The practice checklists are a professional reference for BC lawyers, developed by the Continuing Legal Education Society.

Highlights of the 2016 Practice Checklists 

The Law Society would like to thank the 2016 contributors who helped develop the practice checklists.

Client identification and verification procedure

Client Identification and Verification Procedure [updated to September 1, 2016]  Word | pdf

Corporate and commercial

Asset Purchase Procedure [updated to September 1, 2016]  Word | pdf
Asset Purchase Agreement Drafting [updated to September 1, 2016]  Word | pdf
Share Purchase Procedure [updated to September 1, 2016]  Word | pdf
Share Purchase Agreement Drafting [updated to September 1, 2016]  Word | pdf
Incorporation — Business Corporations Act Procedure [updated to September 1, 2016]  Word | pdf
Shareholders’ Agreement Procedure [updated to September 1, 2016]  Word | pdf
Shareholders’ Agreement Drafting [updated to September 1, 2016]  Word | pdf
Partnership Agreement Procedure [updated to September 1, 2016]  Word | pdf
Partnership Agreement Drafting [updated to September 1, 2016]  Word | pdf
Commercial Lease Procedure [updated to September 1, 2016]  Word | pdf 
Commercial Lease Drafting [updated to September 1, 2016]  Word | pdf 
Security Agreement Procedure [updated to September 1, 2016]  Word | pdf
Security Agreement Drafting  [updated to September 1, 2016]  Word | pdf

Criminal

Criminal Procedure  [updated to August 31, 2016]  Word | pdf
Judicial Interim Release Procedure  [updated to August 31, 2016]  Word | pdf
Sentencing Procedure  [updated to August 31, 2016]   Word | pdf 
Impaired/Over 80 Trial Examination of Witnesses  [updated to August 31, 2016]  Word | pdf

Family

Family Practice Interview  [updated to August 31, 2016]   Word | pdf
Family Law Agreement Procedure  [updated to August 31, 2016]    Word | pdf
Separation Agreement Drafting  [updated to August 31, 2016]    Word | pdf
Marriage Agreement Drafting  [updated to August 31, 2016]    Word | pdf
Family Law Proceeding  [updated to August 31, 2016]    Word | pdf
Child, Family and Community Service Act Procedure  [updated to August 31, 2016]    Word | pdf

Litigation

Foreclosure Procedure  [updated to August 31, 2016]  Word | pdf
General Litigation Procedure  [updated to August 31, 2016]  Word | pdf
Personal Injury Plaintiff’s Interview or Examination for Discovery  [updated to August 31, 2016]  Word | pdf
Collections Procedure  [updated to August 31, 2016]  Word | pdf
Collections — Examination in Aid of Execution  [updated to August 31, 2016]  Word | pdf
Builders Lien Procedure  [updated to August 31, 2016]  Word | pdf

Real estate

Residential Conveyance Procedure  [updated to September 1, 2016]   Word | pdf
Mortgage Procedure [updated to September 1, 2016]  Word | pdf
Mortgage Drafting [updated to September 1, 2016]  Word | pdf

Wills and estates

Will Procedure [updated to August 31, 2016]  Word | pdf 
Will-Maker Interview [updated to August 31, 2016]  Word | pdf
Will Drafting [updated to August 31, 2016]  Word | pdf
Probate and Administration Interview [updated to August 31, 2016]  Word | pdf
Probate and Administration Procedure [updated to August 31, 2016]  Word | pdf

Human rights

Human Rights Complaint Procedure  [updated to August 31, 2016]  Word | pdf

Immigration

Protection Claim  [updated to August 31, 2016]  Word | pdf
Appeal Against Deportation  [updated to August 31, 2016]  Word | pdf

 

Use of the checklists

Although the checklists are the result of a careful consideration of each area of the law covered, they are not intended as a substitute for the professional judgment of a lawyer. An attempt has been made to be comprehensive, but the checklists are not exhaustive. Nor are they intended to impose mandatory guidelines for practice in any of the areas covered. In many cases, it will not be necessary to carry out all the activities outlined in the checklists; in other cases, alternative procedures may be more appropriate. The checklists are intended primarily to assist in the organization of a matter and to suggest things that a lawyer should consider.

We suggest that, when opening a file, you place copies of the relevant checklists to place in the file folder. When you first review a “procedure” checklist for a file, assign a responsible individual and due date for each relevant item, and mark inapplicable items with an “X” in the NA (not applicable) column. When you deal with the file subsequently, you will not have to re-read each item on a long checklist; you may concentrate on the applicable items only. It may be prudent, however, to make a final review of all checklist items before finalizing the file in case an item originally marked “NA” has become relevant in the interim.

Some checklists, such as the “drafting” ones, appear in a slightly different form than the “procedure” checklists. They have a column for recording notes.

You may find it useful to customize some of the checklists for use in your particular areas of practice.

Caveat

The authors of the checklists have assumed that lawyers will exercise their professional judgement respecting the correctness and applicability of the material. Checklists and forms should be used only as an initial reference point. Reliance on them to the exclusion of other resources is imprudent, as conduct of each file depends on its own particular circumstances and instructions of the client.

The practice checklists should be used only as a secondary reference. For definitive answers, lawyers should refer to applicable statutes, regulations, practice directions and case law.

The Law Society of British Columbia, the Continuing Legal Education Society of British Columbia and the authors and editors of the manual accept no responsibility for any errors or omissions, and expressly disclaim any such responsibility.

All references to statutory amendments, new case law and changes in practice are current to the date indicated at the beginning of each checklist.