Coverage and Scope
Your legal insurance plan may cover a wide variety of legal matters. Coverage under your plan and the Firm's willingness to accept a matter are separate questions.
We determine which matters we accept under a legal insurance plan, how those matters are handled, and the scope of services we provide. If a requested service falls outside what we offer under the plan, we will tell you before proceeding.
Estate Planning
For covered estate planning matters, legal insurance may cover the document-preparation portion of the matter. It does not cover every step required to make the plan operational.
Document execution, deed recording, trust funding work, asset review, and out-of-pocket expenses may remain the client's responsibility. Under the current estate planning engagement letter, a required client-paid estate planning fee applies when you schedule document execution.
Current Estate Planning Client-Paid Fee
The engagement letter describes a $750 estate planning fee for an estate plan requiring one deed. That fee consists of document execution, deed recording service and fees, and the Asset Review Stage.
Additional deeds, extra funding work, late changes, and services outside the listed estate planning scope may involve additional client-paid costs or a separate engagement.
Quotes Before Additional Work
When work is outside the covered estate planning scope, we endeavor to quote the cost before work begins. Some matters are inherently unpredictable, and some requests may require a separate engagement letter before the Firm can proceed.
Insurance coverage is determined by your provider. We do not represent your insurance company, and a provider's coverage decision does not require the Firm to accept a matter or provide a service in a particular form.
Next Step
If you have legal insurance and want to begin an estate planning matter, start with the estate planning walkthrough.