Estate Planning Engagement Letter For Unmarried Client: Flat Fee Arrangement

This legal template is an Estate Planning Engagement Letter specifically designed for unmarried clients, operating under USA law. The letter establishes a flat fee arrangement between the estate planning attorney and the client. Estate planning refers to the process of managing and organizing one's assets and affairs during their lifetime, and eventually transferring those assets to chosen beneficiaries upon their death.

As it specifically targets unmarried clients, it suggests that the template caters to individuals who are not married, whether single, divorced, or widowed. It could encompass a wide range of scenarios, such as individuals who choose not to marry or have yet to find a life partner, same-sex couples who are not permitted to legally marry in certain jurisdictions, or those who have dissolved their marriages but have not remarried.

The engagement letter outlines the legal services provided by the attorney and the responsibilities and expectations of both parties. It may include various aspects related to estate planning, such as drafting wills, establishing trusts, assigning powers of attorney, healthcare directives, and beneficiary designations. The engagement fee structure is mentioned as a flat fee arrangement, meaning that both the client and attorney agree upon a predetermined, fixed cost for the legal services provided. This could be advantageous for clients, as it offers cost predictability and encourages transparency.

Considering the complexity of estate planning and its potential impact on an individual's assets and beneficiaries, having a legal document like this engagement letter helps to establish a formalized agreement between the attorney and the unmarried client. It sets clear terms and expectations, ensuring that both parties are on the same page throughout the estate planning process.