Planning Ahead: A Guide For Solo Practitioners


The Planning Ahead Guide is provided to all attorneys as a courtesy of the Law Practice Management Committee (and the former Committee on Law Practice Continuity) of the New York State Bar Association.


Click on the links below to download interactive fill-in forms as PDfs (free)

Appendix_F_Agreement_to_close_law_practice_in_the_future (Adobe PDF File)
Appendix_G_Authorization_and_consent_to_close_law_practice_short_form (Adobe PDF File)
Appendix_H_Limited_power_of_attorney_to_manage_law_practice_at_a_future_date (Adobe PDF File)
Appendix_I_PCs_and_PLLCs_Appoint_the_appropriate_agent (Adobe PDF File)
Appendix_J_Letter_from_closing_or_caretaker_attorney (Adobe PDF File)
Appendix_K_Request_for_file (Adobe PDF File)
Appendix_L_Acknowledgement_of_receipt_of_file (Adobe PDF File)
Appendix_M_Authorization_for_transfer_of_client_file (Adobe PDF File)
Appendix_N_FAQs_re_document_destruction_and_preservation (Adobe PDF File)
Appendix_O_Letter_from_planning_attorney (Adobe PDF File)
Appendix_P_Letter_from_firm_offering_to_continue_representation (Adobe PDF File)
Appendix_Q_Law_office_list_of_contacts (Adobe PDF File)
Appendix_R_Checklist_for_the_executor_of_a_solo_practitioner (Adobe PDF File)
Appendix_S_Special_provisions_for_attorneys_will (Adobe PDF File)
Appendix_T_Transfer_of_a_law_practice (Adobe PDF File)
Appendix_U_Checklist_of_concerns (Adobe PDF File)
Appendix_V_Sample_asset_purchase_agreement (Adobe PDF File)
Appendix_W_Interruption_of_a_practice_due_to_a_lawyers_addiction (Adobe PDF File)
Appendix_X_Checklist_for_lawyers_business_disaster_planning (Adobe PDF File)
Appendix_Y_Relevant_excepts_from_the_CPLR (Adobe PDF File)
Appendix_Z_Disciplinary_rules_and_ethics_opinions (Adobe PDF File)
Appendix_AA_Ten_things_not_to_do_when_you_retire (Adobe PDF File)