File retention and destruction policies are often overlooked by law firms, attorneys and the staff they employ. Much of this can be attributed to the absence of hard and fast rules on the subject. Nevertheless, a law firm’s failure to develop and, more importantly, enforce internal policies with respect to the retention and destruction of client files can lead to malpractice claims and/or grievances. The focus of this article will be on the considerations and guidelines provided by the
Document Retention for the Modern Trusts and Estates Practitioner
Avoid malpractice claims and grievances.