Succession Planning: Templates and Checklists

Templates and checklists are always a good place to start but they cannot contemplate all possible scenarios and circumstances.  Prudence, critical thinking and awareness should always be exercised when using templates and checklists.  Finally, the resources provided by LCL do not constitute legal advice and are for informational purposes only.   

Nevertheless, there is great demand for checklists and templates, and they are indeed very useful.  With all these considerations in mind, LCL provides the following templates and checklists to assist attorneys with succession planning and disruptions in their practices. 

• Checklist for Closing your Law Office

• Letter Advising of Affected Attorney’s Temporary Leave of Absence

• Letter Advising that Affected Attorney is Closing the Office

• Checklist for Assisting Attorneys Helping an Affected Attorney with a Practice Disruption

• Letter Advising that Affected Attorney is Unable to Continue Practicing Law

• Client’s Request for File

• Client’s Acknowledgment of Receipt of File

• Client’s Authorization for Transfer of File

• File Tracking Chart

You can always schedule a consultation with LCL to discuss these templates and checklists further.   

RELATED RESOURCES:

Succession Planning Resources (LCLMA)

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