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This Planner/guide/document including any related materials are not a legal document, however other documents you place within the binder may be. This document does not replace a valid will or any other valid legal documents.
Any included materials from 3rd party sources are under their own terms of use, it is the reader’s/user’s responsibility to research and accept and follow those terms.
The author of this document or any related materials offers no guarantees of results, outcomes, benefits, or anything else. No guarantees are offered regardless if those guarantees are stated or implied within this document or any others produced by the author.
The author of this document or any related materials is not a lawyer, financial advisor, CPA, doctor, counselor, funeral director, estate planner, realtor, professional author, English major, or holding any other professional credentials or qualifications. Even if the author holds credentials, they are not offering official advice under one of these credentials. The author is simply someone who went through the process when their father died and thought getting this guide together could help other people.
The author cannot be held liable for any errors, omissions, or inconsistencies. You are solely responsible for your use of this document and actions you take and any potential consequences.
This document and any related materials are strictly for informational purposes only. Including but not limited to materials in whole or in part that are Physical copies, Digital copies, Audio or Video Presentations of the materials or any other medium.
You are advised to use qualified and licensed professionals as you work through this document or any related materials, or consider what should be done before, during, and after you or someone else is disabled, dying or dead.
The author nor any person or entity connected with the author takes any responsibility for the contents or use of this document or any related materials. You use this document at your own risk and are encouraged to seek guidance from qualified professionals.
The author may provide example contact information, this is not an endorsement of them, there is no affiliation or arrangement between the contacts and the author. They are simply Examples, nothing more. You are encouraged to research professionals on your own.
You may not distribute this document in whole or in part without written consent from the author.
You are permitted to make copies of pages for use within your own binder or D3 related records. As an EXAMPLE scenario, you are allowed to make a copy of the dependents information pages so that you can store the information for each of your dependents. You are not permitted to make copies of pages to give to other people.
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