Who is responsible for the documents?

Ultimately, you! You're responsible for reviewing the documents you create, and verifying that the information in the documents is correct. We do not evaluate your needs or provide any advice on whether the documents we offer are appropriate for you. The documents you create may have tax and legal consequences.

You are responsible for determining if you should consult an attorney to review your documents and/or prepare your Estate Plan. You are also responsible for reviewing your documents and determining whether you need to update or create new documents due to changes in life circumstances, changes in laws, or any other reason.

We now offer an Attorney Support product as an option to supplement your plan. To find out if Attorney Support is available in your state, just click the "Attorney Support" tab in your account!