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Financial Professional Costs Agreement - Non-Members

Engagement Template for Financial Professionals in Collaborative Wills and Estates Matters

 Structure your financial collaboration with confidence and clarity.

The Financial Professional Costs Agreement is a comprehensive, engagement agreement template for Financial Professionals acting as neutrals in Collaborative Estate Planning and Estate Dispute matters.

It defines roles, confidentiality, fee arrangements, and how the financial expert will work alongside lawyers and the coach to support informed, fair decision-making between clients.

From asset modelling and cashflow projections to assisting in fair division of the estate, this agreement ensures the financial expert is:

  • Properly retained,
  • Confidently introduced,
  • And protected as a neutral under the collaborative model.

Part of your essential Collaborative Toolkit, this resource complements:

  • The Suitability Check Agreement,
  • The Costs Clarity Pack (Lawyer Cost Templates), and
  • The Communication Coach Costs Agreement -
    giving your matters the full interdisciplinary setup they need to thrive.

✔️ Secure professional engagement.
✔️️ Define expectations.
✔️️ Empower effective teamwork.