Legal Ethics Opinion No. 1437 Advertising and Solicitation: Attorney Responding to Inquiries of Deceased Attorney's Clients You have presented a hypothetical situation in which Attorney W, a senior member of a local bar association, died recently. Attorney W and Attorney A had been close friends and associates over the past twenty years, even though they maintained separate and distinct practices. In 1985, Attorney W suffered a disabling stroke, and his offices in Attorney A's building were moved from the sixth floor to Attorney A's offices on the fourth floor so that Attorney A could handle all of Attorney W's affairs, client requirements and pending matters. During the five years preceding Attorney W's death, W's telephone line was maintained in Attorney A's office. Since Attorney W's death, Attorney A's office continues to receive several calls a week from former clients of Attorney W. Attorney A's office informs the callers of W's death and offers to assist with document location, past and pending matters, and any other requests. Attorney A's office staff presently answers W's phone by simply stating that the caller has reached W's line, that W has passed away, and that A has taken over the resolution of all of W's office matters. You have asked the committee to opine whether, under the facts of the inquiry, it is improper for an attorney to maintain a deceased attorney's telephone line in his office. The appropriate and controlling Disciplinary Rules related to your inquiry are DR 2-101(A), which provides that a lawyer shall not, on behalf of himself or any other lawyer affiliated with him or his firm, use or participate in the use of any form of public communication if such communication contains a false, fraudulent, misleading, or deceptive statement or claim; and DR 2-102(A), which states, in pertinent part, that a lawyer or law firm may use or participate in the use of a telephone directory listing or similar professional notice or device unless it includes a statement or claim that is false, fraudulent, misleading, or deceptive. The committee has previously opined that it is improper for an attorney taking over for a disbarred attorney to retain the disbarred attorney's present phone number as advertised and to answer the phone as "law offices". See LEO #934. Under the circumstances you describe, the committee believes that it would not be improper to continue to answer Attorney W's telephone in the manner you describe for a reasonable period of time following his death, in order to assist his clients who were unaware of his demise. The committee does believe, however, that to retain the deceased attorney's telephone number beyond that reasonable period of time necessary to notify W's clients, Attorney A may be engaged in communications which are potentially false, fraudulent, misleading, or deceptive. Furthermore, the committee also believes that if maintaining the telephone number entails Attorney A's also retaining the deceased Attorney W's telephone directory listing, such continuation of a deceased attorney's advertising would be improper and violative of DRs 2-101(A) and 2-102(A). The committee thus opines that it would be improper for the attorney to maintain the deceased attorney's telephone line in his office beyond the reasonable time necessary to apprise Attorney W's clients of his death, unless the directory listing and method of answering the line are changed to indicate that the telephone line is presently reaching the offices of Attorney A. Committee Opinion October 21, 1991
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