Sample Engagement Letter for Husband and Wife

Here is sample engagement letter for a husband and wife which was offered as a supplemental handout by Rob Harrison, one of our instructors. He is an excellent estate planning attorney who is based in in San Rafael, California.

I like the format, the sample fee schedule attached and the conflict of interest waiver provision.

Rob teaches the Preliminary Matters class in Bay Area Revocable Trust Course.

Check it out    –   Appendix B Engagement Letter



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