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800 Sawyer Street, Houston, TX 77007
www.carrcole.com | 713-668-3998 | info@carrcole.com

Estate Planning Agreement

1. Scope of Engagement: (Client) hereby employs Carr & Cole, PLLC (Attorney) for the purpose of:

2. Cooperation: You agree to disclose fully and accurately all facts and keep us informed of all developments relating to this matter so we may effectively render the legal services contemplated.

3. Fees: Our firm's fees are based on the time spent by the lawyers and firm personnel who work on the matter. Our work is performed at an hourly rate for the attorney at ; paralegal at ; and legal assistant at . Our time is billed in 6-minute increments for services performed including phone calls and email correspondence.

To begin working on this matter, an initial retainer in the amount of is required. Client will receive a courtesy notice if the retainer balance falls below . If the services exceed the initial retainer amount, Client agrees to submit payment for the remaining balance prior to the scheduled execution ceremony.

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.

4. Other Charges: In addition to our fees, other charges could arise for items incident to the performance of our legal services, such as photocopying, messengers, facsimile transmissions, postage, and specialized computer applications such as computerized legal research. Fees and expenses will be billed directly to you unless special arrangements are made.

5. Withdrawal or Termination: Our relationship may be terminated by either of us at any time by written notice to the other party. We reserve the right to withdraw from our representation if, among other things, you fail to honor the terms of this engagement letter or if any fact or circumstance would, in our view, render our continuing representation unlawful, unethical, or ineffective.

6. Notice: Client acknowledges receipt of the following notice: The State Bar of Texas investigates and prosecutes professional misconduct committed by Texas attorneys. Although not every complaint against or dispute with a lawyer involves professional misconduct, the State Bar's Office of General Counsel will provide you with information about how to file a complaint. Please call 1-800-932-1900 for more information.

7. Jurisdiction: This agreement is formed under and shall be governed by the laws of the state of Texas. Client and Attorney have made no agreements or promises other than the ones contained in this document.

8. Expiration: Attorney reserves the right to rescind this agreement if it is not executed within 7 days of issuance, and if the initial retainer is not received within the same timeframe.

800 Sawyer Street, Houston, TX 77007
www.carrcole.com | 713-668-3998 | info@carrcole.com

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January 27, 2026 4:40 pm CST

Estate Planning - Hourly Fee Uploaded by Carr Cole - admin@carrcole.com IP 99.59.208.206