ENGAGEMENT LETTERS:
A GUIDE FOR PRACTITIONERS
(FOR USE WITH THE ACTEC COMMENTARIES
ON THE MODEL RULES OF PROFESSIONAL CONDUCT)June 1999
Developed by the
Professional Standards Committee of
the American College of Trust and Estate CounselTABLE OF CONTENTS
Chapter I - Spousal Representation
Introduction
References to the ACTEC Commentaries (3d Edition)
Checklist
Joint Spousal Representation Engagement Letter
Concurrent Separate Spousal Representation Engagement LetterChapter II - Representation of Multiple Generations of the Same Family
Introduction
References to the ACTEC Commentaries (3d Edition)
Checklist
Engagement LetterChapter III - Multiple Party Representation in Business Context
Introduction
References to the ACTEC Commentaries (3d Edition)
Checklist
Engagement LetterChapter IV - Estate Planning Lawyer Serving as Fiduciary
Introduction
References to the ACTEC Commentaries (3d Edition)
Checklist
Letter Nominating Lawyer as Executor
Letter Accepting Nomination of Lawyer as TrusteeChapter V - Representation of Fiduciaries
Introduction
References to the ACTEC Commentaries (3rd Edition)
Estate Administration Representation Checklist
Estate Administration Engagement Letter
Trust Administration Representation Checklist
Irrevocable Inter Vivos Trust Engagement LetterChapter VI - Client under a Disability
Introduction
References to the ACTEC Commentaries (3d Edition)
Checklist
Addition to Basic Engagement Letter (Planning for Disability)
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