On a flat-fee retainer with the entire fee held in trust, can the lawyer include a provision for future services on the statement of account?
In other words, the lawyer renders a statement of account which lists all the services performed and, in addition, lists services to be performed in the future. The entire funds held in trust cannot be transferred from trust until all the agreed services have been performed. A partial transfer of the amount held in trust is permissible when the amount equals the proportion of work completed, and only then as a result of a written prearrangement with the client.
