Example of Service Plan
Client & Job Service Proposal Service Proposal
Client Fred & Irene Walker
Contact (1) This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Contact (2) 626566566
Services
requested
Fixed price
Wills for a couple
Other Legal and tax advice
Translation
Job description Prepare wills for a husband
and wife. They are to be
based on an existing English
will but may need to be
varied after discussing
inheritance tax situation and
spanish probate law.
Client requirements Clients would prefer home
service where possible.
Would like an english
translation of the will.
Associate James Baker (Malaga East)
Contact (1) This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Contact (2) 627995995
Job Ref Walker/F+I/001
Service
Proposal
Clients email english will. JB to discuss with lawyer and then clients at home. Lawyer draws up wills and JB the english versions. Client review with
2nd home meeting/redrafts if required. Notarise final version.
Assumptions Up to 2 home meetings
and one consultation with lawyer required. Additional complications may necessitate more work.
Fixed fee services
(1) Wills for a
couple
€ 280
Chargeable
hours
Hours
1. Lawyer
2. Associate
0.5 € 30
2 € 30
Total
(excl.iva)
€ 340
Included in
fixed fee
Lawyer and associate hours required to draw up wills
for a couple. Travel
expenses for 2 home visits.
Included in
chargeable hours
Additional advice on
spanish inheritance tax.
Translation of wills to english.