Returning Clients

Estate Review Protocol

Thank you for selecting the South Carolina law firm, Ruff & Ruff, to assist you. Our Estate Review Protocol is a three-step process, as follows:

Step 1: Questionnaire

Once your review appointment is scheduled, you will receive our Questionnaire either in the US mail or as an email attachment. Alternatively, you may download the Questionnaire directly from this website via the link below. Please return the Questionnaire at least 2 days before your review appointment.

Click on this link to download our Questionnaire

Note: This download requires Adobe Reader. You may download the latest version of Reader for free by visiting http://www.adobe.com/products/acrobat/readstep2.html

If you have difficulties with this download, please call the office for assistance.

Step 2: Review Appointment

Please bring your legal documents to the review appointment. During the review appointment, we will review your responses on, and other information you provided in, the Questionnaire, both clarifying and supplementing as needed. We will examine your legal documents based on the answers and information you provided. We will evaluate whether various life and/or financial events may have affected your legal documents since they were created or last updated. At the same time, we will evaluate whether various changes in the law have affected your legal documents since they were created or last updated. We will then discuss the results of our analysis of your legal documents, to include any problems we may have discovered and their impact on your overall Life & Estate Plan, if left unresolved. We will review and explain your options to resolve any such problems, along with the fees associated with each option.

Step 3: Engagement Agreement

If you want to proceed with any of the changes we may recommend, then you would sign an Engagement Agreement detailing the services to be provided and the fees. You also would pay one-half (1/2) of the total fees to bind the Engagement Agreement at that time, and we would schedule an appointment to both review and sign your legal documents. The balance of the fees would be due and payable when the legal documents are ready for signing.