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(941) 923-7700These Terms of Service (“Terms”) set out the conditions under which Buckman, Buckman & Castellano, P.A. (the “Firm”) will review a prospective client’s estate planning or probate matter. Your use of this website is also governed by our Privacy Policy and our Attorney Advertising Disclaimer.
The undersigned prospective client, by accepting these Terms, grants the Buckman, Buckman & Castellano, P.A. law firm (the “Firm”) the authority to review the prospective client’s matter. The materials reviewed may include wills, trusts, deeds, beneficiary designations, account and financial statements, prior estate planning documents, court filings and pleadings, correspondence, and other documents or information relevant to the matter. The prospective client grants the Firm the right to discuss the matter with witnesses, financial institutions, accountants and financial advisors, fiduciaries, other attorneys, and any other persons necessary to review the matter.
The prospective client understands and agrees that no attorney-client relationship will be established until a formal written Retainer Agreement has been executed by both the prospective client and the Firm. However, an attorney-client relationship does exist to the limited extent that any communications between the prospective client and members of the Firm are protected by the attorney-client privilege. This limited attorney-client relationship is necessary to allow the Firm to fully and completely review the prospective client’s matter.
By accepting these Terms, the prospective client and the Firm agree that the Firm will undertake no responsibility for the representation of the prospective client until a formal written Retainer Agreement has been executed by both the prospective client and the Firm. For example, the prospective client and the Firm agree that the Firm assumes no responsibility for determining or preventing the expiration of any deadline, including any applicable statute of limitations, limitations period, or filing deadline. The Firm assumes no responsibility to complete its review within any particular period of time. The Firm is under no obligation to accept the prospective client’s matter, and the prospective client is under no obligation to retain the Firm.
The prospective client and the Firm agree that the Firm will not be responsible for the retention or safety of any wills, trusts, deeds, financial records, court filings, correspondence, or other documents or items provided to the Firm for review. The prospective client and the Firm agree that the prospective client assumes the risk of loss or destruction of any item provided to the Firm. The prospective client should keep copies of all documents and should not provide original documents to the Firm during the review.
During the Firm’s review, the prospective client may meet with any other attorneys or law firms as the prospective client desires. The prospective client may instruct the Firm to cease its review of the matter at any time, with no obligation to the Firm.
In consideration for the terms outlined in these Terms, the Firm agrees to review the matter and the prospective client agrees to allow the Firm to review the matter.
The parties agree that the exclusive jurisdiction and venue for any action arising out of these Terms or this representation shall be in Sarasota County, Florida, before the Twelfth Judicial Circuit Court of Florida. These Terms are governed by the laws of the State of Florida.
If any provision of these Terms is deemed illegal, unlawful, or invalid, that provision is severed from these Terms and the remainder of these Terms remains in full force and effect. These Terms contain the entire agreement of the parties regarding the review of the prospective client’s matter, and there are no separate oral agreements.
We may update these Terms from time to time. When we do, we will revise the “Effective date” shown above.
Questions about these Terms can be directed to us through our contact page at https://www.buckmanestatelaw.com/contact/ or by mail at:
Buckman, Buckman & Castellano, P.A.
2023 Constitution Blvd
Sarasota, FL 34231