Engagement Letter Capture dynamic variables required to populate the Probate 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) Attorney's Rate$300.00 to $400.00 per hour$350.00 to $450.00 per hour$450.00 to $500.00 per hour$450 per hour$500 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 hourDecedent 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
