SaveMyHomeTrust.io

Independent Contract Attorney Services Agreement

Limited-Scope Document Preparation Review — State of Florida

This Agreement governs the limited-scope legal review services (“Review Services”) purchased by trust clients through the SaveMyHomeTrust platform. It is between the client (“Client”) and the independent licensed Florida attorney (“Reviewing Attorney”) matched to that Client’s file. SaveMyHomeTrust, Inc., a Delaware corporation (“Platform”), is not a party to the attorney-client relationship and is not the Client’s attorney.

1. Service and Flat Fee

The fee is flat, fully earned upon completion of the review, and paid directly by the Platform’s merchant processor to the Reviewing Attorney’s separate merchant account. The Platform does not hold Reviewing Attorney funds in trust or otherwise.

2. Scope of Review Services

The Reviewing Attorney will:

1. verify that the AI-generated package accurately reflects the intake data (names, legal description, trustee/beneficiary designations);
2. confirm structural compliance with Fla. Stat. Ch. 736 (Florida Trust Code);
3. confirm the Limited-Scope Engagement wrapper (Rule 4-1.2(c)) is properly attached; and
4. mark the matter Approved and Routed, or Rejected and Returned with written notes.

The Reviewing Attorney does not: draft trust instruments from scratch; provide tax advice; opine on immigration matters; represent the Client in real-estate transactions or closings; or supervise property management.

3. Rule 4-1.2(c) Limited-Scope Attestation

“Pursuant to Florida Bar Rule 4-1.2(c), the undersigned attorney establishes that representation regarding this matter is strictly limited to the review, authorization, and execution of the asset-protection trust package. The attorney confirms they have reviewed the underlying real estate BPO metrics, title status data, and document drafts, exercising independent professional judgment under Rule 4-1.1.”

4. Independence and Professional Judgment

The Reviewing Attorney is an independent practitioner, not an employee or agent of the Platform or of any Partner Immigration Firm using the Platform. The Reviewing Attorney will exercise independent legal judgment, without interference, influence, or control by the Platform or by any Partner Immigration Firm.

5. Compensation — No Fee Splitting

The entire $45 flat fee is remitted directly to the Reviewing Attorney’s separately-established merchant account. Consistent with Florida Bar Rule 4-5.4, the Platform does not share in, retain, or profit from any portion of the review fee. Once paid, the Flat Fee becomes the property of the Reviewing Attorney and will not be placed in a trust account, because the Flat Fee is fully earned upon delivery of the Review Services.

6. Refund and Termination

6.1 Client’s right to terminate. The Client may terminate the attorney-client relationship at any time, for any reason, by notifying the Reviewing Attorney through the Platform.

6.2 Pre-engagement refund. A full refund is available at any time before the Reviewing Attorney has accepted the matter and begun the Review Services.

6.3 Post-engagement refund. If the Client cancels after the Reviewing Attorney has begun review, refunds are at the Reviewing Attorney’s reasonable discretion based on work performed; the Reviewing Attorney will not retain more than the reasonable value of services rendered.

6.4 Attorney withdrawal. The Reviewing Attorney may withdraw consistent with applicable rules of professional conduct (for example, due to a conflict, the Client’s non-cooperation, or non-payment). If the Reviewing Attorney withdraws before substantially performing, the Client receives a pro-rata refund.

6.5 Conflicts. If a conflicts check reveals a conflict, the Reviewing Attorney will decline the matter and the Platform will offer to match the Client with another attorney; if none is available, the Client receives a full refund.

7. Communications and Confidentiality

The Client expressly grants the Platform permission to receive, store, forward, and review communications between the Client and the Reviewing Attorney solely to facilitate those communications and the Review Services. The Platform agrees to keep such communications confidential to at least the same extent as required by the Reviewing Attorney under the laws and rules governing the Reviewing Attorney’s communications with the Client. To the extent any provision of this Agreement conflicts with the Platform Privacy Policy regarding attorney communications, this Agreement controls.

Required Disclosures

Not a law firm. SaveMyHomeTrust, Inc. is a Delaware technology company and is not a law firm. It does not provide legal advice, representation, or opinions, and no attorney-client relationship is formed with SaveMyHomeTrust, Inc. by use of the Platform. Legal services, when purchased, are provided by independent licensed attorneys under a separate written agreement.

Attorney advertising. Communications on the Platform that describe attorney services constitute attorney advertising under applicable state bar rules. The hiring of a lawyer is an important decision that should not be based solely on advertisements. Before deciding, ask the attorney to send free written information about qualifications and experience.

No guarantee of outcome. No attorney can guarantee any specific legal result. Past results do not predict future outcomes.

Independence of attorneys. Each attorney providing services through the Platform is an independent practitioner and not an employee or agent of SaveMyHomeTrust, Inc.

Limited scope. Services are strictly limited to the scope set forth in Section 2. The Reviewing Attorney has no obligation to provide services beyond that scope.

AI-assisted drafts. Documents and language produced by the Platform are generated by AI from information the Client provides. They are not legal advice and have not been reviewed by an attorney unless the Client’s tier expressly includes attorney review.

No citations from AI. Legal citations may be generated by AI, but such citations will be verified by the Reviewing Attorney or staff under the Reviewing Attorney’s direction and supervision.

Conflicts of interest. Before any engagement begins, the Reviewing Attorney will run a conflicts check.

Jurisdiction. The Reviewing Attorney is licensed in the State of Florida. The Client is responsible for confirming that the Reviewing Attorney is licensed in the jurisdiction relevant to the matter before engaging.

Customer Acknowledgments

The Client must affirmatively check each of the following before the Reviewing Attorney engagement begins. Each acknowledgment is recorded with a timestamp.

1. I have read and understand this Agreement.
2. The Reviewing Attorney will rely entirely on the facts, information, and documents I provide. The Reviewing Attorney will not make any independent investigation of my facts, information, or the authenticity of any documents I provide.
3. The Reviewing Attorney is not promising me any specific favorable result.
4. The Review Services described in Section 2 are the only legal services to be provided by the Reviewing Attorney.
5. The Reviewing Attorney’s representation of me ends when the Review Services have been completed or the attorney-client relationship is terminated, whichever comes first.
6. I understand the Reviewing Attorney is an independent practitioner and not an employee of the Platform.
7. I understand the Flat Fee is fully earned on delivery and is not held in trust.
8. I consent to the Platform receiving, storing, and transmitting communications between me and the Reviewing Attorney as described in Section 7.

Reviewing Attorney Acceptance

Versioning. This Agreement is version v1.0.0. Each assent is stored with the version, locale, IP address, user-agent, and timestamp.

SaveMyHomeTrust, Inc. is a Delaware C-Corporation. It is not a law firm and does not provide legal advice. The hiring of a lawyer is an important decision that should not be based solely on advertisements.