Legal Planning Contract

LEGAL PLANNING CONTRACT

This Legal Planning Contract (the "Agreement") is made and entered into as of by and between Planner Name: with principal address (hereinafter "Planner"), and Client Name: with principal address (hereinafter "Client"). Planner and Client are sometimes referred to individually as a "Party" and collectively as the "Parties."

RECITALS

WHEREAS, Planner is duly qualified and experienced in providing legal planning, advisory, and document-preparation services in areas specified in this Agreement; and

WHEREAS, Client desires to engage Planner to provide legal planning services limited to the scope set forth below and Planner is willing to provide such services under the terms and conditions contained herein; and

WHEREAS, the Parties intend that the services rendered under this Agreement will establish the planning documents and advice described below and that the Parties' respective rights and obligations shall be governed by the terms of this Agreement.

NOW, THEREFORE, in consideration of the mutual covenants and agreements contained herein, the Parties agree as follows:

1. SCOPE OF SERVICES

1.1 Services. Planner shall provide legal planning services as expressly described in the Deliverables below and any supplemental work authorized in writing by Client. Services may include review and preparation of documents, legal advice, coordination with third parties required to effectuate planning, and reasonable communications with Client regarding the planning objectives.

1.2 Exclusions. Unless expressly set forth in the Deliverables, Planner shall not act as escrow agent, trustee, executor, or provide tax preparation or legal representation in litigation. Any services outside the scope shall require a written amendment and may be subject to additional fees.

2. FEES, RETAINER AND EXPENSES

2.1 Fees. Client agrees to pay Planner fees calculated as follows: hourly rate or fixed fee as selected below. The selected billing method shall control.

Fixed fee    Hourly rate

2.2 Retainer. If a retainer is required, Client shall pay a retainer in the amount: to be held in Planner's client trust account and applied against billed fees and expenses in accordance with applicable professional rules.

2.3 Expenses. Client agrees to reimburse Planner for reasonable out-of-pocket expenses incurred in connection with the Services, including filing fees, courier charges, and third-party vendor costs, provided Planner obtains Client approval for any single expense exceeding .

3. TERM AND TERMINATION

3.1 Term. This Agreement commences on the Effective Date and continues until completion of the Services or earlier termination as provided herein.

3.2 Termination for Convenience. Either Party may terminate this Agreement for convenience upon fifteen (15) days' prior written notice to the other Party. Upon termination, Client shall pay Planner for Services performed and expenses incurred through the date of termination and for any reasonable wind-down costs.

3.3 Termination for Cause. Either Party may terminate this Agreement immediately upon written notice if the other Party materially breaches any provision of this Agreement and fails to cure such breach within ten (10) days after receipt of written notice specifying the breach.

4. CLIENT RESPONSIBILITIES

Client shall provide Planner with complete, accurate and timely information reasonably necessary for Planner to perform the Services. Client represents that information provided to Planner is true, correct and complete to the best of Client's knowledge and agrees to promptly notify Planner of any material changes.

5. CONFIDENTIALITY

Planner shall maintain the confidentiality of all nonpublic information provided by Client and shall not disclose such information except as required by law, to perform the Services, or with Client's prior written consent. Exceptions include information that is or becomes publicly known other than by breach of this Agreement.

6. CONFLICTS OF INTEREST

Planner confirms that, to Planner's knowledge following reasonable inquiry, no conflict of interest currently exists that would prevent Planner from performing the Services. Planner will promptly disclose any actual or potential conflict that arises during the term and will take reasonable steps consistent with professional obligations to address the conflict.

7. RECORDS; DOCUMENT RETENTION

All original documents provided by Client remain Client property. Planner's work product, drafts and internal notes are Planner's records. Upon conclusion of Services and payment in full, Planner will deliver final documents to Client. Planner may retain copies for professional records consistent with applicable rules.

8. INDEMNIFICATION; LIMITATION OF LIABILITY

Client agrees to indemnify and hold Planner harmless from any third-party claims arising from Client's failure to provide accurate information, Client's misuse of documents, or Client's failure to follow Planner's written instructions. Except for liability arising from willful misconduct or gross negligence, Planner's total aggregate liability for any claim arising from this Agreement shall not exceed the total fees paid by Client to Planner under this Agreement.

9. DISPUTE RESOLUTION

The Parties shall attempt in good faith to resolve disputes arising under this Agreement through negotiation. If negotiation fails, the Parties agree to submit the dispute to non-binding mediation conducted by a mutually agreed mediator within sixty (60) days. If mediation is unsuccessful, either Party may pursue any remedy available at law or in equity.

10. NOTICES

All notices under this Agreement shall be in writing and delivered by hand, registered mail, or overnight courier to the address set forth in the opening paragraph or such other address as a Party designates in writing. Notices are effective upon receipt.

11. AMENDMENTS; WAIVER; ASSIGNMENT

No amendment or waiver of any provision of this Agreement shall be effective unless in writing and signed by both Parties. No Party may assign its rights or delegate its obligations under this Agreement without the prior written consent of the other Party, except that Planner may assign billing rights to a successor for collection purposes.

12. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY

This Agreement shall be governed by and construed in accordance with the laws of the state indicated below without regard to conflict of law principles. The Parties agree that the courts located in the state selected shall have exclusive jurisdiction for any action not subject to mediation.

This Agreement constitutes the entire agreement of the Parties with respect to the subject matter hereof and supersedes all prior discussions, understandings and agreements. If any provision of this Agreement is held invalid or unenforceable, the remainder of the Agreement shall remain in full force and effect.

MISCELLANEOUS

Headings in this Agreement are for convenience only and shall not affect interpretation. Time is of the essence with respect to Client's payment obligations. The Parties acknowledge they have had the opportunity to seek independent legal advice before signing.

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