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Engagement Letters for Estate Planners: Managing Client Expectations and Ethical Obligations

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Coursebook Forms:

Form of an Engagement Letter for the Representation of Both Spouses Jointly in Estate Planning Matters (6 pp)

Form of an Engagement Letter for the Representation of One Person in Estate Planning Matters (Married or Unmarried) (6 pp)

Form of an Engagement Letter to be Signed by a Married Couple in Connection with the Separate Representation of Other Members of the Same Family in Estate Planning Matters (8 pp)

Form of an Engagement Letter for the Joint Representation of Multiple Members of the Same Family (Other Than Spouses) in Non-Litigated Matters of Common Interest (6 pp)

Form of an Engagement Letter for Representation in Connection with the Organization of a New Business Entity (Representing the Entity Only) (8 pp)

Form of an Engagement Letter for Representation in Connection with the Organization of a New Business Entity (Representing the Organizers Jointly and Not the Entity) (8 pp)

Form of an Engagement Letter for Representation in Connection with the Organization of a New Business Entity (Representing Both the Entity and the Organizers Jointly) (8 pp)

Form of a Letter Regarding the Appointment of the Lawyer as a Fiduciary (6 pp)

Form of an Engagement Letter for Estate Administration (8 pp)

Form of an Engagement Letter for Trust Administration (8 pp)

Form of an Engagement Letter for Guardianship Petition (8 pp)

Form of an Engagement Letter for the Representation of One or More Beneficiaries in Litigation Matters (6 pp)

Form of an Engagement Letter for the Representation of One or More Fiduciaries in Litigation Matters (Version 2) (6 pp)

Optional Addition to Engagement Letters Dealing with the Potential for Diminished Capacity or Death of a Client (4 pp)

Form of a Letter Withdrawing from Representation of All Clients When an Actual Conflict of Interest Arises (4 pp)

Form of a Letter Withdrawing from Representation of Certain Client(s) and Continuing Representation of Other Client(s) When an Actual Conflict of Interest Arises (4 pp)

Form of a Letter Concluding Representation of Client(s) Once Services Described in Engagement Letter Have Been Performed (4 pp)

Coursebook Papers:

Engagement Letters: A Guide for Practitioners (126 pp)

Course Materials Subscription

Purchase a course materials subscription and get this book and many more for one low price. The above course materials are part of the following Practice Area subscriptions:

Coursebook Subscription - Estate Planning
Price: $399.00 Add to Cart

Coursebook Subscription - Ethics
Price: $399.00 Add to Cart

To view a complete list of course materials included in each subscription, click the practice area you are interested in.