Is Goldtree Estate Planning a law firm?

No. Goldtree Estate Planning is not a law firm and we do not provide legal advice.

We provide education, planning coordination, document preparation support, and implementation guidance through our estate planning process. Estate planning documents are prepared through our professional document and legal resources based on the information and decisions provided by the client.

When a situation requires individualized legal advice or falls outside the scope of our process, we may recommend that the client work directly with an appropriate attorney.

By Goldtree|2026-09-01T21:55:31+00:00October 4, 2023|Estate Planning|Comments Off

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Goldtree Financial Group

3253 E Chestnut Expressway Ste 320, Springfield, MO 65802

Goldtree Financial Group provides insurance, financial education, planning coordination, and access to independent financial solutions through affiliated and third-party professional relationships. Information on this website is provided for general educational purposes only and should not be considered individualized legal, tax, investment, or accounting advice. Insurance and annuity products are subject to eligibility, underwriting, contract terms, limitations, exclusions, and the claims-paying ability of the issuing insurance company.

Goldtree Estate Planning is not a law firm and does not provide legal advice. Estate planning services are designed to provide education, planning coordination, document preparation support, and implementation guidance. When individualized legal advice is required or a matter falls outside the scope of our process, clients should consult an appropriately licensed attorney.

Medicare information is educational in nature. Goldtree Financial Group is not connected with or endorsed by the U.S. government or the federal Medicare program. Product and service availability may vary by state.