Disclaimers

1. Not a Law Firm

Estate Planning Dox is not a law firm and does not provide legal advice. Our service provides legal information and self-help tools. Use of our services does not create an attorney-client relationship.

2. Not a Substitute for Legal Advice

Our documents and services are not a substitute for the advice of an attorney. We recommend consulting with a licensed attorney in your jurisdiction for:

  • Complex estate planning needs
  • Questions about your specific situation
  • Advice on tax implications
  • Review of documents for legal sufficiency

3. Document Validity

While we strive to provide legally valid documents, the validity of any document depends on:

  • Accurate and complete information provided by you
  • Proper execution according to state laws
  • Current legal requirements in your jurisdiction
  • We are not responsible for documents that are invalid due to user error or improper execution.

4. State-Specific Requirements

Estate planning laws vary by state. Our documents are designed to comply with general requirements but may need customization for:

  • Community property states
  • States with unique witnessing or notarization rules
  • Local probate court requirements

5. No Guarantee of Results

We cannot guarantee that our documents will achieve your desired outcomes or prevent disputes among beneficiaries.

6. Changes in Law

Estate planning laws change periodically. We are not responsible for updating your documents to reflect legal changes after generation.

7. Financial and Tax Considerations

Our service does not provide:

  • Tax advice
  • Financial planning
  • Investment recommendations
  • Estate tax calculations
  • Consult appropriate professionals for these matters.

8. No Attorney-Client Privilege

Communications with our customer support team are not protected by attorney-client privilege.

9. Optional Attorney Review

When you purchase attorney review services, you will be connected with a licensed attorney independent from Estate Planning Dox. That attorney-client relationship is separate from your relationship with our platform.

10. Contact Us

If you have questions about these disclaimers, contact us at info@estateplanningdox.com