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Contingency Planning for Lawyers

Lawyers face the possibility of numerous unexpected interruptions in their law practices. Contingency planning in the event of disability, death or other unexpected periods of absence from practice should be considered as a means of providing peace of mind for loved ones, clients and employees. Also, unless you properly plan for contingencies, serious prejudice can result to your clients.

The Contingency Planning Guide for Lawyers provides several practical resources that have been prepared to encourage and assist practitioners who are in private practice to make such plans.

The Contingency Planning Guide for Lawyers (PDF)   

View the archived Contingency Planning webcast, held on October 28, 2013.

We wish to thank the individuals who have participated in the drafting of the Guide, including Michael Allemano, Rachel Blumenfeld, Susan Easterbrook, Lindsay Histrop, Ian Hull and Laura Kerr.

Resources

Key Steps for a Sole Proprietor (PDF)
Article entitled “Preparing for Death and Disability of a Law Partner or Shareholder” (PDF)
Sample Continuing Power of Attorney for Property Excluding Law Practice (PDF / Word)
Sample Continuing Power of Attorney for Property for Law Practice (PDF / Word)  
Sample Direction for the Release of the Power of Attorney for Property for Law Practice Document (PDF / Word)
Sample Last Will and Testament Clauses (PDF / Word
Sample Law Practice Coverage Agreement Between the Planning Lawyer and the Replacement Lawyer (PDF / Word)
Planning Lawyer: Steps For Managing Your Law Practice to Facilitate the Task of the Replacement Lawyer (PDF)
Checklist for the Replacement Lawyer Who Takes Over the Law Practice of another Lawyer (PDF)
Practice Tips – Preparation of a Law Office Procedural Manual (PDF)
Checklist of Issues to Consider when Preparing Continuing Power of Attorney for Property Documents (PDF)
Checklist of Issues to Consider when Preparing Wills (PDF)

Additional Resources 

Guide to Closing Your Practice  
Guide to Retention and Destruction of Closed Client Files  
Practice Management Guidelines 
LawPRO Managing Practice Interruptions Booklet  
The Bookkeeping Guide  
Establishing the Retainer 
Sample Retainer Agreements 
Selecting a Conflict Checking System 
Checklist of Essentials of a Conflict Checking Systems

The sample documents and other resources on this page are not intended to provide legal advice. They should be used thoughtfully and adapted by lawyers and paralegals to suit their own individual circumstances.