All lawyers and law firms in Nova Scotia must maintain an annually reviewed succession plan for their practice (Regulation 4.6). The regulatory requirements for succession planning are similar to those for retiring from practice (or changing to a non-practising category).
Our Legal Services Support team works with you at all stages of practice to assist in developing your plan and eventually, effecting your smooth transition out of practice.
Succession Planning Toolkit
The Society’s Succession Planning Toolkit will help to clarify your obligations, provide guidance on various models for succession, and offer customizable templates to give effect to your policies and plans.
The Succession Planning Toolkit includes:
- Succession Planning Guide
- File Retention Destruction Policy Template
- Checklist Succession Planning Considerations
- Targeted Paper Reduction Guide
- Template Succession Plan
- Template Simple Succession Plan
- Successor Promotion Pamphlet
Where to Begin
First review the Succession planning guide which provides an overview of the various models for succession and practical guidance on how to prepare for succession.
File Management & Destruction
Depending on your needs, you might also refer to the:
- Detailed succession plan template
- Checklist of succession planning considerations
- Simple succession plan template (i.e. no trust account)
- Successor promotion pamphlet
We are continuously evolving these tools to reflect changes in the law, practice standards and best practices.
Questions or support?
Contact the Society’s Legal Services Support to discuss your circumstances and needs.