Guides and Handbooks

The ISBA offers a comprehensive collection of guides and handbooks developed by Iowa legal professionals for Iowa legal professionals. Whether you're just starting out or have years of experience, these resources provide practical guidance, procedural insight, and up-to-date information to support your practice. Designed to enhance your understanding of Iowa law and assist across a variety of practice areas, these tools are valuable at every stage of your legal career.
 

Client File Retention Guide Maintaining the confidentiality and security of client files is a fundamental ethical obligation under the Iowa Rules of Professional Conduct. Proper file retention and disposal practices not only protect client information but also safeguard your professional reputation. The ISBA’s Client File Retention Guide provides clear answers to common questions and offers practical guidance on how long to retain files, what to keep, and how to dispose of them securely. Stay compliant and organized with this essential resource.
Closing a Practice Guide Closing a law practice can be complex, but the ISBA’s Closing a Practice Guide is here to help. Whether you’re retiring, relocating, or making a career change, this guide provides practical steps to wind down your practice efficiently and ethically. It covers key topics like notifying clients, managing trust accounts, handling file retention, and fulfilling professional responsibilities. With helpful checklists, sample forms, and clear guidance, the ISBA makes it easier to navigate this transition with confidence. Let this resource be your roadmap to a well-organized and responsible practice closure.
Handbook for Older Iowans Recognizing Iowa's substantial senior population, ensuring access to legal information and essential programs for older adults and their caregivers is paramount. To meet this need, The Iowa State Bar Association's Elder Law Section developed this online handbook. It offers important details regarding laws and programs relevant to older Iowans. We trust this resource will be valuable to both older Iowans and those providing services to them. VIEW PRINTER-FRIENDLY VERSION
Inclusion Reference Guide This guide is intended to share information about language and actions that we as individuals may use to provide a more inclusive environment for ourselves and those around us. By learning and applying inclusive practices, we can create spaces where everyone feels seen, heard, and valued. Whether you're new to the conversation or looking to grow, this guide offers practical tools to support a more welcoming and connected community.
New Attorney Guide As you begin this exciting chapter of your career, the ISBA is here to support you every step of the way. The New Attorney Guide was designed specifically to help you navigate your first years in practice—whether you’re launching your own firm, joining an established practice, or exploring alternative legal paths. Inside, you’ll find essential information, practical tips, and valuable resources tailored to new attorneys in Iowa.
Succession Planning Guide Succession planning is a vital and often complex process for attorneys. Whether you’re planning for retirement, a career change, or unexpected events, having a solid plan in place is essential to ensure the continued success of your practice. This guide provides the key information and strategies you need to navigate succession planning effectively. From identifying potential successors to managing client relationships, it offers practical insights to help attorneys plan for a smooth and seamless transition of their practice.