Are your legal docs current?
Your legal documents were created for the practice you had at the time.
But is that still the practice you’re running today?
That’s exactly what we’re going to look at during the 2027 Legal Checkup for Health & Wellness Practitioners.
I’ll help you identify which legal documents deserve your attention before 2027 - and where to prioritize your time and resources.
(You’ll also receive guidance on 4 other key legal areas to get clear on in the new year, including AI, medical claims, scope of practice, and crossing state lines.)
I’m also providing exclusive access to my new Legal Risk Kit that includes:
👉 2027 Legal Risk Self-Assessment + Action Plan - so you walk away with a plan
👉 2027 Legal Document Checklist - so you have a BIG comprehensive list of legal docs you need for 8 areas of your business (it’s priceless!):
- Business Foundation.
- Patient Documents (for Licensed Practitioners only).
- Client Documents (for Health Coaches & Non-licensed Practitioners only.)
- Website / Programs / Sales.
- Podcast / Speaking / Media / Events.
- Team + Business Relationships.
- Intellectual Property + AI Assets.
- Privacy + Technology.
- Collections + Payments.
You’ll walk away with a clear path forward.
Enroll here for the LIVE 2027 Legal Checkup for Health & Wellness Practitioners.
Wednesday, October 28, 2026
11am PT / 12pm MT / 1pm CT / 2pm ET
Note: Come ready to participate. You’ll walk away from this highly interactive workshop with a personalized action plan.
Your practice has grown. Let’s make sure your legal foundation has grown with it. I’m here for it!
Here’s to entering 2027 with the confidence your legal documents have your back!
I’m teaching a new live workshop designed to set you up for a strong 2027. You’ll walk away with a personalized path forward, knowing what steps to take and when. Sign up here to create your 2027 legal action plan!
