Revocable Living Trust Fee Agreement Template

What’s Included:

✔ Comprehensive Fee Breakdown – Clearly outlines the cost structure for drafting and executing a revocable living trust.
✔ Scope of Services – Defines what is included in the trust package, such as wills, powers of attorney, healthcare directives, and funding assistance.
✔ Payment Terms & Policies – Specifies retainer requirements, payment schedules, refund policies, and any additional costs.
✔ Client & Attorney Responsibilities – Establishes expectations for information gathering, revisions, and communication.
✔ Customizable Format – Provided in both Word and PDF formats, allowing full customization to fit your firm’s specific needs.

Why You Need This Agreement:

✅ Enhance Client Confidence – A professionally drafted fee agreement establishes trust and credibility from the start.
✅ Reduce Payment Disputes – Clearly defined terms help prevent misunderstandings about fees and services.
✅ Save Time – Use a standardized, ready-to-use document instead of drafting agreements from scratch for each client.
✅ Ensure Legal Clarity – Protects both your firm and your clients with precise language and industry-standard provisions.

📥 Instant Download – Fully Editable & Ready to Use
Available in Word and PDF formats for easy modification and implementation in your practice.

Set clear expectations and protect your practice—Download your Revocable Living Trust Fee Agreement today!