INVOICE NARRATIONS. Ongoing unbilled legal & trustee attendances to date. NB: A detailed breakdown of attendances is available upon request.

Transcription

1 INVOICE NARRATIONS CODE GENERAL G1 Onging Legal Attendances Onging unbilled legal attendances t date in cnnectin with this matter. NB: A detailed breakdwn f attendances is available upn request. G2 Ongin Legal & Trustee Attendances Onging unbilled legal & trustee attendances t date. NB: A detailed breakdwn f attendances is available upn request. G3 General Attendances Relating t Annual Trustees Meeting Unbilled legal & trustee attendances t date, including: s t and frm yu; reviewing cmpleted Trust Admin Checklist, file, existing trust & successin dcumentatin and latest financial statements, in preparatin fr the annual trustees meeting; preparing annual trustees minutes; annual trustees meeting; and reviewing/sending and prcessing [N. f DNA Exprts] separate items f crrespndence/dcuments. G4 Audit Infrmatin Request Legal attendances in cnnectin with the latest annual request fr audit infrmatin - $ G5 Narratin Fr Suite Of Priced Services That have Partially Delivered (eg. 75% Delivered) Preliminary attendances review, preparatin, planning & recmmendatins (time attendances) [Insert Time Attendances Charge] + [Brief Descriptin f Grup f Services eg. Trust Restructuring ]: List Partially Cmpleted Services & Charges eg: Deed f Variatin f Trust Deed - $[Price Estimate/Qute] + 75% Cmpleted - $[75% f Price Estimate/Qute] + Deed f Retirement f Existing Trustees & Appintment f Replacement Trustees - $[Price Estimate/Qute] + 75% Cmpleted - $[75% f Price Estimate/Qute] +

2 G6 Narratin Fr Bundled Services That have Partially Delivered (eg. 75% Delivered) Preliminary attendances review, preparatin, planning & recmmendatins (time attendances) [Insert Time Attendances Charge] + [Brief Descriptin f Bundled Services eg. Establishment f Trust ]: List Partially Cmpleted Services & Charges eg: Trust deed. Deed f indemnity f independent trustee. Family trust wills. Memrandum f wishes. Bundled Fixed Price - $2,230 + GST & incidental csts. Jb 75% Cmpleted / 75% f Bundled Fixed Price Charged - $1, G7 Narratin Fr Final Invice Fr Quted Services - Taking Accunt Of Prir Interim Invice(s) List services prvided & qutes eg: Sale f Shares, including Agreement fr Sale & Purchase ($ inclusive f GST & disbursements) - $ Authrising Trustees Reslutins ($ inclusive f GST & disbursements) - $ Deed f Acknwledgement f Debt ($ inclusive f GST & disbursements) - $ x Family Trust Wills ($ inclusive f GST & disbursements) - $ Memrandum f Wishes ($ inclusive f GST & disbursements each) - $ x sets f Enduring Pwers f Attrney ($ inclusive f GST & disbursements) - $ x General Pwers f Attrney & Deed f Delegatin ($ inclusive f GST) - $ CREDIT: Fees already charged under Invice # [Insert Invice N.] - $[Insert GST Exclusive Amunt f Fees Charged Under Invice] + CREDIT: Fees already charged under Invice # [Insert Invice N.] - $[Insert GST Exclusive Amunt f Fees Charged Under Invice] + UNCHARGED BALANCE - $[Insert GST Exclusive Amunt f Uncharged Balance f Quted Fees] + G8 Additinal Extra-Ordinary Legal Attendances Narratin Extra-rdinary legal attendances in cnnectin with [Insert brief details f particular legal service eg. Statutry Declaratin t supprt applicatin fr registratin f change f name ] - $[Insert GST Exclusive Fee fr Extra-Ordinary Attendances eg. $ GST ].

