Appendix B Engagement Letter for Couple

• Library: A Lawyer's Guide to Estate Planning: Fundamentals for the Legal Practitioner (ABA) (2018 Ed.)

Appendix B Engagement Letter for Couple

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, execution, and implementation of appropriate estate planning documents (such as wills, health care power of attorney, power of attorney, and revocable trust agreements) for each of you concerning the management of your assets during your joint lives and the life of the survivor and the disposition of those assets to beneficiaries in connection with various contractual rights, such as life insurance policies and retirement plan accounts. You may limit or expand the scope of my representation from time to time, provided that any substantial expansion must be agreed to by me. While our firm would be interested in assisting you in other matters, unless we...