The Enlightened Esquire

A typical estate plan addresses assets, beneficiaries, guardianship, and healthcare directives. These are all necessary, but not sufficient for a practitioner in the field of psychedelics.

Practitioners hold things nobody else can hold:

1. Session notes that would be meaningless to a generic executor.
2. Integration commitments to clients that span years.
3. Protocols, framing language, and personal materials that constitute, collectively, a body of work.
4. Relationships with families who have entrusted them with care that doesn’t stop at the end of a session.

None of this is captured by a standard estate plan, because the standard estate plan was not designed to capture it.

A real plan for a practitioner includes carefully structured trusts that hold professional materials with explicit instructions. It includes letters of wishes. It includes trustee selection criteria that account for the specific competencies these duties require. It includes communication protocols for clients who may need to be told something the practitioner can no longer tell them.

It takes longer to draft. It costs more. For the people who need it, it’s the difference between a legacy that survives the practitioner and a legacy that ends with them.

First shared on LinkedIn by Deja Correia, J.D. Educational only; not legal advice.