone in an inbox.

If you die, what should happen in the first week?

Your practice executor sends a personal message to each active client before they find out on social media, stops every future charge and booking, and starts a list of what each client prepaid. Records stay closed. Nothing else is urgent in week one.

Order matters here. Clients who learn of a coach's death from a public post feel the loss and the slight together. The professional will should tell your executor to message clients within 48 hours of being told, before any public announcement if your family is willing to wait.

Dear [client first name], I am [executor name], a colleague of [your name]. I am very sorry to tell you that [your name] died on [date]. [Your name] asked me some time ago to make sure every client heard this personally, and that no one was left without support or out of pocket. All future sessions are cancelled and no further payments will be taken. Over the next two weeks I will contact you about any sessions you paid for but did not receive, and about [referral coach name], a coach [your name] trusted, if you would like to continue your work. Your conversations with [your name] remain confidential. News like this can land hard, especially in the middle of the work you were doing together. Please lean on the people around you, and if you are struggling, your doctor or a local support line can help. You can reply to me at any time.

Then, in the first week:

• Cancel every future session and turn off reminders, so nobody gets a cheerful "see you tomorrow" email from a coach who has died.
• Stop every recurring charge: subscriptions, membership renewals, payment plan instalments.
• Pause any scheduled marketing: broadcasts, email sequences, social posts and automations. An upbeat launch email arriving after a funeral is an avoidable cruelty.
• Put a short holding notice on the website's booking page.
• Start the prepaid list (see the next section) and hand a copy to the estate's executor.

Your practice executor and the executor of your personal will may be different people, and often should be: your sibling may be the right person to handle your house and the wrong person to read a client's intake form. Your personal will, or a letter of wishes that sits with it, should name the practice executor and say what they are allowed to do. Ask your estate lawyer how to word that link where you live, because the business assets of a sole proprietor are generally part of the estate. The SBA describes a sole proprietorship as having no separate business entity, which is exactly why the business's money and obligations do not vanish with you.

That has one consequence executors rarely expect. If the estate cannot pay all its debts, local law sets the order in which creditors are paid, and an executor who refunds clients first may be personally on the hook. So the instruction is "prepare the refund list now, pay once the estate's lawyer says go," not "refund everyone on day one."

What happens to prepaid packages, payment plans and subscriptions?

Money a client paid for coaching they never received should go back to them, pro rata, and your professional will should say so in advance so nobody has to argue about it. In most places an unperformed service paid in advance is something the client can claim back; how that works against an estate depends on local law, so the estate's lawyer has the last word.

The hard part is not the principle, it is the arithmetic. Coaching packages are messy: a 12-week program with weekly calls, a course, a community and a WhatsApp-style chat does not divide neatly by session. Decide your refund formula now, while you are calm, and write it into your coaching agreement as well as the professional will.

A worked example, with illustrative numbers. A client paid 1,800 for a 12-week program with a weekly call, a check-in each morning and a short course released in week one. You decided in advance that the course counts as 10% of the value and the 12 weeks share the other 90% equally. You are out from week 7, so weeks 7 to 12 are undelivered: 1,800 × 90% ÷ 12 × 6 = 810 back to the client. Without a formula written down, your executor has to guess between 900 (half the price), 810 and the full 1,800, and different clients get different answers.

Two practical warnings. First, payment processors have their own procedures when an account holder dies or becomes incapacitated, and an executor without login access may need to contact them with documents; your professional will should tell them which processor you use and where the account details are kept. Second, a client who is not told what is happening may dispute the charge with their card issuer, which is slower and more expensive for the estate than a clean refund. Tell clients early that a refund is being worked out and roughly when to expect it, even if the payment itself has to wait for the estate's lawyer.

Refund wording your executor can adapt:

You paid [amount] for [program name] on [date]. You received [N] of [total] weeks. A refund of [amount] has been issued to the card you paid with today and should appear within a few business days. You will not be charged again.

What about group programs, cohorts and communities mid-run?

