This brief survey seeks information about whether and how law firm partners plan for retirement and client succession and what their law firms might do to support them. The survey will take 10 minutes or less to complete. The questions are designed for:

  • Partners who are currently in the process of transitioning into retirement and transferring client relationships to others.
  • Partners who may be retiring within the next few years.

The survey is strictly private and all answers are confidential. Your responses will not be shared with anyone. If you would like me to follow up with you, or if you would like to receive a summary of my findings, please provide your name and contact information at the end.

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* What is your age?

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* At what age do you plan to retire?

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* Does your firm mandate retirement or de-equitization at a designated age?

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* Does your firm initiate discussions with all partners at a designated point about when they plan to retire?

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