PS 103 – SBP 1.0 – Service of Process

1. Service of Process
1.1 Refuse to work with, work for, employ, or otherwise professionally associate with anyone who knowingly falsifies proofs of service, forges another’s signature, commits perjury, or otherwise acts in a manner to bring discredit to professional process servers or harm to a client or to the public.
1.2 Process is served in accordance with applicable statutory law, case law, rules of the court, or client instruction.
1.3 Full cooperation is provided to the court system whenever a claim of defective service is made.
1.4 Full cooperation is provided to the client whenever a claim of defective service is made.
1.5 Cooperation with opposing counsel or third parties is provided only upon receipt of written permission from client.
1.6 All work done for a client is confidential in nature. This confidentiality outlasts the completion of any particular assignment.
1.7 Service of process is made by a disinterested third party.
1.8 Personal “in hand” service is the preferred method of service.
1.9 Abode service, also known as substitute service, is acceptable when done in accordance with statutory law, case law, court rule, or client instruction.
1.10 Service is effected by presentation of the documents in a manner that a reasonable person would understand they are being served with process.
1.11 Whenever reasonably possible, the person who receives the documents is asked to sign their name acknowledging such receipt. This signature becomes a part of the service record. If the person refuses to sign acknowledging receipt of the document, the process server notes such refusal in the record of service.
1.12 Where the documents cannot be served personally or via abode service, all attempts are documented in a manner reasonably calculated to allow the client to use an alternative method of service.
1.13 Service on persons “in law”, such as corporations and government entities, is made in accordance with statutory law, case law, court rule, or client instruction.
1.14 Service of process is made in accordance with client instructions so long as such instructions are moral, ethical, and do not result in a violation of criminal law.
1.15 In descending order of acceptability, service on persons is obtained as follows:
A. Personal “in hand” service.
B. Abode service.
C. Special situations where diligence is required such as:
a. Publication
b. Mailing
c. Secretary of State
d. Electronic
D. In accordance with client instructions
1.16 In descending order of acceptability, service on persons “in law” is obtained as follows:
 A. Personal “in hand” service by presentation to an individual specified in statutory law, case law, or court rule.
 B. Special situations where diligence is required such as:
a. Publication
b. Mailing
c. Secretary of State
d. Electronic
C. In accordance with client instructions
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