TasksLegal DraftingBusiness track

Estate-planning engagement letter

biz-legal-01suite v1.0text

Quality25%judge panel
Correctness45%judge panel
Completeness30%deterministic · element-checklist

Exact prompt sent to every model

Draft an engagement letter from Harbor & Lane LLP (a two-attorney Georgia firm) to new clients Daniel and Priya Okafor for a flat-fee estate plan: revocable living trust, pour-over wills, financial powers of attorney and advance directives for both spouses. Flat fee $4,800, half due at signing, half at document execution. The letter must: define scope precisely and list what is excluded (tax returns, trust funding of real property beyond one deed, litigation); explain joint representation of spouses and the confidentiality implications with an informed-consent acknowledgment; state how the fee is handled if the clients terminate early; address file retention (7 years) and electronic communication consent; include signature blocks for both clients and the responsible attorney. Plain English, professional, under 900 words. Do not cite specific rules of professional conduct by number.

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