ATTENTION: The State Bar of Texas urges lawyers to evaluate contingency plans. For client protection and emergency preparedness, you may use this portal to designate one or more custodian-attorneys.
Go to State Bar Custodial Designation Portal →
Succession Planning
Continuity, client protection, and emergency preparedness.The arc of a lawyer’s law practice eventually comes to end. Ideally, the lawyer is ready and transition goes according to plan; readiness also fosters order in the event of an emergency. Our Succession Planning Toolkit and resources can help.
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The Succession Planning Toolkit
The State Bar's Law Practice Management Committee has created a brand new Succession Planning Toolkit to help lawyers plan for what's to come.
In the toolkit, you will find an in-depth discussion of succession steps that move from simple to complex, including the cessation of practice procedures and transition planning.
Access the Succession Planning Toolkit Now
If you do nothing else, click here to designate a custodian attorney.
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Succession Planning
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State Bar of Texas
- CLE Credits: "Don't Wait, Designate". 1 CLE Hour + 1 MCLE Hour
- Advance Designation of a Custodian-Attorney - Instructions
- Assumption of Practice: A Custodian's Guide
- Electronic Designation Form (Article)
- Electronic Designation Form (Video)
- Selling a Practice
- Volunteer to Serve as a Court-Appointed Custodian-Attorney
- Ethics Helpline
- Disaster Readiness Plan
- Texas Lawyers Assistance Program (TLAP)
- Lawyer Referral and Information Service (LRIS)
- Client Security Fund (CSF)
Texas Opportunity & Justice Incubator (TOJI)
- Mentor & Membership Opportunities
- This Quarters Resource
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