Disclaimer
Last updated: June 2025
AssetsandTrust is not a law firm and does not provide legal advice. Our software provides self-help document services at your specific direction. Our products are not a substitute for the advice of an attorney. No attorney-client relationship is created. We do not review your answers for legal sufficiency or apply the law to your particular situation. We strongly recommend having a licensed attorney in your state review any document before signing.
No Legal Advice
All information on AssetsandTrust, including generated recommendations, AI Wealth Assistant conversations, Knowledge Cards, and attorney packets, is provided for informational and organizational purposes only. It is not legal advice. Use of the platform does not create an attorney-client relationship. Consult a licensed attorney for advice specific to your situation.
No Guaranteed Outcomes
Estate-planning outcomes depend on many factors including your jurisdiction, marital status, asset types, tax situation, and applicable law. AssetsandTrust does not guarantee any particular legal, tax, or financial result.
AI Wealth Assistant
The AI Wealth Assistant is a large-language-model chat interface designed to help you understand common estate-planning terms and organize your thinking. AI responses may contain inaccuracies. Do not act on AI output without verifying it with a licensed attorney or qualified professional.
Attorney Discovery
AssetsandTrust does not employ, supervise, endorse, or guarantee any attorney. The Attorney Discovery section provides links to publicly available third-party resources where users can locate qualified Trust and Estate attorneys licensed in their state. Users are solely responsible for selecting and verifying their own legal counsel.
Third-Party Links
AssetsandTrust may link to third-party websites, including state bar associations and attorney search directories. AssetsandTrust is not responsible for the content or availability of third-party sites.
Tax Advice
AssetsandTrust does not provide tax advice. Consult a licensed CPA or tax professional for tax-specific questions.