Trust, consent, and permissions

Security & Consent Center

Users should understand what the platform can do, what it cannot do yet, who may review their information, what needs attorney review, and how document copies should be handled.

Preview only: These acknowledgments are saved locally. Production should store consent history securely with timestamps, account identity, IP/device metadata where appropriate, and audit logs.

Important acknowledgments I understand this platform is not a law firm and does not provide legal advice. I understand no attorney-client relationship exists until attorney acceptance and signed engagement. I will upload or select copies only, not originals. I understand signing, witness, notary, probate, and court rules vary by state and county. I should not sign or rely on amended estate documents until requirements are reviewed. I understand AI analysis is organizational support and not legal advice. I authorize platform staff to organize my submitted information for possible attorney review.

Preferred sharing level