The Oklahoma Bar Journal April 2023

already, to destroy the files after five years following the end of the represen tation (but review the file to determine if special circumstances require keeping the file longer). If a closed file is to be stored by another attorney, get the client’s permission to allow

within 30 days. ORPC 1.15 ( See “Closing Your IOLTA Account: A Checklist” on page 16 of this issue of the Oklahoma Bar Journal ). 16) Notify the postal service and provide a forwarding address. 17) Consult with your mal coverage. ( See the article “Considering Closing Your Practice? Protect Yourself From Malpractice Claims When You Wind Up” on page 28 of this issue of the Oklahoma Bar Journal .) 18) Notify the OBA of new contact information within 30 days of office closure. 19) Prepare instructions in the event of your later death, incapacity or disappearance. practice carrier regarding extended reporting or “tail”

the attorney to store the file for you, and provide the client with the attor ney’s name, address and phone number. 14) If you are a sole practi

tioner, ask the telephone company for a new phone number to be given out when your disconnected phone number is called. This eliminates the problem created when clients call your phone number, get a recording stating the num

ber is disconnected and do not know where else to turn for information. 15) Close IOLTA accounts

ENDNOTE 1. Planning Ahead Guide: Attorney Transition Planning in the Event of Death or Incapacity, available on the OBA website at https://bit.ly/41Znqty.

and distribute to yourself fees (if earned) and/or the minimal amount you deposited for bank charges or to the clients or third parties. Notify the OBA and the Oklahoma Bar Foundation of the closure

Statements or opinions expressed in the Oklahoma Bar Journal are those of the authors and do not necessarily reflect those of the Oklahoma Bar Association, its officers, Board of Governors, Board of Editors or staff.

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THE OKLAHOMA BAR JOURNAL