What we can discuss
Identify the decisions that cannot wait
Work through payroll, banking, customer commitments, contracts, licenses, taxes, and access to essential systems. Identify the intended successor for each responsibility and the authority that person would need.
Review the governing documents together
Gather company agreements, bylaws, resolutions, buy-sell arrangements, and ownership records. Compare them with personal estate documents and discuss potential conflicts, transfer restrictions, valuation, and funding questions with the appropriate advisers.
Create a usable continuity file
Organize key contacts, deadlines, recurring obligations, insurance, and secure access procedures. Test a realistic absence scenario with the intended successors and record the gaps that require legal, financial, or operational follow-up.
Common questions
Is my personal power of attorney enough?
Do not assume it is. Authority depends on the company structure, governing documents, institutions, and the decisions involved. Review personal and company arrangements together.
Does this only concern retirement or death?
No. Illness or a temporary absence can interrupt operations. Planning should address who can act while the owner is alive but unavailable.
Explore the topic
Read the related planning article →Texas State Law Library: Durable powers of attorney ↗Start with your goals.
Request a planning session to discuss your circumstances and the appropriate next steps. Scope and fees are discussed with the firm.
Schedule a Planning SessionGeneral educational information only; not individualized legal or tax advice. Visiting this page or contacting the firm does not by itself establish an attorney-client relationship.