Purposes of File Retention

Regulatory Requirements

There are regulatory provisions relating to file retention by lawyers. Rule 3-75 of the Law Society Rules provides that trust and non-trust books, records, and accounts as listed in Rules 3-68 to 3-71, must be retained for at least 10 years, the first three of which must be at your chief place of practice.

If you leave a firm in British Columbia, Rule 3-87 requires that before you leave, you inform the Executive Director how you intend to dispose of your files and other papers connected to your practice. Within 30 days after withdrawing from practice, you must confirm with the Executive Director how you have disposed of your documents and property.