Guardianship Legal Services to Be Provided/Retainer

Legal Services To Be Provided:
1. Office interview with client, office consult fee is $150.00, which is included in the Complaint preparation fee.
2. Review Guardianship Questionnaire filled out by client.
3. Obtain information such as name, address and telephone number.
4. Obtain information regarding value of real estate, life insurance and other assets.
5. Obtain information regarding estate and beneficiaries.
6. Obtain information regarding names of family members.
7. Discuss possible individuals to serve as Guardian.
8. Discuss Court procedures, answer legal questions.
9 Office conference, attend to signing of complaint, Answer Questions and explain provisions.
10 Obtain clients email address to send bi-weekly computer email newsletter on recent legal topics.
11 Attend Hearing
12. Preparation of end of case letter to client after guardianship granted
Documents we will prepare:
COMPLAINT FOR GUARDIANSHIP
AFFIDAVIT OF proposed Guardian
AFFIDAVIT OF (NEXT OF KIN)
AFFIDAVIT OF Doctor 1
AFFIDAVIT OF Doctor 2
Letters to doctors to be delivered by client
Prepare letter to client enclosing draft documents for client to carefully read.
Letters to Middlesex County Surrogate
ORDER FOR HEARING
NOTICE to Family and Mandatory Notice to Incapacitated person
LETTERS TO Proposed Guardian
PREPARE AND FILE CERTIFICATION OF SERVICE
JUDGMENT

The legal work includes research, correspondence, preparation and drafting of pleadings and other legal documents, conferences in person and by telephone with you and with others, dictating and reviewing letters, negotiations, and any other related work or service to properly represent you in this matter.
1. Opening of file and offer client information brochures
2. Draft Verified Complaint for Guardianship -
3. Prepare Affidavit in Support of Complaint for Guardianship
4. Prepare AFFIDAVIT OF Doctor 1
5. Prepare CERTIFICATE OF Doctor 2
6. ORDER FOR HEARING
7. Contact client to request client have doctor sign affidavit
8. Attend to proposed Guardian signing complaint
9. Prepare co to court with signed complaint and 2 doctor certificates
10. Prepare NOTICE to incapacitated person
11. Prepare CERTIFICATION OF SERVICE on incapacitated person
12. Prepare co to surrogate with NOTICE to incapacitated person of Complaint and Certification of Service
13. Prepare co to guardian with hearing notice
14. review attorney Guardian report
15. Prepare Guardianship Judgment

2. Costs And Experts. In addition to legal fees, you must pay the following costs and expenses; experts fees, court costs including Complaint filing fee payable to County Surrogate, certified mail notices, investigators fees, deposition costs, messenger services, and any other necessary expenses or out of pocket expenses. The Law Firm may recommend that experts be retained directly by you. You would then be solely responsible to pay the experts. The experts usually require they be paid up front.

3. Other Legal Services. You and the Law Firm may make additional agreements to provide for legal services not covered by the Agreement. Without such agreements, the Law Firm is not required to do any of the following:

(a) Provide any legal services after the judgment of the trial court;
(b) Appeal any decisions of the trial court;
(c) Enforce any judgment or order of the trial court;
(d) Represent you in any other court or Tribunal
4. Fees. Fees can be paid by VISA, Master Card, American Express, check, money order or cash. Make checks payable to Kenneth Vercammen, P.C. As with most Attorneys, Fees are paid at the initial consultation and must be paid prior to documents being drafted.
[Note- After the Guardianship Complaint is typed, there is a minimum $100.00 additional charge for complaint changes not set forth in the Questionnaire filled out by clients at the initial consult.
For more information, go to http://njwillsprobatelaw.com/guardianship_legal_services_retainer.html?id=1193&a=