Sample Confirmation Letter Of Work Closing (Page 2 of 2) in pdf

NOTE: This material is intended as only an example which you may use in developing your own form. It is not

considered legal advice and as always, you will need to do your own research to make your own conclusions

with regard to the laws and ethical opinions of your jurisdiction. In no event will ALPS be liable for any direct,

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Sample Closing Letter 2

{Date}

___________________

Re:

Dear _________________:

This letter is to confirm that my representation of you in the above referenced matter has concluded now that

[the matter has been resolved/judgment has been entered/settlement finalized/transaction completed, etc].

I want to take this opportunity to thank you for allowing me the opportunity to represent you. It has been a

pleasure and I hope you will allow me the privilege of representing you again in the future, should the need

ever arise.

In the meantime, I have enclosed your original documents as I no longer need to keep them and I thought you

would want them for your records. It is my practice to destroy files [number of] years after I close them. If you

would like me to return your file to you [number of] years from now instead of destroying it, please send me

a note to that effect within the next thirty days so that we can segregate your file from all my other files and

accommodate your request. You will need to be responsible for keeping me informed as to how to reach you

should your contact information ever change.

[Insert here any follow-up required of the client. For example, if you have incorporated a new business, here is

where you would clarify who will do what in the future, relative to state regulatory and local, state and federal

tax filings. Another example would be in estate planning where you should remind clients that they should

bring the plan back to you or to another attorney every three years or so to make sure it still comports with

their wishes and the then current estate tax laws].

Best regards,

____________________

Enclosure(s)

Sample Confirmation Letter Of Work Closing Page 2