I Just Need a Simple Will Workshop

Engagement Agreement

By signing up for Colorado Simple Wills LLC’s “I Just Need A Simple Will” workshop (the “Workshop”), you affirm the following:

·         I am a resident of Colorado.

·         I fluently read, write and speak English and am capable for filling out paperwork.

·         I understand that all Wills in Colorado go through the probate system. Planning to avoid probate is not be covered in this workshop.

·         This workshop will not involve the creation of a Trust, though the option to include a “Testamentary Trust” in a Will may be offered.

·         I, and my spouse if I am married, have less than $4,000,000 in assets (not including term life insurance).

·         I understand that I will be preparing my Will and estate documents in the presence of other people. The environment will not be private. As such, attorney-client privilege will not apply to anything said in the presence of other attendees of the workshop.

·         I will provide complete and honest information to Colorado Simple Wills LLC. I will not misrepresent facts or attempt to mislead any personnel of Colorado Simple Wills LLC.

·         Colorado Simple Wills LLC shall have no responsibility for errors or omissions in the estate plan that occur due to (i) inaccurate, incomplete or untrue information that was provided to (or omitted from) Colorado Simple Wills LLC; or (ii) any other errors due to poor handwriting or that are otherwise not the fault of Colorado Simple Wills, LLC.

·         I understand that, for ethical reasons, Colorado Simple Wills LLC will not prepare Wills or other documents that contain gifts to Planned Parenthood or other abortion groups. If you wish to leave a gift to such groups this Workshop will not provide that ability.

Marital Representation:  

·         I am not currently married OR

·         I am currently married and affirm the following:

o   I understand that if my spouse and I do not have identical Wills, if we die at the same time, significant probate issues will arise concerning which Will applies.

o   I understand that, if I pass away first, my spouse will have a right, under Colorado law, to inherit at least 50% of my property. This right is absolute and will have priority over anything I put in my Will.

o   I understand that my spouse can change their Will in any way they want after I die. This means my spouse can give anything they inherit from me, or any other part of their Estate, to their biological children, and exclude my biological children.

o   I understand that, if (i) I want my spouse to inherit less than 50% of my total assets, or (ii) I am concerned about my children being disinherited by my spouse when I pass, this Workshop is not appropriate for me. I understand that there are likely Trusts, postnuptial agreements and other documents that can address this situation, but they require a full estate plan and are far beyond the scope of this Workshop.

All participants, affirm and acknowledge that one of the following is true:

·         My spouse does not have any children, except for biological children with me; OR

·         My spouse does not have any children; OR

·         I do not wish to completely disinherit any of my spouse’s children if my spouse dies first.

All participants, affirm and acknowledge that one of the following is true:

·         I do not have children; OR

·         I do not wish to disinherit any of my children

If you are unable to truthfully affirm the above statements, do not sign up for or attend the Workshop. By registering for the Workshop you acknowledge that our representation is limited only to this Workshop. Our representation will end at the conclusion of the Workshop and is strictly limited to the documents produced in the Workshop.

By registering for the Workshop, you represent and warrant that you have read the foregoing statements, and truthfully affirm, acknowledge and accept the statements above.