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What If Preparedness Program

Solo practitioners can prepare for the “What Ifs” of business life with the help of the CMBA’s WIP Program. By taking advantage of the WIP program, you provide important information that can be used to protect your clients and help your family in the event of your death or disability. And if none of the scary “what ifs” come to pass, the information you compile will help you prepare to bring in a new associate or partner, sell your practice, or wind it down yourself.

 

 

Are you prepared for the “what ifs”?

  • Are your records and accounting up to date?
  • Have you appointed a lawyer or administrative professional to help you in the event of your disability or death and have you notified the CMBA who that person is?
  • Have you made an agreement with your backup lawyer for help in the event of your disability or death? [Word] 
  • Did you complete the Attorney Practice Inventory? [Word]

Additional resources for contingency and transition planning:

CMBA Bibliography of Suggested Resources [PDF]

CMBA Manual for Disposition of a Law Practice (2009)

Agreement for Continuation or Termination of Law Practice [Word]

Ohio Ethics Guide on Succession Planning (2017)

 

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