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Estate Planning Engagement Letter

Estate Planning Engagement Letter Template for Malaysia

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Key Requirements PROMPT example:

Estate Planning Engagement Letter

"I need an Estate Planning Engagement Letter for a high-net-worth Malaysian client with business interests in both Malaysia and Singapore, including provisions for Islamic estate planning compliance and business succession planning."

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Document background
The Estate Planning Engagement Letter is a fundamental document used in Malaysian legal practice to formalize the relationship between law firms and clients seeking estate planning services. It is typically required at the commencement of any estate planning engagement to comply with professional standards and the Legal Profession Act 1976. The document encompasses crucial details about the scope of services, including will drafting, trust planning, asset protection strategies, and succession planning, while adhering to Malaysian legal requirements and, where applicable, Shariah law principles. This engagement letter serves as the foundation for the professional relationship, outlining mutual obligations, fee structures, and service expectations, while providing protection for both the law firm and the client through clear documentation of the agreed terms.
Suggested Sections

1. Introduction and Date: Opening paragraph identifying the law firm and date of the letter

2. Client Information: Full details of the client(s) being engaged for estate planning services

3. Scope of Services: Detailed outline of estate planning services to be provided, including will drafting, trust planning, and asset inventory

4. Professional Fees: Clear breakdown of fees, payment terms, and billing arrangements

5. Client Responsibilities: Outline of information and documentation required from the client

6. Confidentiality: Commitment to maintain client confidentiality and handle sensitive information

7. Conflicts of Interest: Disclosure of any potential conflicts and how they will be handled

8. Termination: Terms and conditions for ending the engagement

9. Acceptance: Signature blocks and acceptance terms

Optional Sections

1. Joint Representation: Required when representing multiple family members or spouses in estate planning

2. International Assets: Include when client has assets in multiple jurisdictions

3. Business Succession: Required when business interests are part of estate planning

4. Trust Services: Include when trust creation and administration are part of the scope

5. Islamic Estate Planning: Include for Muslim clients requiring Shariah-compliant estate planning

6. Language Declaration: Include when client's primary language is not English

Suggested Schedules

1. Fee Schedule: Detailed breakdown of fees for different services and complexity levels

2. Document Checklist: List of required documents and information for estate planning

3. Service Timeline: Expected timeline for completion of various estate planning components

4. Team Structure: Information about the legal team handling the estate planning

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions
























Clauses




















Relevant Industries

Legal Services

Financial Services

Professional Services

Wealth Management

Private Banking

Family Office Services

Trust Services

Estate Administration

Corporate Services

Relevant Teams

Legal

Private Client

Wealth Management

Estate Administration

Trust Services

Corporate Advisory

Family Office

Client Relations

Document Management

Compliance

Relevant Roles

Estate Planning Lawyer

Private Client Lawyer

Trust Officer

Wealth Manager

Financial Advisor

Estate Administrator

Legal Partner

Private Client Partner

Probate Specialist

Succession Planning Advisor

Family Office Manager

Trust and Estate Professional

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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