In this session, Jordan Atin will be joined by Kelly Gerra and Amy Sutherland from the Law Society of Ontario. Together, they’ll walk through what a Client Contingency Plan is, who needs one, what it should include, and how to meet the By‑Law requirements in a practical, manageable way.
You’ll learn more about the Law Society’s Trustee Services department and how it supports licensees, helps manage abandoned practices, and connects practitioners with potential administrators. This session will help you understand your responsibilities, protect your clients, and take steps to safeguard your practice.

Kelly Gerra
Counsel & Manager, Practice Management, The Law Society of Ontario

Amy Sutherland
Regulatory Services - Trustee Services, The Law Society of Ontario

Jordan Atin
J.D., T.E.P., Certified Specialist (Estates & Trusts Law)
CEO @ eState Planner
30 minutes of Professionalism Credits accredited by the Law Society of Ontario and the Law Society of British Columbia. Lawyers from other jurisdictions can include this course as a CPD learning activity in their mandatory annual Continuing Professional Development Plan.
Please note that recordings and slides provided by webinar hosts are only available to eState Planner users via the eState Community and emails.
