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End Of Representation Letter for the United States

End Of Representation Letter Template for United States

An End of Representation Letter is a formal document used in the United States legal system to officially terminate an attorney-client relationship. This document serves as written confirmation of the conclusion of legal services, outlines any pending matters or deadlines, and details the steps for transferring client files. It must comply with state-specific bar regulations and professional conduct rules, while addressing important aspects such as final billing, file retention, and ongoing confidentiality obligations.

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End Of Representation Letter

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What is a End Of Representation Letter?

The End of Representation Letter is a crucial document used when an attorney or law firm needs to formally conclude their professional relationship with a client. This document, governed by U.S. state bar associations and professional conduct rules, serves multiple purposes: it clearly communicates the termination of services, protects both parties legally, and ensures compliance with ethical obligations. The letter typically includes information about pending deadlines, file transfer procedures, final billing, and continuing obligations. It's essential for maintaining professional standards and preventing future misunderstandings about the status of representation.

What sections should be included in a End Of Representation Letter?

1. Date and Addressing: Current date and client's complete contact information

2. Clear Statement of Termination: Explicit statement that the representation is ending and effective date

3. Reason for Termination: Brief, professional explanation of why the representation is ending

4. Status of Matter: Current status of legal matters and any immediate actions needed

5. Pending Deadlines: List of important dates and deadlines client needs to be aware of

What sections are optional to include in a End Of Representation Letter?

1. Final Billing Statement: Section detailing any outstanding fees to be collected and payment instructions

2. File Transfer Instructions: Details about how client can obtain their files and the process for file transfer

3. Referral Information: Information about other attorneys who might assist with ongoing or future legal matters

What schedules should be included in a End Of Representation Letter?

1. File Inventory: Detailed list of all documents and materials in client's file

2. Final Invoice: Detailed billing statement for any outstanding fees

3. Consent Form: Form for court approval if needed for withdrawal from representation

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok成人版 | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

United States

Document Type

Termination Letter

Cost

Free to use
Clauses















Industries

State Bar Rules of Professional Conduct: Each state's specific rules governing attorney-client relationships, including termination of representation (Model Rule 1.16), obligations regarding client files and property, and continuing duties of confidentiality

ABA Model Rules: American Bar Association guidelines including Rule 1.16 (Declining or Terminating Representation), Rule 1.15 (Safekeeping Property), and Rule 1.6 (Confidentiality of Information)

Statute of Limitations Considerations: Requirements to inform client of any pending deadlines and notification of important dates that might affect their legal rights

State-Specific Requirements: Individual state requirements including file retention requirements, notice requirements for withdrawal, and court notification requirements if litigation is pending

Professional Liability Considerations: Documentation of termination date, clear communication of ending of attorney-client relationship, and malpractice prevention measures

Data Privacy Laws: Legal requirements regarding handling of client information, record retention requirements, and privacy protection obligations

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks, 聽Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination, 聽Severance Pay, Governing Law, Entire Agreemen

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