Shield Your Family's Future With An Ironclad Estate Package

Get Attorney-Grade Estate Planning Documents for 90% Less Than Conventional Law Firms

The same comprehensive trust package that costs $15,000-$25,000 at a law firm — now accessible for just $2,500 through Net Law's Legacy Suite. Includes FREE Comprehensive Financial Analysis.

Trusted by 12,000+ FamiliesAttorney-Reviewed Documents90% Cost Savings

The Estate Planning Crisis in America

Most families are dangerously unprotected — here's why this matters most!

67%
of Americans Have No Estate Plan
Leaving their families vulnerable to probate court
$$22,500
Average Attorney Cost
What law firms charge for complete trust packages
12,000++
Families Protected
Through Net Law's Legacy Suite platform
90%
Cost Savings
Compared to traditional attorney fees

The Complete Legacy Suite Package

Attorney-grade documents that protect your family, assets, and legacy — all included for one flat fee

Revocable Living Trust

Revocable Living Trust

Avoid probate court entirely. Transfer assets to your beneficiaries privately, quickly, and without the 12-24 month probate process. Attorney cost: $3,500-$8,000.

Last Will & Testament

Last Will & Testament

Ensure your wishes are legally documented. Name guardians for minor children and distribute assets not held in your trust. Attorney cost: $1,200-$2,500.

Financial Power of Attorney

Financial Power of Attorney

Authorize someone you trust to handle financial matters if you become incapacitated. Prevent court-appointed conservatorship. Attorney cost: $800-$1,500.

Healthcare Power of Attorney

Healthcare Power of Attorney

Give a trusted person the legal authority to make medical decisions on your behalf if you can't. Attorney cost: $600-$1,200.

Living Will (Advance Directive)

Living Will (Advance Directive)

Document your end-of-life care preferences. Remove the burden of impossible decisions from your loved ones. Attorney cost: $500-$1,000.

HIPAA Authorization

HIPAA Authorization

Allow designated individuals to access your medical records and discuss your care with healthcare providers. Attorney cost: $300-$600.

The Real Cost of Estate Planning

See how much you save with the Legacy Suite

Traditional Attorney

$15,000 /- $25,000
  • Revocable Living Trust: $3,500-$8,000
  • Last Will & Testament: $1,200-$2,500
  • Financial Power of Attorney: $800-$1,500
  • Healthcare Power of Attorney: $600-$1,200
  • Living Will: $500-$1,000
  • HIPAA Authorization: $300-$600
  • Attorney consultation fees
  • Document revision fees
  • Lengthy appointment process
  • 12+ week completion time
Traditional Route
Save $12,500+

Net Law Legacy Suite

$2,500 /one-time
  • ✅ All 6 Attorney-Grade Documents
  • ✅ State-Specific Legal Compliance
  • ✅ Free Financial Needs Analysis ($497 value)
  • ✅ Expert Guidance Throughout Process
  • ✅ Secure Document Storage
  • ✅ Easy Trust Funding Instructions
  • ✅ Video Tutorial Library
  • ✅ Update Anytime at No Charge
  • ✅ Complete in 2-3 Weeks
  • ✅ Access From Anywhere
Get Started Now

No Estate Plan

$0 /upfront
  • ❌ Family goes through probate court
  • ❌ 12-24 months to settle estate
  • ❌ Court fees: $5,000-$15,000+
  • ❌ Attorney fees: 3-7% of estate
  • ❌ Assets frozen during probate
  • ❌ Public court proceedings
  • ❌ Family conflict and stress
  • ❌ State decides asset distribution
  • ❌ No say in medical decisions
  • ❌ Minor children at risk
Don't Risk This
Family dealing with estate planning complexities

What Happens Without an Estate Plan?

