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{{{JAFO31 writes,

In addition, NOLO is mostly for DIY. A third-party selecting the form (which one), completing it for someone (making drafting choices), and charging someone for it is likely the practice of law in most states and probably problematic unless done by a lawyer.}}}


"The Texas Bar Association actually sued NOLO for the unlicensed practice of law in the State. They lost. (The Texas Legislature passed a law exempting legal self-help books from being construed as the "practice of law", thus saving the kangaroo-court style Texas legal establishment from complete embarrassment.<LOL>)"

Not surprising to me, publishers have broad first amendment rights.

From the article you linked:

"In the 1999 session it passed legislation that exempted self-help law products from the Texas Unauthorized Practice of Law statute as long as they carried a disclaimer making it clear that they didn’t provide legal advice."

As I said, NOLO is DIY, which is different than when OP wrote about his financial planner/CFP(?) producing the documents and your response about the CFP using NOLO.

"But I agree with you, if a civilian was using the NOLO software to draft documents and was charging for the service, they'd likely be in some trouble."

Which describes OP's scenario.

Regards, JAFO
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