Inventory Attorney Program

Solo practitioners can prepare for the “What Ifs” of business life with the help of the CBA’s Inventory Attorney Program. By taking advantage of the program, you provide important information to the CBA that can be used to protect your clients and aid your family members, who may not know where to begin. And if none of the scary “what ifs” come to pass, the information that you compile and update will help you prepare to bring in a new associate or partner, sell your practice, or wind it down yourself.

The Inventory Attorney Program Checklist:

1. Considerations in Selecting an Inventory Attorney

  • Select a licensed Ohio attorney whom you trust.
  • Discuss what should be done in the event you are unavailable.
  • Explain where to find important documents, files and any other important information that may be specific to your practice (see suggested list below).
  • Don’t make your inventory attorney’s job more difficult than necessary. This is a great time to scrutinize your records management and retention policies.
  • Your inventory attorney does not need to be a person capable of handling all of your outstanding cases. They simply need to be able to close down your practice.
  • Inform the CBA, your office staff and family of your inventory attorney selection.

2. Suggested Information to Share with Your Inventory Attorney

  • Primary and satellite office addresses and access information
  • Staff names and duties
  • Landlord and lease information
  • Information on calendaring, billing, and case management systems      
  • Passwords
  • Contact information for key vendors such as accountant, payroll service, insurance agent and IT consultant               
  • Safety deposit box location                       
  • IOLTA and operating account numbers and location(s)               
  • Professional liability insurance carrier and policy number
  • Office insurance carrier and policies     

3. How to Participate in the CBA Inventory Attorney Program

  • Download a copy of the inventory attorney designation form.
  • Complete this form in collaboration with your designated inventory attorney.
  • Submit your completed designation form to the CBA.

The CBA will maintain a record of your designated inventory attorney and will be able to assist clients and family in the event that you are incapacitated. Questions? Please call (513)699-1407 or email us.