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Get the free Engagement Letter for Estates-Trusts - Thompson Tax Associates

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Date: Trust/Estate Name(s) 1. We are pleased to confirm our understanding of the arrangements for your income tax return(s). This letter confirms the services you have asked our firm to perform and
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An engagement letter for estates-trusts is a legal document that outlines the terms and conditions of the relationship between a professional advisor and the trustees of an estate or trust.
The trustees of an estate or trust are required to file the engagement letter.
The engagement letter for estates-trusts should be filled out by including the names of the trustees, the terms of the engagement, the scope of services to be provided, and any fees or compensation arrangements.
The purpose of an engagement letter for estates-trusts is to create a clear understanding of the responsibilities and expectations of both the professional advisor and the trustees, in order to avoid any misunderstandings or disputes.
The engagement letter for estates-trusts must include the names of the trustees, the scope of services to be provided, the fees or compensation arrangements, and any other relevant details of the engagement.
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