Limited Representation – Covered by Legal Plan

Preparation of Simple Wills, Durable Powers of Attorney, Living Wills, Healthcare Surrogate Designations, and revocable trusts as necessary (no tax planning)

Dear Client:

This letter confirms that you have retained the Cemovich Law Firm, P.A. (the “Law Firm”) to prepare for each of you the following documents in accordance with Florida law: (i) Simple Wills, (ii) living wills, (iii) healthcare surrogate designations, (iv) durable powers of attorney; (v) revocable trusts (as necessary)

For me to commence work on your case, you will be required to pay a non-refundable, flat-fee of $0.00 (Covered by Legal Plan). This will cover my time in preparing the above documents, telephonic and in-office consultations with you, and execution of the above documents. This fee does not include any costs. You will be responsible for paying any of the costs associated with this engagement. Such costs typically include recording costs, filing fees, documentary stamp taxes, and courier. The costs rarely exceed $40.00 in total. My responsibility to provide the above mentioned services will not begin until the Law Firm is in receipt of the flat-fee in the aforesaid amount and an executed copy of this engagement letter. Further, the scope my work is limited to preparation of the above listed documents, unless otherwise specified in writing. Any additional work, such as revisions, codicils, amendments or other work is not covered by this flat fee.

Please note that the scope of my representation does not include advice or services regarding the following: accounting, tax, financial, business management, and related non-legal matters and advice (I advise that you engage a CPA, tax attorney or business consultant to advise you regarding these matters); title searches, surveys, inspections and other non-legal work relating to real estate (I advise that you engage a title insurance company, surveyor or other licensed professional to provide you these services); elder law, securities, labor, and other legal matters not handled by me (I advise that you engage a lawyer who specializes in these matters if you need such advice).

Furthermore, please note that you will be required to store originals and copies of the aforementioned documents in a place that is safe from flood, fires and other perils. The original documents should be stored in a place that is readily accessible to your personal representative and other fiduciaries in case of incapacity or death. The Firm does not have storage facilities and cannot be responsible for keeping copies or original documents produced under this representation.

TAX DISCLOSURE AND ACKNOWLEDGMENT:

THE CLIENT IS ADVISED TO OBTAIN INDEPENDENT AND COMPETENT TAX ADVICE PRIOR TO EXECUTING THE DOCUMENTS BEING PREPARED UNDER THIS ENGAGEMENT, BECAUSE THE TRANSFERS AND DIRECTIVES IN THOSE DOCUMENTS COULD GIVE RISE TO TAX CONSEQUENCES. THE UNDERSIGNED LAW OFFICE AND ATTORNEY HAVE NOT AGREED TO RENDER ANY TAX ADVICE AND ARE NOT RESPONSIBLE FOR ANY ADVICE REGARDING TAX MATTERS OR PREPARATION OF TAX RETURNS, OR OTHER FILINGS, INCLUDING, BUT NOT LIMITED TO, STATE AND FEDERAL INCOME AND INHERITANCE TAX RETURNS.

FURTHERMORE, THE CLIENT SHOULD OBTAIN PROFESSIONAL HELP REGARDING THE VALUATION AND LOCATION OF ALL ASSETS WHICH MAY BE THE SUBJECT OF A LEGAL MATTER INCLUDING BUT NOT LIMITED TO: PROPERTY OF ANY ESTATE, PENSIONS, EMPLOYMENT BENEFIT AND PROFIT SHARING RIGHTS THAT MAY BE CONTROLLED BY ANY OTHER PARTY TO THE LEGAL MATTER.

JOINT REPRESENTATION / CONFLICT WAIVER. Firm represents each of you under the scope of this engagement. Although each of your respective interests under the scope of the subject engagement are generally consistent, it is recognized and understood that differences between two or more clients might become evident during the course of the subject representation.

Notwithstanding these possibilities, each of you has determined that it is in his/her individual and in their mutual interests to have a single law firm represent them in the subject transaction. Accordingly, this confirms your agreement that this Firm may represent you jointly in connection with preparation and execution of the above mentioned documents. This will also confirms that each of you has agreed to waive any conflict of interest arising out of, and that you will not object to, my representation of each of you in the subject engagement. If you disagree on any issue, this Firm will ask you to resolve you differences between yourselves, without my assistance. If you cannot resolve your differences, then I will not be able to represent any of you as to that issue. If the differences are serious enough, I may be required by applicable ethics rules to withdraw from this representation and engagement completely.

It is understood and agreed that this Firm may freely convey necessary information provided to this Firm by one party to the other, and that there will be no secrets between you, as my clients, during the course of this engagement, unless both of you expressly agree to the contrary. In other words, if this Firm receives information from or about one of you that I believe the other should have in order to make decisions regarding the subject of this joint representation, I will give the other party-client the information.

This engagement shall terminate when all services specified herein have been rendered, or within 6 months from the date you sign this letter, whichever first occurs. This agreement is governed by the laws of the State of Florida.

By signing below, you agree to be bound by the terms specified in this letter. A legible facsimile or electronic (including "pdf") copy of this engagement letter and any signatures hereon shall be considered for all purposes as an original.

I appreciate your trust and confidence in asking me to assist you. I will endeavor to do my best for you at all times.

Very truly yours,
Robert L. Cemovich

1. Client completes and submits to Attorney the questionnaire
2. Attorney reviews completed questionnaire and any other information provided by Client.
3. Attorney emails or telephones Client with questions, request for clarification(s), and/or suggestions and advice by Attorney
4. Attorney prepares and emails to client first draft of documents
5. Client reviews first draft and emails to Attorney questions and/or suggested revisions
6. Attorney and Client hold a telephonic conference, as necessary, to discuss any changes to documents
7. Attorney prepares and emails to Client second draft of documents
8. Client emails to Attorney any further revisions
9. Attorney finalizes documents, based on two reviews.
10. Attorney and Client meet at Attorney’s office to discuss and execute final documents, to strategize, and address 5 or 6 additional tasks Attorney will advise Client to take after document execution.

I/we understand and acknowledge the above steps.