Terms of Use

Last updated: 2026-06-03

By accessing or using The Estate Planning Guide (the “Site”), you agree to these Terms of Use. If you do not agree, please do not use the Site.

Informational purpose only

The Site provides general educational information about estate planning topics. It is not legal, tax, financial, or other professional advice, and no attorney-client, fiduciary, or other professional relationship is created by your use of the Site. See our Legal Disclaimer for more detail.

License to use the Site

We grant you a limited, non-exclusive, non-transferable, revocable license to access and view the Site for personal, non-commercial purposes. You may not:

• copy, redistribute, or republish substantial portions of the Site without permission;
• use automated systems to scrape or harvest content;
• attempt to interfere with the Site’s operation or security;
• use the Site in any way that violates applicable law.

Intellectual property

All content on the Site — including text, graphics, logos, and design — is owned by us or our licensors and is protected by copyright and other laws. All rights are reserved unless expressly granted.

Third-party content and links

The Site may link to or reference third-party websites and resources. We do not endorse and are not responsible for the content, accuracy, or practices of any third party.

Disclaimers

THE SITE AND ITS CONTENT ARE PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, OR NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SITE WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE.

Limitation of liability

TO THE FULLEST EXTENT PERMITTED BY LAW, WE WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS OR DATA, ARISING OUT OF OR RELATED TO YOUR USE OF THE SITE, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

Indemnification

You agree to indemnify and hold us harmless from any claims, losses, damages, liabilities, and expenses (including reasonable attorneys’ fees) arising out of your use of the Site or your violation of these Terms.

Changes to these Terms

We may update these Terms from time to time. Continued use of the Site after changes are posted constitutes acceptance of the revised Terms.

Governing law

These Terms are governed by the laws applicable in our principal place of business, without regard to conflict-of-laws principles. You agree that any dispute will be resolved in the courts of that jurisdiction.

Contact

Questions about these Terms can be sent to the contact address listed on our About page.