1) The attorney assigned to your file is practicing law via the online estate planning software known
and disclosed to us as Estate Guru, LLC.
2) If your situation is deemed by the attorney to be too complex, Estate Guru, LLC. may not be able to complete your documents using the online platform/tool and the assigned attorney will contact Estate Guru to discuss the complexities and determine the best way to move forward.
3) You will be under no obligation to complete your estate planning documents using either the
Estate Guru, LLC. platform/tool or the assigned Estate Guru attorney.
4) Neither your advisor nor the person(s) assisting you at Estate Guru, LLC. are attorneys.
5)You have been encouraged to seek in-person legal counsel if at any time you become
uncomfortable with this process.
6) Fees paid to Estate Guru, LLC. and/or our financial advisor include but are not limited to the
following: a) Payment of the attorney, b) Preparation and shipment of our documents, c) Non-legal assistance in navigation of the online interview, entry of our data and answers to the, interview questions., d) Non-legal assistance in the funding of our trust if applicable, e) Setup, training and ongoing support for use and access to our documents via our online dashboard which contains our estate planning documents.
7) The definition of “Funding” is: the transferring of ownership of an asset(s) to our trust.
8) You understand that the funding and execution of your estate plan is your responsibility.