Fee Agreement – Flat Fee (Estate Planning)

1. Parties and Matter

• Law Firm: [FIRM NAME], [ADDRESS].
• Client: [CLIENT NAME], [ADDRESS].
• Matter: Estate planning package for [WILL/TRUST/POA/ADVANCE DIRECTIVE].

2. Scope of Flat Fee Services

The flat fee covers only the services listed below:
☐ Will
☐ Revocable trust
☐ Financial power of attorney
☐ Health care power of attorney / advance directive
☐ Deed or funding instructions (limited)

Services not listed are excluded and require a separate agreement.

3. Flat Fee Amount and Payment Schedule

• Total flat fee: $[AMOUNT].
• Payment terms:
• $[DEPOSIT] due upon signing.
• $[BALANCE] due upon delivery of final documents.

Flat fee is: ☐ earned upon receipt ☐ deposited into trust and earned as milestones are completed.

4. Costs and Expenses

Client is responsible for recording fees, notary fees, and third-party vendor costs. Costs are payable in advance or reimbursed within [NUMBER] days of invoice.

5. Client Responsibilities

Client agrees to provide complete and accurate information and promptly review drafts.

6. Termination

Client may terminate at any time. The Firm will refund any unearned portion of the flat fee, if applicable, minus the reasonable value of work performed and costs incurred, consistent with state rules.

7. Dispute Resolution and Governing Law

Fee disputes will be submitted to any required bar fee dispute program prior to court action. This Agreement is governed by the laws of [STATE], venue in [COUNTY], [STATE].

8. Signatures