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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)

Terms or Concepts Explained