I/we specifically bind ourselves, our heirs, agents, assigns and representatives of any kind from taking action against The Law Offices of Jeffrey G. Marsocci, PLLC or its successors in interest from any and all added costs or problems that may result from having only a Last Will and Testament prepared by our firm as opposed to the full simple will package and/or a revocable living trust package.
In consideration for this work, you agree to pay our firm the amount or amounts stated above. This amount applies only to The Simple Will Clinic and is non-transferrable to any other plans offered by The Law Offices of Jeffrey G. Marsocci, PLLC or its successors in interest, which may require a regular estate planning process. FURTHER, you understand that the time with the attorney is limited to your scheduled allotted time on the day of the Clinic. Any additional meeting time required outside of the allotted time, shall be billed at the attorney’s rate of $300.00/hour. If it becomes apparent and/or evident during the course of your estate planning meeting with the attorney that your plan is more complex than what the Simple Will Clinic will allow, that the attorney may cancel The Simple Will documents and provide a refund of your payment for The Simple Will Clinic; at which time, additional information may be obtained and a standard (1.5 hours) meeting can be arranged for a later time.
Reliability of Information Provided by You
You understand that if any information provided to our office – written or oral – are incorrect or missing, that you will be responsible for addressing the missing information with the attorney or assistant assigned to your case; and release The Law Offices of Jeffrey G. Marsocci, PLLC or its successors in interest from any information you failed to provide or any inaccurate information you did provide.
Confidentiality and Client Identification
You have informed us that, if you are a couple, you are married to each other or planning jointly. You both have read the foregoing and understand there are potential conflicts of interest between you in the estate planning process. You consent to having our firm represent both of you to prepare an estate plan and the documents specified herein. You understand that between yourself and us, there are no confidential communications because we represent both of you. Further, you understand that no attorney-client relationship exists between our office and your heirs, beneficiaries, assigns and/or creditors, and that our office owes no duty of any kind to said individuals. Our office will only communicate with your chosen financial and/or health care representatives at the appropriate time, and our office specifically will not communicate with any other heirs, beneficiaries, assigns and/or creditors except through such legally empowered representative(s).
You understand that a fixed fee will be paid to legal counsel. You understand that once the computer documents are created, in either draft or final form, the fixed fee paid to the firm is nonrefundable.
Finally, you understand that we will maintain records of your case and one set of originals of your estate planning document(s) for a period of seven years from the date of the last action taken on your case.
If this agreement expresses your understanding of legal engagement, kindly indicate your consent at the bottom. This agreement accompanied by payment will constitute not only our understanding but also full authorization for us to act on your behalf as legal counsel for the matter referred to herein.