Legal Disclaimer

Trustwise is not a law firm and does not provide legal advice. Use of this service does not create an attorney-client relationship.

Trustwise provides self-service document preparation tools. The questionnaire and templates are designed to comply with the laws of the supported states, but every situation is unique. For complex estates, blended families, business succession, real property in multiple states, or estate-tax-exposure questions, consult a licensed attorney in your state.

Trustwise does not replace independent legal counsel and does not represent your interests. Information you provide is confidential to your account but does not enjoy attorney-client privilege.