3 G9 Additinal Discunt Narratins LESS [Insert Percentage Amunt f Discunt eg. 10% ] DISCOUNT (in accrdance with ur [Starter/PREMIUM] cnveyancing package) - ($[Insert GST Exclusive Amunt f Discunt] + GST). NB: The fee charged has been discunted [Insert GST Exclusive Dllar Amunt f Discunt & Percentage Amunt f Discunt eg. $ GST (ie. 10%) ] frm the actual time attendances value f $[Insert GST Exclusive Time Attendances Dllar Value eg. $5, GST ]. G10 Additinal Nte Fr Interim Invicing Of Part Of The Unbilled Time Attendances Value NB: The actual time attendances value f the unbilled legal attendances amunts t $[Insert GST Exclusive Time Attendances Dllar Value eg. $3, GST ]. We have nly inviced $[Insert GST Exclusive Fee Inviced eg. $1, GST ] (ie. [Recvery Percentage eg. 50% ] f that unbilled time attendances value), and wuld be lking t recver the unbilled balance at a later date, shuld the matter prceed further. G11 Trust Administratin Retainer Service Invice Unbilled Trust Administratin attendances, as mre particularly detailed in the attached Schedule f Attendances. NB1: The time attendances charges have been capped at the rate f $245 + GST per hur in accrdance with the terms f yur Trust Administratin Retainer Service Agreement. NB2: The amunt f this invice has been paid by way f deductin frm the retainer and ther funds being held in yur trust accunt. G12 Discunt Payment Offer Nte NB: We will accept a payment f $[GST Inclusive Amunt f Discunt Payment Offer] (INCLUSIVE OF GST) in satisfactin f this invice (ie. a [Percentage Discunt eg. 30 ]% DISCOUNT), s lng as that payment is received by us in cleared funds WITHIN 14 DAYS OF THE DATE OF THIS INVOICE. CODE PERSONAL PROPERTY SECURITIES PPS1 Starter/Unbundled Package Persnal Prperty Security FINANCING Under $250,001 Prfessinal fee (Starter/Unbundled Package) fr attendances in cnnectin with persnal prperty security financing under $250,001 - $[743.48?] + GST: Legal Services Fee Cmpnent: Capped Base Level Fee: $700 + List Fees Fr Any Additinal Unbundled Services Search Services Fee Cmpnent: $ PPS2 Premium/Bundled Package Persnal Prperty Security FINANCING Under $250,001 Prfessinal fee (Premium/Bundled Package) fr attendances in cnnectin with persnal prperty security financing under $250,001 - $[1,095.65?] + GST: Legal Services Fee Cmpnent: Capped Base Level Fee: $1,050 + List Fees Fr Any Additinal Unbundled Services Search Services Fee Cmpnent: $ PPS3 Starter/Unbundled Package Persnal Prperty Security REfinancing Under

4 $250,001 Prfessinal fee (Starter/Unbundled Package) fr attendances in cnnectin with persnal prperty security refinancing under $250,001 - $[817.39?] + GST: Legal Services Fee Cmpnent: Capped Base Level Fee: $775 + List Fees Fr Any Additinal Unbundled Services Search Services Fee Cmpnent: $ PPS4 Premium/Bundled Package Persnal Prperty Security REfinancing Under $250,001 Prfessinal fee (Premium/Bundled Package) fr attendances in cnnectin with persnal prperty security financing under $250,001 - $[1,208.70?] + GST: Legal Services Fee Cmpnent: Capped Base Level Fee: $1,165 + List Fees Fr Any Additinal Unbundled Services Search Services Fee Cmpnent: $ CODE RESIDENTIAL CONVEYANCING RC1 Starter Package Residential Purchase (Fee Simple / Crss Lease) With Mrtgage Starter package fr residential purchase f a fee simple/crss lease prperty with a mrtgage ($1, inclusive f GST & disbursements) - $1, RC1 Starter Package Residential Purchase (Unit Title) With Mrtgage Starter package fr residential purchase f a unit title prperty with a mrtgage ($1, inclusive f GST & disbursements) - $1, RC2 Premium Package Residential Purchase (Fee Simple / Crss Lease) With Mrtgage Premium package fr residential purchase f a fee simple/crss lease prperty with a mrtgage ($2, inclusive f GST & disbursements) - $1, RC2 Premium Package Residential Purchase (Unit Title) With Mrtgage Premium package fr residential purchase f a unit title prperty with a mrtgage ($2, inclusive f GST & disbursements) - $2, RC3 Starter Package Residential Purchase (Fee Simple / Crss Lease) WITHOUT Mrtgage Starter package fr residential purchase withut a mrtgage ($1, inclusive f GST & disbursements) - $1, RC3 Starter Package Residential Purchase (Unit Title) WITHOUT Mrtgage Starter package fr residential purchase withut a mrtgage ($1, inclusive f GST & disbursements) - $1, RC4 Premium Package Residential Purchase (Fee Simple / Crss Lease) WITHOUT Mrtgage Premium package fr residential purchase withut a mrtgage ($1, inclusive f GST & disbursements) - $1,

