Succession Planning


In the Event of Death or Closing a Practice
Click here to download guide as a Word document.
A guide to help lawyers plan the closing of a practice.

Inventory Counsel can manage the affairs and client files of Colorado attorneys who die or become disabled.

Jonathan White, Steps You Can Take Now to Lay the Foundation for Succession Planning, OARC Newsletter, March 2019.

Jonathan White, A Guide to Succession Planning, OARC Newsletter, May 2019.

Jonathan White, Succession Planning 101: Inventory Counsel Identification, OARC Newsletter, July 2019.

Jonathan White, Record Keeping Duties and Succession Planning, OARC Newsletter, September 2019.