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1. Date and Address Block: Formal letter heading with current date and client's address
2. Salutation: Professional greeting to the appropriate contact person
3. Reference Line: Clear reference to the existing engagement or service agreement being terminated
4. Confirmation of Termination: Clear statement confirming the termination of services and effective date
5. Reason for Disengagement: Professional and objective explanation of the reason for termination, if appropriate
6. Summary of Completed Work: Brief overview of services provided to date
7. Outstanding Matters: Description of any unfinished work or pending items
8. Next Steps: Clear outline of actions required by either party to complete the disengagement
9. Final Billing: Information about final invoices and payment arrangements
10. Document Return/Retention: Information about handling of client documents and data
11. Closing and Signature: Professional closing, including contact information for any questions
1. Transition Assistance: Details of support offered in transitioning to new service provider, include when there's an ongoing project or complex service relationship
2. Regulatory Notifications: Information about any regulatory filings or notifications required, include for regulated services or professions
3. Conflict Acknowledgment: Statement addressing any conflicts that led to the termination, include when termination is due to professional conflicts
4. Continuing Obligations: Overview of any ongoing obligations that survive termination, include when there are confidentiality or non-compete provisions
5. Insurance and Liability: Statement about professional liability coverage and any relevant limitations, include for high-risk professional services
6. Referral Options: Suggestions for alternative service providers, include when appropriate and no conflicts exist
1. Schedule of Outstanding Matters: Detailed list of unfinished work items and their status
2. Schedule of Documents: Inventory of client documents and materials to be returned or transferred
3. Final Fee Schedule: Breakdown of final billing and any outstanding fees
4. Transition Timeline: Detailed timeline for completing the disengagement process and any transition activities
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