Engagement Letter Which agreement are you generating?Estate Planning or OtherProbateGuardianshipWhat is the payment structure?(Required) Flat Fee Hourly How much is the flat fee?(Required)Client Name(Required) First Last Client Email(Required) Client Phone(Required)Name of Proposed Ward(Required)Scope of guardianship(Required) Establishing a guardian of the person Establishing a guardian of the person and the estate Matter Short Description(Required) 1. Scope of Engagement: (Client) hereby employs Carr & Cole, PLLC (Law Firm) for the purpose of: Your Matter Short Description will be injected here upon contract generation. e.g., Independent Administration with Heirship / Letters Testamentary Edit the matter language.(Required) 1. Scope of Engagement: (Client) hereby employs Carr & Cole, PLLC (Law Firm) for the purpose of: Your edited matter language will be injected here upon contract generation. Drafting a Trust and Ancillary Estate Plan Documents. <b>Your estate planning documents will include:</b> 1. Trust; 2. Pour-Over Last Will and Testament; 3. Statutory Durable Power of Attorney; 4. Medical Power of Attorney; 5. HIPAA Release; 6. Directive to Physicians; 7. Declaration of Guardian; 8. Designation of Guardian for Minor Child; and 9. Review of Beneficiary Designations. Which pre-defined services are you including? None Application for Probate of Will Application for Independent Administration Application for Dependent Administration General Creditors Notice (1 month) Beneficiaries Notice (60 days) Secured Creditors Notice (2 months) Inventory & Affidavit (90 days) Fees: Our firm's fees are based on the time spent by the lawyers and firm personnel who work on the matter. To begin working on this matter, an initial retainer in the amount of $_____________ is required. Our time is billed in 6-minute increments for services performed including phone calls and email correspondence. You agree to read the documents thoroughly and notify the Law Firm of any misspelled names or questions you may have. If at any time during representation, Client's trust balance falls below $500.00, Client agrees to replenish said retainer to $2,500.00 within 14 days of notice. Client will not be required to replenish the retainer to the full amount of $2,500.00 if the legal representation is nearing completion and the Attorney does not expect fees and expenses to exceed the remaining trust balance. The Client agrees to pay a fee to the Firm based on the number of hours devoted to the Matter by the Firm and the value of the services performed. The following are the standard billing rates for work performed by the Firm's personnel:Fees: Our firm's fees are based on the time spent by the lawyers and firm personnel who work on the matter. To begin working on this matter, an initial retainer in the amount of $_____________ is required. Our time is billed in 6-minute increments for services performed including phone calls and email correspondence. You agree to read the documents thoroughly and notify the Law Firm of any misspelled names or questions you may have. If at any time during representation, Client's trust balance falls below $500.00, Client agrees to replenish said retainer to $2,500.00 within 14 days of notice. Client will not be required to replenish the retainer to the full amount of $2,500.00 if the legal representation is nearing completion and the Attorney does not expect fees and expenses to exceed the remaining trust balance. The Client agrees to pay a fee to the Firm based on the number of hours devoted to the Matter by the Firm and the value of the services performed. The following are the standard billing rates for work performed by the Firm's personnel:Attorney's Rate$450.00 to $500.00 per hour$500 per hour$450 per hour$350.00 to $450.00 per hour$300.00 to $400.00 per hourCase Manager's Rate$100 per hour$125 per hour$200 per hour$175 per hourParalegal's Rate$100 per hour$125 per hour$200 per hour$175 per hourLegal Assistant's Rate$75 per hour$100 per hour$125 per hour$150 per hourClient agrees to pay all invoices, on a current basis within seven (7) days following the submission of each invoice by the Firm. All amounts that remain unpaid at 60 days following the due date of the invoice shall bear interest at the rate of one and one-half (1.5%) percent interest per month or the maximum rate allowed by law, whichever is less, from the date that falls 60 days after the due date of the invoice, until paid. Retainers and invoices may be paid by check, wire transfer, Automated Clearing House (ACH) or credit card. If you elect to make any payments by credit card, a surcharge of up to three percent (3.0%) will be added to the amount of the transaction, which will not exceed Law Firm's cost of processing. Unless you inform us otherwise, your statements and expenses will be delivered to you by e-mail and will be due upon receipt. Client understands and acknowledges that this attorney-client relationship does not commence, and that legal services and work will not begin until the initial fee requirements of this Agreement have been paid and this Agreement has been signed by the Firm and signed by the Client and given to the Firm.Client agrees to pay all invoices, on a current basis within seven (7) days following the submission of each invoice by the Firm. All amounts that remain unpaid at 60 days following the due date of the invoice shall bear interest at the rate of one and one-half (1.5%) percent interest per month or the maximum rate allowed by law, whichever is less, from the date that falls 60 days after the due date of the invoice, until paid. Retainers and invoices may be paid by check, wire transfer, Automated Clearing House (ACH) or credit card. If you elect to make any payments by credit card, a surcharge of up to three percent (3.0%) will be added to the amount of the transaction, which will not exceed Law Firm's cost of processing. If Client requests Law Firm's fees to be paid from The Estate of ________________, Law Firm agrees to seek payment from the Estate of ________________ as well as to obtain the appropriate approval of the Court to be paid directly from such sources, if necessary. However, Client agrees to be personally responsible for payment of Law Firm's invoices if the Estate of ________________ is insufficient to pay any balance due to Law Firm and/or if the Court fails to approve any or all of Law Firm's fees or expenses. Unless you inform us otherwise, your statements and expenses will be delivered to you by e-mail and will be due upon receipt. Client understands and acknowledges that this attorney-client relationship does not commence, and that legal services and work will not begin until the initial fee requirements of this Agreement have been paid and this Agreement has been signed by the Firm and signed by the Client and given to the Firm.Decedent Full Name(Required)Decedent Date of Death(Required) Month Day Year County / Probate Venue(Required)Executor / Applicant NameIf different from clientRelationship to DecedentOriginal Will Exists?(Required) Yes No Unknown Known Heirs / BeneficiariesNames and mailing addresses (one per line)Known CreditorsNames, mailing addresses, and nature of claim (one per line)Estimated Estate Value (USD)(Required)Used for internal scoping and the fee paragraphInitial Retainer (USD)(Required)Fills the blank in the fee paragraphReplenish Threshold (USD)Default 2500 unless changedOut-of-State Property?(Required) No Yes This field is hidden when viewing the formDisclosures & Arbitration AcknowledgmentCheck all to proceed I acknowledge State Bar of Texas notice has been provided. I acknowledge the arbitration clause in the engagement letter. Internal: Deliver Completed PDF To (Email)If blank, defaults to info@carrcole.com