Guide to Closing Your Practice for Lawyers - Appendix 5

Direction To Transfer Client File, Funds or Other Property

 

I hereby authorize the law office of [lawyer/firm] to deliver a copy of my file [file number], [party] v. [party] re: [brief description of matter] to my new lawyer, using the contact information below.

Lawyer Name:                                                                                                                             

Address:                                                                                                                                                                                                                                                                                            

                                                                                                                                                   

Phone:                                                                                                                                       

I also authorize the law office of [lawyer/firm] to deliver to the above lawyer the following property being held for me in trust (client should check all that apply):

□ funds in trust in the amount of $                    

□ original will

□ original power of attorney document

□ corporate books, seals or records

□ other property or documents, specified below

                                                                                                                                                       

                                                                                                                                                       

                                                                                                                                                       

                                                                                                                                                    

                                                                                                                                                             

(Client)                                                                                    (Date)