Question 1

Do I still maintain the client relationship if I store wills with Custodius?

Accepted Answer

Yes. Custodius is a backend storage solution. You remain the primary point of contact for your client, and all future work—including probate, updates, and additional planning—flows through you.

Question 2

How secure is your storage system?

Accepted Answer

Custodius’ storage solution exceeds Law Society of Ontario practice management requirements by ensuring controlled environmental conditions to prevent document degradation and water damage, robust protections against fire including fireproof vaults with gas suppression. Facilities are monitored and access restricted to authorized personnel only, meeting and surpassing the recommended risk mitigation standards for physical client file storage.

Question 3

What if my client or their executor needs to retrieve the will?

Accepted Answer

Retrievals are initiated via your dashboard. We verify identity, confirm authorization, and then courier the original document within 2 business days.

Question 4

Who pays the storage fee?

Accepted Answer

Typically, the client does. Our pricing structure is designed so that lawyers incur no direct costs. Some firms choose to incorporate the fee into their estate planning package; others charge it as a disbursement.

Question 5

Can I access or search for wills I’ve stored?

Accepted Answer

Yes. You can search all wills registered under your firm and check the status of documents via your Custodius dashboard. As well, any Canadian lawyer in good standing can search Custodius to find a will, helping ensure that your client’s will is located when needed.

Question 6

What if I already have a large will bank in my office?

Accepted Answer

Custodius can help you transition your will bank over time. We offer bulk intake services and can assist in organizing and indexing old documents, easing your office's liability and space burden.

Question 7

Does Custodius help me comply with the LSO’s new contingency planning requirements?

Accepted Answer

Yes. Custodius supports compliance by providing centralized access, indexed records, and a formal succession plan for stored documents—all part of your responsibility to safeguard client files long-term.

Question 8

What happens if Custodius ever shuts down?

Accepted Answer

Custodius has multiple secure vaults, a business continuity plan, a financial structure that optimizes long term solvency, and a searchable index. In the unlikely event of closure, clients and lawyers would be notified and documents returned or transferred to in accordance with our succession protocol.

THIS IS THE TITLE

Frequently Asked Questions