Idaho Sample Letter to Client regarding Refund of Balance of Retainer

• Category: Letters - Legal - Refund
• State: Multi-State
• Control #: US-0492LTR
• Format: Word; Rich Text

Description

Sample Letter to Client regarding Refund of Balance of Retainer Subject: Request for Refund of Balance of Retainer — [Client's Name] Dear [Client's Name], I hope this letter finds you in good health. I am writing to discuss the refund of the remaining balance of your retainer account with our firm. As per our records, there is a credit of [amount] in your retainer account. Our team at [Your Company Name or Law Firm] acknowledges that the matter for which you retained our services has been successfully concluded. We greatly appreciate the opportunity you provided us to represent your interests throughout the duration of this case. According to our agreement, any unused portion of your retainer should be promptly refunded, unless otherwise specified or agreed upon. We take pride in maintaining absolute transparency with our clients, and it is with the utmost honesty that we inform you about the surplus funds in your account. Upon reviewing your account, we have carefully calculated the fees incurred against the initial retainer deposit. I am pleased to inform you that all outstanding fees, costs, and disbursements have been settled, leaving a remaining amount of [amount] in your retainer account. We would like to arrange for the refund of this balance to you at your earliest convenience. There are multiple ways we can return the funds to you: 1. Direct Bank Transfer: Kindly provide us with the necessary details for a direct bank transfer, including your bank's name, account number, and routing number. This method is often the quickest and most secure option. 2. Mailed Check: If you prefer a physical check, please provide us with your current mailing address, and we will promptly dispatch the refund by mail. Please allow for standard postal delivery times. 3. In-Person Collection: If you are in the vicinity of our office, you may choose to collect the refund in person. Please inform us of your preferred date and time so that we can make appropriate arrangements. We want to assure you that your satisfaction is of paramount importance to us. If you have any questions or concerns regarding the refund process or if there are any changes necessary to the refund amount, please do not hesitate to contact us directly. We are here to address any such matters promptly and provide you with the necessary assistance. Once again, thank you for placing your trust in our firm. We look forward to serving your legal needs in the future, should the occasion arise. We genuinely appreciate your business and the opportunity to have been of service to you. Wishing you the best. Sincerely, [Your Name] [Your Title/Position] [Your Contact Information]

Subject: Request for Refund of Balance of Retainer — [Client's Name] Dear [Client's Name], I hope this letter finds you in good health. I am writing to discuss the refund of the remaining balance of your retainer account with our firm. As per our records, there is a credit of [amount] in your retainer account. Our team at [Your Company Name or Law Firm] acknowledges that the matter for which you retained our services has been successfully concluded. We greatly appreciate the opportunity you provided us to represent your interests throughout the duration of this case. According to our agreement, any unused portion of your retainer should be promptly refunded, unless otherwise specified or agreed upon. We take pride in maintaining absolute transparency with our clients, and it is with the utmost honesty that we inform you about the surplus funds in your account. Upon reviewing your account, we have carefully calculated the fees incurred against the initial retainer deposit. I am pleased to inform you that all outstanding fees, costs, and disbursements have been settled, leaving a remaining amount of [amount] in your retainer account. We would like to arrange for the refund of this balance to you at your earliest convenience. There are multiple ways we can return the funds to you: 1. Direct Bank Transfer: Kindly provide us with the necessary details for a direct bank transfer, including your bank's name, account number, and routing number. This method is often the quickest and most secure option. 2. Mailed Check: If you prefer a physical check, please provide us with your current mailing address, and we will promptly dispatch the refund by mail. Please allow for standard postal delivery times. 3. In-Person Collection: If you are in the vicinity of our office, you may choose to collect the refund in person. Please inform us of your preferred date and time so that we can make appropriate arrangements. We want to assure you that your satisfaction is of paramount importance to us. If you have any questions or concerns regarding the refund process or if there are any changes necessary to the refund amount, please do not hesitate to contact us directly. We are here to address any such matters promptly and provide you with the necessary assistance. Once again, thank you for placing your trust in our firm. We look forward to serving your legal needs in the future, should the occasion arise. We genuinely appreciate your business and the opportunity to have been of service to you. Wishing you the best. Sincerely, [Your Name] [Your Title/Position] [Your Contact Information]