Not Legal Advice

Required Disclosure · MaxWills · Max AI, Inc.

MaxWills is a legal document preparation service. MaxWills is NOT a law firm and does NOT provide legal advice.

No attorney-client relationship is created by using MaxWills. If you need legal advice specific to your situation, you must consult a licensed Texas attorney.

📋 1. What MaxWills Is

MaxWills is a legal document preparation service — sometimes called a "legal document assistant" or "document preparation service." We use AI technology to help you create estate planning document drafts based on your answers to an interview.

MaxWills was created by Stephen T. Bowling, a licensed Texas attorney (State Bar of Texas). Mr. Bowling's role in creating this service is as a product designer — he helped design the interview questions and document templates. His involvement as creator does not constitute legal representation of any user of this service. He is not your attorney by virtue of your use of MaxWills.

⚖️ 2. What MaxWills Is NOT

Not a law firm. Max AI, Inc. is not a law firm and does not employ attorneys to represent users.
Not legal advice. Nothing generated by MaxWills — including interview answers, document summaries, the interview questions themselves, or the generated documents — constitutes legal advice. Legal advice requires an attorney who knows your full situation and has agreed to represent you.
Not a substitute for attorney review. An AI-generated document is a starting point, not a finished legal instrument. Your specific situation may require provisions, language, or structure that MaxWills does not provide.
Not creating an attorney-client relationship. No use of MaxWills — including paying for documents, purchasing attorney review through this service, or emailing support — creates an attorney-client relationship with Max AI, Inc. or its founders.

🏛️ 3. Texas Legal Authority for Document Preparation Services

Under Texas law, it is not the unauthorized practice of law for a non-attorney to prepare legal documents for another person if the non-attorney is not giving legal advice. See Tex. Gov't Code § 81.101(c) (defining "practice of law" and its limitations).

MaxWills operates as a document preparation service. We help you fill out and generate documents based on your instructions. We do not advise you on which documents are right for your situation, what legal strategy to pursue, or how to structure your estate — those are legal advice functions that require a licensed attorney.

🤝 4. When You DO Have an Attorney

If you purchase Attorney Review from MaxWills, your documents will be reviewed by a licensed Texas attorney at Texas Defense Team, a Texas law firm. That review:

Creates a limited-scope attorney-client relationship with the reviewing attorney at Texas Defense Team — not with MaxWills or Max AI, Inc.
Is governed by a separate engagement letter from the law firm, which defines the scope of the representation.
Covers the review of your generated documents for legal sufficiency under Texas law — it does not necessarily include drafting new documents, ongoing legal representation, or estate planning strategy.

The attorney review fee is paid to the law firm, not to MaxWills. MaxWills facilitates the connection; the legal work is performed by the law firm under its own professional responsibility obligations.

📞 5. When You Should Consult an Attorney Directly

You should consult a licensed Texas estate planning attorney directly (beyond the limited review offered through MaxWills) if:

Your estate includes business interests, partnerships, or significant commercial real estate.
You have a blended family, estranged family members, or anticipate disputes over your estate.
You have a beneficiary with special needs who receives government benefits.
Your estate may be subject to federal estate tax (estates over approximately $13 million per person).
You own property in multiple states.
You have complex wishes that don't fit standard document templates.
You are unsure whether you have testamentary capacity.
You have any uncertainty about whether these documents accomplish your goals.

Questions about this service? Email [email protected]. For legal advice specific to your situation, please consult a licensed Texas estate planning attorney.