All About Estates

Category: Retainer Agreement

Total 3 Posts

Update to Virtual Verification of Client Identity Requirements

The ability to verify a client’s identity virtually which was introduced during the pandemic will continue, with some modifications. The updated by-law 7.1, which comes into effect in 2024, will allow a lawyer to verify a client’s identity virtually by using technology to confirm that the government-issued photo identification is valid and matches the client.

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Capacity to Retain and Instruct Counsel

Estate litigation cases often impact upon persons who are incapable. In particular, an individual may be incapable of, among other things, managing their property or personal care, of making a will (testamentary capacity) and of retaining and/or instructing counsel. The recent case of Guardian Law Group v. LS, 2021 (“Guardian”)…

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Satisfaction or Your Money Back (And Not a Cent More) – Felty v. Ernst & Young LLP

Felty v. Ernst & Young LLP, 2015 BCCA 445, is an interesting case from the Court of Appeal of British Columbia. The issue on appeal was whether the trial judge erred in concluding that a retainer agreement clause limiting the respondent firm’s liability to the amount of its fees was…

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