Limited scope representation:
1. Quality of Legal Work: We guarantee you will receive competent legal services based upon settled legal issues and standards of professionalism, and the highest ethical standards. We cannot guarantee any specific results.

  1. Limited representation. The representation is limited to providing you with certain legal forms, instructions on how to complete them, instructions regarding witnesses where necessary and what to do after signing. This does agreement does not contemplate comprehensive estate planning, tax, real estate,

3 Forms provided: You understand that creation of forms is one step and that forms must be signed. In some cases they also must be signed before a witness and/or a notary public. Witness and notary services are not provided unless a separate agreement is reached. We are also not responsible to determine whether you printed or executed the form.

  1. Conflict of Interest: The firm may withdraw from representation at any time if it believes that a conflict of interest exists. If you know of any conflict of interest during the course of our representation of you, please notify us promptly to discuss the need, if any, for independent counsel. You hereby specifically waive any and all conflicts of interests which you know of but do not disclose. You have asked me to assist you both in planning your estate and in preparing the necessary estate planning documents. Although it is customary for a married or domestic couple to employ the same attorney to assist them in such matters, the Rules of Professional Conduct of the State Bar of Oklahma require me to inform you in writing of the following potential conflicts of interest:
  2.    A married may have conflicting interests concerning their property. If, as you request, I act as the attorney for both of you for your estate planning, I must try to balance all factors and cannot, therefore, act as an advocate for either of you. This balancing could end up favoring one of you to the detriment of the other.
    
  3.    To complete your estate planning, I must necessarily obtain confidential information from each of you. However, as between the two of you, I cannot keep that information confidential since I am representing both of you. Of course, anything either of you discuss with me is privileged from disclosure to third parties.
    
  4.    I may make recommendations which could affect each of your interest in your assets both during your lifetimes, after the first death and after the death of the survivor. These determinations could potentially affect income, property division and support provisions in the event of divorce.
    

Based on the foregoing, you must decide whether or not you want me to represent both of you in your estate planning. You are each, of course, welcome to have your own counsel for any part or all of the matters in which I would be acting; in addition, either of you may, at any time, forbid me from being involved in any way on behalf of the other.

  1. Process for Handling Disputes: You have the right to terminate our services at any time by notifying us in writing. You will be responsible to pay our fees for services performed through the date we receive such notice. If any dispute arises as to fees, costs or performance that we cannot resolve between us, the dispute shall be settled by mediation and, if necessary, legally binding arbitration in accordance with the Rules of the American Arbitration Association. Judgment upon an arbitration decision may be entered in any court otherwise having jurisdiction. You and we agree these methods shall be the sole remedy for any controversy or claim arising out of this agreement and expressly waive the right to file a lawsuit in any civil court against one another for such disputes, except to enforce an arbitration decision.
About Richard Winblad

Richard Winblad is a lifelong Oklahoma City Metro resident with a law practice focused on Elder Law and Estate Planning. His practice focus helping seniors and veterans by giving sound legal estate planning advice including Medicaid Estate Planning and Veteran’s Benefit Qualification. In 1984, Richard graduated from OSU with an undergraduate degree in Business he later sought and earned a Law Degree from the University of Oklahoma in 1992. His practice is based in Edmond and is held in a beautiful pre-statehood home close to UCO at 102 E. Thatcher. He is president of the Oklahoma City Commercial Lawyers Association, a group that provides legal an ethical training for attorneys. He is also a member of “Lawyers with Purpose”, an organization that provides in depth training and support to attorneys who practice in the area of elder law. He received an AV Preeminent® rating by his peers through Martindale-Hubbell® Peer Review Ratings™. Dedicated to educating the public, Richard does workshops and presentations all around the state for professionals and laypersons. These programs provide vital information to our veterans and seniors as they look forward in planning living and financial needs that fit their desires.

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