Private Client letter
Build trust and professionalism with our expertly drafted Client Care Letter for Private Client services. Designed by specialist solicitors, this letter provides clear guidance on the terms of your engagement with private clients, ensuring transparency, compliance with UK regulations, and a strong foundation for a positive client relationship.
In private client work—whether handling wills, estate planning, or family wealth management—clients need clarity on what services they are receiving and the associated costs. A well-structured Client Care Letter ensures that your clients understand the terms of your engagement from the outset. Our Client Care Letter – Private Client is tailored for law firms and legal service providers, ensuring that all expectations are set professionally, with a clear outline of fees, services, and responsibilities.
Our comprehensive template includes all the essential details for managing private client relationships effectively:
Scope of Services
Clearly outline the services you will provide, such as will drafting, trust management, estate planning, probate services, and more, ensuring clients know exactly what they can expect.
Fees and Payment Terms
Provide a detailed breakdown of your fee structure, whether hourly, fixed, or contingent on specific outcomes. This section includes payment terms, billing schedules, and any potential additional costs, such as disbursements.
Client Responsibilities
Specify what is required of the client, including the provision of relevant documents, regular communication, and adherence to deadlines.
Confidentiality and Data Protection
Ensure your clients understand how their personal and financial data will be handled, including compliance with GDPR and UK data protection laws, which are crucial in private client matters.
Termination of Services
Include clear terms for terminating the engagement, outlining the rights of both the client and your firm to end the professional relationship, as well as any fees associated with termination.
You can purchase the Client Care Letter – Private Client individually for £49.00, or get it as part of our Client Care Pack, which includes all essential client care documents such as terms of business and other client care letters, at a discounted rate.
This client care letter is specifically designed for:
Private Client Law Firms: Ensure clarity, professionalism, and transparency in every client engagement, protecting both your firm and your clients.
Solicitors Specialising in Private Client Work: Provide clear terms of engagement for clients seeking services such as wills, estate planning, probate, and more.
Legal Consultants: Set clear terms for providing private client services, managing client expectations, and ensuring all parties understand their responsibilities.
Legally Compliant
Drafted by expert solicitors, this letter ensures compliance with UK legal and regulatory standards, including the Solicitors Regulation Authority (SRA) guidelines.
Customisable
Easily tailor the letter to suit your firm’s specific private client services, fee structures, and policies, ensuring it reflects your firm’s unique approach.
Promotes Transparency and Trust
Providing clear terms of service builds trust with your clients, ensuring they understand what to expect from your legal services and helping to reduce the risk of disputes.
Protects Your Firm
By clearly defining the scope of services, fees, and client responsibilities, this letter helps prevent misunderstandings and protects your firm from potential legal disputes.
- Purchase: Buy the Client Care Letter – Private Client as a standalone document or get it as part of the comprehensive Client Care Pack.
- Customise: Open the document in your preferred word processor and tailor the content to match your firm’s specific private client services, fees, and engagement terms.
- Implement: Use this letter at the start of your client relationship to ensure professionalism, transparency, and a clear understanding of the terms.
£49.00