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We offer selected legal services for our Premium Customers in connection with their Wealth 360 plan or as separate assignments.
The service fee is agreed in the assignment agreement based on either a fixed price or the time spent.
In addition to drafting a document, an assignment may involve advisory services and investigations that are necessary in order to complete the assignment. If the investigations or documents related to an assignment involve much more work than normal, we will agree on taking the time spent on the assignment into account in the price separately with the customer.
A legal service package may include drafting or updating the following documents: a prenuptial agreement (incl. registration), a will, a reciprocal will, a continuing power of attorney or a deed of gift. The drafting of documents included in a legal service package must be agreed within three months from the completion of the Wealth 360 plan.
In addition to the service fee, we will charge any costs charged by the authorities and any other costs arising from completing the assignment.