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- Business Continuity and Succession Plan Guide and Checklist
- Additional Planning Resources & Templates
The Law Society of Alberta has developed a number of checklists and templates to help with your business continuity and succession planning. These include:
- Sample Enduring Power of Attorney template
- Sample Will Provisions template
- Resolution to Professional Corporation Granting Signing Authority to Conduct Business template
- Sample Retainer Letter Provisions template
- Key Contact Information template
- Law Firm Office Inventory template
- Agreement for the Management of a Lawyer with Professional Corporation template
- Agreement for the Management of a Lawyer without Professional Corporation template
- Successor Lawyer Checklist
- Successor Lawyer Timeline – The First Month
- Notification of Successor Lawyer to Law Society of Alberta and ALIAÂ template
- Consent to Release Information to Law Society of Alberta and ALIA template
- Release & Consent for Use & Disclosure of Protected Health Information template (to your successor lawyer)
- Sample Spousal/Domestic Partner Consent template (can be executed alongside the successor lawyer agreement)
- Sample Letter from Planning Lawyers Advising Clients that They are Closing Down Practice
- Sample Letter from Successor Lawyer Advising Clients that Lawyer Unable to Practice
Additional Resources
Other law societies also have templates and guides to help you with your planning.
The Law Society of British Columbia, in particular, has many tools and sample documents you may wish to reference on its succession planning webpage such as Succession Planning & Practice Coverage.
The Nova Scotia Barristers Society has developed a Succession Planning Guide you can consult. They have also developed a Sample Simple Succession Plan template for sole practitioners without real estate or wills files and no trust accounts and a Sample Succession Plan template for more complex sole or small firm practices. If you want to use these draft templates to assist you in drafting your plan, keep in mind that these samples are specific to succession planning and will need to be enhanced to include business continuity planning.
If you want to use guidelines and templates from other law societies to assist you in drafting your plan, keep in mind that they are specific to the requirements and legislation in those provinces and may need to be adapted for use in Alberta.
Law Society of Alberta Contact Information
Various departments of the Law Society of Alberta are available to help you plan for the future. Feel free to contact them at any time.
General inquiries or comments:
Tel: 1.800.661.9003 (toll free) or 403.229.4700
Membership Department:
Email: Membership Department
Tel: 403.229.4781
Practice Advisors:
Email: Practice Advisors Department
Tel: 1.866.440.4640 (toll free) or 587.390.8462
Practice Management Department:
Email: Practice Management Department
Tel: 403.229.4750 or 587.393.2167
Trust Safety Department:
Email: Trust Safety Department
Tel: 403.228.5632
Alberta Lawyers Indemnity Association:
Email: ALIA
Tel: 1.800.661.1694 (toll free) or 403.229.4716
View the other sections of the guide: