This Estate Planning Agreement covers the estate plan review we will do for you. If something is unclear, we use the proposal to confirm what you asked us to do, and we use the terms below to confirm how we will work together.
Our job is to help you get to a set of decisions that will hold up when they are tested, and to hand you a clear instruction pack for your lawyer or notary to put into legal form.
What we will do
We will deliver the estate plan review as a project, using the steps we described: intake (asset list and family map), beneficiary and pension nomination audit, a death and incapacity scenario run, a draft instruction pack for your lawyer or notary, and final sign-off with you.
What you get is exactly what is listed in the proposal under “What you get”. You will also get one scenario meeting in Week 2, then a written decision summary from us, and a sign-off point in Week 3 once the lawyer/notary instruction pack matches your decisions. If we discover missing documents, new assets, or a family or residency change that shifts the work, we will explain what changes and agree the added fee with you in writing before we do extra work.
Payment
To book the estate plan review, we invoice 25% of the price when you sign the proposal. We start work once that booking invoice is issued, unless we agree a different start date with you in writing.
We invoice the remaining 75% when the engagement is complete, meaning we have delivered the final instruction pack and your written decision summary, and you have had the sign-off opportunity described in the proposal. Each invoice is payable within 14 days of its date. If an invoice becomes overdue, we pause meetings and further work until the account is up to date, and we will tell you what is on hold and what we need from you to restart.
Privacy and files
We treat your documents, family information, financial details, and our notes as confidential. We only share them with people you ask us to involve, such as your lawyer, accountant, or a family member, and we ask you to give us those names in writing so there is no doubt about who is included.
When the estate plan review ends, you keep ownership of your original documents and your decisions. We keep our working papers and copies in our files so we can support what we advised and resend the final pack if you need it later. If you want us to delete electronic copies after delivery, tell us and we will confirm what we can remove while still keeping the records we reasonably need to run the practice.
How we are engaged
We are engaged as an independent adviser team for this project. We are not your employees, and we do not make decisions for you. You stay in control of what you decide, who you appoint, and what you sign.
We use our own tools, templates, and working methods, and we handle our own taxes, insurance, and staffing. You do not have authority to direct our team day to day, but you can always tell us what you want to prioritise, what your deadlines are, and who needs to be included in meetings. We will tell you who on our side is leading each part of the work so you know who you are hearing from and why.
What we are responsible for
We are responsible for doing the estate plan review with reasonable care, based on the documents and information you give us, and for writing your decisions back to you in a way you can check and sign off.
We are not responsible for outcomes caused by missing or incorrect information, unsigned or outdated documents, or changes you do not tell us about, such as a new relationship, a divorce step, a move of tax residency, or a new asset purchase. We also do not control how third parties act, including pension providers, insurers, banks, courts, lawyers, and notaries. We will flag what can break in cross-border situations and what to check, but legal drafting, witnessing, filings, and any notary fees sit with your chosen lawyer or notary.
Ending the work
Either you or we can end the engagement by telling the other in writing. We will then agree a practical end date in writing, based on what is already booked, what is in progress, and what you need handed over so you are not left mid-step.
If the engagement ends early, you pay for the work completed up to the end date. If we have already invoiced more than the value of the completed work, we credit the difference. If we have invoiced less, we invoice the balance. On exit we will hand over what we have produced to that point, including our current decision summary and any draft instruction pack, and we will confirm what is still open so your lawyer, notary, or a new adviser can pick it up without guesswork.
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