Estate Planning Engagement Letter Sample

Are you in need of an Estate Planning Engagement Letter Sample? Look no further! Below, you will find examples of Estate Planning Engagement Letter Samples that you can use and modify as needed.

Explaining the Purpose of Estate Planning Engagement Letter Sample

When it comes to estate planning, having a clear and concise engagement letter is crucial for both the client and the attorney. This letter sets the tone for the relationship, outlines the scope of services, and defines the responsibilities of each party. Without a well-written engagement letter, there may be misunderstandings or disputes down the road. Here are some common pain points that an Estate Planning Engagement Letter Sample can help address:

Unclear expectations: Without a formal agreement in place, clients may have unrealistic expectations about the attorney’s services.
Scope of services: It’s important to clearly outline what services will be provided and what is not included in the engagement.
Fee structure: The engagement letter should clearly state the fee structure, including any retainer fees, hourly rates, or flat fees.
Confidentiality: Clients need to know that their information will be kept confidential and not shared with third parties.

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Example of Estate Planning Engagement Letter Sample

Dear [Client’s Name],

Thank you for choosing our firm to assist you with your estate planning needs. This letter confirms the terms of our engagement and outlines the scope of services that we will provide.

During our initial consultation, we discussed your goals and objectives for your estate plan. Based on our discussions, our firm will prepare the necessary documents, including wills, trusts, and powers of attorney, to ensure that your wishes are carried out.

Our fee for these services will be based on an hourly rate of $X, with an estimated total cost of $X. A retainer fee of $X will be required upfront, with any additional fees due upon completion of the work.

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All information shared with our firm will be kept strictly confidential and will not be disclosed to any third parties without your consent.

If you have any questions or concerns about the terms of our engagement, please do not hesitate to contact me. I look forward to working with you to create a comprehensive estate plan that meets your needs.