What the Law Society requires and what your practice needs are not the same thing.
01/ Plan
The regulatory obligation is the floor, not the ceiling.
Ontario's By-Law 7.1 requires a client contingency plan for all licensees in private practice. That's a good start — but it only covers your clients' interests. It doesn't address what happens to the practice itself, your income, or your family. A real continuity plan goes further. It maps out what happens if you're gone for three months, or three years, or permanently. It puts the legal frameworks in place for someone to step in, carry on, or wind things down — and it identifies where the money needs to come from to make all of that work. The planning process itself pays off right away: by the time we're done, your operations are documented, your systems are mapped, and you have more clarity around your practice even if nothing bad ever happens.
Includes: Vulnerability and financial risk assessment · Continuity plan for temporary and permanent absence (exceeds Ontario’s regulatory minimums) · Administrator designation and trust account authority · Technology, access, and 2FA bypass protocols · Practice operations documentation · Legal frameworks for practice coverage and succession
If you implement an insurance program through our brokerage service, we include:
Online storage of all documents in a sponsored secure vault provided by SideDrawer, with access for you and others identified in your plan, (successor lawyers, executors, advisors);
Annual plan review and updates where required.
02/ Protect
Your continuity plan doesn't pay your mortgage.
If you were off work for six months — or couldn't come back at all — could your family keep going?
Most lawyers assume the answer is yes until they do the math. A proper gap analysis compares your actual income and obligations against what your existing coverage — group plan, personal policies, savings — would actually replace. It takes about 15 minutes to find out where you stand, and most people are surprised by the gap.
I help you make sure the people who depend on you are taken care of.
03/ Preserve
You've spent years building your reputation and your practice. I help you make sure it doesn't fall apart if you can’t be there.
We look at your financial structure to make sure that the practice can continue, even if you can't. We look at options to cover the practice's fixed costs during an absence — rent, staff, utilities, insurance premiums — so you have something to come back to. We look at what formal legal agreements need to be in place so a successor can step in and run your practice temporarily or purchase your practice, capturing value for you or your estate.
Nothing stays current on its own. Plans go stale, policies need to be updated, regulations change, practices evolve. This is where our ongoing relationship adds value — annual plan reviews, policy reviews, regulatory updates — so your practice stays protected year after year, not just the year you set it up.
04/ Prosper
It’s about resilience, peace of mind and clarity.
Resilience means you have options. You can weather a bad stretch without losing what you've built. You can make decisions about your future from a position of strength, not panic. And when you're ready to step back — whenever that is, on whatever terms you want — the groundwork is already done.
If you practise through a professional corporation, there's more to talk about. Most lawyers don't realize what their corporation can do for them beyond the basics. A professional corporation gives you a unique advantage in building financial security and long-term wealth through smart planning and tax minimization. I help you make the most of your opportunities.