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Rule 4.2 - Communication with Person Represented by Counsel (a) A lawyer who is representing a client in a matter shall not communicate about the subject of the representation with a person the lawyer knows to be represented by another lawyer in the matter, unless the lawyer has the consent of the other lawyer or is ...
Attorneys are free to choose a longer or shorter term of retention of client files. Some permanent record should be maintained that describes the file and its disposition. The California Rules of Professional Conduct do not specify how long an attorney must retain a former client's file.
Firing your personal injury lawyer is relatively simple. Send your lawyer something in writing, such as a letter or an email stating that you no longer need their services.
Rule 1.4 - Communication (a) A lawyer shall: (1) promptly inform the client of any decision or circumstance with respect to which the client's informed consent, as defined in Rule 1.0(h) , is required by these rules; (2) reasonably consult with the client about the means by which the client's objectives are to be ...
For how long must records be kept Broadly, records of a particular transaction, either as an occasional transaction or within a business relationship, must be kept for five years after the date the transaction is completed.
A disengagement letter serves to make clear that a client has ceased to be a current client for conflict of interest analysis. We recommend lawyers include language about file destruction in all engagement letters and again in the disengagement letters.
The State of Georgia has no retention policy concerning client files, but does require that trust account, escrow account and IOLTA account records be retained for at least six (6) years. Most lawyers keep old, closed client files for their entire practice which can be decades.
Georgia law requires a licensed attorney to close all real estate transactions. In other states, the title company handles the closing and matters pertaining to escrow. But in Georgia, an attorney does it.