destruction of client files
Colleagues,
I have reduced my practice to municipal law and probate related matters.
I have many closed criminal, divorce and civil litigation files, which I would like to shred. Should I keep them indefinitely instead?
Respectfully,
Steven Holloway
hipshot.steven@gmail.com
I generally keep private litigation files for 5 years and send a closing letter to clients advising them that records will only be retained for that period. However, I typically have pleadings scanned in my electronic files and those are kept indefinitely. I do not criminal or divorce work, so have not policy for those types of cases.
Jonathan E. Miller
Jonathan E. Miller, P.C.
1885 Piedmont Road N., Suite B
P.O. Box 546
Piedmont, Oklahoma 73078
Telephone: (405) 883-6266
Facsimile: (405) 883-6155
This message is sent by a lawyer and may contain information that is privileged or confidential. If you received this transmission in error, please notify the sender by reply e-mail and delete this message and any attachments. This e-mail is intended for the addressee(s) only, and may not be distributed to any other person without written consent of the sender. Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including attachments) is not intended or written to be used and cannot be used for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.
From: Steven Holloway hipshot.steven@gmail.com
Sent: Monday, April 5, 2021 12:41 PM
To: Oklahoma Muncipal Attorneys oama oama@lists.imla.org
Subject: [Oama] destruction of client files
Colleagues,
I have reduced my practice to municipal law and probate related matters.
I have many closed criminal, divorce and civil litigation files, which I would like to shred. Should I keep them indefinitely instead?
Respectfully,
Steven Holloway
hipshot.steven@gmail.commailto:hipshot.steven@gmail.com
Sent from Mail for Windows 10
From: Jon Miller
Sent: Monday, April 5, 2021 12:47 PM
To: Steven Holloway; Oklahoma Muncipal Attorneys oama
Subject: [Oama] Re: destruction of client files
I generally keep private litigation files for 5 years and send a closing letter to clients advising them that records will only be retained for that period. However, I typically have pleadings scanned in my electronic files and those are kept indefinitely. I do not criminal or divorce work, so have not policy for those types of cases.
Jonathan E. Miller
Jonathan E. Miller, P.C.
1885 Piedmont Road N., Suite B
P.O. Box 546
Piedmont, Oklahoma 73078
Telephone: (405) 883-6266
Facsimile: (405) 883-6155
*******************************************************************************
This message is sent by a lawyer and may contain information that is privileged or confidential. If you received this transmission in error, please notify the sender by reply e-mail and delete this message and any attachments. This e-mail is intended for the addressee(s) only, and may not be distributed to any other person without written consent of the sender. Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including attachments) is not intended or written to be used and cannot be used for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.
From: Steven Holloway <hipshot.steven@gmail.com>
Sent: Monday, April 5, 2021 12:41 PM
To: Oklahoma Muncipal Attorneys oama <oama@lists.imla.org>
Subject: [Oama] destruction of client files
Colleagues,
I have reduced my practice to municipal law and probate related matters.
I have many closed criminal, divorce and civil litigation files, which I would like to shred. Should I keep them indefinitely instead?
Respectfully,
Steven Holloway