Back to Navigation

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)