When you pass away without a trust or will, your estate enters probate — a public, expensive, and emotionally draining court process that can last 12-24 months. Your assets are frozen while the court decides who gets what, often contrary to what you would have wanted. Your family pays thousands in court fees, attorney costs, and lost time. If you become incapacitated without healthcare directives, a judge appoints a stranger to make life-or-death medical decisions for you. Minor children could end up with court-appointed guardians instead of family members you trust. The probate process costs the average family $12,000-$25,000 and exposes your private financial matters to public record. Every day you wait is a day your family remains vulnerable to this nightmare scenario. The question isn't whether you need estate planning — it's whether you'll protect your family before it's too late.

Protect My Family Now

Why the Net Law Legacy Suite is Different

More than just documents — a complete estate planning solution with expert guidance

Attorney-Grade Quality

Every document is drafted by licensed attorneys and complies with your state's specific legal requirements. The same quality you'd get from a $20,000 law firm.

Secure Digital Platform

Store all your estate planning documents in one secure, encrypted location. Access anytime, anywhere. Share with trusted advisors instantly.

Step-by-Step Guidance

Video tutorials and detailed instructions walk you through every step — from creating your trust to properly funding it with your assets.

Free Financial Analysis

Complimentary financial needs analysis ($497 value) helps you understand exactly what you need to protect and how to structure your estate plan.

Update Anytime

Life changes. Your estate plan should too. Update your documents at any time at no additional charge — no attorney revision fees.

Expert Support

Dedicated financial professionals guide you through the entire process. You're never alone — expert help is always available.

Financial professional conducting needs analysis

Why the Financial Needs Analysis is Critical

Most people create estate plans without understanding their true financial picture — and that's a costly mistake. A comprehensive financial needs analysis reveals exactly what you need to protect, identifies gaps in your current coverage, and ensures your trust is properly structured for your unique situation. Our complimentary analysis (a $497 value included free) examines your assets, liabilities, insurance coverage, retirement accounts, and beneficiary designations. It uncovers hidden risks like unfunded trusts (the #1 reason trusts fail), improper titling of assets, and beneficiary conflicts that can trigger family disputes. The analysis also calculates your family's income replacement needs if you pass away unexpectedly, ensuring your life insurance coverage is adequate. Once complete, you'll receive a full written financial analysis report including detailed breakdown of your current situation, specific areas of opportunity for growth, and real-time personalized recommendations to maximize your financial position and family protection. This comprehensive review gives you clarity and confidence that your family is truly protected. Without this analysis, you're essentially planning in the dark. With it, you have a complete roadmap to protection.

Schedule My Free Analysis

Your Complete Estate Planning Journey

From registration to fully protected — here's exactly how it works

Day 1

Step 1: Register for Your Free Financial Needs Analysis

Complete the form below to request your complimentary financial needs analysis. This is your first step toward complete estate planning protection.

Day 2

Step 2: Meet With Your Financial Professional

A licensed financial professional will contact you to schedule your free analysis. They'll review your assets, insurance, and protection needs — then send you a personalized invitation link to the Net Law platform.

Day 3

Step 2.5: Receive Your Complete Financial Analysis Report

After your consultation, you'll receive a comprehensive written financial analysis report detailing your current financial position, breakdown of assets and coverage, specific areas of opportunity for growth, and personalized real-time recommendations to maximize your financial situation and family protection strategy.

Day 4

Step 3: Create Your Account & Receive Your Invoice

Use the invitation link to register and create your secure Net Law account. Your financial professional will send you an invoice for the $2,500 Complete Estate Planning Package.

Day 5

Step 4: Purchase the Legacy Suite Package

Complete your purchase through the secure invoice. Once payment is processed, you'll gain immediate access to all estate planning documents and video tutorials.

Day 6

Step 5: Create Your Trust & Complete Documents

Follow the step-by-step video guidance to complete your revocable living trust, will, power of attorney documents, and healthcare directives. Save everything securely in your digital vault.

Day 7

Step 6: Fund Your Trust Properly

This is the most critical step. Follow the detailed instructions to transfer ownership of your assets into your trust — real estate, bank accounts, investments, vehicles, and business interests. An unfunded trust is worthless.

Ongoing

Step 7: Update & Maintain Your Plan

Access your account anytime to update documents as life changes. Add new assets, change beneficiaries, or revise directives. Watch the ongoing video library for estate planning best practices.

Real Families, Real Protection, Real Peace of Mind

“

""After my father passed away without a trust, our family spent 18 months and $23,000 in probate court. It was devastating. I swore I'd never put my kids through that. The Legacy Suite gave me complete peace of mind for just $2,500 — 90% less than what attorneys quoted me. The financial analysis revealed I was underinsured by $500,000. This process literally saved my family's future.""

Michael Rodriguez

Michael Rodriguez

Small Business Owner, Arizona

“

""I put off estate planning for years because I thought it would cost $15,000-$20,000. When I discovered the Legacy Suite, I couldn't believe the quality for the price. My financial professional walked me through everything, and the trust funding videos made it easy to transfer my rental properties and investment accounts. Completed everything in 3 weeks. Best $2,500 I've ever spent.""

Jennifer Kim

Jennifer Kim

Real Estate Investor, California

“

""As a physician, I knew I needed estate planning but never had time for multiple attorney appointments. The Legacy Suite let me complete everything on my schedule for just $2,500. The healthcare directives are especially important in my field — I've seen too many families torn apart making medical decisions without guidance. Now my family knows exactly what I want, and my assets will transfer seamlessly outside of probate.""

Dr. Amanda Foster

Dr. Amanda Foster

Emergency Medicine Physician, Texas

“

""My wife and I are in our early 40s with two young kids. We always thought estate planning was for older people, but the financial needs analysis showed us how vulnerable our family was. If something happened to both of us, our kids would go into the foster system while courts decided custody. That fear alone was worth the $2,500. Now we have guardians named, a funded trust, and complete protection. I sleep better at night.""

David and Sarah Martinez

David and Sarah Martinez

Parents of Two, Colorado

Net Law digital platform interface

Explore the Full Net Law Platform

The Legacy Suite is part of Net Law's comprehensive legal and financial protection platform. Beyond estate planning, Net Law offers identity theft protection, legal consultation services, credit monitoring, and financial wellness tools — all designed to give you complete peace of mind. Visit netlaw.com/legacy to explore the full suite of services, see detailed document samples, watch client testimonials, and learn how over 12,000 families have protected their futures through Net Law's innovative platform. The Legacy Suite integrates seamlessly with Net Law's other services, creating a complete protection ecosystem for you and your family. When you're ready to take the next step, our financial professionals are standing by to guide you through the process and answer any questions. Your family's protection is too important to leave to chance.

Visit NetLaw.com/Legacy

Your Estate Planning Questions Answered

How is the Legacy Suite only $2,500 when attorneys charge $15,000-$25,000? +

Traditional attorneys charge high fees because of office overhead, billable hours for consultations, and manual document drafting. Net Law has streamlined the process through technology while maintaining the same legal quality and compliance. Every document is still attorney-drafted and state-specific — we've just eliminated the inefficiencies that drive up costs. You get the same protection for a fraction of the price.

Are these documents legally valid in my state? +

Absolutely. Every document in the Legacy Suite is state-specific and complies with your state's legal requirements. They are drafted and reviewed by licensed attorneys and are 100% legally enforceable. These are the same quality documents you would receive from a traditional law firm.

What is a financial needs analysis and why do I need one? +

A financial needs analysis is a comprehensive review of your current financial situation, asset protection needs, insurance coverage gaps, and estate planning requirements. It reveals what you need to protect, how much life insurance you should have, whether your beneficiaries are properly designated, and if your trust will be funded correctly. After the analysis, you'll receive a complete written report including detailed breakdown of your financial position, specific areas of opportunity for growth, and personalized real-time recommendations to maximize your financial situation. This analysis (a $497 value) is included free because it's critical to creating an effective estate plan. Without it, you're planning without complete information — and that leads to costly mistakes.

