bamdad219
extreamely close up report paper stacking of office working document , retro color tone

Document Retention for the Modern Trusts and Estates Practitioner

Avoid malpractice claims and grievances.

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

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish