Dear Client:

This will confirm that you have asked me to represent you with respect to certain estate planning matters.  I am pleased to represent you under the conditions set out below.  The purpose of this letter is to set forth the terms of my engagement and confirm our understanding regarding my engagement and the work to be done.

My representation at this time will include analysis of your current estate situations, given the information provided to me through the use of this website, and the preparation of the documents to carry out your chosen estate plan.  It will further include my assisting you in the execution of the documents by my meeting with you in person following the creation of the requested drafts. However, should you reside further than one hundred (100) miles from Houston, Texas, the documents will be Federal Expressed to you with instructions as to how to have the documents properly executed.   You understand that in order for me to give you adequate representation, you must provide me with complete and accurate financial and family data, and that I will rely on such data in doing your work.  If you own or acquire any non-Texas property, you acknowledge that you should have counsel, in such other jurisdictions, review and improve any documents which impact such property.

You also understand that this is a limited engagement, and we will have to agree upon any areas with respect to which I am to advise you or do work beyond what is outlined in this letter.  If any additional assignment is undertaken, the general terms of this letter will continue to apply, except as otherwise agreed to in writing.   Further, it is agreed that I reserve the right to continue to represent existing or new clients in any matter that is not substantially related to my work for you even if the interests of such clients in those other matters may be adverse to you.

This reservation of right may include my representation of other members of your own family.  Obviously, because of your relationship to other members of your family and your status as a potential beneficiary of their estates, you may have a significant personal interest in the decisions that they may make regarding the ultimate disposition of their assets.  However, you agree to waive any claim of conflict of interest resulting from my representation of your family, if such exists or arises, and consent to my continued or future representation of them.

Estate planning documents may be complex to read and understand.   It will be your affirmative duty to comprehensively review documents I prepare for you before execution, and to raise any questions you may have with me as to any document or provision you do not understand.

By your affirmative use of this website it is understood that I will be preparing certain estate planning documents for you.  The fees for the documents you wish for me to prepare are stated in the published fee schedule listed on this website.   These fees are purely flat fees and are inclusive of postage, photocopying, telephone and other communication charges, delivery, mileage and all other out-of-pocket expenses.

You agree to pay these fees as reasonable attorneys fees, which would be determined according to the standards set forth in the State Bar Act of the State of Texas.  These fees assume that I will complete the requested work within 30 days from the date of engagement, as shown by the date of the electronic receipt of your request, and that an in-person appointment will be scheduled with you for their execution, with certain exceptions stipulated above.  The fees will be charged up-front prior to the work being done, at the time your request is received.  The method of payment shall be by credit card charge or by check only.  No cash on delivery is accepted.   Any requests received without proper and valid credit card information will be considered an improper initiation of my engagement and shall be discarded.  Likewise, any request received, where the payment method indicated is by personal check, will be considered an improper initiation of my engagement and shall be discarded if such check fails to clear the client's account.

Changes will likely occur in tax, property, probate and other laws that could impact your estate plan.  Furthermore, changes will likely occur in your family and your financial status.  I cannot review the file for each client to determine the impact of court cases, rulings and other changes in the law.  Hence, you should have your plan reviewed regularly, and you acknowledge that I have no duty to review your documents or estate plan unless you request that I do so, provide updated financial and family data, and agree to pay a reasonable fee for such review and revisions to your documents.

If the foregoing correctly reflects our agreement and your understanding, please acknowledge this agreement by clicking the button below marked "I AGREE".  If the foregoing does not reflect an agreement between us, please click the button marked "I DISAGREE".  Thank-you for giving me the opportunity to serve you.  I look forward to beginning your work.

I AGREE        I  DISAGREE