Succession Planning for Lawyers Part 3: Now What? скачать в хорошем качестве

Succession Planning for Lawyers Part 3: Now What?

Learn the essential steps for effective law practice succession planning. This video covers how to prepare your successor attorney, organize key office procedures, ensure secure access to critical systems, and keep your plan updated to protect your clients and reputation. Key Takeaways: Preparing Your Successor: It is important to prepare your successor attorney beyond just naming them on an insurance application. Your successor needs to be well-prepared to handle the practice in case of your absence, whether short-term or permanent. Preparation Steps: Have a conversation to explain expectations, develop an office procedures manual, and ensure your successor knows how the office operates. Access to Key Systems: Your successor will require access to key systems, including login credentials, physical keys, and contact information for IT support. This information should be stored securely and your successor will need to know how to access it in an emergency. Client Notifications: Develop sample scripts or templates for client notifications and file transition letters, with the help of State Bar associations and malpractice insurers. Regular Updates: Schedule annual check-ins to review and update the succession plan to ensure it remains current and effective.