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CONCEPT #29 OF 100 · Legal, CPA & Financial Advisory · LAYOUT: pleading_caption

Forensic Accounting & Expert Witness Retention Agreement (FRE 702 / Daubert)

Standard / Reference: Fed. R. Evid. 702 · Fed. R. Civ. P. 26(a)(2)(B) · Non-Contingent Independence Attestation

Why professionals use this template: Expert witnesses and forensic appraisers requiring non-contingent fee attestations (preserving FRE 702 independence) and half-day/full-day deposition minimums paid in advance.

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Included Financial Metrics & Line-Item Schedule

Target Roles: Forensic CPAs, Real Estate Appraisers (MAI), Structural Engineers & Medical Experts · Search Keywords: expert witness retainer agreement and fee schedule template pdf, forensic valuation expert engagement letter, deposition and trial testimony minimum fee, fre 702 daubert independence clause

INITIAL SECURITY RETAINER
$7,500.00 (ADVANCE)
FORENSIC ANALYSIS RATE
$375.00 / HOUR
DEPOSITION / TRIAL RATE
$475.00 / HR (4-HR MIN)
FEE CONTINGENCY STATUS
0% (STRICTLY INDEPENDENT)
CODE DESCRIPTION & TECHNICAL SPECIFICATION BASIS / QTY AMOUNT / DELTA
EXP-01Forensic File Review, Financial Modeling & Rule 26(a)(2)(B) Written Expert Report12.0 Hrs @ $375$4,500.00
EXP-02Rebuttal Analysis of Opposing Expert's Discounted Cash Flow & Cap Rate Assumptions4.0 Hrs @ $375$1,500.00
EXP-03Half-Day Deposition Testimony Minimum Reserve (Payable 7 Days Prior to Deposition)4-Hr Minimum @ $475$1,900.00
EXP-INDStatutory Attestation: Compensation is Strictly Time-Based and Never Contingent on OutcomeEthics RuleVERIFIED

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