This post shares a sample engagement letter for probate estate administration in New York. It includes clauses addressing the scope of representation, tax coordination, and payment responsibility. The full agreement is available to paid subscribers.
Why Share a Sample Retainer?
Probate estate administration in New York often begins with a formal engagement letter between the nominated executor and the attorney. The retainer agreement helps establish expectations, define the scope of work, and outline billing practices. Sharing a sample can guide both attorneys drafting similar agreements and executors trying to understand what to expect.
What This Sample Covers
The sample agreement below reflects a traditional engagement letter for administering a probate estate in New York, including:
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