Legal Advice Letter To Client Example With Example

State:
Multi-State
Control #:
US-L03049
Format:
Word; 
PDF; 
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Instant download

Description

The document provides a sample legal advice letter from a law firm to a client, specifically tailored for a CPA regarding the examination of a partnership's financial accounts. It clarifies the limited scope of the firm's engagement and emphasizes that the information provided is not exhaustive, thereby protecting the firm from liability. Key features include disclaimers on the completeness of information, assumptions about the CPA's familiarity with financial statements, and specific exclusions of ongoing or potential legal issues. Users are advised on how to fill out crucial areas, such as the date and names involved, while examples are given for the types of exceptions that may apply. This letter is particularly useful for attorneys, partners, owners, associates, paralegals, and legal assistants as it guides them in preparing formal communications that fulfill legal standards while addressing auditors' requests. The form highlights the importance of clear communication in legal contexts, ensuring that all parties understand their responsibilities and limitations.
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FAQ

Crafting the main body of the letter Identify the purpose of the letter and focus on providing advice that will help the recipient. Consider the recipient's needs and provide clear, concise and actionable advice. Outline the advice in a logical order and provide supporting evidence to back up your advice.

In a business letter, the standard salutation is ?Dear.? Begin your letter with ?Dear [recipient's name]? and add a comma after the name. You may choose to address the recipient by an honorific paired with their last name or simply by their first and last name.

Begin with a short thesis sentence that briefly identifies the issue and the applicable rule and states a short answer. You should also mention, if applicable, the procedural posture of the case and the burdens and standards of proof.

How to Format a Business Letter Write the date and your recipient's name, company, and address. Choose a professional greeting, like ?Dear,?. Craft a compelling introduction. State your intent in the letter's body text. End your letter with a strong call-to-action. Choose a professional closing, like ?Sincerely,?.

Examples of Legal Advice include: ? Interpreting what statutes and case law mean or how it applies to a specific set of facts. E.g.: When we go over your list of assets, I can explain which would be considered community property and which are separate property.

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Legal Advice Letter To Client Example With Example