Estate Plan HQ | Engagement Terms
These terms explain how we work together, what you can expect from us, and what we expect from you.
1. Scope of Services
EPHQ will draft and deliver estate-planning documents based upon the plan you select and provide up to two revision rounds with signing instructions.
2. Attorney-Client Relationship
By checking the “I agree” box and submitting the Initial Plan Payment, you engage EPHQ as your counsel for the limited purpose of preparing and finalizing the selected estate-planning documents.
Representation begins upon receipt of your initial plan payment. It ends when (i) we have delivered your draft documents and you either approve them or fail to request changes within ten (10) days**, or (ii) thirty (30) days pass—whichever occurs first—unless we both agree in writing to extend the engagement.
**If no revision request is received within 10 days of draft delivery, we will assume the documents are satisfactory and close your file.
3. Costs and Payment
Initial Plan Payment (due at engagement): When you engage us, we require an initial payment. This payment is nonrefundable. It secures your place in our drafting queue and reflects the time, effort, and expertise we begin investing in your plan immediately upon receipt.
Final Balance (due before draft delivery): payable before we release execution-ready documents. Once drafts have been delivered, the Final Balance becomes non-refundable because substantial legal work has been completed and the documents can be used to protect your interests.
All pricing is disclosed up-front on our website and in the intake confirmation. Payments are made securely through our Stripe portal.
4. Client Responsibilities
Provide complete and accurate information, respond promptly to follow-up questions, and review drafts within ten (10) days.
5. Turnaround Times
Drafts are typically delivered within five (5) business days after we receive all requested information and the Initial Plan Payment. Revisions are typically delivered within five (5) business days after request.
6. Revisions
Up to two complimentary revision rounds are included if requested within ten (10) days of draft delivery. After that window—or after the second round—additional changes may incur a fixed cost quoted in advance.
7. Confidentiality
All information you provide is kept completely confidential and will be used solely to deliver the agreed-upon legal services.
8. Changes to These Terms
If we make a material change to these terms during our representation of you, we’ll email the update to the address on file at least ten (10) calendar days before it takes effect. Administrative edits to these terms (typos, address changes) may take effect immediately.