This letter is furnished only as a basic example and should not be used as a standard form. The attorney must be careful to tailor the details of the letter to the facts of the particular case. Client files must be maintained and preserved for a period of five years after termination of representation. Tex. Disciplinary Rules Prof’l Conduct R. 1.14.
Letter for Completion of Attorney-Client Relationship
[Date]
[Name and address of client]
Re: [describe transaction]
[Salutation]
It has been our pleasure to serve you as counsel in [describe transaction]. According to our records, we have completed this matter, and we are closing this file.
You should already have a complete set of the relevant closing documents in your possession. If not, please let us know and we will be glad to send them to you.
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Describe any actions that the client may need to follow up on, such as UCC1 renewals, note extensions at maturity, etc. |
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Include the following if applicable. |
Please let us know if you need any other documents from our files. We will retain documents for five years and then destroy them in accordance with our record-retention policy then in effect.
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Continue with the following. |
I look forward to the opportunity to represent you on other matters in the future.
Sincerely yours,
[Name of attorney]