Commissioner’s Findings - PIPEDA Report of Findings #2013-005: Beneficiary’s access to estate information is limited to his own personal information under PIPEDA

An individual, claiming to be a beneficiary of two estates, sought access under PIPEDA to estate information from a legal firm that had acted as an agent for another firm administering the estates. The complainant requested information pertaining to himself as a beneficiary and general beneficiary entitlements. The legal firm initially failed to respond to the access requests, leading to a complaint with the OPC. The firm later responded, stating it held no personal information about the complainant and that neither he nor the estates were clients. The OPC found that the firm contravened PIPEDA by not responding within the 30-day time limit. However, the OPC also determined that the complainant was only entitled to access information specifically about himself, not general estate information, and was satisfied that the firm had conducted a reasonable search for his personal information. The complaint was deemed well-founded and resolved due to the firm's initial failure to respond.