Montana Letter to Proposed Client - Non-Representation Letter

State:
Multi-State
Control #:
US-ATTY-2
Format:
Word; 
Rich Text
Instant download

Description

This letter states that a law firm will not be able to represent an individual in a legal matter. The letter is not intended to imply that the matter is unfounded and the individual is encouraged to seek out other counsel to review the potential case.

How to fill out Letter To Proposed Client - Non-Representation Letter?

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FAQ

To Whom It May Concern: This letter serves as notice that I am no longer able to serve as representative for the above referenced individual's SSI/SSDI application. Please remove my name from your records regarding such representation. At this point, I do not know if another representative will be replacing me.

The opening paragraph states the legal issue the letter is addressing followed by the facts, a discussion of the law as it applies to the facts and a conclusion which is essentially the advice to the client. Often attorneys include headings to lead the client through this process to arrive at the same conclusion.

The decision to decline a representation is best to communicate that declination in writing. "Non-engagement letters" should clearly inform the prospective client that the law firm will not represent the prospective client in that matter and that he or she should not rely on the lawyer for any advice or legal action.

A: A comprehensive legal opinion letter should include an analysis of the facts presented, an assessment of any applicable laws or regulations, and an explanation of any conclusions or recommendations made.

Even if the matter is not pending before a tribunal, the ethics rules of most states provide that a lawyer cannot withdraw until he or she has taken reasonable steps to avoid foreseeable prejudice to the rights of his client, such as giving notice to the client, allowing time for employment of other counsel, delivering ...

Every time you want to decline to represent a prospective client, you should use a non-engagement letter. Otherwise, you risk the possibility that the prospective client could mistakenly think you're their attorney on a matter.

Send rejection letter. If taking on the client seems like too great of a risk, protect yourself by notifying the client in writing so there is no confusion about representation. Be polite but firm, and abundantly clear. Send the letter by certified mail and retain a copy for the firm's records.

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Montana Letter to Proposed Client - Non-Representation Letter