[WSBAPT] Disclaimer in Trust Document
Brent Williams-Ruth
brent at williams-ruthlaw.com
Thu Apr 10 13:19:47 PDT 2025
I am doing my first Trust Administration from a Trust prepared by the folks
at We The People, P.S. in Lakewood, WA. I could really use some help
understanding this particular paragraph:
*11.6 - Preparation of Documents.* The Trustors acknowledge that We the
People, P.S. have prepared this trust according to the instructions of the
Trustors, and have given the Trustors legal advice relating to this Trust.
However, Trustors further acknowledge that neither We the People, P.S. nor
any employee or agent of We The People, P.S. are financial or
estate planning advisors and have not given the Trustors financial planning
or estate planning advice.
I am trying not to be dense but what is this actually saying? Feels a lot
like double talk - we gave you legal advice to create a trust (an estate
planning document) but we didn't give you any estate planning advice. WHAT?
Appreciate any help that can make sense of this paragraph.
*Brent Williams-Ruth* (pronouns: he/him)
*Attorney-At-Law*
*Law Offices of Brent Williams-Ruth, **a division of BWR Consulting, PLLC*
*Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003*
*Mailing Address: **PO BOX 3319; Federal Way, WA 98063 *
Office/Scheduling Phone: (253) 285-7751
For All Meetings & Scheduling: info at williams-ruthlaw.com
e-mail <Brent at Williams-RuthLaw.com> / website
<http://www.williams-ruthlaw.com/> / facebook
<http://www.facebook.com/bwrlaw> /
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