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A Letter to Clients

The American National Lawyers Insurance Reciprocal has provided the text of a letter that an executor can send to clients of a deceased solo practitioner:

Dear [Client’s name]:

I am writing to you as the administrator of [attorney], who passed away on [date] of this year. As you may be aware, [first name] was a solo practitioner and upon his/her death it has become necessary to close his/her practice.

No further legal services will be provided by this office, and all clients will need to make immediate arrangements to retain new legal counsel. In that regard, arrangements have been made with [attorney and firm name], who is wiling to accept any of [deceased attorney’s name]’s clients who would like to retain him/her. Or you can select a new attorney of your choosing and may contact the Virginia State Bar’s referral service for assistance, at (804) 775-0500. If you decide to retain [referred attorney’s name], you must contact us in writing or by phone to give us your consent to transfer your existing file to him/her. If you choose other counsel you will need to come to the office and pick up your file.

Your attention to this matter should be immediate and prompt, as any delay could negatively affect your legal rights and remedies.

Also enclosed is a final billing statement for expenses and legal services performed to date by [deceased attorney’s name]. As I am trying to close out his/her practice, your prompt payment of this statement would be appreciated.

Please contact me if you have any questions concerning the contents of this letter.

Very truly yours,

[Administrator’s name]

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