AGREEMENT FOR ESTATE PLANNING SERVICES

  1. Services. FINANCIAL ADVISOR has requested that HIP provide estate planning document production services, including, but not limited to preparation of trusts and other documents that comprise an estate plan. FINANCIAL ADVISOR will interview their client(s) to gather data that will be forwarded to HIP. HIP will then produce an estate plan based on the information provided by FINANCIAL ADVISOR.
  2. No Legal Advice. FINANCIAL ADVISOR understands that HIP will be giving no legal advice. FINANCIAL ADVISOR understands that HIP will be producing an estate plan based on the information provided to HIP by FINANCIAL ADVISOR. FINANCIAL ADVISOR understands that no attorney-client relationship is formed between HIP and FINANCIAL ADVISOR or between HIP and any client of the FINANCIAL ADVISOR. FINANCIAL ADVISOR shall not make any representations to any client that HIP is their attorney.
  3. Fees and Expenses. Fees and Expenses for estate plans are as follows and will be paid via credit card on file with HIP or debit from FINANCIAL ADVISOR's checking account.
    1. Base Estate Plan (trust, will, financial power of attorney, medical power of attorney or advance health care directive, HIPAA release, general transfer): $450
    2. First Property Deed: $200 (plus applicable recording costs, which vary across the country, but average $50 per deed)
    3. Each additional Property Deed: $100 (plus applicable recording costs)
    4. Amendment to HIP-created Trust: $100
    5. Estate Plan Review on non-HIP created document: $100
    6. Bulk Estate Plan Pricing also available.
  4. Termination. FINANCIAL ADVISOR may terminate this Agreement at any time with or without cause by giving HIP written notice, which shall be effective immediately. HIP may terminate this Agreement, with or without FINANCIAL ADVISOR's consent or for good cause. Good cause includes, but is not limited to, FINANCIAL ADVISOR'S breach of this Agreement, a confidentiality breach or other misuse of HIP's materials, refusal to cooperate or to follow HIP's instructions that would render HIP's continuing obligations to be impractical, unethical, or unlawful.
  5. Confidentiality. FINANCIAL ADVISOR agrees to keep all information provided by HIP confidential, including, but not limited to, training exercises, client intake procedures, documents, and any other items that are not directly given to a client. FINANCIAL ADVISOR cannot disclose such information to any other third party without HIP's written consent.
  6. Choice of Law. This Agreement shall be governed by and construed in accordance with the laws of the State of California, without giving effect to California's choice of law rules.
  7. FINANCIAL ADVISOR Responsibilities.
    1. Complete HIP provided training on basic estate planning. Complete any other training the FINANCIAL ADVISOR deems necessary.
    2. Provide accurate information to HIP when submitting a client's interview information.
    3. Not provide legal advice in any way to a client, or imply to a client that they are obtaining legal advice from HIP.
    4. Respond to HIP's requests for clarification and/or information in client matters timely. Unless other arrangements have been made, "timely" shall mean within one business day.
    5. Not reproduce, replicate, or otherwise use HIP's documents, software, or other intellectual property for any purpose.
  8. HIP Responsibilities. HIP hereby warrants and agrees to the following responsibilities:
    1. Provide valid and legally binding estate planning documents to FINANCIAL ADVISOR for their client's sole and exclusive use.
    2. Timely respond to inquiries from FINANCIAL ADVISOR regarding a client's documents. Unless other arrangements have been made, "timely" shall mean within one business day.
    3. FINANCIAL ADVISOR will be notified in a timely manner that a client's submitted interview information is not suitable for HIP's system, is incomplete, or requires clarification. "Timely" shall mean within two business days.