Estate Care Plan Agreement

Version 1.0 | September 22, 2026

This agreement provides one year of estate planning maintenance benefits through Florida Probate Legal PLLC d/b/a Florida Probate and Estate Firm (the “Firm”). Wesley T. Dunaway is the attorney principally responsible for the included legal services.

1. Enrollment and membership year

This agreement covers the individual or couple identified in the enrollment form. “Client” means that individual or both members of that couple.

Membership begins when the Firm has accepted the completed agreement and received the first payment. Each membership year (“Plan Year”) lasts one year from enrollment or renewal.

Unused benefits expire at the end of each Plan Year and do not carry forward. Couples share the service allowances, except that each spouse or partner receives separate DocuBank SAFE access and all eligible adult children are covered.

2. Scope of representation

Representation is limited to the benefits described below. Additional work requires a separate engagement or written confirmation explaining the proposed work and cost before the Firm proceeds.

Membership alone does not make an advisor, nominated fiduciary, adult child, or other third party a client of the Firm.

3. Annual benefits

Annual estate plan review

One meeting of up to one hour with Wes Dunaway. The Firm will contact the Client annually to schedule the meeting, discuss changed circumstances, review the existing estate plan, and identify appropriate updates.

Afterward, the Firm will provide a brief written summary of recommendations. Document changes are separately priced except as provided below.

DocuBank SAFE

Membership for secure electronic storage of estate planning documents, with separate access for each spouse or partner in a couple’s membership. The service is subject to DocuBank’s terms, availability, and service limitations.

Preferred consultation rate

Additional consultations are available at $375 per hour during the Plan Year, subject to the Firm’s acceptance of the requested work.

Priority scheduling

Members receive priority appointment scheduling for included meetings and additional paid consultations, subject to availability.

Advisor coordination

Up to one hour per Plan Year of coordination with the Client’s financial advisor, accountant, insurance professional, or other appropriate advisor to help implement the existing estate plan.

The Client may identify and authorize advisors when requesting coordination. The Firm will document that authorization and share information as authorized and reasonably necessary for the requested coordination. The Firm does not supervise or become responsible for an advisor’s work.

Documents for adult children

Preparation of powers of attorney, living wills, and designations of health care surrogate for all of the Client’s biological, adopted, and stepchildren who are Florida residents and ages 18 through 26 when they request services.

A child who qualifies at age 26 may complete the documents after turning 27, provided the work is completed during the parents’ current Plan Year.

Each child must complete a conflict check and sign a separate engagement. The child directs their own representation and decisions. Communications and documents remain confidential from the parents unless the child authorizes disclosure.

The parent’s payment does not confer control over the representation or access to confidential information. The included documents carry no additional fee under the parents’ membership. The child’s engagement will address consent to that payment arrangement.

Ownership and beneficiary review

Review of up to 10 financial accounts, life insurance policies, or real estate parcels per Plan Year for inconsistencies with the existing estate plan.

Each account, policy, or parcel counts as one item, even if both ownership and beneficiary designations are reviewed. The Client must identify the items and supply current records reasonably requested by the Firm.

Real estate review is limited to estate-planning purposes and does not include a title search, title insurance, or any certification, warranty, or guarantee of title.

This benefit provides findings and recommendations. Preparing deeds, changing ownership or beneficiaries, and confirming implementation are separately priced work. The included advisor-coordination hour remains available to help the Client’s advisors implement the existing plan.

The Firm does not guarantee acceptance of recommendations by an institution or other third party.

Fiduciary introduction

One meeting of up to 30 minutes total per Plan Year for nominated personal representatives, successor trustees, or health care surrogates to explain their anticipated roles.

This is one meeting per membership, not one meeting per nominee. Discussing specific plan provisions or sharing documents requires the Client’s authorization. The meeting does not establish representation of the nominees or include future administration services.

4. Joint representation and confidentiality

For a couple, both clients request joint representation concerning their coordinated estate plan. Information material to that joint representation will be shared between them. Neither should provide material information expecting it to be withheld from the other.

The Firm owes duties to both clients and will not advocate for one against the other in the same matter.

A conflict, material disagreement, or request to withhold material information may require withdrawal from representing one or both clients, consistent with professional obligations. This agreement does not include representation of either client against the other.

Each client must accept this joint arrangement during enrollment.

5. Excluded services

Except for the included adult-child documents, preparation or revision of legal documents is separately priced.

Membership does not include:

  • Probate administration or trust administration.

  • Litigation, contested matters, or court proceedings.

  • Tax advice or tax-return preparation.

  • Accounting, investment or insurance advice, financial planning, or valuation services.

  • Unlimited consultations or legal services.

The Firm will initiate the annual review but does not continuously monitor the Client’s circumstances, accounts, assets, estate plan, or legal developments. The Client should contact the Firm when circumstances change rather than assume that the Firm will discover those changes automatically.

6. Annual fee and payment terms

The Client selects one payment option during enrollment:

  • $649 paid annually.

