The Duty to Plan Ahead
- Terminology and Forms
- Implementing Your Plan
- Access to the Trust Account
- Client Notification
- Other Steps That Pay Off
- Death of a Sole Practitioner: Special Considerations
- Start Now
What If? Answers to Frequently Asked Questions
Checklists
- Checklist for Lawyers Planning to Protect Clients’ Interests in the Event of the Lawyer’s Death, Disability, Impairment or Incapacity
- Checklist for Closing Another Attorney’s Office
- Checklist for Closing Your Own Office
- Checklist for Closing Your Trust Accounts
Sample Fillable Forms
- Agreement – Full Form (Agreement to Close Law Practice)
- Agreement – Short Form (Consent to Close Office)
- Limited Power of Attorney
- Specimen Signature of Attorney-In-Fact
- Letter of Understanding
- Notice of Designated Assisting Attorney
- Notice of Designated Authorized Signer
- Will Provisions
- Letter Advising That Lawyer Is Unable to Continue in Practice
- Letter Advising That Lawyer Is Closing His/Her Office
- Letter From Firm Offering to Continue Representation
- Acknowledgment of Receipt of File
- Authorization for Transfer of Client File
- Request for File
- Office Closure File Tracking Chart
- Law Office List of Contacts