5 RC4 Premium Package Residential Purchase (Unit Title) WITHOUT Mrtgage Premium package fr residential purchase withut a mrtgage ($2, inclusive f GST & disbursements) - $1, RC5 Starter Package 'Fixed Csts' Residential Purchase Starter package 'Fixed Csts' fr legal attendances in cnnectin with the abrted purchase f a residential prperty that did nt prceed beynd Cnfirmatin Stage ($ inclusive f GST & disbursements) - $ RC6 Premium Package 'Fixed Csts' Residential Purchase Premium package 'Fixed Csts' fr legal attendances in cnnectin with the abrted purchase f a residential prperty that did nt prceed beynd Cnfirmatin Stage ($ inclusive f GST & disbursements) - $ RC7 Starter Package Residential Sale With Discharge f Mrtgage Starter package fr residential sale with a discharge f mrtgage ($1, inclusive f GST & disbursements) - $1, RC8 Premium Package Residential Sale With Discharge f Mrtgage Premium package fr residential sale with a discharge f mrtgage ($1, inclusive f GST & disbursements) - $1, RC9 Starter Package Residential Sale WITHOUT Discharge f Mrtgage Starter package fr residential sale withut a discharge f mrtgage ($ inclusive f GST & disbursements) - $ RC10 Premium Package Residential Sale WITHOUT Discharge f Mrtgage Premium package fr residential sale withut a discharge f mrtgage ($1, inclusive f GST & disbursements) - $1, RC11 Starter Package 'Fixed Csts' Residential Sale Starter package 'Fixed Csts' fr legal attendances in cnnectin with the abrted sale f a residential prperty that did nt prceed beynd Cnfirmatin Stage ($ inclusive f GST & disbursements) - $ RC12 Premium Package 'Fixed Csts' Residential Sale Premium package 'Fixed Csts' fr legal attendances in cnnectin with the abrted sale ($ inclusive f GST & disbursements) - $ RC13 Starter Package Residential Refinancing Starter package fr residential refinancing ($1, inclusive f GST & disbursements) - $ RC14 Premium Package Residential Refinancing Premium package fr residential refinancing ($1, inclusive f GST & disbursements) - $1, RC15 Starter Package Residential Mrtgage Starter package fr residential mrtgage ($ inclusive f GST & disbursements) - $

