A Closing Letter is a valuable tool in both securing future business and avoiding malpractice and ethics risks from unintended continuing attorney‐client relationships. Many attorneys routinely have an oral end-of-representation discussion with the client, however, for that to be an effective defense in a future dispute about the lawyer’s status, there should be written record of what transpired.
The information provided in this section was prepared by The Bar Plan as general information, and should not be construed as legal advice or legal opinion with regard to any specific circumstance or set of facts. This list is not inclusive of all the possible or required contents for such letters, and each attorney preparing such a letter must make an independent evaluation of the necessary and required contents, given the circumstances of the representation.