Tell the group together, then reach the individuals who need more. A cohort that hears through rumour fractures fast; one clear message to the whole group, followed by private notes to anyone who was struggling, keeps people looked after.

Group work raises questions 1:1 coaching does not. Members may have formed real bonds and want to keep meeting. Some will want the remaining weeks run by a substitute; some will want their money back. Your professional will can settle this ahead of time:

• Substitute facilitator. If you co-facilitate or have a coach who knows your material, name them and say whether they may run the remaining sessions using your program content.
• Community space. Say whether the community or group chat should stay open for a set time (for example 60 days) so members can say goodbye and swap contact details, then be closed.
• Recorded content. Say whether members keep access to recordings and course material they already paid for, and for how long.
• Refund choice. Offer every member the same choice: finish with the substitute, or a pro-rata refund of the unrun weeks.

If you run cohorts through group coaching software, list where the group lives, who else has access and how to post an announcement. Your executor should not have to work out a community platform on the worst week of their year.

Who should you name as your practice executor?

Name a fellow coach, therapist or other professional who understands confidentiality, who is organised under pressure and who has agreed in writing. Name a second person in case the first is unavailable. Family members can be your backup contact for short absences, but they are usually not the right people to read client records.

Good candidates share three traits: they will keep confidences, they can write a kind and plain message, and they will still be reachable in five years. A peer from your training cohort or a supervision group often fits. So does a coach in a neighbouring niche you already refer to. If you belong to a professional body (our guide to coaching associations compares nine), its member network is a good place to find a reciprocal partner.

Ask in person, explain what you are asking for and how often it is likely to matter (rarely, you hope), and offer to do the same for them. Then put it in writing: a one-page letter of agreement, signed by both of you, that names the role, says they will keep client information confidential, and says whether they will be paid from the estate for their time. Paying them a fair hourly rate is reasonable; it is several days of careful work.

What should the professional will actually say?

Keep it to two or three pages, written in plain sentences, and separate the instructions from the secrets. The document itself says who does what and where things are; passwords and recovery codes go in a password manager's emergency access feature (if yours has one) or a sealed envelope held with your lawyer, never in the document and never in your legal will, which in many places can become a public court record after probate.

A working outline you can copy:

1. Purpose. "This document tells my practice executor how to look after my coaching clients if I die or cannot work. It does not replace my will."
2. People. Practice executor, alternate, backup contact for short absences, referral coaches, and the executor of your personal will, each with phone and email.
3. Authority. What the practice executor may do: contact clients, cancel sessions, issue refunds, export and delete records, close accounts. Ask your lawyer to make this consistent with your will and power of attorney.
4. Where everything is. Coaching platform, email, calendar, payment processor, bank account, website and domain registrar, community or group chat, cloud storage, paper files. Name each account, not its password.
5. How to get in. "Access instructions are held in [password manager emergency access / sealed envelope with my lawyer at address]."
6. Client messages. The pause, closure and death messages from this article, adapted to your voice.
7. Money. Your refund formula for each payment type, and a rule that no unpaid instalment is ever chased.
8. Clients needing extra care. A short note (kept with the access instructions, not in the main document) of clients in a fragile period, with no detail beyond "please call rather than email."
9. Records. What to return, what to keep and for how long, and when to delete. See the next section.
10. Marketing. Pause all broadcasts, sequences, scheduled social posts and ads. Remove the booking page or replace it with a holding notice.
11. Business closure. Domain, website, subscriptions to software, professional memberships and insurance policies to cancel, and who to tell.
12. Payment for the executor. The hourly rate or flat fee you have agreed.

For item 4, a small table beats a paragraph. Fill in one row per account; your executor works down it top to bottom.

If any business email or files sit in a personal Apple or Google account, set up the legacy options those companies offer for personal accounts (Apple's Legacy Contact and Google's Inactive Account Manager), because getting into a dead person's account without them can take a long time and a lot of paperwork. Say in the plan who you named, and keep client work out of personal accounts where you can.

