Appendix B Engagement Letter for Individual
| Library | A Lawyer's Guide to Estate Planning: Fundamentals for the Legal Practitioner (ABA) (2018 Ed.) |
Appendix B Engagement Letter for Individual
Dear __________:
I am pleased that you have asked me and [name of firm] to assist you in developing your estate plan. This letter confirms my discussion with you regarding your employment of our firm and describes the basis upon which we will provide legal services to you. Accordingly, I submit for your approval the following provisions governing our employment. If you are in agreement, please sign a copy of this letter in the space provided below.
Scope of Representation. You have asked me to represent you with regard to the planning, preparation, and implementation of appropriate estate planning documents (such as wills, health care power of attorney, durable power of attorney, and revocable trust agreements). You...
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