Will and Trust AI ("Company," "we," "us," or "our") provides an AI-powered estate planning platform that guides users through a structured intake process and generates customized estate planning documents, including a Last Will and Testament, Durable Financial Power of Attorney, Healthcare Power of Attorney, Living Will, and optionally a Revocable Living Trust and Trust Certification ("Documents").
The Service is provided through our website at www.willandtrustai.com via an AI agent named EP. EP is an artificial intelligence system — not a licensed attorney — and the Service does not constitute the practice of law.
WILL AND TRUST AI IS NOT A LAW FIRM AND DOES NOT PROVIDE LEGAL ADVICE.
EP was designed and built under the direction of a licensed attorney. However, EP is an AI agent, not an attorney, and your interaction with EP does not create an attorney-client relationship between you and Will and Trust AI or any attorney associated with Will and Trust AI.
The Documents generated by the Service are based solely on the information you provide. The accuracy, completeness, and legal sufficiency of your Documents depend entirely on the accuracy and completeness of the information you submit. Will and Trust AI makes no representation or warranty that the Documents will be legally effective in your jurisdiction or for your specific circumstances.
You are strongly encouraged to have your completed Documents reviewed by a licensed attorney in your state before signing or relying upon them.
Self-proving affidavit requirements, witness requirements, and notarization requirements vary by state. EP will inform you of your state's requirements during the intake process, but it is your responsibility to ensure proper execution.
You must be at least 18 years of age and a resident of the United States to use the Service. By using the Service, you represent and warrant that you meet these requirements and that you have the legal capacity to enter into a binding agreement.
You are solely responsible for the accuracy, completeness, and truthfulness of all information you provide during the intake process. Will and Trust AI will use the information you provide to populate your Documents. If the information you provide is inaccurate, incomplete, or misleading, your Documents may be invalid, unenforceable, or may not reflect your actual wishes.
You are responsible for carefully reviewing all generated Documents before signing them. By proceeding to payment and accepting delivery of your Documents, you acknowledge that you have had the opportunity to review them and that they reflect your intentions.
For complex estates, blended families, special needs beneficiaries, business interests, multi-state property, tax planning concerns, or any other circumstances that may require specialized legal expertise, you should consult a licensed estate planning attorney.
The Service is offered on a one-time flat-fee basis:
Payments are processed securely through our third-party payment processor. Will and Trust AI does not store your full payment card information. By providing your payment information, you authorize us to charge the applicable fee.
Because the Service involves the immediate generation and delivery of customized legal documents, all sales are final and non-refundable once your Documents have been delivered to you. If you experience a technical issue that prevents delivery of your Documents, please contact us at help@willandtrustai.com and we will work to resolve the issue promptly.
If you have not yet received your Documents, you may request a refund within 24 hours of payment by contacting help@willandtrustai.com.
Upon successful payment, your completed Documents will be delivered to the email address you provide during the intake process. You are responsible for providing a valid, accessible email address. Will and Trust AI is not responsible for Documents that are undeliverable due to an incorrect email address provided by you.
Documents are delivered in Word format. You are responsible for printing, signing, and properly executing your Documents in accordance with your state's legal requirements.
The Service, including the Will and Trust AI platform, EP, all underlying software, document templates, and content, is owned by Will and Trust AI and protected by applicable intellectual property laws. You may not copy, reproduce, distribute, or create derivative works from any part of the Service without our express written permission.
The personalized Documents generated for you based on your intake information are yours. You retain all rights to your completed Documents.
You agree not to:
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, OR NON-INFRINGEMENT. WILL AND TRUST AI DOES NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR THAT DEFECTS WILL BE CORRECTED. WILL AND TRUST AI DOES NOT WARRANT THAT ANY DOCUMENT GENERATED BY THE SERVICE WILL BE LEGALLY VALID OR ENFORCEABLE IN YOUR JURISDICTION.
TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, WILL AND TRUST AI AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, AND AFFILIATES SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICE, INCLUDING BUT NOT LIMITED TO DAMAGES FOR LOST PROFITS, LOST DATA, LOSS OF GOODWILL, OR BUSINESS INTERRUPTION, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
IN NO EVENT SHALL WILL AND TRUST AI'S TOTAL LIABILITY TO YOU FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THE SERVICE EXCEED THE AMOUNT YOU PAID TO WILL AND TRUST AI IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.
Some jurisdictions do not allow the exclusion or limitation of certain warranties or liabilities. In such jurisdictions, our liability is limited to the maximum extent permitted by law.
You agree to indemnify, defend, and hold harmless Will and Trust AI and its officers, directors, employees, agents, and affiliates from and against any claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys' fees) arising out of or related to: (a) your use of the Service; (b) your violation of these Terms; (c) the inaccuracy or incompleteness of any information you provide; or (d) your failure to properly execute your Documents.
These Terms are governed by and construed in accordance with the laws of the State of Kansas, without regard to its conflict of law provisions. Any dispute arising out of or relating to these Terms or the Service shall be resolved exclusively in the state or federal courts located in Kansas, and you consent to the personal jurisdiction of such courts.
WAIVER OF CLASS ACTION: TO THE EXTENT PERMITTED BY LAW, YOU AGREE THAT ANY DISPUTE WILL BE RESOLVED ON AN INDIVIDUAL BASIS AND NOT AS PART OF ANY CLASS, COLLECTIVE, OR REPRESENTATIVE ACTION.
We reserve the right to modify these Terms at any time. If we make material changes, we will update the Effective Date at the top of this document. Your continued use of the Service after the updated Terms become effective constitutes your acceptance of the revised Terms.
We reserve the right to suspend or terminate your access to the Service at any time, with or without notice, for any violation of these Terms or for any other reason at our sole discretion. Sections 2, 7, 9, 10, 11, and 12 shall survive any termination.
If any provision of these Terms is found to be unenforceable, that provision will be modified to the minimum extent necessary to make it enforceable, and the remaining provisions will continue in full force and effect.
These Terms, together with our Privacy Policy, constitute the entire agreement between you and Will and Trust AI with respect to the Service and supersede all prior agreements, understandings, or representations.
If you have any questions about these Terms, please contact us at:
Will and Trust AI
Website: willandtrustai.com
Email: help@willandtrustai.com