File Management

The general rule in Texas is that the file belongs to the client, but there is no encompassing rule for how long a lawyer must keep the file.

Succession Planning

Transition Planning

Succession planning anticipates the ultimate transfer of a legal practice from a predecessor to a successor lawyer.

Succession Planning

The Arc of a Lawyer's Law Practice

We address lawyer cessation issues through our succession planning program, integrating technology and education to manage sudden and planned practice cessations.

Succession Planning

How To Protect Your Clients and Firm in the Event of Death, Disability, Impairment, or Incapacity

This information is designed to help you protect your clients’ interests in the event you are suddenly rendered unable to practice law.

Succession Planning

What to do if Your Attorney Dies, Disappears, Becomes Disabled, or is Suspended or Disbarred

Steps to take if your attorney becomes unavailable, including retrieving your file, hiring new counsel, and protecting your legal rights. Learn how to navigate this challenging situation effectively.

Succession Planning Resources for the Public

Best Practices When Selling A Practice

Essential guidelines for selling a legal practice, highlighting key Texas Disciplinary Rules and critical steps for successful succession planning.

Succession Planning

Do-It-Yourself Guide for Handwritten "Holographic" Wills in Texas

Do-It-Yourself Guide for Handwritten 'Holographic' Wills in Texas “Do-It-Yourself Guide for Handwritten ‘Holographic’ Wills in Texas” is a short guide about how to use and write holographic ...

Succession Planning

Safety Systems – Advance Designation of Custodian Attorney

Designate a custodian attorney in advance to protect your clients and simplify transitions in case of emergencies. Learn more today!

Succession Planning

A Guide to Executing Estate Planning Documents in Uncertain Times

The Texas Health and Human Services Department of State Health Services issued guidance for signing documents in person: COVID-19: Interim Guidance on Executing Contracts and Other Documents ...

Succession Planning


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