ENGAGEMENT LETTER - ESTATE PLANNING

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[DATE]

[CLIENT NAME]
[CLIENT ADDRESS]

Re: Engagement for Estate Planning Services
Dear [CLIENT NAME]:

Thank you for choosing [LAW FIRM NAME] (the "Firm"). This letter confirms our engagement and summarizes the scope and key terms of representation for your estate planning matter (the "Matter").

1. Scope of Representation

The Firm will provide estate planning services for:
☐ Will
☐ Revocable trust
☐ Powers of attorney (financial/health)
☐ Advance health care directive/living will
☐ Beneficiary designation review
☐ Other: ________________________

Excluded unless agreed in writing: tax advice beyond general estate planning, business valuation, asset management, and litigation.

2. Fees and Costs

Your fees are governed by the attached Fee Agreement. You are responsible for costs such as recording fees, notary fees, and courier charges.

3. Client Responsibilities

You agree to provide complete and accurate information and promptly review drafts. You will notify the Firm of material changes in assets, family circumstances, or objectives.

4. No Guarantee

The Firm cannot guarantee specific outcomes and does not provide tax or financial advice unless expressly stated.

5. Termination

You may terminate this engagement at any time. The Firm may withdraw as permitted by applicable rules. Fees and costs incurred through termination remain due.

6. File Retention

The Firm will retain your file for [NUMBER] years after the Matter concludes, then may destroy it consistent with applicable rules.

7. Dispute Resolution

Fee disputes may be subject to bar-sponsored arbitration or mediation. Any additional dispute resolution provisions are set forth in the Fee Agreement, if applicable.

8. Acknowledgment and Acceptance

Please sign below to confirm your agreement to this engagement letter and the attached Fee Agreement.

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Agreed and accepted:

______________________________ ______________________________
[CLIENT NAME] [ATTORNEY NAME], [LAW FIRM]
Date: ________________________ Date: ________________________
Enclosures: Fee Agreement; Required State Disclosures