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Trustee Services Inquiry Form

The Law Society cannot provide legal advice to the public. The Trustee Services Inquiry Form is in place to assist clients who retained an Ontario lawyer or paralegal and are looking for their file or documents. If you require legal assistance, you may wish to contact the Law Society Referral Service.

Information About You

Title
First name *	*Without this information we may be unable to assist you
Last name *	*Without this information we may be unable to assist you
Address line 1
Address line 2
City *	*This may assist us in identifying the Licensee you are inquiring about
Province
Postal code
Daytime phone Number	( ) - Second three digits Last four digits
Cell Phone	( ) - Second three digits Last four digits
Email *	*An email address is preferred as it allows us to assist you faster

Lawyer/Paralegal You Are Inquiring About

First name *	*Without this this information we may be unable to assist you
Middle Initial/Name, if known*	*This may assist us in identifying the Lawyer/Paralegal you are inquiring about.
Last name *	*Without this this information we may be unable to assist you
Address line 1
Address line 2
City *	*This may assist us in identifying the Lawyer/Paralegal you are inquiring about.
Province *	Note: We can only assist with inquiries relating to Lawyers and Paralegals licensed to practice law or provide legal services in the province of Ontario. If your request relates to a Lawyer or Paralegal who does/did not practice in Ontario, contact the Law Society in that jurisdiction.
Postal code
Phone number	( ) - Second three digits Last four digits
Email

Details About What You Need

What are you seeking?	E.g. legal file, Will, Power of Attorney
Were / are you the client?	Yes No
If you were / are not the client, please advise as to your authority to make this inquiry on behalf of a client/former client:	Power of Attorney Estate Trustee Legal Representative Other: *If you are an opposing party or otherwise do not have authority to request information on behalf of a client we will not be able to assist you.
Approximate year legal assistance was provided
Name of Client(s) if not you
Your relationship to the person	For example, Spouse, Legal Representative, Estate Trustee, Power of Attorney, Family Member, etc.
Additional details	*Please explain the reason for your request and provide any additional details that may help us assist you.
This relates to an active matter
This is a will request for a recently deceased person
I am inquiring about funds the Lawyer or Paralegal is holding on my behalf

Thank you.

Please click here to print a copy of this form for your records before submitting.

Please don't forget to submit after printing.

The information on this form is collected under authority of the Freedom of Information and Protection of Privacy Act, RSO 1990, c F.31. The information provided will be used to assist the Law Society's Department to attempt to locate the requested files and wills.

Terms or Concepts Explained