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Communication Coach Costs Agreement - Non-Members

Communication Coach Costs Agreement
Professional Engagement Template for Communications Coaches in Collaborative Estate Matters

 

Ensure neutrality, clarity, and trust from the very first conversation.

The Communication Coach Costs Agreement is a professionally crafted, ready-to-use engagement template that sets out the scope, expectations, confidentiality provisions, and fee structure for Communications Coaches acting as neutral facilitators in Collaborative Wills and Estates matters.

This agreement helps you—and your chosen coach—clearly define their neutral role within the Collaborative Team, structure their communication touchpoints, and protect the confidentiality of the process from start to finish.

This resource works hand-in-hand with:

  • The Suitability Check Agreement,
  • The Costs Clarity Pack (Lawyer Cost Templates), and
  • The Financial Professional Costs Agreement

Together, they form a complete onboarding and engagement toolkit for interdisciplinary collaborative estate matters.

✔️ Set up your team with structure.
✔️ Protect neutrality.
✔️ Build client confidence from the outset.