LIMITED ENGAGEMENT LETTER AND TERMS OF ENGAGEMENT

It is our pleasure to represent you for the limited purpose of updating your Health Care Documents in this time of Coronavirus. By signing this engagement letter, you are acknowledging that our firm is representing you only for the limited purpose of updating your Health Care Document set, and for no other purpose. If you engage our firm for any additional matters, a new engagement letter will be executed.

THE HEALTH CARE DOCUMENT SET EXECUTED ON THIS DATE DOES NOT AVOID PROBATE (KEEP YOUR FAMILY OUT OF COURT), DOES NOT ADDRESS FAMILY DYNAMICS REGARDING YOUR ASSETS, PROTECT YOUR CHILDREN’S INHERITANCE FROM THEIR CREDITORS OR PREDATORS, AND DOES NOT PROTECT YOUR ESTATE FROM ESTATE TAX.

You acknowledge that I have advised you on (and you understand) the following:

WITHOUT FURTHER PLANNING, YOUR ASSETS WILL PASS ACCORDING TO YOUR STATE'S PROBATE LAW.

UPON YOUR DEATH OR DISABILITY, ANY ASSETS TITLED IN YOUR NAME WILL GO THROUGH THE COURT PROCESS KNOWN AS PROBATE.

IF YOU HAVE ASSETS IN EXCESS OF $11,580,000 (INCLUDING THE VALUE OF YOUR LIFE INSURANCE) YOUR ESTATE COULD BE SUBJECT TO ESTATE TAX UNLESS YOU PLAN PROPERLY.

YOUR HEALTH CARE DOCUMENT SET DOES NOT ADDRESS COMPLEX FAMILY DYNAMICS AND HOW YOUR ASSETS - FINANCIAL, INTELLECTUAL, SPIRITUAL AND HUMAN CAPITAL - WILL PASS TO THE PEOPLE YOU LOVE.

This engagement is limited strictly to legal services related to your health care document set in the event of your disability. It is understood that you are not relying on our office for estate planning, business, investment, accounting, or valuation decisions, or to investigate the character or credit of persons or firms with whom you may be dealing (such as insurance companies or investment advisors) and that before relying on us for any such advice, we will execute a new engagement letter.

If you are married or in a committed relationship and I am advising both you and your partner, by signing this engagement letter, you agree that you are waiving any conflicts that may exist now or in the future between the two of you.

DISPUTES

By this document, the client and this office agree that any controversy or claim arising out of or relating to this contract or breach thereof, including but not limited to any dispute relating to services provided, attorney fees or expenses, shall be settled first by mediation in Orange County, California, and then by arbitration administered in accordance with the California Arbitration Act and judgment on the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof.