Disclosures | Williams Legacy Group

Important Disclosures

Williams Legacy Group Inc. ("Williams Legacy Group," "WLG," "we," "us," or "our") operates williamslegacygroup.org. These disclosures are provided to help you understand the nature and scope of our services. We encourage you to read them carefully before using our site, buying a document package, or booking a consult.

Effective Date: February 1, 2026

By using this site or our services, you acknowledge that you have read and understood these disclosures. If you have questions about any of the information below, please contact us.

Not a Law Firm

Williams Legacy Group is an estate planning education and document preparation company. We are not a law firm. Rico Williams is not an attorney. We do not employ, retain, or supervise attorneys, and no attorney reviews any document on our behalf.

What We Do

✓ We publish general educational material about wills, trusts, powers of attorney, health care directives, and trust funding.
✓ We prepare documents from the information and decisions you provide, for your review and for verification with a licensed attorney in your state before you sign.
✓ We explain options in plain language on a planning consult review call and give you a written summary you can take to an attorney.

What We Do Not Do

× We do not provide legal advice. Nothing on this site, in the book, in the free resources, on a call, or in a document package is legal advice about your situation.
× No attorney-client relationship is formed with Williams Legacy Group through the use of our site, materials, or services.
× We do not represent you before any court, agency, or institution.
× We do not select a document or plan for you. You make the choices; we prepare from them.

Rules about who may prepare documents for a member of the public differ by state. Where a state requires registration for one-to-one document preparation, we follow that requirement, which is one reason living trust preparation is quoted only after a planning consult. If your situation is complex or involves a dispute, litigation, tax controversy, or a beneficiary receiving needs-based benefits, engage a licensed attorney in your state.

Trust Funding Guidance

A trust only works if assets are actually moved into it. Our materials and document packages include funding checklists and plain-language instructions because an unfunded trust protects nothing.

What Is Included

✓ General guidance on which kinds of assets are typically retitled into a trust and which pass by beneficiary designation.
✓ Checklists and instruction templates you can use with your bank, brokerage, insurer, or county recorder.
✓ A tracker so the funding step is finished with proof, not intention.

Limitations

× We do not execute transactions on your behalf. You (or your institution) complete every transfer.
× We do not have access to your financial accounts. We never ask for login credentials.
× Third-party institutions set their own requirements, processing times, and fees.
× Some steps require an attorney. Deed preparation and recording, retirement account beneficiary questions, and business interests may require a licensed attorney or tax professional in your state.

Pricing Transparency

We believe you should know exactly what you are paying for before you pay for it. Our prices are published on our Start page: a $150 planning consult review call, a $149 Triple Lock document package, and living trust preparation quoted after the consult. There are no subscription plans.

✓ No hidden fees. The price listed for each service is the price you pay. There are no setup fees or surprise charges.
✓ Additional services are clearly priced. If your situation calls for additional work (such as real estate deed transfers, additional trust amendments, or advanced trust structures), these are quoted separately before you authorize them.
✓ Third-party costs are your responsibility. Government filing fees, recording fees, notary fees, and fees charged by your financial institutions for processing trust transfers are not included in our pricing.

Accuracy of Information

The quality of your trust documents depends on the accuracy and completeness of the information you provide. Williams Legacy Group relies on the information you enter into our platform to generate your documents.

✓ You are responsible for providing accurate, complete, and current information about your assets, beneficiaries, and estate planning goals.
✓ You should review all documents carefully before signing or executing them.
✓ If your circumstances change after your documents are created (marriage, divorce, birth, death, significant asset changes), you should update your trust accordingly. Plans with ongoing administration include annual reviews for this purpose.

Williams Legacy Group is not responsible for errors in documents that result from inaccurate, incomplete, or outdated information provided by you.

Third-Party Services

We use, and may refer you to, third-party services. These include but are not limited to:

✓ Financial institutions: Banks, brokerages, county recorders, and title companies referenced in our funding materials are independent entities. We do not control their policies, fees, or processing times.
✓ Payment processing: Payment transactions are processed by third-party payment providers. Your payment information is handled directly by these providers and is not stored on our servers.
✓ Hosting and form delivery: This site is hosted by a third-party cloud provider, and messages sent through our forms are delivered to our monitored business inbox. See our Privacy Policy.

Williams Legacy Group is not responsible for the acts, omissions, or policies of third-party service providers. Each third-party provider has its own terms of service and privacy policy, which govern your use of their services.

Testimonials & Reviews

Testimonials and reviews displayed on our website reflect the personal experiences of individual clients and partners. They are not guarantees of specific results.

✓ Individual results vary based on the complexity of your estate, the type of trust selected, and the assets involved.
✓ Revenue figures cited by partners reflect their specific client base, marketing efforts, and practice size. Your results as a partner may be higher or lower.
✓ Some testimonials may have been provided in exchange for a discount or complimentary service. When this occurs, it is disclosed alongside the testimonial.
✓ Testimonials may be edited for grammar, length, or clarity, but the substance and meaning are never altered.

Investment Advice Disclaimer

Williams Legacy Group does not provide investment advice. We are not a registered investment advisor, broker-dealer, or financial planner. Nothing on this website or in our materials should be interpreted as investment advice, a recommendation to buy or sell securities, or a solicitation of investment activity.

× We do not recommend specific investments, asset allocations, or financial products.
× We do not manage, hold, or have access to your investment accounts or funds.
× Any discussion of asset protection, wealth transfer, or tax planning within our platform is for informational and document preparation purposes only.

If you need investment advice, please consult a qualified, registered financial advisor or investment professional.

Insurance Products Disclaimer

Williams Legacy Group does not sell, solicit, or underwrite insurance products. We are not a licensed insurance agency, broker, or carrier.

× We do not sell life insurance, long-term care insurance, annuities, or any other insurance product.
× If our platform identifies that an insurance product may complement your estate plan (for example, a life insurance trust), this is informational only and does not constitute a recommendation or solicitation.
× Some of our partners may be licensed insurance professionals. Any insurance products offered by partners are offered through their own licenses and are not endorsed, underwritten, or guaranteed by Williams Legacy Group.

If you need insurance products, please consult a licensed insurance professional in your state.

State-Specific Variations

Estate planning laws vary significantly from state to state. That is why every document we prepare should be verified by a licensed attorney in the state where you live and where your property sits. You should be aware of the following:

✓ Community property vs. common law states: The way assets are treated in a trust may differ depending on whether you reside in a community property state (Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, Wisconsin) or a common law state.
✓ State estate and inheritance taxes: Some states impose their own estate or inheritance taxes with thresholds different from federal limits. Specific tax advice should come from a qualified tax professional.
✓ Witness and notarization requirements: Requirements for executing trust documents vary by state. We provide signing instructions with every document package; confirm them with a licensed attorney in your state.
✓ Dynasty trust jurisdictions: Not all states permit long-duration dynasty trusts. Choosing a trust jurisdiction is a decision for a licensed attorney.

If you own property in multiple states, your estate plan may need to address the laws of each state where you hold real property. Multi-state situations should be reviewed by an attorney licensed in each state involved.

Document Acceptance Guarantee (Retired)

The Document Acceptance Guarantee previously described here has been retired. Williams Legacy Group is not a law firm and does not guarantee the acceptance of any document by any institution or court. Verify every document with a licensed attorney in your state before signing.

Questions?

If you have questions about any of these disclosures or need clarification on the scope of our services, we are here to help.

Contact Us View FAQ

Last updated: February 1, 2026