Legal Services Agreement Form

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LEGAL SERVICES AGREEMENT
(Estate Plan)
This document (the "agreement") is the legal services agreement that California law
requires lawyers to have with their clients.
1.
This agreement is made between
IDENTIFICATION OF PARTIES.
___________, hereafter referred to as "Law Firm", and _____ and _______, hereafter
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.
RESPONSIBILITIES OF LAW FIRM AND CLIENT. Law Firm will
perform the legal services called for under this agreement, keep Client informed of progress
and developments, and respond within a reasonable time to Client's inquiries and
communications. Client will be truthful and cooperative with Law Firm, provide on a timely
basis all information and documents necessary to Law Firm's effective representation of
Client's interests, keep Law Firm reasonably informed of developments and of Client's
address, telephone number, and whereabouts, timely make any payments required by this
agreement and abide by this agreement. Client should keep in mind that Law Firm's ability
to adequately represent and advise Client is dependent upon Client keeping Law Firm fully
informed. It is, therefore, important that Law Firm be fully apprised of all facts and
circumstances concerning Client's assets and Client's family as well as Client's desires with
respect to the disposition of Client's property.
4.
RETENTION OF FIRM RATHER THAN PARTICULAR ATTORNEY.
Client is retaining Law Firm, not any particular attorney, and the attorney services to be
provided to Client will not necessarily be performed by any particular attorney.
5.
DELEGATION OF SERVICES. Client understands that Law Firm includes
more than one attorney, and that one or more attorneys may be utilized in the proceedings
involving Client's case. Client further understands that support personnel from Law Firm may
also do work in connection with Client's case.
6.
LEGAL SERVICES TO BE PROVIDED. The legal services to be provided
by Law Firm to Client are as follows: Preparation of the following documents: (Check
appropriate boxes)
G
Revocable Living Trust
G
Schedule A
Legal Services Agreement Page 1 of 7

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