Engagement Letter
(Estate Planning) (IL)

Summary

This template is an engagement letter that sets forth terms of representation in an estate planning matter in Illinois. The letter is addressed to your client and it sets forth your duties and responsibilities as well as the scope of the work you will perform for your client. This template contains practical guidance, drafting notes, and optional clauses. For information on estate planning devices in Illinois, see Estate Planning Strategies and Devices (IL). For information on ethical issues that may arise in estate planning matters, see Ethical Issues in Estate Planning (IL).