Disclaimer

General information only

Settle the Trust is a free public website from Anderson Law Firm for people who have become responsible for settling a loved one's revocable trust, with a focus on South Carolina. The Trustee Manual, checklists, explanations, and tools are general legal information and self-help tools. They are not legal advice, not tax advice, and not a recommendation for your family's facts.

No attorney-client relationship

Using this website does not make you a client of Anderson Law Firm. That includes reading the manual, checking off steps, chatting with Owliver Trust, uploading a trust agreement, and sending the contact form. An attorney-client relationship is created only when you and the firm sign an engagement agreement. Until then, do not send confidential information.

The chatbot and the upload tool are part of the website. They do not change this rule. Owliver Trust is not a lawyer. A summary of your PDF is not a legal opinion, a certification of trust, or a review by James A. Anderson or any other attorney at the firm.

AI tools can be wrong

Owliver Trust and the trust-summary tool use software that can misunderstand a question or a document, skip an amendment, or state something that is incomplete. Do not rely on them for a decision about distributions, taxes, a deed, a beneficiary dispute, or whether you should accept the trusteeship. If something matters, talk with a licensed South Carolina attorney and, where taxes are involved, a tax preparer.

South Carolina focus

Trust and probate law is state-specific. This site is written for South Carolina. Statute references are general. The South Carolina Trust Code and the tax rules change. Your trust's own words control where the law allows them to. A house, account, or beneficiary in another state can take that issue outside the scope of these pages.

No guarantee

Nothing on this site guarantees an outcome, a tax result, a peaceful family, or that a court or a bank will accept a particular form. Past work by the firm for other clients does not predict your matter.

Talk to a lawyer

If you want Anderson Law Firm to administer or settle the trust with you, call 864-228-7808 or use the contact page and ask to talk to a trust settlement attorney.