Sign it, date it, give a copy to your practice executor and your lawyer, and put a reminder in your calendar to review it every year and whenever you change platforms, processors or referral partners. A professional will that points to a tool you left two years ago is worse than none, because it sends your executor hunting in the wrong place.

What happens to client records, notes and data?

Client records should stay confidential, be returned to clients who ask for their own material, and then be deleted on a schedule you set in advance. Nobody, including your executor, should read session notes unless a specific client asks for something that requires it.

If you coach anyone in the UK or the EU, data protection law already asks you to think about this. The UK Information Commissioner's Office explains that you "must not keep personal data for longer than you need it," that you should be able to justify how long you keep it, and that you should have "a policy setting standard retention periods wherever possible." The UK GDPR does not set fixed periods for different kinds of data; that is your decision, based on your purposes. A professional will is a natural place to write that decision down.

A simple retention instruction many coaches can adapt:

On my death or permanent incapacity, my practice executor will: (1) offer each active client a copy of the goals, worksheets and materials they shared with me, sent within 30 days on request; (2) keep an export of all client records, encrypted, for [period my accountant or lawyer advises] in case of refund queries, tax questions or claims; (3) then permanently delete the export and close every account that holds client data; (4) never read, share or publish session notes except where a client requests their own records or the law requires it.

In the US there is no single federal rule for coaching records; financial records are a tax question for your accountant, and anything clinical belongs with a clinician, not a coach. Coaches working near health (health, nutrition, menopause, ADHD) should keep clinical records out of coaching tools entirely and refer clinical questions on (our page for health coaches covers how coaching work fits alongside that). Coachful is not HIPAA-certified and should not hold clinical records.

What do the rules and professional bodies say, by country?

No coaching law anywhere requires a professional will. The obligations come sideways: from estate law (who controls your business assets), consumer law (prepaid services), data protection law (client records) and, for therapists, ethics codes. The table summarises what applies and where to check, as listed in November 2026.

Two more items belong on your list. Insurance: the SBA lists professional liability insurance for "businesses that provide services to customers," protecting against loss from "malpractice, errors, and negligence"; many of these policies only cover claims made while the policy is active, so ask your insurer how a claim made after you stop practising would be handled and whether you need extended reporting (often called tail cover in the US and run-off cover in the UK). Business structure: the SBA notes an LLC can protect personal property from lawsuits, but "that protection has limits," and it does not by itself tell anyone what to do with your clients.

If you live outside the US and UK, the same four questions apply: who controls the business when you cannot, what clients are owed for prepaid work, how long you keep records, and who may act on your behalf. A local lawyer can answer all four in one meeting.

A fictional example: how Mara's plan handled a broken ankle

This example is fictional, written to show the plan in action. Mara is not a real client.

Mara is a career coach in her second year, with 14 active clients: nine on a 12-week career change program paid in full, three on monthly subscriptions and two on payment plans. She also runs a six-person cohort on Thursday evenings. Last spring, after reading about professional wills in a supervision group, she spent a Sunday writing hers. She named Jonah, a coach from her training cohort, as practice executor, and her sister as backup contact. Jonah agreed to take referrals; Mara agreed to do the same for him.

In October, Mara breaks her ankle badly on a hiking trip and needs surgery and two weeks in hospital, with painkillers that make it unwise to coach. Her sister opens the sealed envelope, finds the backup contact page and sends the pause message to all 14 clients that evening. She cancels the next fortnight of sessions from Mara's calendar and emails Jonah.

Jonah messages the Thursday cohort as a group, offering to run the next two sessions from Mara's program outline. Five say yes; one asks for a refund of those two weeks, which Mara approves from hospital. One client on the career change program is in the middle of a redundancy and replies that she is struggling; Jonah calls her, does not coach her, and suggests she speak to her doctor if things feel too heavy. Two payment plan instalments are due during the absence; Mara asks her sister to leave them running because she will extend the program by two weeks.

