ABA Succession Planning Resources

ABA resource hub for lawyer succession, transition, valuation, and law-practice continuity materials.

Use Succession PlannerBrowse related sources

Succession & Firm Continuity / external

Why this source matters

Succession in a law firm has profession-specific constraints around clients, duties, valuation, and continuity.

Use Succession PlannerOpen original sourceBack to resources

Core claim

  • Succession in a law firm has profession-specific constraints around clients, duties, valuation, and continuity.

Tool implication

  • Use it as a law-specific context source for the Succession Planner and any consulting bridge around transition planning.

Best use in BLKBox

  • Best used with Succession Planner.

Lead owner prompt

  • What law-practice duties or client-transition issues need professional review?

Questions for owner

  • What law-practice duties or client-transition issues need professional review?
  • What valuation or transferability assumptions remain untested?
  • Which transition path needs a project plan before crisis?

How it connects to the tools

  • Use it as a law-specific context source for the Succession Planner and any consulting bridge around transition planning.

Review prompts

  • What law-practice duties or client-transition issues need professional review?
  • What valuation or transferability assumptions remain untested?
  • Which transition path needs a project plan before crisis?

Key themes

  • lawyer succession
  • practice transition
  • valuation
  • continuity

Use cases

  • tool prep
  • report review

Recommended before this tool

  • Succession Planner

Recommended after this tool

  • Succession Planner

Suggested placement

  • succession report
  • source library
  • consulting bridge

Related tools

These tools currently reference this source as methodology or report context.

Succession & Firm Continuity

Succession Planner

Available

Assess continuity, transferability, buyer readiness, and the first 90 days of succession work.

Content status
Owner content needed
Access
advisory account
Upgrade value
Advisor-ready continuity report, 90-day plan history
Beta access
Available during accounts-first beta; tier enforcement can be enabled later.
Best use case
Starting a transition plan before urgency narrows the options.
Estimated time
25 minutes
Open tool