Appendix 5 - Direction to Transfer Client File, Funds, or Other Property
I hereby authorize the legal services office of [paralegal/firm] to deliver a copy of my file [file number], [party] v. [party] re: [brief description of matter] to my new legal representative, using the contact information below.
Name:
Paralegal/Lawyer:
Address:
Phone:
I also authorize the legal services office of [paralegal/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 client document, specified below
□ other property, specified below
(Client) (Date)