Browse articles and podcast episodes on law firm succession planning for solo and small firms. For a step-by-step framework, video series, and downloadable guides and checklists, visit our main Succession Planning for Lawyers resource hub.
2 min read
Sharon D. Nelson Esq., Sensei Enterprises: Jun 2, 2026
Most people have at least a basic estate plan, a will, maybe a trust, beneficiary designations, and powers of attorney. The traditional pieces are usually there.What is missing is everything else.Today, much of a person’s life exists entirely in...
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4 min read
Dena Stoddard: Mar 13, 2024
The Importance of Succession Planning for Lawyers Succession planning is a crucial aspect of the legal profession. As lawyers, we devote our careers...
2 min read
John Ries, Claims Attorney: Jan 10, 2024
Whether as a distant goal or immediate concern, at some point in every lawyer’s career he or she will contemplate retirement. According to the...
4 min read
Mark Bassingthwaighte, Risk Manager: Jun 14, 2023
The two most common excuses I’ve heard over the years for not having a succession plan in place are these. It’s either “my plan is to die at my...
2 min read
Mark Bassingthwaighte, Risk Manager: Mar 20, 2019
A solo attorney recently reached out wanting to know how to select a backup attorney. Having now addressed his concerns, I thought it would be...
