We help solo and small firm lawyers prepare for unplanned (and planned) absences from their practice.
Save time, gain peace of mind
Law practice continuity and succession planning addresses business operations, legal and financial issues. We’re uniquely qualified to help with all of it.
Proactive planning to benefit you, your clients, and your family.
Organization
Our planning process results in a more organized, streamlined and systems-based practice which ultimately saves you time and creates more clarity and peace of mind.
Financial Support & Stability
A thorough practice continuity & succession plan includes financial strategies for funding your lifestyle, business expenses and final expenses, supporting you, your family and your practice through challenging circumstances.
Meet Your Professional Obligations
Practice continuity and succession planning is critical to meeting your ethical obligations and protecting your reputation. Client contingency planning is now mandatory in the province of Ontario.
Maximize the Value of Your Practice
A well organized practice with a continuity & succession plan is more attractive to potential buyers and is more likely to retain its value as a sellable asset for you or your estate.
Our planning packages include:
A digital operating and procedures manual for your practice
A digital Continuity and Succession Plan which follows best practices outlined by provincial law societies and exceeds the Law Society of Ontario’s “Client Contingency Planning” requirements
Digital draft “Power of Attorney” documents for review by you or your legal advisor
other digital draft document Templates and agreements as required
Financial Risk Review, needs analysis & Recommendations
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.
*Please note our planning services are not legal advice. While Shona is a member of the Law Society of Ontario, she is not currently licensed to practice law or provide legal services.