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Ownership of documents

The following are resources that may be helpful in answering your enquiry. Please familiarize yourself with them before moving on.

In brief: Who owns the documents on a file is not always as straightforward as one might think - the resources listed below provide valuable guidance.

Key Resources

Practice Resource - Why client files and records should be retained, how to retain files and for how long: Closed Files - Retention & Disposition.

Practice Resource - Best practices for retaining different types of documents can be found in the winter 2017 Benchers’ Bulletin article “Closing a File: What Documents to Keep and For How Long.”

Practice Resource - Distinguishing between different types of documents and whether they belong to the client or the lawyer: Ownership of Documents in a Client’s File.

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