Client Disclosures

Wood Legal Group, LLP uses artificial intelligence tools in the course of its practice. The firm believes clients are entitled to know that in plain terms, before the work begins, rather than discovering it afterward. This disclosure describes what the firm uses these tools for, what it does not use them for, how your confidential information is protected, and what clients may ask the firm to do differently.

Where the firm uses these tools

The firm uses artificial intelligence to assist with:

• Recording, transcribing, and summarizing meetings, so that the attorney can be present with you instead of taking notes
• Organizing the information you provide about your family, your property, and your wishes
• Preparing first drafts of documents, letters, and correspondence from firm templates and from the information you provide
• Legal research assistance and the initial review of documents you provide
• Scheduling, reminders, deadline tracking, and routine administrative work

Where the firm does not use them

Artificial intelligence does not decide anything about your matter and does not give you legal advice. No document, letter, filing, or item of advice leaves this firm without review by a licensed attorney who is responsible for it. The attorney exercises independent professional judgment on every piece of work product regardless of how the first draft was produced, and independently reviews and verifies any output these tools generate. Any legal authority cited in anything the firm prepares is verified as accurate and existing before it is used or filed.

Automated replies, website chat, intake forms, quizzes, and educational material produced by the firm are informational only. They are not legal advice and they do not create an attorney-client relationship. That relationship begins only when a Legal Services Agreement is signed and the required payment is received.

Your confidential information

Everything you tell this firm is confidential and privileged, and the use of technology does not change that. The firm selects tools that operate under written confidentiality and data protection obligations, and configures them so that your information is not used to train publicly available models and is not exposed to other users of the tool. The firm does not enter your confidential information into free or consumer versions of publicly available artificial intelligence services.

The firm treats the exposure of your confidential information to any system as a disclosure requiring the same care as a disclosure to a person, and limits it accordingly.

Recording of meetings

Meetings are ordinarily recorded and transcribed so that nothing from your file is lost. California is a two-party consent state, and several other jurisdictions in which the firm practices have similar requirements. The attorney will tell you at the start of any recorded meeting that it is being recorded, and you may ask that the recording be stopped at any time, for any reason or for none. Recordings and transcripts are part of your confidential client file and are protected the same way every other part of that file is.

What this does not change about your fee

Your fee is a flat fee for a defined result, stated in this Agreement. The firm does not bill you for time an artificial intelligence tool spends on your matter, and the firm does not increase a flat fee because these tools were used. Where the firm bills hourly, it bills only for the time a human being spends, including the time spent reviewing and correcting what a tool produced.

Your choice

Client may ask the firm not to use artificial intelligence tools on their matter, and may ask that meetings not be recorded. Tell the firm in writing at any time and the firm will honor it going forward. Declining these tools may extend the time the work takes and may mean the firm quotes the matter differently, and the firm will tell you plainly if that is the case before any change to your fee. You will never be charged more for a decision you were not told about in advance.

The standards the firm follows

This disclosure is written to meet the American Bar Association's Formal Opinion 512 on generative artificial intelligence tools, and to meet in advance the amendments to the California Rules of Professional Conduct on artificial intelligence that the State Bar circulated for public comment in 2026 covering competence and verification, client communication, confidentiality, candor to tribunals, and the supervision of lawyers and staff. Those amendments were proposed and had not been adopted as of the date of this Agreement. The firm follows them regardless, because they describe how the firm intends to practice whether or not it is required to.

The firm maintains written internal policies governing the use of these tools and instructs and supervises its staff on them. Clients who want to see that policy may ask for it and the firm will provide it.

Your estate plan is only useful if the people who need it can find it. This disclosure explains how and where the firm stores your documents, who has access, what is included in your fee, and what happens after.

Where your documents are stored

The firm stores client documents and matter information electronically, in partnership with:

• ActionStep, the firm’s practice management and document system
• DynasticAI, Inc.
• the firm’s cloud storage, backup, and electronic signature providers

The firm may also use any other provider it deems appropriate, including but not limited to those named above, and may change providers. Every provider the firm uses is bound by written confidentiality and data protection obligations, and the firm remains responsible to you for the confidentiality of your information no matter who stores it. Storage may be located in the United States or with providers that maintain facilities elsewhere, subject to those same obligations.

Your digital vault

Clients receive a digital vault holding electronic copies of the executed plan and the supporting materials, reachable by you and by the people you designate.

The cost of maintaining your digital vault is included in your fee for one (1) year from the delivery of your plan. After that period, maintaining the vault is at your expense.

The firm will give you written notice at least 60 days before the end of the included period, stating the then-current annual rate. You will not be charged anything for continued storage without first being told the price and agreeing to it.

