Retire, Reset, Reinvent: Planning for the Next Stage of Your Law Practice | Forms + Other Downloads
Forms and Other Downloads
- Initial Checklist Protecting Clients Interest and Closing Office (PDF)
- Checklist for Closing Your Law Office (PDF)
- Checklist for Selling A Practice (PDF)
- Checklist for Transitioning Leadership in a Law Firm (PDF)
- Suggestions in Planning for Sabbatical/Extended Absence (PDF)
- How Prepared Is Your Practice (PDF)
- Law Office List of Contacts (PDF)
- Petition for the Transfer of Inactive Status (PDF)
- Agreement Between Planning Attorney and Assisting Attorney (PDF)
- Will Provisions (Word document)
- Notice to Liability Company of Assisting Attorney (PDF)
- Conditional Durable Power of Attorney (PDF)
- Specimen Signature Attorney in Fact (PDF)
- Letter of Understanding Delivery of POA (PDF)
- Client Engagement Letter Notifying Client of Assisting Attorney (Word document)
- Engagement Letter and Fee Follow Up Letter to Initial Interview (Word document)
- Contingent Fee Agreement (Word document)
- Explanation of Contingent Fees (PDF)
- Letter Advising Clients Lawyer is Closing Office (Word document)
- Letter Advising Clients Lawyer is Taking Temporary Leave of Absence (Word document)
- Letter Advising Clients Lawyer is Unable to Continue Practicing (Word document)
- Letter From Exiting Lawyer’s Firm to Clients Offering to Continue Representation (Word document)
- Office Closure File Tracking Chart (PDF)
- Clients Request for File (Word document)
- Clients Authorization for Transfer of Client File (Word document)
- Clients Acknowledgment of Receipt of File (Word document)
- NC State Bar Sample Letter to Trustee (Word document)
- Verified Petition Order Appointing Trustee of Deceased Attorney’s Law Practice (Word document)
- Petition for Order Discharging Trustee of Deceased Attorney’s Law Practice (Word document)
- Order Appointing Trustee of Deceased Attorney’s Law Practice (Word document)
- Order Discharging Trustee (Word document)
- Notice of Hearing (Word document)