Designating a Custodian Attorney

Learn how to designate a custodian attorney to ensure a smooth transition for your law practice in the event of sudden cessation.


File Management and Ensuring Password Access

Learn essential file management and password access tips for attorneys, including compliance with the Texas Disciplinary Rules and creating effective file retention and destruction policies.


Transition Planning

Guide to planning the transition of your law practice, including succession strategies, selling your practice, and ethical considerations for a seamless exit strategy.


The Succession Planning Toolkit 2nd Edition

Discover the essential steps for effective succession planning in law practice with our comprehensive toolkit, designed for seamless transitions and easy-to-access resources.


Sudden Cessation of Practice and Custodianships

Guidance on handling sudden cessation of legal practice and custodianships under Texas Rules of Disciplinary Procedure, including steps for court supervision and client file management.


Succession Planning Toolkit

The arc of a lawyer’s law practice eventually ends. Ideally, the lawyer is ready and the transition from practice goes according to plan.


Practice Tips on File Retention and Destruction

Learn essential tips for client file retention and destruction, adhering to Texas Disciplinary Rules and ethics opinions to ensure compliance and protect client interests.


Practice Tip Checklist for Developing a File Retention Policy

Ensure proper client file management with our comprehensive guide on file retention policies, storage, and destruction to maintain compliance and protect confidential information.


Sample File Retention Policy

Learn how to create an effective file retention policy for legal practices, tailored to meet the specific needs of each lawyer while ensuring compliance with professional standards.

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