Create a bespoke document in minutes, Â or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Estate Planning Engagement Letter
"I need an Estate Planning Engagement Letter for my law firm to use with high-net-worth clients who require complex trust arrangements and tax planning services, with specific provisions for coordinating with their financial advisors and accountants."
1. Client Identification: Clear identification of the client(s) and their contact information
2. Scope of Services: Detailed description of estate planning services to be provided
3. Fee Structure: Explanation of fees, billing methods, and payment terms
4. Timeline: Expected duration and key milestones of the engagement
5. Attorney Responsibilities: Outline of the attorney's duties and obligations
6. Client Responsibilities: Client's obligations including providing accurate information
7. Confidentiality Statement: Description of attorney-client privilege and confidentiality obligations
1. Multiple Client Disclosure: Required when representing multiple family members in joint estate planning
2. Conflict Waiver: Disclosure and waiver of potential conflicts when representing multiple related parties
3. Third Party Authorization: Authorization for communication with other professionals such as accountants or financial advisors
1. Fee Schedule: Detailed breakdown of fees for different estate planning services
2. Client Questionnaire: Form for gathering initial client information and estate planning objectives
3. Document Checklist: List of required documents and information needed for estate planning
4. Privacy Policy: Detailed explanation of firm's privacy practices and data handling procedures
Authors
Find the exact document you need
Letter Of Qualification For Estate
An official U.S. court document authorizing an individual to act as the legal representative of a deceased person's estate, governed by state probate laws.
Letter Of Office For Estate
A U.S. court-issued document authorizing a personal representative to administer a deceased person's estate, with specific requirements varying by state.
Estate Planning Engagement Letter
A U.S. legal document establishing the terms of engagement between an attorney and client for estate planning services.
Letter Of Insolvency Estate
A U.S. legal document declaring an estate's insolvency status and outlining its assets and liabilities under federal and state regulations.
Grantor Trust Letter
A U.S. legal document that confirms grantor trust status for federal income tax purposes and outlines retained powers under IRC Sections 671-679.
Probate Letter Of Testamentary
A U.S. court-issued document authorizing an executor to administer a deceased person's estate, with specific requirements varying by state.
Letter Of Executor
A U.S. court-issued document authorizing an individual to act as executor of a deceased person's estate, with specific requirements varying by state.
Deceased Letter
A U.S.-governed personal document that conveys final thoughts, values, and messages from an individual to their loved ones after their passing.
Letter Of Appointment Estate
A U.S. court-issued document that officially appoints someone to manage a deceased person's estate under state probate laws.
Estate Letter Of Instruction
A U.S. estate planning document that provides detailed guidance to executors and family members about managing and settling an estate.
Letter Of Intent To Purchase Vacant Land
A preliminary document used in US real estate transactions outlining proposed terms for purchasing vacant land.
Letter Of Authority For Estate
A U.S. court-issued document authorizing an individual to act as administrator of a deceased person's estate.
Letter Of Nomination Of Executor
A U.S. legal document formally nominating an individual to serve as executor of an estate, subject to state probate laws.
Estate Letter Of Direction
A U.S. legal document providing detailed instructions to executors and trustees regarding estate administration and asset distribution.
Last Will And Testament Letter
A legally binding document under U.S. state laws that outlines how an individual's assets should be distributed after death.
Estate Planning Letter Of Intent
A non-binding U.S. document that provides detailed guidance to executors and guardians regarding personal wishes and estate administration preferences.
Letter Of Administration Of Estate
A U.S. court-issued document authorizing an administrator to manage a deceased person's estate in the absence of a will.
Download our whitepaper on the future of AI in Legal
³Ò±ð²Ô¾±±ð’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a £1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our for more details and real-time security updates.
Read our Privacy Policy.