Annual Maintenance Agreement

Terms and Conditions

One thing you can count on in life is that things will change. At Life Point Law, we strive to provide you with the advice and tools you need along your life’s journey. We are grateful to have had the opportunity to start on the road together. With this agreement, we are pleased to continue alongside you.

We, LIFE POINT LAW (“Firm”), and you,  (“Client”), enter into this Annual Maintenance Agreement (Agreement) on the following terms and conditions.

  1. Maintenance Plan Benefits and Fees: Client and Firm agree that the services to be provided under this Agreement are those services specifically outlined and priced below.
    • Changes to Legal Documents. Up to one set of minor updates to legal documents created by Firm each year.
    • Firm availability to Client. Firm will provide legal estate planning guidance and answers to legal estate planning questions to Client.
    • Price: $500 per year
  2. Description of Services; Effective Period. The following services may be provided under this Agreement during the Effective Period, which is the one-year period following each payment made.
    • Changes to Legal Documents. Upon request, the Firm will make up to one (1) update to your legal documents you have executed with the Firm during the Effective Period. Changes are limited to minor updates. Minor updates can be understood as a word processing edit that you can explain to a legal assistant without requiring an attorney’s expertise.  Should the changes exceed this limitation, the Firm retains the right to charge additional fees, after separate and mutual agreement.
      The Firm may also, from time to time, contact you to recommend updates to your documents due to changes in law, taxes, or best practices.
      All meetings must be made in the Firm offices or in an online forum. Out of office meetings are specifically not included in this Agreement.  Should an out of office meeting become necessary, the Firm retains the right to charge for such time and effort, after separate and mutual agreement.
    • Firm availability to Client.  The Firm will remain available during the Effective Period to answer any questions you may have about your legal planning you have put in place with the Firm.  All reasonable efforts shall be made to work with Client as expeditiously as possible.
  3. Incorporation by Reference: All other provisions set out in Fee Agreement(s) previously entered into between Client and Firm are incorporated herein by reference.
  4. Additional Services: The Firm will not perform work beyond the identified scope of services detailed herein, nor will it facilitate additional services by third-party providers, without written authorization from Client approving the additional scope and cost and agreeing to make additional payment, if required.
  5. Termination of Agreement: This Agreement terminates at the end of every Effective Period of this Agreement. The Firm may terminate this Agreement in accordance with the ethics rules governing Washington lawyers. Client may terminate this Agreement at any time.
    Fees paid per this Agreement are non-refundable. If either the Client or the Firm terminates the Agreement, the services under this Agreement will continue until the end of that Effective Period.
  6. Non-Legal Services: In addition to its legal services, the Firm has entered into licensing arrangements with AgingOptions to offer complementary non-legal services. Firm attorney Rajiv Nagaich has a majority ownership interest in AgingOptions. AgingOptions is a planning and education company which is the exclusive owner and licensor of the Intellectual Property rights to LifePlanning and related non-legal services.
  7. Consent to Information Sharing between Life Point Law and AgingOptions: AgingOptions offers access to its LifePlan Organizer through The Portal from AgingOptions for document storage, including legal documents, as well as instructions set by Client to users authorized by Client. By entering into this agreement, and for purposes of facilitating your potential use of the AgingOptions LifePlan Organizer service, you are giving informed consent for the Firm to share confidential information to the AgingOptions LifePlan Organizer, including but not limited to personal health, housing, financial, and legal information, as well as confidential documents.
  8. IOLTA Account: In accordance with the Washington State Bar Association (WSBA) requirements, attorneys must maintain a non-interest-bearing account into which advance client cost deposits are deposited. It is also referred to as an “IOLTA” account.  The WSBA requires all advance cost deposits such as recording fees to be placed into an IOLTA account. No fees referenced in this agreement will be deposited into the IOLTA.
  9. Compliance With This Agreement: In the case where a suit or action is instituted to enforce compliance with any of the terms or conditions of the Agreement, or to collect the amounts which may become due under the Agreement, the prevailing party shall be awarded such sum as the court may adjudge reasonable as attorney’s fees to be allowed in such suit or actions, including any appeals. Jurisdiction for such suits shall be: King County, Washington; Pierce County, Washington; or Snohomish County, Washington.
  10. Billing: Maintenance Plan Services are billed annually in advance in accord with Exhibit A to this Agreement (“Recurring Billing Card Pre-Authorization”).
  11. Full Agreement: This document, including Exhibit A (“Recurring Billing Card Pre-Authorization”) constitutes the entire agreement between you and the Firm. Any changes or modifications must be in writing and be signed by both you and an attorney in the Firm. The Client and the Firm each acknowledge that they have read and understood the terms of this Agreement and agree to abide by its terms. The Client understands that he and/or she has the right to consult with another lawyer in connection with any of the terms of this Agreement prior to signing.

Exhibit A: Recurring Billing Card Pre-Authorization

You authorize regularly scheduled charges to your card account. You will be charged the amount indicated below each billing period. The charge will appear on your card’s account statement. You agree that no prior-notification will be provided unless the date or amount changes, in which case you will receive notice from us at least ten (10) days prior to the payment being collected.

Card details provided to LIFE POINT LAW separately.

I understand that this authorization will remain in effect until I cancel it in writing, and I agree to notify LIFE POINT LAW in writing of any changes in my account information or termination of this authorization at least fifteen (15) days prior to the next billing date. If the above noted payment dates fall on a weekend or holiday, I understand that payments may be executed on the next business day. I acknowledge that the origination of Credit Card transactions to my account must comply with the provisions of U.S. law. I certify that I am an authorized user of this Card Account and will not dispute these scheduled transactions; so long as the transactions correspond to the terms indicated in this authorization form.

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