Legal Notice

I understand that the information, instructions, and materials provided by DrJ Wealth Strategies are not legal advice, do not constitute the practice of law, and do not create an attorney-client relationship. The provider of this service is not acting as my attorney, and no attorney-client privilege is established by my use of this form. I understand that any information I provide is offered solely for the purpose of assisting me in organizing personal, family, and asset information in a format that may be used to prepare a basic will or other financial tools. The purpose of this service is to assist with information formatting only, and not to ensure the legal sufficiency, enforceability, or compliance of any final will with the laws of the State of Georgia. I acknowledge that I have been strongly encouraged to consult with a licensed Georgia attorney if I have any legal questions, special circumstances (such as blended families, disabled beneficiaries, complex assets, or business ownership), or wish to ensure that my will, trust, power of attorney, deed transfer, or other product receives fully complies with Georgia law. I understand that failure to do so may result in unintended or legally ineffective outcomes. I understand that no warranty or guarantee is made or implied regarding the legal validity, enforceability, or outcome of the will that may be drafted from this questionnaire. It is my sole responsibility to ensure that any resulting will is properly signed, witnessed, and executed in accordance with Georgia law (e.g., O.C.G.A. § 53-4-20 et seq.). I understand the potential legal and financial consequences of dying without a valid will (intestate), including that my estate may be distributed according to Georgia intestacy statutes rather than according to my wishes. I accept full responsibility for any such consequences that may result from a failure to execute a valid will or to properly store, update, or file it. I agree to hold harmless and release the provider of this questionnaire, and any affiliates, agents, or representatives, from any and all claims, losses, liabilities, or damages—whether direct or indirect—that may arise from the use of this service or any document created using the information I provide herein. I confirm that my use of these services is voluntary, and I am using them of my own free will.