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Welcome to Legacy Works, LLC

Continuity planning for clinicians who want clarity, compliance, and client protection — without adding stress for the people they love.

If something affected your ability to do your work, what would happen to your practice?

Most clinicians assume someone would step in. A partner. A colleague. A family member.

In reality, most people don’t know where information lives, how systems work, or what needs to happen to protect clients and records. When a practice stops suddenly, those unanswered questions can create confusion and unnecessary burden.

Legacy Works helps clinicians plan ahead so decisions aren’t made in the middle of a crisis.

This isn’t about fear. It’s about responsibility, care, and choice.

Dr. Paula Maness, Psy.D. — Founder, Legacy Works

About Legacy Works

Legacy Works was created to help clinicians plan responsibly for the continuity of their practice if something unexpected affects their ability to work.

The idea for Legacy Works grew from a practical problem. Many existing continuity planning or succession services are designed for large practices or institutions and are often financially out of reach for independent clinicians or small practices.

Why Planing Matters

Legacy Works provides continuity planning for clinicians.

We help you: - Create a Continuity Plan tailored to your practice - Prepare a Professional Will & Practice Continuity Directive - Decide who should handle practice-related tasks if you are unable to - Document clear instructions without sharing passwords or credentials - Support compliance while protecting clients

This is not therapy and not legal advice. It is practical planning designed for real clinical work.

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Choosing the Right Level of Planning

Not every practice needs the same level of detail.

01

Basic Continuity Plan

Covers essential instructions

Designed for lower complexity and smaller caseloads

Faster to complete

More affordable

02

Comprehensive Continuity Plan

Provides a more durable, detailed structure

Designed for higher client loads or greater clinical complexity

Better suited for long-term planning and evolving practices

Addresses client impact, continuity, and future changes

You don’t need to know which one fits yet.

Clear Boundaries

Legacy Works does not: - Hold passwords or credentials - Access client records - Act as executor or successor - Replace legal, clinical, or regulatory professionals

We help you plan so others don’t have to improvise.

Start a Continuity Plan

Legacy Works is currently offering early access during a beta phase.

You may: - Choose a Basic or Comprehensive path - Or answer a few questions to help decide

There is no obligation to move forward.

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