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1. Letter Header: Full contact information of the sender and recipient, date, and reference number
2. Reference Line: Clear identification of the subject matter: 'Re: Termination of Retainer Agreement dated [Date]'
3. Salutation: Formal greeting to the recipient
4. Original Agreement Reference: Specific reference to the retainer agreement being terminated, including date and parties
5. Termination Statement: Clear and unambiguous statement of termination with effective date
6. Reason for Termination: Brief, professional explanation of termination reason if appropriate
7. Final Accounting: Statement of any outstanding fees, unused retainer amounts, or final billing
8. Next Steps: Clear outline of immediate actions required by both parties
9. Closing: Professional closing, signature block, and contact information
1. Ongoing Matters Status: Include when there are pending matters that need to be addressed or transferred
2. File Transfer Instructions: Include when client files need to be transferred to another professional
3. Transition Period Details: Include when a transition period is being offered or required
4. Confidentiality Reminder: Include when dealing with sensitive matters or when specific confidentiality obligations continue post-termination
5. Referral Information: Include when providing references to alternative service providers
6. Conflict Notice: Include when termination is due to a conflict of interest
1. Final Invoice: Detailed breakdown of final charges and remaining retainer balance
2. File Inventory: List of all files and documents being returned or transferred
3. Outstanding Tasks List: Summary of any pending matters or unfinished tasks
4. Transfer Authorization Form: Form for client to authorize transfer of files to new representative if applicable
Effective Date
Original Retainer Agreement
Professional Services
Retainer Balance
Outstanding Fees
Confidential Information
Client Files
Professional Records
Transition Period
Final Invoice
Client Property
Transfer Authorization
Professional Obligations
Termination Notice
Outstanding Matters
Legal Services
Consulting Services
Accounting Services
Financial Advisory
Business Advisory
Professional Services
Healthcare Services
Architecture and Design
Engineering Services
Management Consulting
Legal
Client Services
Professional Services
Compliance
Administration
Risk Management
Corporate Secretariat
Client Relations
Operations
Finance
Lawyer
Legal Associate
Partner
Managing Partner
Consultant
Senior Consultant
Account Manager
Client Relations Manager
Professional Services Director
Compliance Officer
Legal Administrator
Practice Manager
Financial Advisor
Business Consultant
Corporate Secretary
Risk Manager
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