Ethics and Professional Practice for Paralegals

Review questions for Chapter 3 of the text book Ethics and Professional Practice for Paralegals


  1. Your client is a small private company, owned

by a wife and husband, specializing in property

management of multi-unit residential buildings. You

handle their Landlord and Tenant Board matters.

The original retainer agreement with the corporation

does not designate a person from whom you are to

obtain instructions. In the past, you have always taken

instructions from the wife, but recently the husband

has become more active in the business and has

begun instructing you as well. His management style

is very different from his wife’s, and sometimes the

instructions he gives you are different from those you

have already received from her.

What should you do?


  1. You work in a firm of four paralegal licensees. You

are contacted by Mrs Q. She was referred to you by

another licensee in the firm, who represented her in

a Workplace Safety and Insurance Board matter three

years ago. She wants to meet with you to discuss

representation of her 15-year-old son, D, who is the

defendant in a Small Claims Court action for damages

related to alleged vandalism to property. You

personally have never acted for D or for Mrs Q before.


  1. What step should you take before the initial

consultation with D and Mrs. Q?

  1. What are your obligations under By-Law 7.1,

Part III: Client Identification and Verification?

  1. What are some professional and procedural

issues that arise because of D’s age?