How long do attorneys are required keep records in probate?

Asked almost 3 years ago - Gainesville, FL

I had one attorney for a probate matter but he was released because couldn't finish so I got a second attorney in a different firm. How long does the first attorney have to keep his records, the case is still open?

Attorney answers (4)

  1. Joseph Franklin Pippen Jr.

    Pro

    Contributor Level 20

    3

    Lawyers agree

    Answered . First-please consult the second attorney for his/her opinion on the matter.
    As a probate attorney-I always keep my work product electronically scanned and as first attorney(or firm) be happy to send copies of complete file to second attorney.

    The answer given does not imply that an attorney-client relationship has been established and your best course of... more
  2. Steven W. Ledbetter

    Pro

    Contributor Level 12

    2

    Lawyers agree

    Answered . The FL bar suggests keeping files for at least 6 years. Many attorneys keep files digitally (paperless), which would mean they keep them forever.

  3. Mark Russell Lewis

    Pro

    Contributor Level 12

    2

    Lawyers agree

    Answered . While the Florida bar says keep for 6 years I have mine for the last 20 years or more

  4. Steven J. Fromm

    Contributor Level 20

    1

    Lawyer agrees

    Answered . I have never destroyed probate files. It sound practice to keep them indefinitely. Second, if the matter is turned over to a second attorney, the entire file is in most cases given and letter is sent saying these are the originals or copies depending on the situation.

    Hope this helps.

    Please remember to designate a best answer to your question.

    Mr. Fromm is licensed to practice law throughout the state of PA with offices in Philadelphia and Montgomery Counties. He is authorized to handle IRS matters throughout the United States. His phone number is 215-735-2336 or his email address is sjfpc@comcast.net , his website is www.sjfpc.com. and his blog is

    LEGAL DISCLAIMER Mr. Fromm is licensed to practice law throughout the state of PA with offices in Philadelphia... more

Can't find what you're looking for? Ask a Lawyer

Get free answers from experienced attorneys.

 

Ask now

25,187 answers this week

3,235 attorneys answering

Ask a Lawyer

Get answers from top-rated lawyers.

  • It's FREE
  • It's easy
  • It's anonymous

25,187 answers this week

3,235 attorneys answering