1. Services CLIENT confirms that they either have an estate plan that no longer reflects their desires, or they have no estate plan at all and are electing to work with COACH for providing estate planning services. COACH will work with CLIENT to help gather client information and decisions in EncorEstate Plans (hereinafter referred to as “ENCORE”) software and help them navigate through the software. COACH provides CLIENT with access to ENCORE to allow CLIENT to prepare their own documents through the ENCORE software.
2. No Legal Advice CLIENT understands that COACH is not a licensed attorney and will be giving no legal advice, creating no legal documents, and is not acting in the capacity of an attorney as part of the engagement. CLIENT understands that ENCORE enables CLIENT to create their own legal documents through ENCORE’S interactive software. CLIENT also understands that ENCORE is not their attorney.
3. Fees & Payment Fees and Expenses shall be pursuant to Exhibit A. No other fees can be charged without CLIENT’S authorization. All fees shall be payable according to COACH’S instructions.
Exhibit A: GENERAL DESCRIPTION OF MATTER
The general nature of the matters for which COACH will be compensated pursuant to the Agreement are the following: (1) General estate planning education and guidance; (2) General trust guidance –types and features; (3) General explanation of estate planning structures/documents; (4) General explanation of estate planning and gifting strategies; (5) General explanation of types and treatment of trust income; (6) General guidance on sources of estate liquidity; (7) General guidance on the impact of account and trust beneficiary designations (8) Assistance with gathering information to input in to the ENCORE software
The general nature of the matters for which ENCORE will be compensated pursuant to the Agreement is the following: (1) Preparation of estate planning documents; (2) Preparation and recordation of real estate deeds into trust; and (3) Review of information transmitted by CLIENT to make certain estate planning goals are adequately met.
FEES
COACH and CLIENT agree to a flat fee of $ . CLIENT understands that $ (Plan + Deed Cost) or $ (Plan only) is being paid to ENCORE by COACH for ENCORE’S services as detailed above. COACH is to receive $ for their services as detailed above.