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A Guide to Law Firm Succession Planning

A Guide to Law Firm Succession Planning

A Guide to Law Firm Succession Planning

Law firm owners
Learn best practices in client communication, ethical procedures, and financial planning for your firm’s future
Don’t wait for disaster to strike- prepare now!

What attendees are saying:

"Very well organized and integrated with examples.” -Robert T.
“I enjoy these presentations immensely as my specializations as a paralegal include law office management, family law, estate planning, and probates.” -Elizabeth S.
“Jordan always gives the best seminars. Very knowledgeable.” -Mike H.
Jordan Turk
Attorney and Director of Education & Attorney Development at Smokeball
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About this session

This session is designed to help attorneys prepare for what happens next, whether it be a planned transition out of law entirely, or a surprise cessation of practice. Absent advance planning, the consequences of a lax sale of a firm, or a sudden stoppage of practice, can spell disaster for your clients, your colleagues, and even your family members.  

Join Jordan Turk, attorney and Director of Education & Attorney Development at Smokeball, as she explains how you can reduce uncertainty and make a succession plan for your firm, with an emphasis on upholding your ethical obligations to your clients and to your office.

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In this free on-demand webinar, you'll learn:

Ethical considerations surrounding proper client communication in the event of sale or incapacity
How to appoint an inventory or custodian attorney in the event of incapacity or inability to continue practicing
Proper retention and destruction policies for client files

More resources:

6 helpful strategies to safeguard privileged and confidential information in a digital legal environment

Expect the Unexpected: Disaster Planning and Recovery for Your Law Firm

Smokeball’s Approach to Cybersecurity

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