Disclaimer Policy

heritance Digital is not a law firm, a trust company or a financial advisory firm, and does not provide any legal, estate planning or financial advice (“Professional Advice”). As part of our services, we offer digital solutions that allows planners and consumers to self-help, “fill in the blank” using our forms, fields and calculators. You understand and agree that our services and the provision of any form from the site does not constitute Professional Advice from heritance Digital. Our services are not substitutes for the advice of a professional, and if you need legal, estate planning or financial advice for your specific matter, or if you are in doubt as to the action that you should take, you should consult a professional.
For more information, please refer to our Terms of Service.