Estate Planning Terms of Engagement

Client hereby affirms that Client is requesting Epling Law Office, LLC and Aaron B. Epling (collectively “Epling Law”) to prepare drafts of the estate planning documents that were discussed.  The approximate cost of these documents will be discussed prior to draft generation and Client will make the first payment prior to draft generation.  The cost is subject to change because additional requests may be made and additional information may become available. We will not change the cost without asking Client for approval in advance.  Client understands that preparation of the first drafts will cause Client to be liable for the full amount due and that execution of the documents is not required prior to Client being liable for the amount due.  Client hereby releases Epling Law from any and all liability related to following up on the estate planning process more than 30 days after drafts have been first sent.  Client understands that representation will terminate under this agreement when Client has executed the documents drafted by Epling Law or 90 days from this date, whichever occurs first, unless this agreement is extended. 

If Client is married and said spouse is also being represented by Epling Law, then both Clients hereby affirm that they have been advised of possible conflicts of interest in Epling Law representing both spouses and they irrevocably waive and consent to any such conflict of interest.  

I agree that the information provided on this form is accurate to the best of my knowledge. I authorize Epling Law to discuss my representation with other professionals, including accountants and financial advisors, to the extent Epling Law believes it will benefit me. I understand that Epling Law may notify my financial advisor that a change has been made to my estate plan.

I understand that I may have counsel review the terms of this engagement.