For Returning Clients
Estate Review Protocol
Thank you for selecting the South
Carolina law firm, Ruff & Ruff, to assist you. Our Estate Review
Protocol is a three-step process, as follows:
Step 1: Questionnaire
Once your review appointment is
scheduled, you will receive our Questionnaire either in the
US mail or as an email attachment. Alternatively, you may download
the Questionnaire directly from this website via the link below.
Please return the Questionnaire at least 2 days before your review
appointment.
Step 2: Review Appointment
Please bring your legal documents to the
review appointment. During the review appointment, we will review
your responses on, and other information you provided in, the
Questionnaire, both clarifying and supplementing as needed. We will
examine your legal documents based on the answers and information
you provided. We will evaluate whether various life and/or
financial events may have affected your legal documents since
they were created or last updated. At the same time, we will
evaluate whether various changes in the law have affected
your legal documents since they were created or last updated. We
will then discuss the results of our analysis of your legal
documents, to include any problems we may have discovered and their
impact on your overall Life & Estate Plan, if left unresolved. We
will review and explain your options to resolve any such problems,
along with the fees associated with each option.
Step 3: Engagement Agreement
If you want to proceed with any of the
changes we may recommend, then you would sign an Engagement
Agreement detailing the services to be provided and the fees. You
also would pay one-half (1/2) of the total fees to bind the
Engagement Agreement at that time, and we would schedule an
appointment to both review and sign your legal documents. The
balance of the fees would be due and payable when the legal
documents are ready for signing.
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