Template LEGAL SERVICES AGREEMENT

Client's Name

First NameLast Name

Name of Spouse (if applicable)

First NameLast Name

LEGAL SERVICES AGREEMENT (Estate Planning Only) This document is the legal services agreement that California law requires lawyers to have with their clients.

1. IDENTIFICATION OF PARTIES. This agreement is made between the office of Attorney Kathleen Siemont, hereafter referred to as "Law Firm", and hereafter the person(s) signing this agreement, referred to as "Client."

2. CONDITIONS. This agreement will not take effect, and Law Firm will have no obligation to provide legal services, until Client returns a signed copy of this agreement, and pays the fee required by Paragraph 7 of this agreement.

3. FEES. DOCUMENT RECORDING FEES, COURT COSTS, FILING FEES, NOTARY SERVICES, POSTAGE, OR OTHER LEGAL EXPENSES INCURRED TO TRANSFER ASSETS TO YOUR TRUST ARE RESPONSIBILITY OF THE CLIENT TO PAY. See table listing under # 8.

4. RESPONSIBILITIES OF LAW FIRM AND CLIENT.

Law Firm will allocate FOUR HOURS to complete the documents and perform the legal services called for under this agreement, based on client's provided information. This includes keeping Client informed of progress and developments, and responding within a reasonable time to Client's inquiries and communications.

Client will provide timely and accurate information for preparation of estate documents. It is Client's responsibility to provide accurate information identifying assets to be placed within their Trust. Bank Accounts are not included in the Trust, and Client has responsibility to designate beneficiaries on all financial accounts. Attorney only will transfer real estate into Client's trust via grant deed.

5. RETENTION OF FIRM AND ATTORNEY: Your Attorney is: Kathleen Siemont, of the Law Offices of Kathleen Siemont, located at 701 Southampton Road, Suite #211, Benicia, California 94510. My email address is Katie@SiemontLaw.com. Please note email is the preferred method of communication. Phone (415) 235-3682. Phone hours are from 9 am to 5 pm, M through F.

Office hours are by appointment only.

Office is located: 701 Southampton Road, Suite #211, Benicia, CA. 94510.

Note office is located on the Second floor. No elevator available. Home visits available within 15 miles of Benicia Office location.

6. SCOPE OF WORK REQUESTED : (select one)ADDITIONAL EXPENSES OF APPROXIMATELY $250 FOR RECORDING, FILING, REQUESTING DEED COPIES, AND NOTARIZATION ARE NOT INCLUDED IN THE BELOW PRICING.

Individual Will, 2 Powers of Attorney, no real estate for one person $750One Transfer on Death Deed, Single Person $1850Two Transfer on Death Deeds for Jointly Owned Property, Two Owners $3700Joint Living Trust for Couple, includes Two Wills, Powers of Attorney, Grant Deed, and Certification of Trust $4500Amendment of Existing Trust - Single Issue Amendment $2250Restatement of Trust - Review of existing documents, Drafting of current provisions and Summary of requested changes, Restatement of entire document $3500

7. TIMEFRAME: Client acknowledges all revisions to documents must be completed within 90 days. At the end of 90 days, any further changes will only be done on an hourly basis at standard rate of $350 per hour. Estate Plans include up to FOUR HOURS of review and signing time with Attorney. Time expended in excess of allocated time for client changes or corrections will be charged at hourly rate of $350.

INITIAL

8. FILING FEES, NOTARY, RECORDING FEES, DEED COPY REQUESTS

Expenses which are NOT including in the above quoted fees.

Notary Fee Witness Fee $15 per acknowledgement / document

Transfer on Death recording $97 - $110 per deed

Request Deed per owner $15-$20 per deed

Recording Fee for Deeds $97- $110 per deed

**Expenses generally add an additional $250 to the preparation cost.**

COPIES: Law Firm will provide Client with one extra copy of their estate planning documents in both hard copy and electronic (scanned) copy.

9. DISCLAIMER OF GUARANTY. Although Law Firm may express an opinion about possible results regarding the outcome of Client's matter, Law Firm cannot guarantee any particular result. Client acknowledges that Law Firm has made no promises about the outcome and that any opinion offered by Law Firm in the future will not constitute a guaranty.

10. ERRORS & OMISSIONS COVERAGE. Law Firm does not maintain errors and omissions insurance in the amount required by California law.

11. ENTIRE AGREEMENT. This agreement contains the entire agreement of the parties. No other agreement, statement, or promise made on or before the effective date of this agreement will be binding on the parties.

Attorney or Client may terminate representation for any reason. Sometimes people do not work well together. Other basis for termination of representation would include failure to maintain or respond to communication, failure to respond to requests for information, rudeness or unprofessionalism, excessive or unreasonable demands, or issues of possible undue influence.

