Vanquish Attorney Planning Kit

Your Essential Checklist for Income, Equity, and Firm Protection

Who This Kit Is For

This planning kit is designed for:

If your name, performance, or presence drives income or structure within your firm — this is for you.

Why You Need a Plan

Group LTD won’t protect your full income
Without a buyout strategy, your equity can become a liability
Your firm may not survive your absence
Your family may be left without access to your ownership or income
Most attorneys don’t realize the risk until it’s too late

“A $1M income deserves more than a 10-minute HR form.”

Core Protection Checklist

Use this checklist to evaluate whether your current plan holds up.

Planning Snapshot Worksheet

Three Questions to Ask Before You Finish

If I couldn’t show up tomorrow, how long would my income last — and who would pay it?

Would my firm run without me — and would it still be mine?

Would my family have access to the value I’ve built — or just the burden of my equity?

Downloadable Version Available

Want to print this, share with a partner, or walk through it with a Vanquish strategist?