Succession Planning: Tools, Documents and Resources

Practice Coverage and Succession Planning
Succession planning webinar available for viewing
Closing a law practice

The following provides a listing of sample documents, articles and other resources to help lawyers in carrying out your duties and managing your practices.

The sample documents are intended to give you a place to start. Legislative changes in September 2011 may affect the language used in these sample documents. Styles of drafting and use of words vary widely among lawyers. It is expected that the documents will be amended to suit the styles, needs and circumstances of the lawyers involved.

Lawyers must exercise your professional judgment respecting the correctness and applicability of the material. The Law Society accepts no responsibility for any errors or omissions, and expressly disclaim any such responsibility.

Tools

Checklist – Practice and Planning Considerations
Law Firm Checklist
Law Office Contacts and Basic Information

Sample Documents 

Model letters to client: Termination of Employment  Word | pdf

Withdrawal from the Practice of Law: sample newspaper notice and letter to clients

For the unincorporated lawyer

Law Practice Coverage Agreement between Lawyer and Practice Attorney/Trustee   Word | PDF
Law Practice Power of Attorney granted by the Lawyer to the Practice Attorney/Trustee  Word | PDF
Will (relevant extracts) by the Lawyer, appointing the Practice Attorney/Trustee  Word | PDF
Gatekeeper Agreement between the Lawyer and the Gatekeeper  Word | PDF

For the incorporated lawyer

Law Practice Coverage Agreement between Lawyer, Law Corporation and Practice Attorney/Trustee  Word | PDF
Law Corporation Power of Attorney granted by the law corporation to the Practice Attorney/Trustee  Word | PDF
Will (relevant extracts) by the Lawyer, appointing the Practice Attorney/Trustee and giving that lawyer powers over your law corporation  Word | PDF
Gatekeeper Agreement between the Lawyer and the Gatekeeper  Word | PDF

Not included: a sample Shareholders’ Resolution

Resources

Planning Ahead: A Guide to Protecting Your Clients’ Interest in the Event of Your Disability or Death. A Handbook and Forms, Barbara S. Fishleder, Oregon State Bar Professional Liability Fund, 2006.
Planning Ahead: Protecting Your Clients’ Interest in the Event of Your Disability or Death, Leslie A.T. Haley
Planning ahead: Establish an Advance Exist Plan to Protect Your Clients’ Interests in the Event of your Disability, Retirement or Death, The New York State Bar Association’s Committee on Law Practice Continuity
The Best-Laid Plans - Lawyers Duty Includes Preparing Their Practices For Incapacity, by Jane Rabe