Guide to Closing Your Practice for Paralegals - Appendix 5

Direction to Transfer Client File, Funds or Other Property

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

Name:                                                                                                                                                 

Paralegal/Lawyer:                                                                                                                              

Address:                                                                                                                                                                                                                                                                                                        

                                                                                                                                                          

                                                                                                                                                          

Phone:                                                                                                                                               

 

I also authorize the legal services office of [paralegal/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 client document, specified below

  □ other property, specified below

                                                                                                            

                                                                                                                       

                                                                                                            

                                                                                                            

 


                                                                                                                                                           

(Client)                                                                                    (Date)