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Disclaimer
The Estate Plan Store® is not a law firm, the employees of the Estate Plan Store® are not attorneys, and they are not acting as your attorney. The Estate Plan Store® is a legal document service that is not a substitute for the advice of an attorney.
The Estate Plan Store® has at least one certified document preparer who is certified by the Arizona Supreme Court. The Estate Plan Store® does not provide legal advice and is not permitted to engage in the practice of law. The Estate Plan Store® only provides self-help services at your specific direction, and is prohibited from providing any kind of advice, explanation, opinion, or recommendation to a consumer about possible legal rights, remedies, defenses, options, selection of forms or strategies.
Neither this website nor your interaction with the Estate Plan Store® and its employees creates an attorney-client relationship. You are representing yourself with respect to all services provided by the Estate Plan Store®.
The Estate Plan Store® may from time to time refer its customers to affiliated attorneys whom you may retain. Any attorney that you retain is not employed by the Estate Plan Store® and is not an agent of the Estate Plan Store®.
The Estate Plan Store® employees will keep your information confidential. However, because we are not attorneys, communications are not attorney-client privileged.
The documents provided by the Estate Plan Store, LLC® (“Estate Plan Store”) are not for everyone. In order to make the Estate Plan Store’s documents more affordable, they do not cover many issues for persons with large or complicated estates, beneficiaries with special needs, and beneficiaries that cannot handle their own finances. The Estate Plan Store’s documents are not appropriate for persons who want or require Trusts. We define a large estate as one exceeding $750,000.
For purposes of calculating whether you have a large estate, your estate consists of your cash, personal property, stock and bonds, real estate (equity only), bank accounts, life insurance (only include the cash value of a whole life policy, not term life insurance), inheritances that you have already received, and retirement accounts such as an IRA or 401(k). If you have a large or complicated estate or desire complex trust arrangements, the Estate Plan Store can refer you to an attorney who focuses in the area of Wills and Trusts.
Your Estate Plan Store® Will does not control assets with beneficiary designations. Many assets commonly have beneficiary designations that are not controlled by a Last Will and Testament. For instance, if you designated a beneficiary on your bank account or life insurance policy, those beneficiaries will receive the benefit without it passing through your Will. Real property owned in joint tenancy also will not pass through your Will. On the other hand, life insurance that does not name a beneficiary will pass through your Will when you die. The same applies to retirement accounts, IRAs, annuities and 401(k) plans. We recommend that you check with your retirement plan provider every couple of years to ensure that the beneficiary designations on your various accounts are correct and up-to-date.
Your Estate Plan Store® documents also do not handle the following issues: (1) estate, gift, income and Generation Skipping Transfer tax issues; (2) special needs or supplemental needs trusts; (3) charitable trusts; (4) you or your spouse are not U.S. citizens; (5) some assets are owned outside the U.S.; (6) short term or long term care planning; (7) immigration issues; and (8) any litigation matter. The documents also do not address complicated planning that is outside the questionnaire options.
The Estate Plan Store® documents may not be appropriate for blended families because of the risk of accidentally disinheriting your loved ones after you pass away. If you have a blended family (such as a second marriage), please call the Estate Plan Store® and ask to speak to representative or an affiliated attorney.
The Estate Plan Store® documents may also not be appropriate for (1) business owners; (2) asset protection planning; and (3) persons who own property in more than one state.
If you and your spouse or significant other are preparing estate plans together, there may be a conflict of interest in that you may not both want the identical results. To the extent that there is any conflict of interest, you are both waiving that conflict and will not hold the Estate Plan Store® liable.
The Estate Plan Store® is not a substitute for the advice of an attorney. The staff at the Estate Plan Store® will review your answers for completeness, spelling and grammar, as well as internal consistency of names and addresses. However, the Estate Plan Store® does not review your answers for legal sufficiency, draw legal conclusions, provide legal advice or apply the law to the facts of your particular situation.
While the Estate Plan Store® will make every reasonable effort to ensure that the information on its website and documents are up-to-date and legally sufficient, the Estate Plan Store® does not guarantee the website or documents to be correct, complete or current. Legal information on the website is not legal advice.
The federal, state and local laws and court rules are constantly changing. These laws and rules differ from jurisdiction to jurisdiction and are subject to varying interpretations by different courts, and governmental and administrative entities. Therefore, Estate Plan Store® cannot guarantee that all the information on this website is completely up-to-date.
Your personal circumstances are unique, and no general information on a website or in general documents provided by a company like Estate Plan Store® can fit every circumstance. For this reason, if you need legal advice for your specific situation, or if your specific circumstances are too complicated to be addressed by the Estate Plan Store’s products, you should consult an attorney licensed in your state. Please contact Estate Plan Store® if you need a referral to an experienced estate planning attorney.
Use of the Estate Plan Store’s website is at your own risk. The Estate Plan Store® is not responsible for any loss, injury, claim, liability, or damage related to your use of this website or any website linked to this website, whether from errors or omissions in the content of our site or any other linked sites, from the site not properly functioning, or from any other use of the site.