Apr 24, 2013

Retainers and Opening Files

By Caroline Abela, The Six-Minute Estates Lawyer Program, The Law Society of Upper Canada

The area of estates and trusts can present practitioners with unique problems, many of which can be avoided or mitigated by taking appropriate measures at the outset of the solicitor-client relationship and maintaining them throughout the retainer. This paper provides practical tips that lawyers can undertake early in the solicitor-client relationship to help avoid pitfalls and possible negligence claims.

Download the PDF to read the entire paper.