Estate & Legacy Plan Assessment

IMPORTANT LEGAL NOTICE: Submitting this Estate & Legacy Plan Assessment form does not create an attorney-client relationship between you and JTurner Consulting, LLC, The Rouse Firm, LLC, or any affiliated attorney.

An attorney-client relationship is formed only upon: (1) completion of a conflict-of-interest review; (2) mutual execution of a written engagement letter; and (3) payment of any required retainer, as applicable.

Until an engagement letter is signed, JTurner Consulting, LLC is not your attorney, and no information you submit through this form should be treated as privileged attorney-client communication. Do not submit information you consider highly sensitive until a formal engagement is established.

The information collected through this assessment is used solely to evaluate your estate planning needs and prepare for an initial consultation. It will not be shared with third parties except as necessary to provide legal services or as required by law.

Questions? Contact us at info@jturnerconsulting.net · +1 (678) 764-3054 · www.jturnerconsulting.llc
Legal services are provided in partnership with The Rouse Firm, LLC · www.therousefirm.com

Last Updated: March 2026  ·  Effective Date: March 2026

1. Who We Are

JTurner Consulting, LLC ("JTurner," "we," "us," or "our") is a legal consulting and estate planning firm located in Fayette County, Georgia. All legal services are provided in partnership with The Rouse Firm, LLC (www.therousefirm.com). This Privacy Policy applies to information collected through our Estate & Legacy Plan Assessment form and related online services.

2. Information We Collect

We collect information you voluntarily provide, including:

• Personal identifiers: name, email address, mailing address, phone number
• Demographic information: age range, marital status, state of residence, occupation
• Family information: spouse/partner details, number and ages of children, special needs of dependents
• Financial information: asset types, approximate values, liability information
• Business information: entity type, ownership structure, partner details
• Estate planning preferences: fiduciary selections, healthcare directives, planning goals

We may also collect technical information automatically, including IP address, browser type, and session data, solely for security and system integrity purposes.

3. How We Use Your Information

We use the information you provide to:

• Evaluate your estate planning needs and prepare for a consultation
• Communicate with you about your assessment and available services
• Generate a confidential attorney briefing memorandum for internal review
• Comply with applicable legal and professional responsibility obligations

We do not sell, rent, or share your personal information with third parties for marketing purposes.

4. Data Sharing

Your information may be shared only in limited circumstances: (a) with service providers necessary to deliver our legal services (e.g., secure document platforms, e-signature providers); (b) as required by law, court order, or applicable bar rules governing professional responsibility; or (c) with your explicit written consent.

5. Data Security

We implement industry-standard security measures including TLS encryption for data in transit, access controls, and secure storage practices. However, no method of electronic transmission is completely secure, and we cannot guarantee absolute security.

6. Data Retention

Information submitted through this form is retained for a period necessary to fulfill the purposes described herein and to comply with applicable legal and professional obligations, typically no less than seven (7) years from the date of submission or the conclusion of any engagement.

7. Your Rights

You may request access to, correction of, or deletion of your personal information by contacting us in writing. Deletion requests are subject to our legal and professional obligation to retain certain records.

8. Children's Privacy

This form is intended for use by adults (age 18 and older). We do not knowingly collect personal information from individuals under 18. Information about minor dependents is collected only as provided by an adult guardian or parent.

9. Contact

JTurner Consulting, LLC · www.jturnerconsulting.llc · info@jturnerconsulting.net · +1 (678) 764-3054

Legal services are provided in partnership with The Rouse Firm, LLC · www.therousefirm.com

Last Updated: March 2026  ·  Effective Date: March 2026

1. Acceptance of Terms

By accessing and using this Estate & Legacy Plan Assessment form (the "Form"), you agree to be bound by these Terms of Use. The Form is operated by JTurner Consulting, LLC in partnership with The Rouse Firm, LLC. If you do not agree to these terms, do not submit the Form.

2. No Attorney-Client Relationship

Use of this Form does not create an attorney-client relationship. See the full disclaimer available on this page. Legal advice is provided only pursuant to a signed engagement agreement following a conflict-of-interest review.

3. Informational Purpose Only

The information, prompts, and content contained in this Form are provided for general estate planning assessment purposes only and do not constitute legal advice. You should not rely on this Form as a substitute for consultation with a licensed attorney.

4. Accuracy of Information

You represent that the information you submit is accurate, complete, and provided in good faith. Intentional misrepresentation may affect the scope of services provided and could constitute a breach of any subsequent engagement agreement.

5. Electronic Communications Consent

By submitting this Form, you consent to receive electronic communications from JTurner Consulting, LLC regarding your assessment, including by email and through secure client portal communications. Standard message and data rates may apply to mobile communications.

6. Intellectual Property

All content, design, systems, and frameworks associated with this Form are the exclusive intellectual property of their respective owners. Business Legal Map™, Legacy Planning Legal Map™, and H2E™ are trademarks of JTurner Consulting, LLC. IFMCollab™ is a trademark of IFM Media, LLC. Unauthorized reproduction, distribution, or use of any such materials is prohibited. Unauthorized reproduction, distribution, or use is prohibited.

7. Limitation of Liability

To the fullest extent permitted by applicable law, JTurner Consulting, LLC shall not be liable for any indirect, incidental, consequential, or special damages arising out of or related to your use of this Form, including reliance on any assessment or preliminary recommendation generated herein.

8. Governing Law

These Terms of Use shall be governed by and construed in accordance with the laws of the State of Georgia, without regard to its conflict-of-law provisions. Any disputes arising hereunder shall be subject to the exclusive jurisdiction of the courts of Fayette County, Georgia.

9. Modifications

JTurner Consulting, LLC reserves the right to modify these Terms of Use at any time. Continued use of the Form after any modification constitutes acceptance of the revised Terms.

10. Contact

JTurner Consulting, LLC · www.jturnerconsulting.llc · info@jturnerconsulting.net · +1 (678) 764-3054

Legal services are provided in partnership with The Rouse Firm, LLC · www.therousefirm.com