Upland, CA asked in Legal Malpractice for California

Q: I helped a friend with his auto accident claim.

I am a retired claims adjuster. My friend lost his wife in an auto accident. I went with him to an attorney and while the attorney was deciding whether to take the case my friend asked me to help and write a settlement demand, which I did and he signed, which was accepted. The claim settled over a year ago. He received the money and I did not ask for or receive any compensation. I think it was just help, but could it be construed as the unauthorized practice of law?

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3 Lawyer Answers
Theodore Allan Greene
Theodore Allan Greene
Answered
  • Sacramento, CA
  • Licensed in California

A: it very well could be but the facts will determine. this time hire an attorney to discuss this with you.

William John Light agrees with this answer

William John Light
William John Light
Answered
  • Legal Malpractice Lawyer
  • Santa Ana, CA
  • Licensed in California

A: Writing a letter is I potentially the practice of law, but I suppose it depends on what the letter said and what your role in it was.

The unlicensed practice of law in California is a misdemeanor. Cal. Bus. Prof. Code § 6125. Practicing law is not defined by statute. Among other things, non lawyers cannot appear in court, or before administrative agencies. Drake v. Superior Court (1994) 21 Cal.App.4th 1826, 1830-31; Benninghoff v. Superior Court (2006) 136 Cal.App.4th 61. Non-lawyers cannot negotiate with opposing counsel. Morgan v. State Bar (1990) 51 Cal.3d 598. Non-lawyers cannot write a cease and desist letter on a client’s behalf. Hitchcock v. State Bar (1989) 48 Cal.3d 690, 701, 257 Cal.Rptr. 696, 771 P.2d 394.

I imagine that the demand letter went to a claims adjuster rather than an attorney. If it is acceptable for a non-lawyer claims adjuster to read, review and respond to a letter, then it must be acceptable for a non-lawyer to assist in preparing it. If the letter went to an attorney, and or there was negotiation with an attorney, you may have crossed the line.

Dale S. Gribow
Dale S. Gribow
Answered
  • Palm Desert, CA
  • Licensed in California

A: more info needed.

it could be argued you were practicing law without a license but I don't think that will happen and if it does that there will be any repercussions to you.

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