Last updated: June 2026
InstaTrust.ai is not a law firm and does not provide legal advice. Documents generated are AI-assisted drafts. They are not legally valid until reviewed by a licensed attorney in your state, signed before a notary public, and properly executed under applicable state law.
Use of InstaTrust.ai does not create an attorney-client relationship between you, the agent, the client, or InstaTrust.ai. No information provided through this platform constitutes legal advice.
Documents generated by InstaTrust.ai are produced by artificial intelligence using information provided by users. While the platform incorporates state-specific legal citations and established estate planning frameworks, AI-generated documents may contain errors, omissions, or provisions that are not appropriate for a specific client's situation.
Every generated document must be reviewed by a licensed estate planning attorney before execution.
Estate planning laws vary significantly by state. Execution requirements — including the number of witnesses, notarization requirements, and specific statutory language — differ across jurisdictions. Clients should verify that all documents comply with the laws of their state of residence at the time of execution.
A revocable living trust is only effective for assets that have been properly transferred into it. Generating a trust document does not automatically transfer any assets. Failure to fund the trust means the estate may still pass through probate. InstaTrust.ai provides a funding checklist to assist with this process, but clients are responsible for completing the funding of their trust.
Income examples, referral projections, and sales figures referenced on this platform are illustrative only and are not guarantees of results. Individual results will vary based on effort, market conditions, licensing, client base, and other factors outside InstaTrust.ai's control.
Agents using this platform are prohibited from practicing law, giving legal advice, or interpreting legal documents for their clients. All responses in the trust-building process must come directly from the client. Agents serve as facilitators only. Violation of this requirement may constitute the unauthorized practice of law, which is a criminal offense in most states.
Questions about this disclaimer: legal@instatrust.ai