Back to Navigation
Appendix 5 -Direction to Transfer Client File, Funds, or Other Property
Direction To Transfer Client File, Funds or Other Property
I hereby authorize the law office of [lawyer/firm] to deliver a copy of my file [file number], [party] v. [party] re: [brief description of matter] to my new lawyer, using the contact information below.
Lawyer Name:
Address:
Phone:
I also authorize the law office of [lawyer/firm] to deliver to the above lawyer the following property being held for me in trust (client should check all that apply):
□ funds in trust in the amount of $
□ original will
□ original power of attorney document
□ corporate books, seals or records
□ other property or documents, specified below
(Client) (Date)
Terms or Concepts Explained