This Letter of Engagement is furnished to you in accordance with Part 1215 of the Joint Rules of the Appellate Division.

You agree that you have reviewed the Statement of Client’s Rights and the Statement of Client’s Responsibilities contained in our website. We have undertaken your representation in connection with the matter[s] described below:

SCOPE OF REPRESENTATION

We shall prepare for you and your spouse Last Will and Testaments which provide all assets shall be given to the surviving spouse or if none, then the assets will be given to a trust for the benefit of your children or other third party(ies). To that end, we shall deliver to you a questionnaire which you shall complete and return to us. Upon receipt of the questionnaire, we shall prepare and deliver to you a draft of the document. You may contact us by email, telephone or telefax with any questions you have regarding the document or regarding estate planning in New York. We shall answer such questions in a timely manner and shall prepare revisions to the document based upon such communications. In the event the questions are outside the scope of this agreement, we shall advise of you that fact.

Upon your approval of the document prepared, the final execution document shall be sent to you via email in word or PDF format, or at your request by regular United States mail, which final document shall include instructions on the proper execution of the document in the State of New York. In the event, you request standard overnight delivery, in addition to the flat fee charged below, a charge of $30.00 shall be charged for such delivery. Except as provided above there shall be no charges for customary out of pocket expenses. In the event there shall be expenses out of the custom in our office, we shall advise you of and obtain your prior approval of such expenses and these amounts shall be separately billed.

All of our services in this matter will end, unless otherwise agreed upon in a writing signed by us, when there is a final document sent to you. Not included in the scope of this agreement are services you may request of us in connection with any other matter, action or proceeding.

FEES, EXPENSES AND BILLING PRACTICE

We intend to submit a bill to you on the completion of the work. If the work is not completed through no fault of ours within 60 days, we shall submit a bill to you in the manner described below for work done to that date. Expenses if any will be separately stated on the bill.

Our fees for services rendered is a flat fee of $1,000.00 for all services within the scope of our representation as set forth above.

In consideration of our services, we shall require a retainer of $ 1,000.00. This retainer is payable upon acknowledgment of this engagement letter and will be applied to your flat fee as stated above upon delivery by us of the final document.

In the event through no fault of ours the work is not completed within 60 days, we shall submit a bill to you for our services computed by multiplying the hours spent by our hourly rate outlined below. The retainer shall be applied to such invoice. For the purposes of this paragraph, our hourly fees are set forth as $350 per hour for attorneys and $150 per hour for paralegals. In the event that the matter is finalized after payment pursuant to this paragraph, then and at the date upon which the final document is delivered to you, the balance of the retainer shall be applied to the flat fee. In the event you elect not to proceed to completion, after payment of the fees pursuant to this paragraph we shall immediately refund to you by check the balance of the retainer. In no event, unless additional work is agreed between us in writing or as otherwise provided in this letter, shall the amount billed to you be more than the retainer.

REPRESENTATIONS

You represent and warrant that you are over the age of 18 years, that you are under no legal restrictions or disability which would prohibit you from executing a contract, and you reside in the State of New York.

ARBITRATION

In the event that a dispute arises between us relating to our fees, you may have the right to arbitration of the dispute pursuant to Part 137 of the Rules of the Chief Administrator of the Courts, a copy of which will be provided to you upon request.

Sincerely yours,

NYTrustAttorney.com
Carr & Associates Counselors at law PC

I AGREE | I DO NOT AGREE