Estate Planning Portal

ABA 360 Solutions Group, LLC

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Compliance & Legal Notice

The documents and information produced by this platform are prepared by ABA 360 Solutions Group, LLC as a document-preparation and estate-planning administrative service. They are provided for informational purposes only and do not constitute legal, tax, or financial advice, nor do they create an attorney-client relationship. This service is not a law firm and does not practice law.

Estate-planning instruments (trusts, wills, powers of attorney, and healthcare directives) carry significant legal and tax consequences and are governed by the law of the client’s state of residence — for example, the New York Estates, Powers & Trusts Law (EPTL) and Surrogate’s Court Procedure Act (SCPA), or the Florida Trust Code and Florida Probate Code. Clients are strongly encouraged to have all documents reviewed by a licensed attorney in their state and, where appropriate, a qualified tax professional before signing, funding, or relying on them.

All client information is handled confidentially and used solely to prepare the requested documents. By using this platform you acknowledge and accept the terms of the applicable Services Agreement.