1. Acceptance of Terms

Welcome to SpecialNeedsTrustsOnline.com (the “Website”), a service of Disability Resources for Families, Inc., a Massachusetts nonprofit corporation (“Provider,” “we,” “us,” or “our”).

By accessing or using the Website, purchasing any document package, or selecting any optional review service, you agree to be bound by these Terms of Service (“Terms”).

You must affirmatively agree to these Terms by selecting the acknowledgment checkbox at checkout before completing your purchase. If you do not agree, do not use the Website.

2. Legal Information and Legal Forms Are Not Legal Advice

The Website provides general legal information, educational materials, automated document preparation tools, and optional document review services.

The Website does not provide legal advice. Provider is not a law firm. None of our staff or customer service representatives provide legal advice. The information on this Website is general in nature and may not apply to your specific circumstances.

If you require legal advice tailored to your situation, you should consult a licensed attorney in your jurisdiction.

3. No Attorney Client Relationship

Use of this Website does not create an attorney client relationship between you and Provider or any of its representatives.

No attorney client or confidential relationship is formed by accessing the Website, purchasing or downloading documents, using any review service, communicating with customer support, or participating in any phone or online meeting.

Tom Sannicandro is licensed to practice law only in the Commonwealth of Massachusetts. No legal services are provided through this Website unless a separate written engagement agreement is executed.

4. Document Preparation Services

The Website generates documents based solely on the information you provide. You are solely responsible for the accuracy and completeness of the information you enter and for reviewing the documents generated for you.

You are responsible for determining whether the documents are appropriate for your needs and for complying with all execution requirements, including signing, witnessing, notarization, and delivery requirements that may apply in your state.

Provider does not guarantee that any document complies with the laws of your state or achieves your intended legal outcome.

5. Optional Review Services

Provider may offer optional review services. Any review service is limited in scope as described on the Website and is not a substitute for consultation with a licensed attorney.

5.1 Staff Document Review

A limited review for document completeness, consistency, and formatting. This service may include one 15 minute phone or online meeting to explain review notes and provide general process guidance.

• This service does not include legal advice, legal strategy, or state specific legal analysis.
• This service does not include tax advice, benefits eligibility determinations, or legal representation.

5.2 Technical Document Review

A review focused on document assembly accuracy and structural integrity, including formatting, cross references, internal numbering, and inclusion of selected provisions.

• This service does not evaluate legal sufficiency, compliance with state law, or legal strategy.
• This service does not provide legal interpretation of provisions.

6. Payments and Refunds

Prices are displayed at the time of purchase. Payment is required at checkout.

• Fees for documents that have been generated or delivered are non refundable, unless otherwise stated on the Website.
• Review service fees may be non refundable once the review process has begun.
• Provider reserves the right to change pricing and offerings at any time.

If you believe you were charged in error, contact us using the information in the Contact section.

7. No Guarantees of Outcome

Provider does not guarantee eligibility for government benefits, acceptance by courts or agencies, tax outcomes, asset protection results, or legal sufficiency in any jurisdiction.

Laws change frequently and requirements vary across jurisdictions. You are responsible for verifying requirements and obtaining legal advice as needed.

8. Limitation of Liability

To the maximum extent permitted by law, Provider is not liable for any indirect, incidental, consequential, special, exemplary, or punitive damages arising from your use of the Website, use of generated documents, reliance on Website content, or use of any review service.

To the maximum extent permitted by law, Provider’s total liability for any claim arising out of or relating to the Website or these Terms will not exceed the amount you paid to Provider for the specific product or service giving rise to the claim.

9. User Responsibilities

You agree that:

• You are at least 18 years old and capable of entering into a binding agreement.
• You will provide accurate, complete, and current information.
• You will review your documents carefully before signing and using them.
• You will consult a licensed attorney if you need legal advice.

10. Intellectual Property

The Website and all content, including text, graphics, templates, and document generation tools, are owned by Provider or its licensors and are protected by intellectual property laws. You may not copy, reproduce, distribute, modify, resell, or create derivative works from the Website content or templates except as expressly permitted for your personal use of documents you purchased.

11. Privacy

Your use of the Website is subject to our Privacy Policy, which is incorporated into these Terms by reference. View Privacy Policy.

12. Governing Law and Venue

These Terms are governed by the laws of the Commonwealth of Massachusetts, without regard to conflict of law principles.

Any dispute arising out of or relating to the Website or these Terms must be brought exclusively in the state or federal courts located in Massachusetts, and you consent to personal jurisdiction and venue in those courts.

13. Changes to These Terms

Provider may modify these Terms at any time by posting an updated version on the Website. Continued use of the Website after changes are posted constitutes your acceptance of the revised Terms.

14. Contact

Disability Resources for Families, Inc.
Phone: 508-690-0012
Email: Info@SpecialNeedsTrustsOnline.com
Mailing Address: 5342 Clark Road
Sarasota, FL 34233

If you need legal advice, contact a licensed attorney in your jurisdiction. Customer support can help with technical and process questions only.