.png)
Done in thirty minutes. Two pages, nine sections, a completion checklist. Not a forty-page manual you will never open.
Written for your board, not a generic one. Check your license type and see exactly which rule applies and whether it is in force, proposed, or best practice.
Fillable and editable PDF Document.
The Supervision Records Custody Plan and Implementation Guide Instant download. Fillable and editable Word Document. 14 pages.
Every Texas supervisor keeps a supervision file. Signed agreements, session logs, fee records, remediation plans, hours accrued. For your supervisees, that file is the only proof of the experience they need for licensure. And in most practices, exactly one person can reach it. The Texas Behavioral Health Executive Council has been closing that gap board by board. LMFT supervisors are already required to keep an established plan for the custody and control of supervision records in the event of death, incapacity, or termination of practice. Psychologists adopted a parallel requirement in October 2025. In August 2026 the Council published a proposed amendment that would extend it to LPC supervisors. This package is how you satisfy it, whether your board requires it today or is heading there. Part One, the Plan (2 pages). A signature-ready document that names your primary and alternate records custodian, inventories where your supervision records actually live, defines the events that trigger the plan, and assigns six specific custodian duties with your own timeframes. Includes a supervisee roster, three signature blocks, and an annual review log. Available as a fillable PDF with 75 live fields and clickable checkboxes, and as an editable Word file. Part Two, the Implementation Guide (12 pages). A section-by-section walkthrough covering the decision most supervisors get wrong, which is who to name as custodian and who never to name. Includes a word-for-word script for asking a colleague, suggested timeframes with the reasoning behind each one, guidance on determining your own retention period, a distribution list for the signed plan, ten common mistakes and what each one costs you, a FAQ, and a thirty-minute completion checklist. Every rule citation is sourced to the Texas Register or the current Texas Administrative Code, with the status of each board's requirement stated honestly, including where no requirement exists yet. Please note: these requirements are based on August of 2026: please continue to review your rules to confirm this meets current requirements.
Matt Bierds, LPC-S, LSOTP-S, LPCC
Matt is the Clinical Director and owner of Neurocounseling and Consulting Services, PLLC, and Duke City Counseling LLC, and has been a licensed clinician for more than twenty years. He supervises across New Mexico and Texas, holds contracts with federal probation, TDCJ parole division, multiple Community Supervision Departments, and builds continuing education for LPC Supervisors.
Get the Supervision Records Custody Plan
Most compliance products solve a paperwork problem. This one solves a people problem. Your supervisees are building a license on records they cannot access and cannot replace. If something happens to you, they do not just lose a supervisor. They lose the documented proof of every hour they have already earned, and they keep accruing hours that will not count until someone tells them to stop. There is no board process that fixes this after the fact. There is only whether you named someone in advance. Thirty minutes. One conversation with a colleague. Three signatures. Then it is handled, and you never think about it again.
$79.99