File Retention Policy

During the course of your legal matter, you may be required to provide to us documents such as tax records, expense records, bank records, deeds, etc. If we determine a need to keep your original documents, we will hold these records for you during the pendency of your action and upon closure of our file you may request the return of these documents. It is your responsibility to secure the return of your records. Within 30 days of notification of the file being closed, the client’s documents will be destroyed.

The firm will not retain any hard copy or paper documents relating to any client’s matter, however, we will retain a digital file for a period of seven (7) years from date of completion of the case or matter.

If you should have any questions regarding this retention policy, please contact the firm at 904-353-6241.