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What Happens if a Clio Account Owner Dies Or Is Incapacitated?

Objective:

  • If I were to pass away and the Law Society would want access to my account, what would you require?
  • Account Owner Deceased
  • Account Owner is sick or incapacitated

Environment:

  • Clio Manage

Additional Information:

Account owners also have the option to use Clio Connect to share active matters if downtime is anticipated. A "locum" can also be added as an additional user if you are worried about access post mortem. 

Answer:

In the event of a deceased or incapacitated or ill Account Owner, we would require a notarized Affidavit to authorize access. If someone else on the account still has access to the account they can request a transfer of ownership.

We would require proof of valid access from the Estate of the Attorney or the proper Granting Authority to move the administration under another individual's name.

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