Subject: Request for Refund of Balance of Retainer — Pennsylvania Client Dear [Client's Name], We hope this letter finds you in good health and high spirits. We are writing to address the issue regarding the refund of the remaining balance of your retainer account with our firm. We value your trust and want to ensure transparency and complete satisfaction with our services. As you may know, a retainer fee is a payment made in advance to secure legal services, allowing us to cover costs and allocate resources towards your case promptly. We appreciate your decision to engage our firm for your legal matters and understand that circumstances may have changed, resulting in the completion or termination of our representation. In such cases, any unused portion of the retainer fund is eligible for refund according to the terms agreed upon in our initial agreement. To proceed with the refund process, we kindly request you to review and complete the following steps: 1. Review your retainer agreement: It is crucial to revisit our initial agreement to ensure both parties are aware of the terms and conditions regarding the refund of any unused retainer funds. Please take the time to thoroughly review the agreement and familiarize yourself with any specific instructions or prerequisites. 2. Verify the amount eligible for refund: Our accounting department has cross-checked your retainer account thoroughly, taking into consideration all the services rendered thus far. The remaining balance entitled to a refund stands at [dollar amount] as of [date]. Please confirm this amount and inform us if there are any discrepancies. 3. Provide us with refund instructions: In order to initiate the refund process, we kindly request you to provide us with precise instructions on how you wish to receive the refund. Options include a check mailed to the address mentioned in our records, direct deposit to a specified bank account, or any other suitable method. If you opt for direct deposit, kindly provide us with the necessary bank details, including the account holder's name, bank name, branch address, SWIFT code/IBAN (if applicable), and account number. It is crucial to note that the refund process may take some time to complete as we adhere to the legal obligations and necessary administrative procedures within the state of Pennsylvania. Rest assured, we will handle your request with the utmost care and expedite the process as much as possible. We genuinely appreciate your cooperation in this matter, and we look forward to serving you in the future, should the need arise. If you have any questions or concerns regarding your retainer refund or any other legal matters, please do not hesitate to contact our office. Our team is available to assist you promptly. Thank you for choosing our firm to handle your legal needs. We value your trust and remain committed to providing exceptional service every step of the way. Yours sincerely, [Your Name] [Your Title/Position] [Law Firm Name] [Address] [City, State, ZIP] [Phone Number] [Email Address] --- Pennsylvania Sample Letter to Client regarding Refund of Balance of Retainer: 1. Pennsylvania Sample Letter to Client regarding Refund of Retainer for Completed Case 2. Pennsylvania Sample Letter to Client regarding Partial Refund of Retainer 3. Pennsylvania Sample Letter to Client — Requesting Refund Instructions for Retainer Balance 4. Pennsylvania Sample Letter to Client regarding Refund of Retainer — Change in Legal Representation 5. Pennsylvania Sample Letter to Client regarding Refund of Retainer — Change in Case Status
Pennsylvania Sample Letter to Client regarding Refund of Balance of Retainer
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