Resources

These resources compiled by the State Bar of Michigan include sample forms, checklists, and information to assist attorneys with succession planning in general as well as mandatory interim administrator planning specifically.

Succession Planning

• SCAO Forms
• ICLE On-Demand Succession Planning for Laywers Seminar
• Podcast: Rule 21 - Law Practice Succession Planning
• Example Rule 21 letter for law firms
• Appointment and Administration checklist
• Interim Administrator Planning Agreement
• Fee Agreement Provision
• Preparing Law Practice to Protect your Clients’ Interest in the Event of Disability
• Law office list of contacts
• Financial limited DPOA
• Authorization Digital Assets
• Digital Asset Information
• Estate Planning Provision

Retirement Planning

• Checklist for Closing Your IOLTA
• Checklist for Closing Your Own Office
• Acknowledgment of Receipt of File
• Authorization for Transfer of Client File
• Law Office List of Contacts
• Letter Advising that Lawyer is Closing His/Her Office
• Office Closure File Tracking Chart
• Request for File