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Succession Plans Protect Your Clients, Your Practice -- and Your Family

Succession planning, to put it nicely, is a headache for most professionals.

But if an unexpected event prevents you from showing up to work some day, the consequences of not having a plan could be severe to both your clients, and your family.

Change that today.

If you have a friend or colleague you trust to help you out in an emergency, Vyva can have a set of succession plan documents in your hands in less than 10 minutes.

If you need to learn more about succession planning before you begin, check out Succession Planning 101 for more information.

Plan Builder

Lets begin your plan

Building your plan documents requires two roles:

  1. A Coverage Attorney –  the lawyer who steps in to help run your practice in the event of an emergency.
  2. Gatekeeper – the person responsible for holding the pre-signed documents granting authorizations to your Coverage Attorney to take over your practice and accounts.
    They also have the responsibility of deciding when to trigger your plan and get the required documents to your Coverage Attorney. Often this person is a spouse, close friend, or a Personal Power of Attorney should you have one.

How It Works

Your Coverage Attorney and Gatekeeper roles can be filled by the same person, if the relationship supports it.

Click the button below to start building your agreements. It’ll only take about 10 minutes, and all you need are basic contact details on hand for your Coverage Attorney and your Gatekeeper.