Forestalled

Protect your practice. Protect your people.

Power of Attorney for Therapists —
Set Up in Minutes

Practice Continuity Planning acts as your authorized agent if you're incapacitated or pass away. We handle client referrals, records, payroll, and every legal obligation seamlessly.

Set Up My POA

Why Forestalled?

HIPAA Compliant

Your data is protected with enterprise-grade security

Fulfills Ethics Requirements

APA, NASW, ACA & NBCC compliant

Secure Document Storage

Encrypted storage for all your practice documents

Built by a Clinician, For Clinicians

Designed by a therapist who understands your practice

The Problem

Most practices have no plan. The burden falls on the people you care most about.

When a practice owner becomes incapacitated or dies, the clock starts immediately — and no one knows what to do.

Abandoned Client Records

Without a plan, client charts risk being improperly stored or lost.

Stranded Clients & Clinicians

Clients lose their therapist overnight with no referral. Employees lose their livelihood with no warning.

Legal & Financial Liability

Unpaid bills, unclosed insurance accounts, lapsed credentialing.

No Time to Figure It Out

Grieving families and friends shouldn't have to navigate state licensing boards, payroll systems, and HIPAA compliance.

Don't leave your practice unprotected

Every day without a plan is a day of unnecessary stress — for you, your clients, and everyone who depends on your practice.

Start Your Protection Plan

How It Works

Peace of mind in three steps. Takes 2 minutes to start.

01

Choose Your Plan

Select the tier that fits your practice size. We walk you through the POA paperwork and gather everything we need — securely and completely.

02

Secure & Store

Your practice documents, client records, and transition plan are encrypted and stored securely — accessible only when needed, always protected.

03

We Handle the Transition

If the unexpected happens, we step in as your authorized agent — closing accounts, referring clients, managing payroll, and filing all required paperwork. Your people are taken care of.

Karen Santana, LCSW - Founder of Forestalled with her senior dog Cuddles and baby cucumber seedlings

Karen Santana, LCSW

Founder, Forestalled

Cuddles, Best Senior Pup Ever

& Baby Cucumbers

About the Founder

About Me

I'm a contingency planner by nature. I think about my impact on the people I love if something were to happen to me, and I put steps in place to protect them. I'm a Licensed Clinical Social Worker who has experienced both group and solo practice, and I know the weight of that work intimately.

Many therapists have plans that involve trusted family and friends, and that love and trust is well placed. And yet, navigating the professional and ethical obligations of closing a practice is a separate layer that even the most willing loved ones may not be equipped to handle while grieving.

I didn't want that for my people. So I built the plan I wished existed, and then I built Forestalled to give other therapists that same peace of mind.

This service was built through a clinical and ethical lens. I understand the obligations therapists carry, including duty of care, client confidentiality, and the weight of an unexpected transition on the people we serve. That understanding is baked into everything Forestalled offers.

Set Up My POA
Licensed LCSW
Former Group Practice Owner
Current Solo Practice Owner
Client-Centered

Pricing

Plans that grow with your practice

Every plan includes secure, encrypted document storage and full POA paperwork.

Fulfills APA, NASW, ACA & NBCC Ethics Requirements

Individual

Solo Practitioner

$200/yr

Billed annually

  • POA paperwork
  • Transition plan to close practice
  • Client referrals to trusted providers
  • Close down all practice accounts
  • File required state paperwork
  • Website updates & notifications
  • Secure client chart storage (state-mandated)
Get Started →
Most Popular

Small Group

2–5 Clinicians

$1,500/yr

Billed annually

  • Everything in Individual plan
  • Payroll management & processing
  • Benefits administration
  • Annual chart note audit
  • Employee transition support
  • Credentialing notifications
  • Executor of business will to facilitate sale
Get Started →

Mid-Size Group

6–15 Clinicians

$3,000/yr

Billed annually

  • Everything in Small Group plan
  • Annual comprehensive chart audit
  • Financial growth strategy meeting with a fractional CFO
  • Compliance monitoring
  • Dedicated account manager
  • Support the sale of your group practice, ensuring your finances are handled properly and your beneficiaries are taken care of
Get Started →

FAQ

Questions you probably have

What exactly does a Professional POA cover?
Our Professional POA is specifically designed for therapy practice transitions. It authorizes Forestalled to act on your behalf to close or transition your practice — including managing client records, filing state paperwork, closing accounts, and ensuring compliance with all regulations.
How are my client records and practice documents stored?
All documents are encrypted using industry-standard AES-256 encryption and stored in HIPAA-compliant secure servers. Access is strictly controlled and only activated when needed for practice transition purposes.
When does Forestalled actually step in?
We only act when triggered by predefined circumstances you set up — such as incapacity, death, or other situations you specify. Until then, your documents remain securely stored and your practice operates as normal.
Can I customize my transition plan?
Absolutely. Every practice is unique. We work with you to create a customized transition plan that addresses your specific needs, preferred referral providers, employee considerations, and any special circumstances.
What happens to my employees if I have a group practice?
For group practices, we include employee transition support in our plans. This includes managing final payroll, benefits administration, providing employment verification, and helping employees transition to new positions when possible.
Is this only for practices in certain states?
No, we work with therapy practices across all 50 states. Our team is familiar with state-specific licensing requirements, record retention laws, and regulatory compliance for mental health practices nationwide.
Get Started in Minutes

Your clients trust you.
Make sure that trust outlasts you.

It takes 2 minutes to start. The peace of mind lasts a lifetime.