We are not a law firm.
MyEstatePlanner is an online estate planning platform. We are not a law firm, and we do not provide legal advice. The information you provide to us is not protected by attorney-client privilege.
What our review means
"Reviewed by our estate planning team" means our team checks your application for completeness, internal consistency, and conformity with the document templates we use. It does not mean an attorney has reviewed your specific situation. If your situation requires personalized legal advice, we’ll tell you, and we can refer you to a qualified attorney.
State-specific documents
Our documents are designed to comply with the laws of your state at the time they are produced. Estate and tax laws change. Significant life or law changes may require an updated plan. Your hub makes updates straightforward.
When you should see an attorney
You should consult an estate planning attorney if:
- You have an estate large enough to face federal estate tax
- You have complex business interests or international assets
- You need a special needs trust, generation-skipping trust, or other advanced trust structures
- You face an estate dispute or active probate matter
- You need legal advice on a specific legal question
Final responsibility
Estate planning documents are only effective if they are properly executed (signed, witnessed, and notarized as required by your state). It is your responsibility to follow the signing instructions we provide and to update your plan as your life changes.