LEGACY CLARITY SESSION AGREEMENT
Limited-Scope Engagement | Flat Fee $397 | Faithfully Legal®, a brand of Grace May LLC

Please read these terms before booking. If anything is unclear, please email us at hello@faithfullylegal.com.. 

1. Who We Represent. Our client is the person (or couple) named on this booking. We do not represent any other family member, beneficiary, or attendee, even if that person pays the fee. When we advise a couple together, we represent you jointly: anything either of you shares about your planning may be shared with the other, and if your interests come into conflict we may need to end the joint engagement. Each of you must accept these terms: the person booking accepts them here, and your spouse or partner accepts them in the Legacy Questionnaire before the session. We run a conflict check after you book; if a conflict prevents us from advising you, we will tell you promptly and refund the full fee.

2. What the Session Includes. Our review of your Legacy Questionnaire; a focused working session of up to 45 minutes by video or in person; a plain-language explanation of your planning options; and our recommended plan and its flat fee. The engagement is complete at the end of the session, and our attorney-client relationship for the session ends then. This session does not engage us to prepare your estate plan. An attorney-client relationship for your plan begins only when you and Faithfully Legal® both sign a separate written engagement letter for your plan.

3. What the Session Does Not Include. Drafting, reviewing, or signing any estate planning document or deed; transferring or retitling assets; tax, accounting, investment, or insurance advice; estate or trust administration or any dispute; or advice on the law of any state other than Pennsylvania and New York, where we are admitted.

4. Fee: Earned Upon Receipt. The fee is $397.00, a flat fee paid in full at booking through our secure Stripe checkout. It is not an hourly charge or a deposit. The fee is earned upon receipt and will be deposited into our operating account, not a client trust account. Pennsylvania Rule of Professional Conduct 1.15(i) allows this only with your informed consent, confirmed in writing; by typing your name to accept these terms, you give that consent. If the engagement ends before your session is delivered, you remain entitled to a refund of any unearned portion, as described in Section 5.

5. Rescheduling and Cancellation. You may reschedule once at no charge with at least 24 hours' notice. If you cancel with at least 24 hours' notice, we will refund the full fee. If you cancel with less notice or do not attend, we may keep the portion of the fee reflecting work already done and will refund any balance. If we cancel and cannot find another time that works for you, we will refund the full fee.

6. Credit Toward Your Plan. If you sign an engagement letter for a Legacy & Stewardship Plan™ within 30 days after your session, the full $397 will be credited toward your plan fee as a line item. The credit has no cash value, applies only to a plan for the same client(s), and expires after 30 days. You are under no obligation to engage us for a plan.

7. Your Responsibilities. Complete the Legacy Questionnaire at least 3 business days before your session (if we do not receive it by then, we may reschedule your session so we can prepare properly), share complete and accurate information, and, if planning as a couple, attend together.

8. No Guarantee of Outcome. Our recommendations reflect our professional judgment based on the information you provide and the law at the time. We make no promise about any particular tax, legal, or family outcome.

9. Technology and Electronic Communications. We communicate by email, phone, video conference, and text message. These methods are convenient but not perfectly secure. We will use the email address on your booking unless you tell us otherwise in writing. We use third-party cloud platforms for scheduling and forms (including AttractWell), video, document storage, payment (including Stripe and LawPay), and e-signature; these vendors maintain commercially reasonable security and are bound to confidentiality, but no system is immune from breach. Session recordings or transcripts, if you permit them, are kept confidential and used only for your planning. We may use artificial-intelligence-assisted tools to draft, summarize, and organize documents; we do not delegate legal judgment to these tools, we review and remain responsible for all work, and we use only tools that do not train on or publicly disclose client information. Your electronic acceptance of these terms is legally binding and has the same effect as a handwritten signature. By accepting, you consent to these technologies and to our communicating with you electronically.

10. Ending the Engagement. You may end this engagement at any time by telling us in writing. We may withdraw as permitted by the Pennsylvania Rules of Professional Conduct. Refunds follow Section 5.

11. Questions About Fees. Please raise any fee concern with us first. If we cannot resolve it together, you may be entitled to use a fee dispute resolution program of the Pennsylvania Bar Association or a county bar association.

12. Entire Agreement. These terms are the entire agreement between us for the Legacy Clarity Session, may be changed only in a writing signed by both of us, and are governed by Pennsylvania law. Your session is confirmed once you accept these terms and your payment is received.

Attorney advertising. Dian Trabulsy, Esq., licensed in Pennsylvania and New York. Booking a session does not create an attorney-client relationship until you accept these terms and your payment is received.