Practice Continuity & Financial Security Planning for Solo & Small Firm Lawyers

You’ve built something worth protecting. Let’s make sure it’s done right.

If you couldn't show up for your law practice, what happens to your clients? Your income? The practice and reputation you've worked so hard to build? Many solo and small firm lawyers have addressed pieces of the puzzle, but haven't looked at the big picture. I help you get everything in good order.

What the Law Society requires and what your practice needs are not the same thing.

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    Plan

    What happens to your clients if you can't practise?

    By-Law 7.1 requires a client contingency plan. But the LSO requirement only protects your clients — not you, not your income, not the practice you've spent years building. A real continuity plan goes further. It maps every absence scenario, puts the operational infrastructure in place to make it work, and identifies the financial gaps that need to be closed to fund it.

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    Protect

    What happens to your income if you can't practise?

    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. We design the personal financial strategy that closes the gap.

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    Preserve

    Is your practice built to survive without you?

    A continuity plan without money to deploy in an emergency is just a document. We put the financial frameworks in place that address the firm’s overhead and keep the practice viable during an absence. It’s the difference between starting over and having a practice to come back to.

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    Prosper

    Your professional corporation should be building wealth.

    Most lawyers use their PC for the basics. But a professional corporation offers significantly more than most lawyers realize — and the window to take full advantage of it is open for a limited time. This is where the planning work shifts from protection to wealth building.

Standalone Service

LSO Bylaw 7.1 Compliance Package

Making a plan to protect your clients’ interests in now mandatory in Ontario. Need help? I offer a standalone compliance package — everything you need to meet By-Law 7.1 requirements and check the box on your Annual Report.

  • Structured & convenient intake process—no forms for you to fill out or docx to mess with

  • Fully documented client contingency plan

  • Administrator designation

  • Trust account authority guidance and bank template letters

  • Technology and access protocols

  • Implementation and annual review guidance

  • $1599 plus HST