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5 Cards in this Set
- Front
- Back
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Intro to Fee Agreement
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This is our fee agreement. We do this for a couple of reasons. one Bar Association likes us to do it and to we don't want to have any disagreement of what you're paying. My guess is eight or 10 weeks from now or not to remember what you're getting or what you're paying. We are trying to take that whole element at the process. Me show you what we're doing for us were doing a revocable living trust, a joint trust, pour over well, a certificate of trust. A certificate of trust is what you take to the bank or various places that tells them the name of the trust and the Social Security number tied to the trust who to trust these are but it doesn't give away all the other information that that is private. You're also getting a living will health care power of attorney property power of attorney HIPPA form (with the proper privacy who has access to your medical information) and all the funding for your trust. If you would be so kind to initial initial and date this page.
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Attorney's Fees
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Now the top of the next page talks about attorneys fees. As we talked about our attorneys fees are X. we also have a $75 fee for deeds and and $17 per parcel to hoard those needs. Your initial payment today is X. the balance will be doing your final signing meeting.
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Client Responsibility
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The next part is about client responsibility. We of course don't know what your assets are and the only way we can fund your trust correctly is if you tell us what you own. So we are just saying that it your responsibility to tell us what your assets are.
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Representing Married Couples
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The next section below that is the section about representing married couples. As you know there's no secrets among gods, and when you represent more than one person you have to make a disclosure that if a husband tells me something I'm good at tell the wife and wife tells me something I Minitel husband the point is is that there are no secrets among us. It also talks about if you ever get a divorce we won't represent you in that capacity. Here's the thing we don't do divorce law anyways. If you're okay with that I'll have the signing date at the bottom of the page.
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Asset Information Packet
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Okay this is the asset packet that were dinner give you as homework. What were looking for is, don't feel intimidated, there are more assets you could think of that you actually own and here. What we're really looking for is account numbers and the place where the account is located in who is the owner. We don't care about values there two ways you can do this. My preference is that you bring in your latest statements and we can make a photocopy and give the original back to you this packet is a way of stuffing all your accounts. An alternative you can just hand write everything. Just be in errors of drafting. Do you have it a savings account do you have a checking account? Then I put it big X. through it.
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