What does it mean to 'fund my trust' and why is it so important? +

Funding your trust means legally transferring ownership of your assets (real estate, bank accounts, investment accounts, vehicles, business interests) into the trust's name. An unfunded trust is worthless — it's like having a safe but leaving all your valuables outside of it. If assets aren't in the trust when you die, they still go through probate. The Legacy Suite includes detailed video tutorials showing exactly how to fund your trust with every type of asset. This is the most critical step, and we guide you through it completely.

How long does the entire process take? +

Most families complete the entire process in 2-4 weeks. Here's the typical timeline: Week 1 — Register and complete your free financial needs analysis. Week 2 — Purchase the package and complete your documents using the guided platform. Week 3-4 — Fund your trust by transferring assets. The actual document creation takes just a few hours — most of the time is spent properly transferring assets into the trust, which you do at your own pace.

Can I update my documents after I create them? +

Yes! Life changes, and your estate plan should change with it. You can update your will, trust, power of attorney documents, and healthcare directives anytime at no additional charge. Traditional attorneys charge $500-$2,000 for revisions — with the Legacy Suite, updates are always free. Simply log into your account, make changes, and save the updated documents.

What happens if I don't create an estate plan today? +

Without an estate plan, you're gambling with your family's future. If you pass away, your estate goes through probate — a 12-24 month public court process costing $12,000-$25,000+. Your assets are frozen, your wishes ignored, and the state decides who gets what. If you become incapacitated without healthcare directives, a judge appoints someone to make medical decisions for you. If you have minor children and both parents die, they could enter foster care while courts decide custody. Every day you wait is another day your family is completely unprotected. The question isn't whether you can afford estate planning — it's whether your family can afford for you NOT to have it.

Request Your Complimentary Financial Needs Analysis

A licensed financial professional will contact you within 24-48 hours to schedule your free analysis and guide you through the Legacy Suite process. You'll receive a complete written financial analysis report with personalized recommendations.

Your information is secure and will never be shared.

Get in Touch with BIG Financial

Empowering individuals and families across the US and Canada; leaving you better than we found you

Important Disclosures & Disclaimers

Income & Earnings Disclaimer

INCOME & EARNINGS DISCLAIMER: Any income or earnings statements are estimates of income potential only, and there is no assurance that your earnings will match the figures presented. Any income or earnings shown are not typical, and individual results will vary. Your results will depend on your dedication, effort, work ethic, skill, and a variety of other factors. The Company does not guarantee any level of income or earnings to any individual. Testimonials or examples of income earned by other individuals are not intended to represent or guarantee that anyone will achieve the same or similar results. Each individual's success depends on their background, dedication, desire, and motivation.

Financial Professional Disclaimer

FINANCIAL PROFESSIONAL DISCLAIMER: The information provided is for educational and informational purposes only and should not be construed as personalized financial advice. The presenter/author is a licensed Financial Professional and is not acting in the capacity of a registered investment advisor, tax advisor, or attorney unless specifically stated otherwise. Any financial strategies, concepts, or products discussed are general in nature and may not be suitable for your specific situation. You should consult with a qualified Certified Financial Planner (CFP), Registered Investment Advisor (RIA), tax professional, or attorney before making any financial decisions. Insurance and financial products are offered through properly licensed entities. Guarantees are based on the claims-paying ability of the issuing company.

Insurance Disclaimer

INSURANCE DISCLAIMER: Insurance products and services are offered through licensed insurance professionals. Product availability, features, and benefits may vary by state. Insurance illustrations and projections are hypothetical and are not guaranteed. Policy benefits, values, and premiums are subject to the terms, conditions, limitations, and exclusions of the policy contract. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. This is a solicitation of insurance. A licensed insurance agent/producer may contact you. Insurance products are NOT deposits, are NOT FDIC insured, are NOT insured by any federal government agency, are NOT guaranteed by the bank or any bank affiliate, and MAY lose value.

