Terms of Engagement

This Terms of Engagement document establishes the client attorney relationship between you and Jensen Law Office, PLLC. The Terms of Engagement document explains the scope of our representation; the obligations we have to each other for disclosure and confidentiality; dual representation of married clients; our duties if you become disabled; and administrative information.

The Scope of Our Representation
Our attorney-client relationship is strictly limited to legal services in your estate planning matters, unless otherwise described in the Plan Recommendation. You understand that you are not relying on us for business, investment, accounting, or valuation decisions, or to investigate the character or credit of persons or firms with whom you may be dealing (such as insurance companies or investment advisors), unless otherwise specified in the letter. We will advise you of developments as necessary to perform our services and will consult with you as necessary to ensure the timely and effective completion of our work. The information outlined in this document will apply and work in conjunction with any current or future Scope of Representation, Plan Recommendation, or Fee Agreements.

Confidentiality
The Professional Ethics rules require us to keep all information that you disclose to us confidential and not disclose it to persons outside Jensen Law Office, PLLC without your permission. The lawyer who is primarily responsible for your estate planning work may need to disclose information about your affairs to paralegals and other support staff within Jensen Law Office, PLLC to best meet your needs.

If other professionals not in Jensen Law Office, PLLC are working with us on your estate planning with your permission (such as your accountant, a bank trust office, a financial planner, an insurance agent, or another law firm), you agree that we may disclose information to them as necessary to allow them to fulfill their role in your estate planning. We will use our judgment in making disclosures to these other professionals; unless you instruct us otherwise, you agree that we may disclose information to them as we decide is necessary for your best interests.

Privacy Policy Notice
Attorneys, like other professionals who advise on personal financial matters, are now required by federal law to inform their clients of their policies regarding privacy of client information. Attorneys have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by this new law. Therefore, we have always protected our client’s right to privacy.

In the course of providing our clients with legal advice, we sometimes receive significant personal financial information from our clients. If you are a client of Jensen Law Office, PLLC, you should know that all information that we receive from you is held in confidence, and is not released to people outside the firm, except as agreed to by you, or as required under applicable law.

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Electronic Recordings
Jensen Law Office, PLLC utilizes popular telecommunication services, such as Skype and Zoom, that contain broad permissions for recordings within their terms of service. Any recordings retained by Jensen Law Office, PLLC are privileged client communications and are subject to the Confidentiality and Privacy Policy Notice provisions outlined above. To maintain these attorney-client protections, any recordings Client retains of these communications should not be shared with third parties.

Disputes
By this document, the client and this office agree that any controversy or claim arising out of or relating to this contract, including but not limited to any dispute relating to services provided, attorney fees or expenses, shall be settled by arbitration administered and judgment on the arbitration award may be entered in any court that has jurisdiction.