If you choose not to continue, the firm will provide you a complete electronic copy of your documents so you can store them yourself, at no charge, and you may ask for that copy at any time whether or not you continue the vault.

Included with a Generational Wealth Protection membership

Digital vault storage is included at no additional charge for as long as a Generational Wealth Protection membership remains in good standing, along with the other benefits of that program. Membership pricing is set annually and may increase on each renewal. The firm will give written notice of the renewal price at least 60 days before each renewal date, and you may decline the renewal and end the membership before it takes effect without further obligation.

What the vault is and is not

The digital vault holds copies. It is not a substitute for your original signed documents. Original wills and other originals should be kept safe and accessible by you, and you should tell the person who will need them where they are. The firm cannot record a deed, admit a will to probate, or administer a trust from a copy alone in every circumstance.

The vault is also separate from the firm's own client file. The firm retains its file for five (5) years after a matter closes, after which it may be destroyed without further notice. Your vault is yours and follows the terms above.

Your part

Client is responsible for returning complete executed copies of every signed document, including all signature, witness, and notary pages, so that the file and the vault are complete. The firm provides a secure upload link for this purpose. The firm cannot confirm that your plan was properly executed, maintain a complete file, correctly amend your plan later, or assist in administering it, unless executed copies are returned.

Under the Gramm-Leach-Bliley Act, estate planning attorneys, like accountants, banks, and trust companies, are required to tell their clients how they handle client information. Attorneys have always been required by their rules of professional conduct to keep client information confidential, so your right to privacy has always been protected here. This notice states the firm's practices in writing.

Information the firm collects

Planning for your family requires the firm to obtain private information about you. That information comes from you, from forms and questionnaires you complete, from meetings and the recordings and transcripts of them, and from outside sources you authorize the firm to contact.

Who the firm shares it with

The firm does not disclose the private personal information of clients or former clients except as required or permitted by law, or as described in this notice.

Required disclosures. The firm is required by law to disclose private information where it has knowledge of child abuse or of an intent to commit a crime.

Firm personnel. Your information is available to employees and contractors of the firm who need it to complete the work you have engaged the firm to do. They are bound by the same duty of confidentiality.

Service providers. The firm uses outside providers for document storage, practice management, electronic signature, email, scheduling, payment processing, and the technology described in the Artificial Intelligence Use and Compliance Disclosure. These providers are bound by written confidentiality and data protection obligations. They are given only the information necessary for the service they provide.

Outside professionals. On occasion the firm may need to provide your information to unrelated third parties assisting with your matter, such as an accountant assisting with tax questions, an appraiser valuing an asset, or an insurance professional providing a quote. Information is never provided to these parties without first obtaining your permission.

The Financial Firm. If you choose to have the Financial Firm described in this Agreement provide financial products or services, the firm may disclose the information necessary for that purpose, on the limited terms stated in that section of the Agreement, which you may withdraw in writing at any time as to future disclosures.

How the firm protects it

The firm maintains physical, electronic, and procedural safeguards that comply with its professional standards and with applicable regulations. Records of the professional services provided are retained so the firm can continue to serve you and your beneficiaries.

Your rights

Federal Trade Commission regulations require the firm to notify you that you may request that it not release your non-public personal information. The firm does not release private information in any event, and includes this notice to satisfy the regulation.

Although the attorney-client privilege prohibits the firm from releasing communications between you and its attorneys, you may at any time direct the firm in writing to release information to anyone you designate. You may also ask the firm what information it holds about you, and ask it to correct anything that is wrong.

The firm is forbidden from disclosing client information provided for tax planning or preparation services without your prior written consent, in order to practice before the Internal Revenue Service.

Questions about these practices are welcome. Call the office at (626) 898-9195 or write to info@woodlegalgroup.com.

Email is not a secure medium. Ordinary email can be intercepted, misdirected, or forwarded, and an email account can be compromised. By consenting to communicate by email about this matter, clients accept that risk. The firm uses secure portals and upload links for sensitive documents and encourages you to use them rather than email wherever they are offered.

Wire fraud warning. Criminals impersonate law firms and title companies to redirect payments. This firm will never send you new or changed wire instructions by email. If you receive wire instructions that appear to be from this firm, telephone the office at (626) 898-9195 using a number you already have, not a number in the message, and confirm before sending anything.

Client consent to the use of electronic records and electronic signatures for this Agreement and for documents in this matter that may lawfully be signed electronically, under the federal ESIGN Act and applicable state uniform electronic transactions law. Wills, trusts, deeds, and other instruments with statutory execution and notarization requirements are signed in the manner the law of the governing state requires, which for California includes personal appearance before a notary.

Consent to electronic records may be withdrawn in writing at any time, in which case the firm will provide documents in paper form.

In representing couples, families, and business partners in estate planning, potential and actual conflicts of interest arise. This disclosure asks you to consider them before they do.

