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- Can I send batch requests for 2 signatures on an engagement letter, as for spouses?
Can I send batch requests for 2 signatures on an engagement letter, as for spouses?
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2 Comments 2
Karl
Level 8
yesterday
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According to this video, at about 1m35s, no, for MFJ clients, only the primary person will get the signature request.
I would talk to your insurance carrier about this. I have CAMICO, and am in California (community property state), and they told me that "one spouse has the power to bind another" (I don't think that's a community property distinction, but IDK, IANAL) so I only *need* one spouse's signature per their recommendation.
Granted, I have a few *special* clients, where you just have that "gut feel" about, and so for them, I make sure both spouses sign to reduce/avoid any problems later.
*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*
BobKamman
Level 15
yesterday
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See discussion of this from December 2023.
If you consider the engagement letter as a contract, only one signature is needed. If you consider it as an ethical obligation, remember that in most jurisdictions wives are no longer considered chattels.
