Frequently Asked Questions

How long should I keep closed client files?

The ethics rules don’t require a lawyer to keep closed files for any particular length of time. The exception is trust account records. Rule 1.15(I) does require that a lawyer keep trust account records for at least six years after the case is over. There is a four-year statute of limitations for disciplinary investigations; Rule 4-222 provides that the statute may be tolled up to two years in certain situations. You should also take into account potential malpractice claims and other law when making a decision to destroy a file.

Category: Ethics