Testimonial & Endorsement Disclaimer

TESTIMONIAL DISCLAIMER: Testimonials, reviews, and endorsements found on this page are from real individuals. However, their experiences and results are personal to them and are not representative of typical results. Individual results will vary. We do not claim, and you should not assume, that all consumers will have the same experience. Your results may differ materially from those expressed or implied by testimonials on this page. Testimonials may have been compensated or received at a discount. Any testimonials regarding financial results are not typical and are not intended as a guarantee of income.

Meta/Facebook Advertising Disclaimer

ADVERTISING DISCLAIMER: This website/page is not part of the Facebook/Meta website or Facebook/Meta Inc. Additionally, this page is NOT endorsed by Facebook/Meta in any way. FACEBOOK/META is a trademark of META PLATFORMS, INC. We use advertising platforms including but not limited to Facebook/Meta, Instagram, and other social media channels for marketing purposes. Any claims made in advertisements are subject to the disclaimers on this page.

Results Not Guaranteed Disclaimer

RESULTS DISCLAIMER: Results are not guaranteed and may vary from person to person. Any results shared on this page are based on individual experiences and are not intended to represent or guarantee that current or future clients will achieve the same or similar results. Success depends on many factors including but not limited to background, experience, work ethic, and market conditions. Past performance is not indicative of future results.

General Compliance Disclaimer

GENERAL DISCLAIMER: The information contained on this page is provided for general informational purposes only. While we strive to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability of the information, products, services, or related graphics contained on this page. Any reliance you place on such information is strictly at your own risk.

These disclaimers were automatically generated based on the content of this page.

Important Disclosures & Disclaimers

Income & Earnings Disclaimer

INCOME & EARNINGS DISCLAIMER: Any income or earnings statements are estimates of income potential only, and there is no assurance that your earnings will match the figures presented. Any income or earnings shown are not typical, and individual results will vary. Your results will depend on your dedication, effort, work ethic, skill, and a variety of other factors. The Company does not guarantee any level of income or earnings to any individual. Testimonials or examples of income earned by other individuals are not intended to represent or guarantee that anyone will achieve the same or similar results. Each individual's success depends on their background, dedication, desire, and motivation.

Financial Professional Disclaimer

FINANCIAL PROFESSIONAL DISCLAIMER: The information provided is for educational and informational purposes only and should not be construed as personalized financial advice. The presenter/author is a licensed Financial Professional and is not acting in the capacity of a registered investment advisor, tax advisor, or attorney unless specifically stated otherwise. Any financial strategies, concepts, or products discussed are general in nature and may not be suitable for your specific situation. You should consult with a qualified Certified Financial Planner (CFP), Registered Investment Advisor (RIA), tax professional, or attorney before making any financial decisions. Insurance and financial products are offered through properly licensed entities. Guarantees are based on the claims-paying ability of the issuing company.

Insurance Disclaimer

INSURANCE DISCLAIMER: Insurance products and services are offered through licensed insurance professionals. Product availability, features, and benefits may vary by state. Insurance illustrations and projections are hypothetical and are not guaranteed. Policy benefits, values, and premiums are subject to the terms, conditions, limitations, and exclusions of the policy contract. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. This is a solicitation of insurance. A licensed insurance agent/producer may contact you. Insurance products are NOT deposits, are NOT FDIC insured, are NOT insured by any federal government agency, are NOT guaranteed by the bank or any bank affiliate, and MAY lose value.

Testimonial & Endorsement Disclaimer

TESTIMONIAL DISCLAIMER: Testimonials, reviews, and endorsements found on this page are from real individuals. However, their experiences and results are personal to them and are not representative of typical results. Individual results will vary. We do not claim, and you should not assume, that all consumers will have the same experience. Your results may differ materially from those expressed or implied by testimonials on this page. Testimonials may have been compensated or received at a discount. Any testimonials regarding financial results are not typical and are not intended as a guarantee of income.

