Succession Planning Toolkit
Published on June 8, 2023 Law Practice Management Succession Planning

The arc of a lawyer’s law practice eventually ends. Ideally, the lawyer is ready and the transition from practice goes according to plan. This toolkit helps with that plan.
If you do nothing else, designate a custodian attorney.
Here, you will find a discussion of four steps that move from simple to complex. It helps to approach the steps in sequence. Start with the advance designation because it is simple.
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Advance Designation of Custodian Attorney
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File Management
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Cessation of Practice Procedure
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Transition Planning
IN THE IMAGE BELOW, click on the headings of each section outside the wheel to begin navigating the toolkit. You can also navigate to a specific topic within each area by clicking on the text within the wheel.
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LPM Committee
The Law Practice Management committee is comprised of experienced lawyers from across Texas who have been appointed by the State Bar President.