The first step toward your estate plan is to read this
Retainer Agreement completely. If you agree with its terms and conditions,
please:
1. Print this form out using the print
command on your browser, sign the form and mail to
Philip J. Hoskins
10940 Wilshire Blvd. Suite 1400
Los Angeles, CA 90024
2. Click on the "Agree" link
at the bottom of this page.
Retainer Agreement for Individual
Starter Estate Planning Package
This ATTORNEY-FEE AGREEMENT ("Agreement") is entered into by
and between ___________________ ("Client") and Philip J. Hoskins
("Attorney").
CONDITIONS. Attorney will have no obligation to provide legal services until Client
returns a signed copy of this Agreement and pays the fee payment called for under
paragraph 4. Client states that he or she is resident of California.
SCOPE AND DUTIES. Client hires Attorney to provide legal services in connection with
preparation of one Last Will customized for Client Attorney shall provide:
- one draft
- one Final Document.
- Attorney will prepare a custom Will entirely based upon the statements of Client and will
make no independent investigation of the facts or circumstances of Client's situation.
- Client specifically desires to make use of the internet for his/her work in connection
with these services and understands that any in-office consultation with regard to this or
any matter will be paid by client at the hourly rates quoted below.
Client shall read the Client Workbook provided by Attorney, complete the Estate Planning
Questionnaire, be truthful with Attorney, cooperate with Attorney, keep Attorney informed
of developments, abide by this Agreement, pay Attorney's fees in advance and keep Attorney
advised of Client's address, telephone number and whereabouts.
FEES. Client shall pay the sum of $200.00 for the services provided herein all of which
sum shall be non-refundable and deemed earned upon the
signing of this agreement.
- Client agrees to pay for any additional, requested legal services at the rates
shown on the attached Rate Schedule.
- Additional fees will be payable for:
- work in connection with any second or subsequent revision of documents,
- customization of documents from standard forms at clients request,
- consultations in addition to those described above,
- any work in connection with drafting of documents for transfer of title,
- Estate tax planning services;
- telephone calls in excess of 1.5 hours and;
- any other work by attorney or his staff not described in paragraph 2 above.
COSTS AND EXPENSES. In addition to paying legal fees, Client shall reimburse Attorney
for all costs and expenses reasonably incurred by Attorney, including, but not limited to,
fees charged by any governmental unit, long distance telephone calls, messenger and other
delivery fees, postage, in-office photocopying, parking, mileage, facsimile transmission
fees, computer assisted research charges and other similar items.
DISCHARGE AND WITHDRAWAL. Client may discharge Attorney at any time, although no refund shall be given of fees paid. Attorney may withdraw
with Client's consent or for good cause. Good cause includes:
- Client's breach of this Agreement,
- Client's refusal to cooperate with Attorney or to follow Attorney's advice on a material
matter or any fact or circumstance that would render Attorney's continuing representation
unlawful or unethical.
- If Attorney withdraws, he shall refund to Client within 10 days any fees not earned,
based upon work actually completed and the hourly rate quoted herein.
CONCLUSION OF SERVICES. When Attorney's services conclude, all unpaid charges shall
become immediately due and payable. After Attorney's services conclude, Attorney will,
upon Client's request, deliver Client's file to Client, along with any Client funds or
property in Attorney's possession.
RELEASE OF CLIENT'S PAPERS:At the termination of services under this
Agreement, Attorney will release promptly to Client upon request, all of Client's papers
and property, including correspondence, legal documents and other items reasonably
necessary to Client's representation. Attorney is free to dispose of any such items if not
requested by Client after a period of one year of the termination of services.
DISCLAIMER OF GUARANTEE. Nothing in this Agreement and nothing in Attorney's statements
to Client will be construed as a promise or guarantee about the outcome of Client's
matter. Attorney makes no such promises or guarantees. Attorneys comments about the
outcome of Client's matter are expressions of opinion only.
EFFECTIVE DATE. This Agreement will take effect when Client has performed the conditions
stated in paragraph 1, but its effective date will be retroactive to the date Attorney
first provided services. The date at the beginning of this Agreement is for reference
only. Even if this Agreement does not take effect, Client will be obligated to pay
Attorney the reasonable value of any services Attorney may have performed for Client.
QUALITY OF SERVICES AND INSURANCE. Attorney will competently represent the interests of
Client as set forth in this Agreement.
E-Mail - E-mail is a convenient, fast method of
communication. It is, however, not secure and communications between attorney and client
could be seen by others. Nevertheless, Client may wish to utilize this method of
communication. If you send anything to us by e-mail, you acknowledge that the same is not
secure and you hereby agree that you take any and all risk of inadvertent disclosure.
Our Rates for Other Services not included in the above package:
A. Hourly Rates
Philip J. Hoskins $ 350.00
B. Minimums
We charge for our time in minimum units of ten minutes.
C. Costs
In-office photocopying .15 per page
Mileage .30 per mile
Facsimile transmission .85 per page
D. What will you be charged for?
Subject to the terms of this agreement, as is customary for attorneys, the client shall
be billed for all consultations with the client or other persons in connection with the
matters covered by this agreement, all telephone conversations, correspondence, research,
drafting of documents and other time spent by the attorney on these matters.
Sorry, I do not agree to these terms.
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