1: How do I create the right Probate Retainer Agreement for my firm?
You will need to decide in your law practice whether or not you will need a standalone Probate Retainer Agreement. While some firms prefer to have one retainer agreement that contains every legal service available, others prefer to have customized contracts for specific practice areas. Whichever way you prefer, the key is to choose your method and then add it to your overall workflow with your Probate Practice Area.
3: Practice42 Sample Standalone Probate Retainer Agreement
It is important to select a retainer agreement that best meets your law practice needs. Here you will find a sample retainer agreement that encompasses a Full Administration with E-Filing.

As we discussed earlier, you may want to create different versions to represent each type of probate you handle in your law practice.

4: Law Practice Management Software Considerations

If you will be automating your intake process, you may wish to provide for an e-signature of a retainer agreement even when the potential client is with you in the first meeting. This means you may need to invest in a tablet or other form of portable technology to be able to add this resource to your practice.

If you would like to learn more about this process, take a look at the training resources in our Law Practice Software Library section.