The Succession Planning Toolkit 2nd Edition
Published on November 25, 2024 Succession Planning
This Succession Planning Toolkit provides the information lawyers need to successfully plan an easy transition from the practice of law. It is divided into four chapters, or steps, from simple to more complex. Although the Toolkit is designed so that information can be obtained at the point in which it is needed, it helps to approach the steps sequentially if you are just beginning to plan.
If you'd like a version of the toolkit for personal use, download the toolkit here.
- Designating a Custodian Attorney
- File Management and Ensuring Password Access
- Transition Planning
- Sudden Cessation of Practice and Custodianships
Law Practice Management Committee
The Law Practice Management committee is comprised of experienced lawyers from across Texas who have been appointed by the State Bar President.