The staff of the firm are ordinarily prevented from disclosing any detail of your confidential affairs to a third party. It is common, however, for family members and business partners to hold interests together, in a business, in real property, in an investment, or in a trust, partnership, or other entity. Representing more than one member of a family or more than one business partner in such a situation requires the firm to share confidential information among all parties to the transaction.

The possibility of a future conflict does not by itself prevent the firm from representing multiple family members or business partners. If a conflict does arise, the firm may be required to withdraw from representing all of them, or to withdraw from one while continuing to represent the others.

Client may consent to the firm representing other members of their family or their business partners on these terms, may withdraw that consent at any time, and is entitled to hire separate counsel at any time, as are those family members and business partners. Consent is not a condition of the services described on Exhibit A.

Wood Legal Group, LLP is committed to making its website and its services usable by everyone, including people who use screen readers, keyboard navigation, magnification, voice control, or captioning. A firm whose work is protecting families cannot be one that shuts some families out.

The standard the firm holds itself to

The firm aims to conform to the Web Content Accessibility Guidelines (WCAG) 2.1 at Level AA, published by the World Wide Web Consortium. WCAG 2.1 AA is the standard courts and regulators use to measure whether a website is accessible, and the firm treats it as binding on itself whether or not a particular rule requires it.

The firm's client-facing pages are tested with automated accessibility tooling and by manual keyboard testing. Testing covers colour contrast, keyboard reachability and visible focus, form labelling, announcement of status messages, reflow at small screen widths, and text spacing.

What the firm has done

• Every page can be operated with a keyboard alone, and the keyboard focus indicator is always visible
• A "skip to the main content" link is the first thing a keyboard user reaches on every page
• Text and interface colours meet or exceed the required contrast ratios
• Every form field has a label that a screen reader can read, and errors are announced rather than shown only in colour
• Pages reflow to a 320 pixel wide screen without horizontal scrolling, and remain readable when text spacing is increased
• Animation is reduced automatically for anyone whose device requests reduced motion
• Documents the firm sends are provided in formats that work with screen readers, and in large print or another format on request

Where the firm may fall short

Parts of the firm's site rely on third-party services for scheduling, payment, electronic signature, and video meetings. The firm does not control the accessibility of those services and cannot guarantee them. Where a third-party tool creates a barrier, the firm will complete the same step with you directly, by telephone, by mail, or in person, at no additional cost and with no loss of service.

Older documents and recordings published before this standard was adopted may not fully conform. The firm will provide an accessible version of any such item on request.

If something does not work for you

Tell the firm and it will be fixed, and in the meantime the firm will get you what you need another way. There is no form to fill out and no burden of proof. Call (626) 898-9195, or write to info@woodlegalgroup.com with the word Accessibility in the subject line, and describe what you were trying to do and what got in the way.

The firm aims to acknowledge accessibility reports within two business days and to tell you either that it is fixed or when it will be. Accommodations, including documents in an alternative format, an interpreter, a longer appointment, or a meeting conducted entirely by telephone, are available on request at no additional charge.

The law behind this

This statement is given in light of the Americans with Disabilities Act, and in California the Unruh Civil Rights Act, California Civil Code section 51, which requires business establishments to provide full and equal accommodations, advantages, facilities, privileges, and services to all persons, and California Civil Code section 52, which provides remedies for a denial of them. The firm's position is that accessibility is an obligation it owes its clients, not a risk it manages.

These standards explain how the firm works, so that both sides know what to expect.

What you can expect from the firm

• The firm answers calls and emails within 48 business hours. Many questions are answered faster, and often by a paralegal who can resolve them immediately rather than by waiting for an attorney to call back.
• The firm does not over-schedule. Your appointment time is reserved for you and is not booked over.
• Your privacy is protected without exception.
• You are told the price before the work, and the price does not change without your written agreement.
• You are told plainly when something in your plan will not do what you hoped, even when that is not what you want to hear.

What the firm expects from you

• Treat the staff with the same courtesy they extend to you.
• Arrive on time. If you must move an appointment, give at least 24 hours notice. A cancellation or reschedule on less than 24 hours notice may incur a fee of $750, which is the firm's rate for the reserved time.
• Return your asset information at least two weeks before your signing appointment. Without it the signing must be moved, which ordinarily costs a month or more.
• Return executed copies of everything you sign, so your file and your vault are complete.
• Tell the firm when life changes. A marriage, a birth, a death, a divorce, a property purchase, or a move to another state can each require a change to your plan.
• Keep your contact information current.
• Appointments are made in advance. The firm does not take walk-ins, so that the client in the room is not interrupted.

If the firm is ever missing the mark, say so. The firm would rather hear it and fix it than lose your trust quietly.