Guide to Closing Your Practice for Lawyers - Appendix 15

Letter to Law Society Of Upper Canada

 

Re:      [lawyer name, Law Society number]

Please be advised that effective [date], I will be closing my law practice due to [provide reason]. I have been practicing law through a [sole proprietorship, business structure, practice arrangement], which is effectively dissolved upon the above date. Enclosed with this letter is a completed Change of Information Form that outlines my resulting change in status and contact information and a copy of [supporting document, such as Order in Council, if applicable]. I also include information concerning my files, client property and trust accounts, below [if applicable].

Trust account(s): [include statement that you had no trust account(s), that you are working to return trust funds or that trust account(s) are at a zero balance and have been closed]

Open files: [indicate if any files were still active at time of practice transfer or closure and contact information for lawyer who took over active files]

Closed files: [indicate whether you will retain closed files and for how long, or provide contact information for lawyer who took over storage or closed files]

Original wills or power of attorney documents: [indicate if you held any original wills or power of attorney documents and whether you will retain these, have forwarded them to clients or provide contact information for lawyer who took over storage of these]

Corporate property (e.g. corporate minute books and seal or other records): [indicate if you held any corporate property and whether you will retain these, have forwarded them to clients or provide contact information for lawyer who took over storage of these]

Other client property: [indicate if you held any client property and whether you will retain these, have forwarded them to clients or provide contact information for lawyer who took over storage of these]

If you require further information contact me at my office address until [date] or at [address] and [phone] after that date.

Sincerely,

[lawyer, law firm]