Document background
The Joint Retainer Agreement serves as a critical document when legal representation involves multiple clients with aligned interests in the same matter. It's essential when family members seek estate planning, business partners require corporate representation, or multiple parties need representation in real estate transactions. The agreement explicitly addresses potential conflicts, establishes clear communication protocols, and defines fee arrangements while ensuring compliance with state-specific legal requirements and ABA guidelines. This document is particularly important for risk management and maintaining ethical compliance in multi-party representations.
