Estate Management Application

ESTATE MANAGEMENT APPLICATION

Applicant Name:    Applicant Contact Phone:

Estate Manager (Company) Name:    Manager Contact Phone:

WHEREAS

WHEREAS, Applicant is the duly authorized personal representative, executor, trustee, or lawful representative of the estate identified below and seeks professional management of estate assets pending administration, sale, or distribution; and

WHEREAS, Estate Manager is engaged in the business of real property and asset management and has represented that it possesses the experience and personnel necessary to manage, preserve, maintain, and account for estate property in accordance with applicable fiduciary duties; and

WHEREAS, the parties desire to record in writing the scope of services, compensation, term, and other material terms for management of the estate assets described herein.

APPLICANT INFORMATION

ESTATE INFORMATION

PROPERTY INVENTORY (ATTACH ADDITIONAL SHEETS AS NEEDED)

Property 1

Property 2

Additional Properties

SCOPE OF WORK

The Estate Manager shall perform the services described below, which may include property preservation, oversight of maintenance and repairs, tenant and lease administration, bill payment from estate accounts, secure storage and inventory of personal property, marketing and sale of assets where authorized, and regular accounting to Applicant.

PAYMENT TERMS

Management Fee (flat or percentage):

Billing Schedule:

Retainer or Initial Deposit (if required):

Late Fee / Interest on Overdue Amounts:

Expenses and Disbursements: Estate Manager shall be reimbursed for reasonable out‑of‑pocket expenses incurred in the performance of its duties upon submission of supporting documentation. Extraordinary expenditures in excess of require prior written approval from Applicant.

TERM AND TERMINATION

Commencement Date: .    Anticipated End Date: .

Either party may terminate this engagement for convenience upon days' prior written notice. Termination for material breach may be immediate if the breaching party fails to cure within a commercially reasonable period not to exceed days after written notice.

Upon termination, Estate Manager shall deliver to Applicant all estate records, keys, access codes, and any funds held in trust for the estate, and shall render a final accounting within days of the termination date.

CONFIDENTIALITY

The parties acknowledge that in the course of performance they will receive or have access to nonpublic, confidential, or proprietary information. Each party shall hold such information in strict confidence, shall use it solely for purposes of performing this engagement, and shall not disclose it to any third party except to its employees, agents, contractors, or advisors who have a need to know and who are bound by confidentiality obligations no less restrictive than those set forth herein. This obligation shall survive termination of this engagement for a period of five years or as required by applicable law.

GOVERNING LAW

This Application and any resulting management agreement shall be governed by and construed in accordance with the laws of the state of , without regard to principles of conflicts of law. The parties consent to the exclusive jurisdiction of the state and federal courts located in that state for resolution of disputes arising out of this engagement.

ENTIRE AGREEMENT

This Application, together with any attachments and any subsequently executed management agreement incorporating these terms, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior negotiations, understandings, and agreements. No modification shall be binding unless made in writing and signed by both parties.

CERTIFICATIONS AND AUTHORIZATIONS

By checking the boxes below and signing, Applicant certifies under penalty of perjury that Applicant is authorized to engage the Estate Manager on behalf of the estate described herein, that all information provided in this Application is true and correct to the best of Applicant's knowledge, and that Applicant will provide copies of letters testamentary, letters of administration, trust instrument, or other documents evidencing authority upon request.

I certify that I have the legal authority to retain estate management services.

I authorize Estate Manager to access, inspect, and take reasonable actions required to secure and preserve estate property as described in the Scope of Work.

Attachments included with this Application (list):

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