Meta/Facebook Advertising Disclaimer

ADVERTISING DISCLAIMER: This website/page is not part of the Facebook/Meta website or Facebook/Meta Inc. Additionally, this page is NOT endorsed by Facebook/Meta in any way. FACEBOOK/META is a trademark of META PLATFORMS, INC. We use advertising platforms including but not limited to Facebook/Meta, Instagram, and other social media channels for marketing purposes. Any claims made in advertisements are subject to the disclaimers on this page.

Results Not Guaranteed Disclaimer

RESULTS DISCLAIMER: Results are not guaranteed and may vary from person to person. Any results shared on this page are based on individual experiences and are not intended to represent or guarantee that current or future clients will achieve the same or similar results. Success depends on many factors including but not limited to background, experience, work ethic, and market conditions. Past performance is not indicative of future results.

General Compliance Disclaimer

GENERAL DISCLAIMER: The information contained on this page is provided for general informational purposes only. While we strive to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability of the information, products, services, or related graphics contained on this page. Any reliance you place on such information is strictly at your own risk.

These disclaimers were automatically generated based on the content of this page.

Important Disclosures & Disclaimers

Income & Earnings Disclaimer

INCOME & EARNINGS DISCLAIMER: Any income or earnings statements are estimates of income potential only, and there is no assurance that your earnings will match the figures presented. Any income or earnings shown are not typical, and individual results will vary. Your results will depend on your dedication, effort, work ethic, skill, and a variety of other factors. The Company does not guarantee any level of income or earnings to any individual. Testimonials or examples of income earned by other individuals are not intended to represent or guarantee that anyone will achieve the same or similar results. Each individual's success depends on their background, dedication, desire, and motivation.

Financial Professional Disclaimer

FINANCIAL PROFESSIONAL DISCLAIMER: The information provided is for educational and informational purposes only and should not be construed as personalized financial advice. The presenter/author is a licensed Financial Professional and is not acting in the capacity of a registered investment advisor, tax advisor, or attorney unless specifically stated otherwise. Any financial strategies, concepts, or products discussed are general in nature and may not be suitable for your specific situation. You should consult with a qualified Certified Financial Planner (CFP), Registered Investment Advisor (RIA), tax professional, or attorney before making any financial decisions. Insurance and financial products are offered through properly licensed entities. Guarantees are based on the claims-paying ability of the issuing company.

Insurance Disclaimer

INSURANCE DISCLAIMER: Insurance products and services are offered through licensed insurance professionals. Product availability, features, and benefits may vary by state. Insurance illustrations and projections are hypothetical and are not guaranteed. Policy benefits, values, and premiums are subject to the terms, conditions, limitations, and exclusions of the policy contract. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. This is a solicitation of insurance. A licensed insurance agent/producer may contact you. Insurance products are NOT deposits, are NOT FDIC insured, are NOT insured by any federal government agency, are NOT guaranteed by the bank or any bank affiliate, and MAY lose value.

Testimonial & Endorsement Disclaimer

TESTIMONIAL DISCLAIMER: Testimonials, reviews, and endorsements found on this page are from real individuals. However, their experiences and results are personal to them and are not representative of typical results. Individual results will vary. We do not claim, and you should not assume, that all consumers will have the same experience. Your results may differ materially from those expressed or implied by testimonials on this page. Testimonials may have been compensated or received at a discount. Any testimonials regarding financial results are not typical and are not intended as a guarantee of income.

Meta/Facebook Advertising Disclaimer

ADVERTISING DISCLAIMER: This website/page is not part of the Facebook/Meta website or Facebook/Meta Inc. Additionally, this page is NOT endorsed by Facebook/Meta in any way. FACEBOOK/META is a trademark of META PLATFORMS, INC. We use advertising platforms including but not limited to Facebook/Meta, Instagram, and other social media channels for marketing purposes. Any claims made in advertisements are subject to the disclaimers on this page.