Mara returns in week three, coaching from home with her leg up. Nobody lost money, nobody found out by accident, and no client notes were opened. She adds one line to her plan afterwards: "Tell Jonah the cohort's Thursday time and video link." The plan worked because it was boring, specific and already agreed.

How do you set this up in Coachful when you are starting out?

The useful part of software here is consolidation: the fewer places your client information lives, the shorter your professional will and the faster your executor can act. In Coachful, the pieces your executor needs sit in one account. Here is what to set up and what to write down.

The client list. The clients overview shows every active client with their status and how long they have been quiet, which is exactly the list your executor works through when sending the pause or closure message. Write in your plan: "My active clients are listed under Clients in Coachful."

Agreements with an interruption clause. Coaching agreements are sent for e-signature before the first call and stored on the client record. Add a short clause so clients know in advance what happens (see the wording below), and your executor can point back to it. Our coaching contracts page shows how agreements fit into onboarding.

Sessions and reminders. Booked sessions sit in one calendar with two-way sync to Google, Apple/iCloud or Outlook, and reminders go out by email (plus SMS and WhatsApp once messaging is enabled). Your executor needs to cancel these so automated reminders stop. See scheduling software for how bookings work.

Payments. Payments run through your own Stripe Connect or Razorpay account, with one-time payments, subscriptions, payment plans and refunds, and an invoice per transaction. That means the payment history your executor needs for the refund arithmetic is in one place, and the processor account is yours, so tell your executor which one it is. More on the payments side at coaching payment software.

Records and export. The client record holds goals, check-ins, habits, notes, intake answers, payments and sessions. A full client data export comes as a ZIP (roster, notes, check-ins, goals, habits, sessions, form responses), which is what your retention instruction should refer to. This walkthrough shows where your data lives:

Marketing to pause. Email broadcasts, multi-step sequences, scheduled social posts and Instagram automations all live in the same account. List them in the plan so your executor can switch them off in one sitting rather than discovering a welcome sequence still firing a month later.

A colleague with access. Team plans (Studio and Agency) add coach seats with staff permissions. If you already work with an associate, that is one route to giving a trusted person access that does not rely on sharing your own login; a solo coach will more often rely on sealed access instructions instead. Current plans: (Lite: $29/month for up to 5 clients; Solo: $49/month for up to 20 clients; Pro: $99/month with unlimited clients; Studio: $199/month with unlimited clients).

Interruption clause you can add to your coaching agreement:

If I am unable to provide coaching because of illness, injury, death or another serious event, a colleague I have named will contact you on my behalf. Paused sessions will be extended by the time missed. If I cannot resume, you will be entitled to a refund of the unused portion of your fees, calculated pro rata, and, if you wish, an introduction to another coach. Your information will be kept confidential and handled under my records policy.

Why Coachful stands out: a free white-glove service. If you are moving from a pile of tools into one account so your professional will is shorter, the Coachful team will build things for you inside your own account: your website, an offer page, a program, forms or an email sequence, usually within about 24 hours. They work only from what you give them and leave gaps for you rather than inventing details. Clients, programs and content are also imported for you during onboarding. Read how it works in our guide to the free white-glove service.

What Coachful is, in one paragraph: a coaching platform where one subscription covers booking, payments, contracts, programs with habits and check-ins, courses, a community, a website with funnels and email, and an AI assistant, with one login for the coach and one branded app for clients. It is built for coaches who deliver programs and coaches replacing four to six tools, including coaches just starting out. It is not HIPAA-certified, has no PayPal and no permanent free plan. You can start with a free trial and ask for the free build on day one.

What mistakes make a professional will useless?

