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Letter of confidentiality checklist

Make it Legalâ„¢ Checklist

Here are a few important steps to take to finish your document

Read the document to make sure it meets your needs.

Remember that if you have any questions you can easily Ask a lawyer.

  1. Print two copies of the confidentiality letter.

  2. Sign both copies and send them to the recipient.

  3. Ask the recipient to counter-sign, print their name and date both copies in the spaces provided at the bottom of the letter and return one copy to you. The recipient will keep the second copy for their records.

  4. The confidentiality letter becomes legally effective when the recipient counter-signs and dates it.

Each party should keep their own signed original of the confidentiality letter.

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