6 RC16 Premium Package Residential Mrtgage Premium package fr residential mrtgage ($1, inclusive f GST & disbursements) - $1, RC17 Starter Package Residential Discharge f Mrtgage (Invlving Handling Funds) Starter package fr residential discharge f mrtgage, invlving handling f funds ($ inclusive f GST & disbursements) - $ RC18 Starter Package Residential Discharge f Mrtgage (NOT Invlving Handling Funds) Starter package fr residential discharge f mrtgage, nt invlving handling f funds ($ inclusive f GST & disbursements) - $ RC19 Premium Package Residential Discharge f Mrtgage (Invlving Handling Funds) Premium package fr residential discharge f mrtgage, invlving handling f funds ($ inclusive f GST & disbursements) - $ RC20 Premium Package Residential Discharge f Mrtgage (NOT Invlving Handling Funds) Premium package fr residential discharge f mrtgage, nt invlving handling f funds ($ inclusive f GST & disbursements) - $ RC21 Starter Package Residential Variatin f Mrtgage (Invlving Handling Funds) Starter package fr residential variatin f mrtgage, invlving handling f funds ($ inclusive f GST & disbursements) - $ RC22 Starter Package Residential Variatin f Mrtgage (NOT Invlving Handling Funds) Starter package fr residential variatin f mrtgage, nt invlving handling f funds ($ inclusive f GST & disbursements) - $ RC23 Premium Package Residential Variatin f Mrtgage (Invlving Handling Funds) Premium package fr residential variatin f mrtgage, invlving handling f funds ($ inclusive f GST & disbursements) - $ RC24 Premium Package Residential Variatin f Mrtgage (NOT Invlving Handling Funds) Premium package fr residential variatin f mrtgage, nt invlving handling f funds ($ inclusive f GST & disbursements) - $ RC25 Pre-Cntract Attendances Pre-cntract legal attendances, including a free review f the [purchase cntract/tender dcuments]; searching & reprting n the title t the prperty; drafting suggested amendments t the purchase cntract; and all ther incidental attendances. NB: Shuld yur purchase ffer be accepted and the cntract prceeds beynd the Cnfirmatin Stage, yu will be given a credit back fr the prtin f this invice relating t the title search & reprt, amunting t $ inclusive f GST & disbursements. RC26 Abrted Residential Prperty Purchase Fee Simple r Crss Lease (Starter/Unbundled) Prfessinal fee attendances in cnnectin with the abrted purchase [$489.13?] + GST:

7 Legal Services Fee Cmpnent: Capped Base Level Fee: $450 + List Fees Fr Any Additinal Unbundled Services Search Services Fee Cmpnent: $ RC27 Abrted Residential Prperty Purchase Fee Simple r Crss Lease (Premium/Bundled) Prfessinal fee attendances in cnnectin with the abrted purchase [$814.13?] + GST: Legal Services Fee Cmpnent: $775 + Search Services Fee Cmpnent: $ RC28 Abrted Residential Prperty Purchase Unit Title (Starter/Unbundled) Prfessinal fee attendances in cnnectin with the abrted purchase [$731.52?] + GST: Legal Services Fee Cmpnent: Capped Base Level Fee: $675 + List Fees Fr Any Additinal Unbundled Services Search Services Fee Cmpnent: $ RC29 Abrted Residential Prperty Purchase Unit Title (Premium/Bundled) Prfessinal fee attendances in cnnectin with the abrted purchase [$1,216.52?] + GST: Capped Legal Services Fee Cmpnent: $1,160 + Search Services Fee Cmpnent: $ RC30 Title Search - Fee Simple r Crss Lease Prfessinal fee fr title search & reprt [$150?] + GST: Legal Services Fee Cmpnent: Base Level Fee: $ Fee Fr Excess Time Attendances Over 30 Minute Base Level Fee Allcatin: [$???] + Search Services Fee Cmpnent: $ RC31 Title Search Unit Title Prfessinal fee fr title search & reprt [$350?] + GST: Legal Services Fee Cmpnent: Base Level Fee: $ Fee Fr Excess Time Attendances Over 1 ½ Hur Base Level Fee Allcatin: [$???] + Search Services Fee Cmpnent: $ RC32 LIM / Builders Reprt Review Prfessinal fee fr reviewing & reprting t yu n the [Land Infrmatin Memrandum / Builders Reprt] n the prperty [$300?] + GST: Base Level Fee: $300 + Fee Fr Excess Time Attendances Fr Reviewing Over 75 Pages: [$???] +

