Legal Will Follow Up

LEGAL WILL FOLLOW UP

This Legal Will Follow Up (the "Follow Up") is entered into between Client Name: (the "Client") and Attorney/Firm Name: on the date of acknowledgment: .

RECITALS

WHEREAS, the Client executed a last will and testament (the "Will") dated and delivered a copy to the Attorney for review and safekeeping; and

WHEREAS, the Client now seeks to confirm the Client's current testamentary wishes, to document any requested amendments or clarifications, and to confirm procedures for execution, storage, and dissemination of testamentary documents; and

WHEREAS, the Attorney has agreed to assist by documenting the requested follow-up instructions and by advising as to formal execution and witness/notary requirements as necessary.

NOW, THEREFORE

In consideration of the mutual covenants contained herein, the parties agree as follows:

1. SCOPE OF FOLLOW-UP

1.1 The Attorney shall perform a follow-up review of the Client's testamentary documents and shall prepare written instructions reflecting the Client's current testamentary intentions. Such follow-up services shall include: confirmation of beneficiaries, confirmation or appointment of executor(s), instructions regarding specific bequests, identification of property subject to testamentary disposition, and advice concerning formal execution requirements.

1.2 Client acknowledges and confirms current executor/probate contact as: Executor Name: ; Executor Contact/Address: .

2. CLIENT DECLARATIONS AND INSTRUCTIONS

2.1 Client affirms that the following statement best describes the Client's current intentions (select one):

No changes to the Will are requested at this time. Minor amendments requested; prepare codicil reflecting items described below. Comprehensive rewrite requested; prepare draft will consistent with instructions below.

3. ASSETS, BENEFICIARIES, AND SPECIAL INSTRUCTIONS

3.1 Client confirms that the Client's current primary residence is located at: .

3.2 If the Client designates a trust or fiduciary arrangement, identify trustee and basic terms: Trustee Name: ; Trust Purpose/Notes: .

4. EXECUTION, WITNESSES, AND NOTARIZATION

4.1 The Attorney will advise on formal execution requirements under applicable law. Client acknowledges that proper execution may require two competent witnesses and, in some jurisdictions, notarization. Client selects the following option for assistance:

Attorney to coordinate witness and notary attendance for formal signing. Client will arrange witnesses and, if required, a notary, following Attorney's written instructions.

4.2 Client understands that failure to comply with statutory execution requirements may render the Will or codicil partially or wholly invalid.

5. FEES AND ADDITIONAL SERVICES

5.1 Client agrees to pay Attorney's fees for follow-up services as follows: Base follow-up review and documentation fee: . Additional drafting, meetings, or extensive asset review will be billed at the Attorney's standard hourly rate or as otherwise agreed in writing.

6. CONFIDENTIALITY AND DOCUMENT RETENTION

6.1 The Attorney shall maintain confidentiality of all communications and documents to the extent required by law and professional rules. The Attorney shall retain a copy of the finalized Will or codicil in the Attorney's client file for safekeeping upon Client's request. Client may request return of original documents at any time.

6.2 Client authorizes the Attorney to release copies of the Will or related instructions to the designated executor or successor counsel upon the Client's death or incapacity, subject to any additional written directions provided by the Client.

7. NOTICES

7.1 All notices required or permitted under this Follow Up shall be in writing and sent to the addresses below by personal delivery, certified mail, or recognized courier service. Notices shall be effective upon receipt.

8. AMENDMENTS; WAIVER; COUNTERPARTS

8.1 Any amendment to this Follow Up must be in writing and signed by both parties. No waiver of any provision hereof shall be effective unless in writing and signed by the party against whom enforcement is sought.

8.2 This Follow Up may be executed in counterparts, each of which shall be deemed an original and all of which together shall constitute one instrument.

9. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY

9.1 This Follow Up shall be governed by and construed in accordance with the substantive laws of the state specified by the parties: State of Governing Law: .

9.2 This Follow Up, together with any attached instructions or schedules signed by the parties, constitutes the entire agreement between Client and Attorney relating to the subject matter hereof and supersedes all prior agreements and understandings, whether written or oral.

9.3 If any provision of this Follow Up is held invalid or unenforceable, the remaining provisions shall continue in full force and effect.

10. REPRESENTATIONS AND WARRANTIES

10.1 Client represents that the Client is of sound mind and not acting under duress, undue influence, or coercion. Client further represents that the information provided to Attorney is true and complete to the best of Client's knowledge.

10.2 Attorney represents that services shall be performed in accordance with reasonable professional standards, but Attorney does not guarantee a particular legal outcome and is not responsible for third-party actions affecting testamentary dispositions.

CERTIFICAT ION

The Client acknowledges that this Follow Up is not itself a testamentary instrument and will only effect testamentary changes if the Attorney prepares and the Client executes a valid codicil or will amendment in accordance with applicable law and execution formalities. Client further acknowledges responsibility to disclose material changes in assets, beneficiaries, marital status, or guardianship designations that may affect testamentary dispositions.

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