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Sender:
Records Management Program <[log in to unmask]>
Date:
Fri, 26 Apr 2013 21:53:09 +0000
Reply-To:
Records Management Program <[log in to unmask]>
Subject:
Re: Ethical Bound to Contact Clients before Destroying old cases
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<[log in to unmask]>
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From:
"Roach, Bill" <[log in to unmask]>
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>> A cursory search concludes a successor client entity, if any, is uncertain. Can you make a legal assessment that the records have little or no continuing value? I would say yes.<<

I would suggest that a "cursory search" should include a first class mailing to the last known address.  For a few cents additional you can have the undelivered mailing returned.  When it is, retain it as proof that the search was completed.  Simple and cost effective.

Bill Roach CRM

Thoughts are my own and not those of my employer or any other individual or entity.

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