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Partner Leaves Checklist
Accountant:
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Discuss change in the structure of the firm and obtain appropriate tax advice.
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Establish schedule for preparation of financial statements, reconciliation.
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Discuss notifications to federal and state agencies if necessary.
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Discuss partner's retirement benefits, if any.

 

 
Advertising:
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Change any existing advertisements and legal industry directory listings when possible.

 

Banking - Firm Accounts:
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 Notify banker of change in partnership structure.
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Establish who will retain check-writing authority.

 

 
Banking - Trust Accounts:
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 Prepare final reconciliation of departing partner’s trust account activity.

 

 
Banking - Lenders:
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Cancel law firm credit cards held by departing partner, effective immediately.

 

 
Bar Associations:
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Departing partner should notify local, state, and specialty bars of the change and provide new mailing address and other pertinent information.

 

 
Courts/Active Cases:
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Notify Courts. Notify judges and file appropriate documents to withdraw from cases if necessary.
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Notify opposing counsel where partner is not remaining on the case.

 

 
Files:
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Implement final disposition of client files.
 
Insurance:
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Consider conversion options for health, life, and disability insurance.
 
Mail and Messengers:
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 Determine how departing partner’s mail will be handled. Who will forward mail? For how long? [Note: Post Office will not allow individual forwarding addresses.]
 
Marketing:
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 Change Web site and any other marketing activities.
 
Mediation or Arbitration:
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Mediation or arbitration should be considered if the parties are unable to resolve issues.
 
Personnel:
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Notice to Employees. All employees should receive a formal notice of partner’s departure.
 
Telecommunications:
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 Cancel departing partner’s telephone calling cards effective immediately.
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Determine what callers will be told about the departure of the partner.