Legal Life Agreement

LEGAL LIFE AGREEMENT

This Legal Life Agreement ("Agreement") is made effective as of by and between Client Name: with Address: and Service Provider Name: with Address: .

RECITALS

WHEREAS, Client seeks to arrange for ongoing personal and legal life management services including but not limited to coordination of health care, financial oversight, and housing assistance as described in this Agreement; and

WHEREAS, Provider represents that Provider has the experience, capacity and legal authority to provide such services and agrees to act in accordance with the terms set forth in this Agreement; and

WHEREAS, the parties desire to set forth their respective rights and obligations with respect to the services, authority, compensation and protections described below.

NOW, THEREFORE, in consideration of the mutual covenants contained herein and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parties agree as follows:

1. DEFINITIONS

In this Agreement, the following terms have the meanings set forth below: "Client" means the individual identified as Client Name; "Provider" means the individual or entity identified as Service Provider Name; "Services" means the care, management and legal-related services described in Section 2 below; and "Effective Date" means the date set forth above.

2. SCOPE OF SERVICES

Provider shall perform the Services reasonably necessary for Client's care and legal-life management, which shall include: (a) coordination of medical and personal care providers; (b) oversight of daily living arrangements and housing issues; (c) assistance with budgeting, bill payment and financial record-keeping to the extent authorized by Client; and (d) facilitation of communications with legal counsel or governmental agencies when requested by Client. Provider shall act in good faith, with reasonable care, and in the Client's best interests.

3. AUTHORITY AND LIMITATIONS

Client hereby authorizes Provider to take actions reasonably necessary to carry out the Services, including executing consents, making routine financial transactions on Client's behalf subject to any written limitations provided by Client, and communicating with health care providers and insurers. Provider shall not sell, transfer, encumber, or otherwise dispose of Client's real property or make gifts of Client's assets without prior written authorization signed by Client and an independent attorney or other approved representative.

4. TERM

This Agreement shall commence on the Effective Date and continue until terminated pursuant to Section 10. Either party may terminate for convenience upon thirty (30) days' prior written notice to the other party in accordance with the Notices provision below.

5. COMPENSATION AND EXPENSES

Client shall compensate Provider as follows: Base fee of per month and reimbursement for reasonable out-of-pocket expenses incurred in performing the Services, subject to prior approval for any single expense exceeding .

Payment shall be due within days of invoice. Provider shall maintain accurate receipts and records for expenses and shall provide such records to Client upon request.

6. DUTIES, STANDARDS AND REPRESENTATIONS

Provider represents and warrants that Provider will (a) perform Services in accordance with applicable professional standards, including applicable licensing requirements where relevant; (b) act loyally and in good faith in the Client's best interest; and (c) disclose promptly any conflicts of interest. Client represents and warrants that Client has the authority to enter into this Agreement and to grant the authorizations set forth herein.

7. CONFIDENTIALITY AND PRIVACY

Provider shall maintain the confidentiality of Client's personal, health and financial information and shall disclose such information only as required to perform the Services, as required by law, or with Client's express written consent. Provider shall comply with applicable privacy laws and shall use reasonable safeguards to protect confidential information from unauthorized access.

8. RECORDS; ACCESS

Provider shall keep accurate records of services performed, decisions made on behalf of the Client, and expenditures made on Client's behalf. Client or Client's authorized representative shall have reasonable access to such records upon request.

9. LIABILITY; INSURANCE

Provider shall perform Services with reasonable care. Provider is not an insurer and shall not be liable for indirect, incidental or consequential damages except for willful misconduct or gross negligence. Provider shall maintain liability insurance appropriate to the Services provided and shall provide evidence of such insurance to Client upon request.

10. INDEMNIFICATION

Each party shall indemnify, defend and hold harmless the other party and its officers, agents and employees from and against any claims, liabilities, losses or expenses (including reasonable attorneys' fees) arising from the indemnifying party's breach of this Agreement, negligence, or willful misconduct.

11. TERMINATION

In addition to termination for convenience, this Agreement may be terminated immediately by written notice if either party materially breaches any term of this Agreement and fails to cure such breach within fifteen (15) days after receipt of written notice specifying the breach. Upon termination Provider shall deliver to Client all records, documents and property of Client in Provider's possession.

12. NOTICES

All notices, demands or communications required or permitted under this Agreement shall be in writing and shall be deemed given when delivered personally, sent by certified mail, return receipt requested, or sent by nationally recognized overnight delivery service to the addresses set forth below or to such other address as a party may designate in writing.

13. AMENDMENTS; WAIVER

No amendment, modification or waiver of any provision of this Agreement shall be effective unless in writing and signed by both parties. A waiver of any breach shall not be construed as a waiver of any other breach.

14. COUNTERPARTS

This Agreement may be executed in counterparts, each of which shall be deemed an original and all of which shall constitute one and the same instrument. Signatures delivered by electronic means shall be binding.

15. GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the state specified below without regard to its conflict of law principles.

16. ENTIRE AGREEMENT

This Agreement constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals and communications, whether written or oral.

17. SEVERABILITY

If any provision of this Agreement is held to be invalid, illegal or unenforceable, the remaining provisions shall continue in full force and effect, and the parties shall negotiate in good faith to replace the invalid provision with a valid provision that achieves, to the extent possible, the original economic, legal and commercial intent.

18. MISCELLANEOUS

The headings used in this Agreement are for convenience only and shall not affect the interpretation of this Agreement. Any references to days shall mean calendar days unless otherwise specified.

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