Scope of Fixed Fee Estate Planning Services

Written by Stacey M. Lake
Updated 11 months ago

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.

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