Client engagement

• Author: Keith Branyon
• Pages: 25-48

CLIENT

ENGAGEMENT

1-1

CHAPTER 1

CLIENT ENGAGEMENT

I. GENERAL POINTS

§1:01 The Estate Is Not a Legal Entity

§1:02 The Client Is the Personal Representative

§1:03 Off‌ice Procedures

II. CLIENT QUESTIONNAIRE AND INTERVIEW

§1:10 Initial Contact

§1:11 Client Questionnaire

§1:12 Initial Client Meeting

III. ENGAGEMENT LETTER

§1:20 General Points; Texas Disciplinary Rules

§1:21 Scope of Representation

§1:22 Fees

§1:23 Conf‌identiality

§1:24 Conf‌lict of Interest

§1:25 Drafting the Letter

IV. FORMS

Form 1-1 Probate Questionnaire

Form 1-2 Engagement Letter — Identif‌ication of the Client

Form 1-3 Engagement Letter — Tax Returns

Form 1-4 Engagement Letter — Attorneys’ Fees

Form 1-5 Engagement Letter — Expenses

Form 1-6 Engagement Letter — Retainers

Form 1-7 Engagement Letter — Billing Procedures

Form 1-8 Engagement Letter — Conduct of the Attorney

Form 1-9 Engagement Letter — Joint Representation — Executors

Form 1-10 Engagement Letter — Joint Representation — Benef‌iciaries

Form 1-11 Case Results

Form 1-12 Termination of Agreement

Form 1-13 The Texas Lawyer’s Creed

CLIENT

ENGAGEMENT

(Τηισ παγε ιντεντιοναλλψ λεφτ βλανκ.)