CLIENT DISCLOSURE & ACKNOWLEDGMENT
DOCUMENT TITLE: Your Trust
Estate Planning Services – Client Disclosure & Acknowledgment (All States)
IMPORTANT CLIENT DISCLOSURE
Please review and acknowledge the following before proceeding with estate planning document preparation services.
1. No Legal Advice by Company
I understand and acknowledge that Estate Plan Services is not a law firm and does not provide legal advice, legal opinions, or legal representation.
2. Attorney-Prepared Documents
I understand and acknowledge that my estate planning documents will be prepared by licensed attorneys through an independent, third-party attorney platform. Any attorney-client relationship that may arise is solely between me and the preparing attorney, not with Estate Plan Services.
3. No Guarantee of Legal Outcomes
I understand and acknowledge that estate planning outcomes depend on individual circumstances, proper execution, asset funding, court proceedings, and changes in law, and that no legal outcomes are guaranteed, including probate avoidance, privacy, tax results, or timing of estate settlement.
4. Satisfaction Guarantee Scope
I understand and acknowledge that any satisfaction guarantee offered applies only to the document preparation service experience, not to future legal outcomes or enforceability of documents.
5. Terms of Service Incorporation
I acknowledge that this Disclosure is incorporated into and governed by Estate Plan Services Terms of Service, which I have reviewed or had the opportunity to review, and which are available at: https://EstatePlanServices.com.
