The Succession Planning Toolkit 2nd Edition

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.

1. Designating a Custodian Attorney
2. File Management and Ensuring Password Access
3. Transition Planning
4. Sudden Cessation of Practice and Custodianships
   
   

NOTE on the Succession Planning Toolkit Interactive Wheel Graphic below: Each component of the wheel graphic is interactive except the “Succession Planning” center circle. Simply click on a chapter title outside the wheel (e.g., “Designating a Custodian”) to access it. You can also click on a topic within a chapter (e.g., “Custodian’s Role”) and the “Forms and Resources” for each chapter.