8 RC33 Cmb Title Search & LIM Review Fee Simple r Crss Lease Prfessinal fee fr title search & reprt, and fr reviewing & reprting t yu n the Land Infrmatin Memrandum n the prperty - $400 + GST: Legal Services Fee Cmpnent: $ Search Services Fee Cmpnent: $ RC34 Cmb Title Search & LIM Review Unit Title Prfessinal fee fr title search & reprt and fr reviewing & reprting t yu n the Land Infrmatin Memrandum n the prperty - $600 + GST: Legal Services Fee Cmpnent: $ Search Services Fee Cmpnent: $ RC35 Bdy Crprate Materials Review Prfessinal fee fr reviewing & reprting t yu n the bdy crprate materials prvided in relatin t the prperty [$550?] + GST: Base Level Fee: $550 + Fee Fr Excess Time Attendances Fr Reviewing Over 75 Pages: [$???] + RC36 Preparatin f Simple Agreement fr Sale & Purchase f Residential Prperty Prfessinal fee fr preparing a simple Agreement fr Sale & Purchase fr a residential prperty ($ inclusive f GST) - $ CODE ESTATE PLANNING EP1 Establishment f Family Trust (Trust Deed Only) Legal attendances in cnnectin with the settlement f a discretinary family trust, including preparatin & executin f trust deed ($1, inclusive f GST & disbursements per gift) - $1, EP2 Establishment f Family Trust with an Independent Trustee (Trust Deed & Deed f Indemnity), Memrandum f Wishes & Family Trust Wills fr a Cuple Legal attendances in cnnectin with the fllwing: Trust Deed ($1, inclusive f GST & disbursements per gift) - $1, Deed f Indemnity f Independent Trustee ($ inclusive f GST & disbursements) - $ Memrandum f Wishes ($ inclusive f GST & disbursements) - $ x Family Trust Wills ($ inclusive f GST & disbursements) - $

9 EP3 Establishment f Family Trust with an Independent Trustee (Trust Deed & Deed f Indemnity), Memrandum f Wishes & Family Trust Will fr One Persn Legal attendances in cnnectin with the fllwing: Trust Deed ($1, inclusive f GST & disbursements per gift) - $1, Deed f Indemnity f Independent Trustee ($ inclusive f GST & disbursements) - $ Memrandum f Wishes ($ inclusive f GST & disbursements) - $ Family Trust Will ($ inclusive f GST & disbursements) - $ EP4 Establishment f Family Trust with an Independent Trustee (Trust Deed & Deed f Indemnity), Sale f Family Hme t Trust, Memrandum f Wishes, Family Trust Wills & Pwers f Attrney fr a Cuple Legal attendances in cnnectin with the fllwing: Trust Deed ($1, inclusive f GST & disbursements per gift) - $1, Deed f Indemnity f Independent Trustee ($ inclusive f GST & disbursements) - $ Sale f Family Hme t Trust, including Agreement fr Sale & Purchase ($1, inclusive f GST & disbursements) - $1, Restructuring existing first mrtgage financing: Mrtgage restructuring ($1, inclusive f GST & disbursements) - $ Bank Guarantee ($ inclusive f GST) - $ Deed f Acknwledgement f Debt ($ inclusive f GST & disbursements) - $ Memrandum f Wishes ($ inclusive f GST & disbursements) - $ x Family Trust Wills ($ inclusive f GST & disbursements) - $ x sets f Enduring Pwers f Attrney ($ inclusive f GST & disbursements) - $ x General Pwers f Attrney & Deed f Delegatin ($ inclusive f GST) - $ EP5 Establishment f Family Trust with an Independent Trustee (Trust Deed & Deed f Indemnity), Sale f Family Hme t Trust, Memrandum f Wishes, Family Trust Wills & Pwers f Attrney fr One Persn Legal attendances in cnnectin with the fllwing: Trust Deed ($1, inclusive f GST & disbursements per gift) - $1, Deed f Indemnity f Independent Trustee ($ inclusive f GST & disbursements) - $ Sale f Family Hme t Trust, including Agreement fr Sale & Purchase ($1, inclusive f GST & disbursements) - $1, Restructuring existing first mrtgage financing: Mrtgage restructuring ($1, inclusive f GST & disbursements) - $ Bank Guarantee ($ inclusive f GST) - $ Deed f Acknwledgement f Debt ($ inclusive f GST & disbursements) - $ Memrandum f Wishes ($ inclusive f GST & disbursements) - $ Family Trust Will ($ inclusive f GST & disbursements) - $ Set f Enduring Pwers f Attrney ($ inclusive f GST & disbursements) - $ General Pwer f Attrney & Deed f Delegatin ($ inclusive f GST & disbursements) - $

