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Apply[Attorney Name or Party Name]
[Law Firm Name, if applicable]
[Address]
[City, State, ZIP Code]
[Phone Number]
[Email Address]
IN THE [NAME OF COURT]
FOR [COUNTY / DISTRICT / JURISDICTION]
[Plaintiff / Petitioner Name],
Plaintiff / Petitioner,
v.
[Defendant / Respondent Name],
Defendant / Respondent.
Case No.: [Case Number]
EXPERT DISCLOSURE STATEMENT
[Name of Party] submits this Expert Disclosure Statement concerning the expert witness identified below.
This disclosure is made subject to the applicable rules, court orders, scheduling requirements, and any right to supplement or amend as permitted.
Disclosing Party: [Plaintiff / Defendant / Other Party Name]
Counsel for Disclosing Party, if applicable:
[Attorney Name]
[Law Firm Name]
[Address]
[Phone Number]
[Email Address]
Expert Name: [Full Name]
Business Address: [Address]
Phone Number: [Phone Number]
Email Address: [Email Address]
Field of Expertise: [Specialty / Profession / Discipline]
Relationship to Case:
☐ retained expert
☐ specially employed expert
☐ employee expert
☐ non-retained expert
☐ treating professional / hybrid witness
☐ other: [Describe]
This disclosure is being made as:
☐ full expert report disclosure
☐ summary expert disclosure
☐ rebuttal expert disclosure
☐ supplemental expert disclosure
☐ other: [Describe]
If a full written report is attached, identify it here:
[Report title, date, and attachment reference]
The expert is expected to testify regarding the following subject matter:
[Describe subject matter]
Additional subject areas, if any:
[Insert details]
The expert is expected to offer the following opinions:
Opinion 1: [State opinion]
Opinion 2: [State opinion]
Opinion 3: [State opinion]
Additional opinions, if any:
The basis and reasons for the expert’s opinions include:
[Describe methods, analysis, review, calculations, testing, experience, or other grounds]
The expert considered the following facts, data, materials, or information in forming the opinions:
[Medical records / business records / photos / test results / contracts / deposition testimony / site inspection / financial data / other materials]
Additional facts or data, if any:
The following exhibits, charts, summaries, reports, demonstratives, or other materials may be used to summarize or support the expert’s opinions:
Exhibit or Attachment 1: [Description]
Exhibit or Attachment 2: [Description]
Exhibit or Attachment 3: [Description]
Additional supporting materials, if any:
The expert’s qualifications include:
[Education]
[Licenses or certifications]
[Professional experience]
[Specialized training]
[Positions held]
[Other qualifications]
Curriculum vitae or resume attached:
☐ yes
☐ no
Publications authored by the expert in the previous 10 years, if required or applicable:
[Insert list or state “See attached curriculum vitae”]
Cases in which the expert testified at trial or by deposition during the previous 4 years, if required or applicable:
[Case Name / Court / Year / Type of testimony]
Additional prior testimony information, if any:
Compensation to be paid to the expert for study, review, preparation, testimony, or appearance in this matter:
[Hourly rate / flat fee / deposition rate / trial rate / other compensation terms]
If this is a rebuttal or limited disclosure, state the limitation here:
[Describe the opposing expert or subject matter being rebutted, or any scope limitation]
This disclosure is based on information reasonably available as of the date below.
The disclosing party reserves the right to amend, supplement, revise, narrow, or withdraw this disclosure as permitted by applicable rule, court order, evidentiary ruling, stipulation, or trial developments.
Dated: [Date]
Signature: __________________________
Name: [Attorney Name or Party Name]
Title: [Attorney for Party / Self-Represented Party / Other]
Bar Number: [Bar Number, if applicable]
I certify that on [Date], I served this Expert Disclosure Statement on the following person(s) or party(ies):
[Name] – [Address / Email]
[Name] – [Address / Email]
Method of Service:
☐ electronic filing system
☐ hand delivery
☐ other: [Specify]
Signature: __________________________
Name: [Attorney Name or Party Name]
Date: [Date]
Each template already follows legal structure and best practices.
The agreement is automatically filled and adapted to your inputs.
Check the generated document, make edits if needed, and download a ready-to-use agreement.
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For quick answers, scroll below to see the FAQ.
Frequently asked
An expert disclosure statement is a pretrial disclosure used to identify an expert witness and summarize or provide the expert material a party may use at trial under Rules 702, 703, or 705. In U.S. federal civil cases, Rule 26(a)(2) requires disclosure of the expert’s identity and, depending on the type of expert, either a full written report or a shorter summary disclosure.
You need an expert disclosure statement to formally tell the other side who your expert is, what opinions the expert may offer, and the basis for those opinions. For retained experts and certain employee experts, Rule 26(a)(2)(B) requires a written report with opinions, bases and reasons, facts or data considered, supporting exhibits, qualifications, prior testimony history, and compensation. For experts who do not have to provide a full report, Rule 26(a)(2)(C) still requires the subject matter and a summary of the facts and opinions expected at trial.
Use an expert disclosure statement before trial according to the court’s scheduling order or the applicable rule. In U.S. federal civil cases, if there is no different stipulation or court order, expert disclosures are generally due at least 90 days before trial or the date the case is to be ready for trial, and rebuttal expert disclosures are generally due within 30 days after the other side’s disclosure.
Start with the court caption, case number, and the party making the disclosure. Then identify the expert, state whether the expert is providing a full Rule 26(a)(2)(B) report or a Rule 26(a)(2)(C) summary disclosure, and list the expert’s opinions, bases, supporting facts or data, and any exhibits or report attachments. If a full report is required, include the expert’s qualifications, publications from the last 10 years, prior testimony from the last 4 years, and compensation. Rule 26 also requires supplementation when Rule 26(e) applies.
AI Lawyer can help by organizing the disclosure into clear sections so each reviewer can find the expert identity, opinions, bases, and attachments quickly. It can also add internal reference fields, review notes, and placeholders that make revisions easier to track. A consistent structure helps reduce repeated edits and lowers the chance of missing key details like report status, opinion summaries, prior testimony history, or compensation disclosures before the statement is served.
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