[WSBAPT] Disclaimer in Trust Document

[Ann Manley]

That is bizarre - they are admitting they are not qualified to give estate
planning advice?

Ann Manley, Esq.
The Manley Law Firm, P.S., Inc.
PO Box 16324
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On Thu, Apr 10, 2025 at 1:20 PM Brent Williams-Ruth <
brent at williams-ruthlaw.com> wrote:

> 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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