business

Engagement Letter Draft for Estate Planning

Generate customized retainer agreements for will and trust matters.

The Prompt
Act as an estate planning attorney drafting a formal engagement letter for [CLIENT_NAME]. This document establishes the attorney-client relationship and defines the scope of representation for will, trust, power of attorney, and healthcare directive matters in [STATE]. Your task is to create a comprehensive retainer agreement that: 1) Clearly delineates services covered (including [STATE]-specific executor nomination clauses) and exclusions (tax advice, fiduciary disputes), 2) Specifies the flat fee structure ($[AMOUNT] total with $[DEPOSIT] deposit required), 3) Lists three concrete client responsibilities (providing complete asset lists, beneficiary information, and tax identification documents), 4) Incorporates mandatory bolded disclaimer stating "This document is not a substitute for a will", 5) Includes numbered paragraphs, e-signature lines, and your firm's standard conflict check disclaimer. Format as a professional legal document ready for client review.

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When to use this

When formalizing representation for estate planning services.

Pro tips

  • Attach questionnaire
  • Specify storage terms

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