Simple Trust Planning, LLC (“we,” “us,” or “our”) is not a law firm and does not provide legal, tax, or financial advice. No attorney-client relationship is created by using our website, services, or materials.
Our estate planning documents are generated through our partner software provider. While their software system is supported by licensed attorneys, you will not receive legal advice or direct attorney services through Simple Trust Planning.
Important Things to Know
No Legal Advice: All materials and services are for general educational and document-preparation purposes only. If you need legal advice for your specific situation, please consult a licensed attorney.
Execution of Documents: You are responsible for properly signing, notarizing, and witnessing your documents in accordance with the laws of your state.
Funding Your Trust: If you create a trust, you must re-title your property into the name of the trust for it to be effective.
State Laws Vary: Estate planning requirements differ across states. While our services are available nationwide, you are responsible for making sure your documents meet your state’s requirements.
No Guarantees: We cannot guarantee that your documents will meet all legal requirements or achieve your intended results.
By using our website and services, you agree to hold Simple Trust Planning harmless for any issues that may arise from the use or misuse of your estate planning documents.
