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A letter to an attorney should be written in a formal letter format with the attorney's name, law firm and address at the top near the date, addressed using a salutation and signed off with a closing such as "Very Truly Yours" or "Sincerely."

Closing Client FilesMake sure the file is complete.Cull the file.Copy precedents.Return client property.Address funds remaining in trust and any outstanding accounts.Ensure that all obligations are fulfilled.Communicate with your client.Assign a closed file number.More items...?

Your goal is to document to your client that the case has concluded....What to include in a closing letter to clientsSpecify the case and its status.The date.The reason for the end of representation.The status of any client documents.Next steps.Request feedback.A note of appreciation.

Close the letter with Sincerely followed by your signature. Be prepared to file a lawsuit if your letter goes unanswered.

Write in a way that a non-lawyer can understand by using language appropriate to the client's level of sophistication, defining any legal terms used, and writing in a way that allows the client to follow your reasoning and the logic of your conclusions.

Ordinarily, a representation in a matter is completed when the agreed-upon assistance has been concluded.

Dear Client Name or Authorized Client Representative Name: As of Date, CPA Firm Name (firm, we, us, or our) is terminating our professional relationship with Client Name or Additional Client Names (collectively, you or your) and will no longer render services to you.

Opening and Closing Files. Use Open to open a document file stored on your computer. Tip: You can open more than one file at a time by pressing the Ctrl key as you select additional files in the Open window. You can also open a range of files by pressing the Shift key to select the last file in a range.

Draft a brief closing file memo to provide a quick summary of your involvement in the case to create a permanent record of your representation. Make sure the file closing date is reflected in the client/adverse party index for purposes of conflicts of interest.

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Maricopa Arizona Sample Letter for Conclusion of Client Representation

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