Results Not Guaranteed Disclaimer

RESULTS DISCLAIMER: Results are not guaranteed and may vary from person to person. Any results shared on this page are based on individual experiences and are not intended to represent or guarantee that current or future clients will achieve the same or similar results. Success depends on many factors including but not limited to background, experience, work ethic, and market conditions. Past performance is not indicative of future results.

General Compliance Disclaimer

GENERAL DISCLAIMER: The information contained on this page is provided for general informational purposes only. While we strive to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability of the information, products, services, or related graphics contained on this page. Any reliance you place on such information is strictly at your own risk.

These disclaimers were automatically generated based on the content of this page.

Important Disclosures & Disclaimers

Income & Earnings Disclaimer

INCOME & EARNINGS DISCLAIMER: Any income or earnings statements are estimates of income potential only, and there is no assurance that your earnings will match the figures presented. Any income or earnings shown are not typical, and individual results will vary. Your results will depend on your dedication, effort, work ethic, skill, and a variety of other factors. The Company does not guarantee any level of income or earnings to any individual. Testimonials or examples of income earned by other individuals are not intended to represent or guarantee that anyone will achieve the same or similar results. Each individual's success depends on their background, dedication, desire, and motivation.

Financial Professional Disclaimer

FINANCIAL PROFESSIONAL DISCLAIMER: The information provided is for educational and informational purposes only and should not be construed as personalized financial advice. The presenter/author is a licensed Financial Professional and is not acting in the capacity of a registered investment advisor, tax advisor, or attorney unless specifically stated otherwise. Any financial strategies, concepts, or products discussed are general in nature and may not be suitable for your specific situation. You should consult with a qualified Certified Financial Planner (CFP), Registered Investment Advisor (RIA), tax professional, or attorney before making any financial decisions. Insurance and financial products are offered through properly licensed entities. Guarantees are based on the claims-paying ability of the issuing company.

Insurance Disclaimer

INSURANCE DISCLAIMER: Insurance products and services are offered through licensed insurance professionals. Product availability, features, and benefits may vary by state. Insurance illustrations and projections are hypothetical and are not guaranteed. Policy benefits, values, and premiums are subject to the terms, conditions, limitations, and exclusions of the policy contract. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. This is a solicitation of insurance. A licensed insurance agent/producer may contact you. Insurance products are NOT deposits, are NOT FDIC insured, are NOT insured by any federal government agency, are NOT guaranteed by the bank or any bank affiliate, and MAY lose value.

Testimonial & Endorsement Disclaimer

TESTIMONIAL DISCLAIMER: Testimonials, reviews, and endorsements found on this page are from real individuals. However, their experiences and results are personal to them and are not representative of typical results. Individual results will vary. We do not claim, and you should not assume, that all consumers will have the same experience. Your results may differ materially from those expressed or implied by testimonials on this page. Testimonials may have been compensated or received at a discount. Any testimonials regarding financial results are not typical and are not intended as a guarantee of income.

Meta/Facebook Advertising Disclaimer

ADVERTISING DISCLAIMER: This website/page is not part of the Facebook/Meta website or Facebook/Meta Inc. Additionally, this page is NOT endorsed by Facebook/Meta in any way. FACEBOOK/META is a trademark of META PLATFORMS, INC. We use advertising platforms including but not limited to Facebook/Meta, Instagram, and other social media channels for marketing purposes. Any claims made in advertisements are subject to the disclaimers on this page.

Results Not Guaranteed Disclaimer

RESULTS DISCLAIMER: Results are not guaranteed and may vary from person to person. Any results shared on this page are based on individual experiences and are not intended to represent or guarantee that current or future clients will achieve the same or similar results. Success depends on many factors including but not limited to background, experience, work ethic, and market conditions. Past performance is not indicative of future results.

General Compliance Disclaimer

GENERAL DISCLAIMER: The information contained on this page is provided for general informational purposes only. While we strive to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability of the information, products, services, or related graphics contained on this page. Any reliance you place on such information is strictly at your own risk.

These disclaimers were automatically generated based on the content of this page.

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