10 EP6 Annual Gifting fr a Cuple 2 x annual gifting ($ inclusive f GST & disbursements) - $ EP7 Annual Gifting fr One Persn Annual gifting ($ inclusive f GST & disbursements) - $ EP8 Starter Package Lump Sum Gifting fr a Cuple 2 x lump sum gifting ($ inclusive f GST & disbursements) - $690 + EP9 Starter Package Lump Sum Gifting fr One Persn Lump sum gifting ($ inclusive f GST & disbursements) - $ EP10 PREMIUM Package Lump Sum Gifting fr a Cuple 2 x lump sum gifting ($1, inclusive f GST & disbursements per gift) - $ EP11 PREMIUM Package Lump Sum Gifting fr One Persn Lump sum gifting ($ inclusive f GST & disbursements) - $ EP12 Simple Cdicils fr a Cuple 2 x 'Simple' Cdicils ($ inclusive f GST & disbursements) - $ EP13 Simple Cdicil fr One Persn 'Simple' Cdicil ($ inclusive f GST & disbursements) - $ EP14 Simple Wills fr a Cuple 2 x 'Simple' Wills ($ inclusive f GST & disbursements) - $ EP15 Simple Will fr One Persn 'Simple' Will ($ inclusive f GST & disbursements) - $ EP16 [ Detailed / Family Trust / Living ] Wills fr a Cuple 2 x ['Detailed'/ Family Trust / Living ] Wills ($ inclusive f GST & disbursements) - $ EP17 [ Detailed / Family Trust / Living ] Will fr One Persn ['Detailed'/ Family Trust / Living ] Will ($ inclusive f GST & disbursements) - $ EP18 Set f Enduring Pwers f Attrney fr a Cuple 2 x sets f Enduring Pwers f Attrney ($ inclusive f GST & disbursements) - $ EP19 Separate Enduring Pwers f Attrney fr a Cuple (Either Re: Prperty r Re: Persnal Care & Welfare) 2 x Enduring Pwers f Attrney ($ inclusive f GST & disbursements) - $

11 EP20 Set f Enduring Pwers f Attrney fr One Persn Set f Enduring Pwers f Attrney ($ inclusive f GST & disbursements) - $ EP21 Separate Enduring Pwer f Attrney fr One Persn (Either Re: Prperty r Re: Persnal Care & Welfare) Enduring Pwer f Attrney ($ inclusive f GST & disbursements) - $ EP22 Annual Trust Administratin Review & Trustees Meeting Attendances Within Scpe f Base Fee Annual trust administratin review & trustees meeting (attendances within scpe f base fee ) - $ EP23 Annual Trust Administratin Review & Trustees Meeting Outside Scpe Attendances Extra-rdinary attendances (utside scpe f base fee ) in cnnectin with annual trust administratin review & trustees meeting - $[GST Exclusive Fee] + NB: A detailed breakdwn f these extra-rdinary attendances is available upn request. I:\Wakefields Lawyers\Wakefields Systems\Office Frms\Invice Narratins.dcx