  • An annual fee of $708, payable in 12 monthly installments of $59.

Paying annually saves $59. Monthly installments are payments toward a full-year commitment, not a month-to-month membership.

The membership fee is a flat fee earned upon receipt, not an hourly retainer or a deposit against future hourly charges. Under the installment option, each payment is earned when received. Choosing installments does not change the annual commitment.

Unused benefits do not create a credit or refund, except as required by the protections stated in Section 8.

The first payment is due at enrollment. Annual payments recur at each annual renewal. Monthly installments are charged according to the LawPay schedule provided at enrollment. The Firm will provide a copy of the payment schedule and authorization.

The Plan Year, rather than individual processing dates, controls annual renewal and the reset of benefit allowances.

7. Automatic renewal and nonrenewal

Membership automatically renews for successive one-year terms unless the Client notifies the Firm before the renewal date that the Client does not wish to renew. Monthly payments do not create a right to cancel the annual financial commitment midyear. These terms are subject to Section 8.

The Firm will email a renewal notice 45 days before renewal stating the renewal date, price, payment option, and instructions for declining renewal.

The price remains fixed during the current Plan Year. Any price change for the next Plan Year will be included in the renewal notice, with any additional consent or disclosures required by law obtained before charging the changed amount.

The Client may decline renewal using any of these methods:

Nonrenewal prevents the next Plan Year from beginning. It does not end the current Plan Year or eliminate its remaining installments.

The Firm will also permit nonrenewal through the same manner and means used to enroll, as required by law. Termination for nonpayment stops renewal as provided in Section 8.

8. Nonpayment and termination

A missed or declined payment has a 15-day grace period. If it remains unpaid after that period, membership benefits will terminate prospectively, subject to duties concerning active matters.

The Firm will stop the automatic payment schedule and automatic renewal. No additional Plan Year or annual fee will be added after that termination.

Stopping benefits and automatic charges does not forgive the unpaid annual balance for the terminated Plan Year. Remaining installments continue to become due on their original schedule; they are not accelerated.

Before re-enrollment, the Client must satisfy the outstanding balance for that Plan Year, including any remaining installments, subject to the rights preserved below.

The Client may discharge the Firm at any time. Nothing in this agreement limits that right or permits an illegal or clearly excessive fee. The Firm will make any refund or fee adjustment required by law or professional rules, notwithstanding the annual commitment, earned-upon-receipt provision, or re-enrollment condition.

Ending membership benefits is separate from withdrawing from an active legal matter. The Firm will provide required notice, protect the Client’s interests, comply with withdrawal requirements, and return client property and any refund legally required.

These duties do not promise continued membership benefits or completion of every pending service without payment.

9. Communications and client responsibilities

The Client will provide complete and accurate information reasonably needed for services, keep contact and payment information current, respond to scheduling requests, and notify the Firm of changes the Client wants considered.

The Client authorizes customary communications by email, telephone, text message, client portal, or videoconference unless the Client gives contrary instructions.

10. Governing law and forum

Florida law governs this agreement.

To the extent enforceable, exclusive jurisdiction and venue for disputes arising out of or relating to this agreement lie in the state courts located in Orange County, Florida. Each party consents to personal jurisdiction and venue in those courts.

Nothing in this agreement limits nonwaivable client rights, professional obligations, the authority of The Florida Bar or the Florida Supreme Court, or any mandatory dispute-resolution procedure.

11. General terms

This is the entire agreement concerning the Estate Care Plan and replaces prior discussions or statements about it.

Amendments require written agreement, except renewal pricing may change under Section 7 and payment information may be updated through LawPay.

The Client may not assign this agreement without the Firm’s written consent. If a provision is unenforceable, the remaining provisions continue to the extent permitted by law.

This agreement may be signed electronically and in counterparts.

12. Payment authorization and acceptance

During enrollment, the Client selects the annual-payment or monthly-installment option. The payer authorizes the Firm and LawPay to charge the payment method designated through LawPay for the selected payments, according to the schedule provided at enrollment, and for subsequent annual renewals under Section 7.

Renewal charges reflect the selected option and any price change disclosed and authorized as required under Section 7. Payment credentials are entered only through LawPay.

The payer may revoke automatic-payment authorization by contacting the Firm using the contact methods in Section 7. Revocation does not itself forgive an enforceable payment obligation or constitute nonrenewal; the Client may request both.

The payer retains applicable rights to stop electronic transfers through their financial institution. Automatic charges stop upon termination for nonpayment as described in Section 8.

Each client must accept this agreement during enrollment. A client who is also the payer must authorize the recurring charges. A different payer must provide separate payment authorization.

Third-party payment does not make the payer a client or permit control of representation or access to confidential information. Any required client consent to third-party payment will be obtained separately.

The enrollment record will identify the version of this agreement accepted by each client. The Firm will provide a copy of the accepted agreement and payment authorization.

Learn More