Media Category: Programs & Resources

Succession Planning: Other Steps that Pay Off

Succession Planning: Other Steps that Pay Off

Limited Power of Attorney

Limited Power of Attorney

Succession Planning: Implementing Your Plan

Succession Planning: Implementing Your Plan

Succession Planning: Death of a Sole Practitioner Special Considerations

Succession Planning: Death of a Sole Practitioner Special Considerations

Succession Planning: FAQ’s

Succession Planning: FAQ's

Succession Planning: Checklist for Closing Your Trust Accounts

Succession Planning: Checklist for Closing Your Trust Accounts

Succession Planning: Checklist for Closing Your Own Office

Succession Planning: Checklist for Closing Your Own Office

Succession Planning: Client Notification

Succession Planning: Client Notification

Succession Planning: Checklist for Closing Another Attorney’s Office

Succession Planning: Checklist for Closing Another Attorney's Office

Succession Planning: Access to the Trust Account

Succession Planning: Access to the Trust Account