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The Costs Clarity Pack - Non-Members

Introducing: “The Costs Clarity Pack”

Essential Cost Agreement Templates for Every Stage of Your Collaborative Estate Matters

You asked—we delivered.

The most requested resource from our Collaborative Practice alumni is now exclusively available to our subscription members: a complete, done-for-you set of cost agreement templates tailored for Collaborative Practice in Wills and Estates. Whether you're managing a Family Inclusive Succession Planning collaboration or navigating a Disputed Estate collaboration, these customisable, stage-specific templates will help you confidently scope, quote, and clarify your professional engagement with ease and professionalism.

What’s Inside “The Costs Clarity Pack”?:
A suite of editable, jurisdiction-sensitive scope of work templates and cost agreement inclusions for:

  • Stage 1: Invitation and Suitability Assessment
  • Stage 2: First Collaborative Meeting Preparation
  • Stage 3: Subsequent Collaborative Meetings
  • Stage 4: Drafting Final Deeds of Agreement/Family Arrangement
  • Other prompts: For Contested estate collaborations

Each template is designed to integrate with your firm's existing client agreements and can be adapted for your preferred pricing model:

  • Fixed Fee
  • Fee Estimates
  • Court Scale

 

Why You'll Love It:

  • Developed by a dual-accredited specialist and experienced collaborative practitioner
  • Reflects real-world experience across both planning and dispute collaborations
  • Saves you time, enhances client confidence, and sets clear expectations
  • Equips you with a framework that aligns with best practice and ethical compliance

Available Now

Join the Collaborative Collective Membership and gain exclusive access to the discounted “The Costs Clarity Pack” - your foundation for delivering confident, compliant, and compassionate collaborative estates services.