Mandatory Legal Disclaimer & Notice Regarding Non-Lawyer Status:
MyPrivateTrust.com is not an attorney, law firm, or prepaid legal services plan and does not provide legal advice, representation, or individualized counseling. The technology, questionnaires, information, checklists, and document drafts provided on this website are designed exclusively for educational, self-help, and organizational purposes. Use of this website does not establish an attorney-client relationship.
Estate, trust, tax, and property laws vary substantially among states and are subject to continuous statutory change and judicial interpretation. Drafting or signing a trust agreement does not automatically transfer real estate, accounts, or business interests into the trust; separate funding and recording procedures are strictly required. We recommend consulting a licensed, qualified estate-planning attorney and CPA in your jurisdiction for complex estates, high tax liabilities, Medicaid planning, or contested family matters.
