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Rule 2.3. Evaluation for use by third persons.

(a) A licensed paralegal practitioner may provide an evaluation of a matteraffecting a client for the use of someone other than the client if thelicensed paralegal practitioner reasonably believes that making the evaluationis compatible with other aspects of the licensed paralegal practitioner?srelationship with the client.

(b)When the licensed paralegal practitioner knows or reasonably should know thatthe evaluation is likely to affect the client?s interests materially andadversely, the licensed paralegal practitioner shall not provide theevaluation unless the client gives informed consent.

(c) Except as disclosureis authorized in connection with a report of an evaluation, informationrelating to the evaluation is otherwise subject to Rule 1.6.

 

Comment

Definition

[1] An evaluation may beperformed at the client's direction or when impliedly authorized in order tocarry out the representation. See Rule 1.2. Such an evaluation may be for theprimary purpose of establishing information whichmay be used by third parties; for example, a calculation ofchild support obligations of another party.?

[2]-[6]Reserved.

 

Effective November 1, 2018