The fixed fee estate planning services provided by Lawfecta encompass the following components:
Drafting Key Estate Planning Documents:
- Preparation of essential estate planning documents, including but not limited to wills, trusts, healthcare directives, and powers of attorney.
- Documents tailored to meet the individual needs and preferences of the attorney's client, adhering to legal requirements and standards.
Client Correspondence for Draft Revisions:
- Direct engagement with the attorney’s client to gather feedback on the initial drafts of the estate planning documents.
- Professional and prompt communication to address any queries or concerns from the client regarding the drafts.
First Round of Revisions:
- Integration of client feedback into the initial drafts, making necessary adjustments to the estate planning documents.
- Resubmission of the revised documents to the client for a second review, ensuring that the changes align with their requirements.
Second Round of Revisions:
- Additional modifications to the documents based on further feedback from the client.
- Focus on refining and finalizing the documents to accurately reflect the client’s estate planning goals.
Finalization of Documents:
-
- Completion of all necessary revisions and finalizing the estate planning documents.
- Conducting a comprehensive final review for accuracy, completeness, and compliance.
Delivery of Completed Documents:
-
- Timely delivery of the finalized estate planning documents to the attorney and their client.
- Ensuring all documents are executed correctly and are ready for implementation.
Exclusions and Additional Services:
- Services included are limited to the drafting of standard estate planning documents and two rounds of revisions.
- Additional services, such as complex estate planning strategies, extensive legal research, or additional document revisions beyond the two included, may be provided at an additional cost.
Completion and Feedback:
- The service is considered complete upon the delivery and acceptance of the final estate planning documents, or after the specified rounds of revisions for the service.
- Feedback from the attorney and/or their client may be solicited to ensure satisfaction and to identify areas for future service enhancement.
This scope is designed to provide attorneys and their clients with a clear, comprehensive, and cost-effective solution for their estate planning needs, ensuring quality service and client satisfaction.