The common failure is not a missing clause; it is a plan nobody can act on. These are the ones that bite:

• Naming someone who never agreed. A practice executor who first hears of the role on the day it matters may say no, or say yes and freeze. Ask, explain, get it in writing.
• Passwords in the document. They go stale, they leak, and a legal will can become public. Point to where access lives instead.
• Tools scattered across six logins. Every extra system is another account an executor has to find, open and close. Fewer tools mean a shorter plan; our guide to professional coaching software covers what one system should handle.
• No refund formula. Without one, a grieving family or a well-meaning colleague has to invent it, and clients get different answers.
• Forgetting automations. Reminders, renewals, email sequences and scheduled posts keep running after you stop. List every one.
• Letting the executor coach. The executor communicates and refers. Coaching your clients is a separate decision for the client and the new coach.
• Treating it as a one-off. Change processor, platform or referral partner and the plan is out of date. Review it every year.
• Leaving it disconnected from your legal will. If your estate documents do not mention the practice executor, the people with legal authority may not know the plan exists.
• Business email nobody can reach. If client conversations live in a personal inbox, your executor may never get in. A dedicated business address helps; see professional email address for coaches.

What is the one-afternoon checklist?

If you only do one thing after reading this, work through this list on a quiet afternoon. For a solo practice, set aside three or four hours, plus the lawyer's meeting later.

1. Choose a practice executor and an alternate; ask them and agree in writing.
2. Choose a backup contact for short absences (often a partner or family member).
3. Agree a reciprocal referral arrangement with one or two coaches.
4. List every account that holds client information or money.
5. Set up emergency access in your password manager, or seal access instructions with your lawyer.
6. Write your refund formula for each payment type you offer.
7. Copy and adapt the pause, closure and death messages.
8. Write your records retention instruction, checked with your accountant or lawyer.
9. Add an interruption clause to your coaching agreement for new clients.
10. Book a meeting with an estate lawyer to connect the plan to your will and power of attorney.
11. Give signed copies to your executor and lawyer; set a yearly review reminder.

Coaches who are also working toward a credential often keep their client log in the same place as everything else; if that is you, mention it in the plan too, because ICF hour records are hard to rebuild.

Frequently asked questions

Is a professional will legally binding?

Not on its own. It is a set of instructions, and its authority comes from your legal will, power of attorney and any agreement with your executor. Ask an estate lawyer to reference it in those documents so the people with legal authority follow it. This is not legal advice.

Do I need a professional will if I only have a few clients?

Yes. Even three clients on prepaid packages can be left out of pocket and without explanation. A small practice also makes the plan quicker to write, often a single page plus the message templates.

Who should not be my practice executor?

Avoid anyone who has not agreed, anyone who cannot keep confidences, and, in most cases, family members as the person reading client records. Family members are often a good backup contact for short absences and a link to your estate executor.

Should my executor read my session notes?

Almost never. They need names, contact details, bookings and payment history, not the content of sessions. The exception is a client asking for a copy of their own material, which they can send without reading more than necessary.

How do refunds work if I die?

Undelivered prepaid coaching is generally money the client can claim back, so your executor should prepare a pro-rata refund list straight away. The estate pays it once its lawyer confirms the estate can cover its debts; if it cannot, local law sets the order in which creditors are paid.

What about my email list and marketing?

Pause everything: broadcasts, sequences, scheduled social posts, ads and automations. Your plan should list each one. Closure notices to existing clients are service messages, so keep them free of any promotion.

Where do I store passwords for my executor?

Not in the professional will, and not in your legal will. Use a password manager's emergency access feature if yours has one, or a sealed envelope held by your lawyer, and update it whenever you change a password that matters.

Does Coachful handle this for me?

No software writes your professional will. Coachful keeps clients, agreements, sessions, payments and notes in one account, offers a full client data export and lets you add an interruption clause to the agreements clients e-sign, which makes the plan shorter and easier to carry out.

What is Coachful's free white-glove service?

It is a free white-glove build included on every plan: the team builds things inside your account, such as a website, offer page, program, form, email sequence and more, usually within about 24 hours. It does not include recording videos, logo design or ongoing marketing. Details are in the white-glove guide.

How often should I update my professional will?

Once a year, and whenever you change your coaching platform, payment processor, executor or referral partner. Add a calendar reminder the day you sign it.