12. FEES/DEPOSIT. Client to pay total fee due at time of completing this agreement. Upon completion of documents, Client to review and approve, then pay an additional amount of approximately $250 for expenses of recording, witness fees and notarization. Total amount of payment due upon Attorney's provision of draft documents to client, not upon client's execution of documents. Expectation of completion of documents no longer than 90 (ninety) days after Client's payment of fees and provision of complete and accurate asset and information.

11. CHARGEBACK POLICY All references to a “chargeback” refer to a reversal of a credit/debit card charge. There is no reason for a chargeback to ever be filed. If a credit is due, simply contact Attorney for payment. You agree to immediately contact Attorney if You feel that Your credit/debit card was used fraudulently in connection with the Services. You agree to repay Attorney all costs and expenses incurred as a result of any chargeback your file.

YOU AGREE THAT YOU WILL NOT CHARGEBACK ANY AMOUNTS CHARGED TO YOUR CREDIT/DEBIT CARD BY LAW OFFICES OF KATHLEEN SIEMONT, LLC, IN CONNECTION WITH THE SERVICES AND PURSUANT TO THIS AGREEMENT. IF YOU CHARGEBACK A CREDIT/DEBIT CARD CHARGE FOR A PAYMENT INITIATED BY YOU, YOU AGREE THAT LAW OFFICES OF KATHLEEN SIEMONT, LLC MAY RECOVER THE AMOUNT OF THE CHARGEBACK, IN ADDITION ANY CHARGEBACK FEES LEVIED BY A PAYMENT SERVICE PROVIDER, BY ANY MEANS DEEMED NECESSARY, INCLUDING BUT NOT LIMITED TO RECHARGING YOUR CREDIT/DEBIT CARD OR HAVING THE AMOUNT RECOVERED BY A COLLECTION AGENCY.

12. ELECTRONIC/FACSIMILE SIGNATURE TREATED AS ORIGINAL. Client's facsimile signature on this agreement will constitute Client's original signature and Client's acceptance of the terms of this Agreement.

13. EFFECTIVE DATE OF AGREEMENT. The effective date of this agreement will be the date when, having been executed by Client, the agreement is received by Law Firm.

14. CANCELLATION: Either party may cancel this agreement in writing by email or written letter, prior to the completion of the first draft of Client's estate planning documents. After Attorney has provided a draft set of Estate planning documents, Client's paid deposit refund will be reduced by 50%.

Once effective, this agreement will, however, apply to services provided by Law Firm on this matter before its effective date. Even if this agreement does not take effect, Client will be obligated to pay Law Firm the reasonable value of any services Law Firm may have performed for Client. (For example, requesting copy of deeds from recorder, and any expenses advanced on Client's behalf).

15. CLIENT ACKNOWLEDGEMENT:

I have read and understand the foregoing is a request for legal services.

The undersigned has read the foregoing Legal Services Agreement and understands its terms and agrees to be liable, jointly and severally, for all obligations under this agreement. I understand I may cancel this agreement prior to completion of the requested documents and receive a full refund, less any expenses actually incurred.

If cancellation of service occurs after provision of draft documents, client acknowledges only 50% of the total will be returned. Client agrees to provide full and complete information on all issues, client's failure to include and properly identify assets will result in failure of client's estate plan.

I will maintain contact with Attorney's office and notify promptly of any address or contact information changes.

Name

First NameLast Name

Email Address

example@example.com

Mailing Address

City State Zip

Date

Client Name / Signature

Client Spouse Name / Signature (required only for joint estate plans)

PAYMENT INFORMATION

Individual Will Will for one person, includes Power of Attorney for Finances, and Power of Attorney for Health Care

$750.00 Quantity

Transfer on Death Deed - ONE PERSONPreparation of one transfer on death deed for one property. Additional costs not included in this amount include Request for deed from Recorder ($25), Notary ($15 per document) and Recording costs for deed ($110). Total of $1995 with expenses

$1,850.00 Quantity

Transfer on Death Deed - TWO PEOPLEPreparation of TWO Transfer on Death Deeds for property owned by joint owners. One each per owner. Additional costs not included in this amount are Recorder's Deed request ($25), Notary ($15 per document) and Recording costs for deed ($110). Total with expenses: $3,975.

$3,700.00 Quantity

Individual Living Trust PlanIndividual Living trust, Pour Over Will, Power of Attorney for Finances, Power of Attorney for Health Care, Certification of Trust, Grant Deed to Transfer one property into Trust, PCOR, Request for deed from Recorder ($25), Notary ($15 per document) and Recording costs for deed ($110). Total with expenses $3,650

$3,500.00 Quantity

Joint Living Trust PlanPreparation of Joint Revocable living trust for married couple or domestic partners; Two Pour Over Wills, Two Powers of Attorney for Health Care, Two Powers of Attorney for Finances, Grant Deed to transfer property into Trust. Expenses include Request for Deed from recorder ($25), Notary ($15 per document/signer) and Recording costs for deed ($110). Total with expenses: $4665

$4,500.00 Quantity

Total

$0.00

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LEGAL SERVICES AGREEMENT LAW OFFICES OF KATHLEEN SIEMONT