Terms of Service

Please read these Terms of Service carefully before using estateplanwise.com. By accessing or using the Site, you agree to be bound by these Terms. If you do not agree to these Terms, please do not use the Site.

Acceptance of Terms

These Terms of Service ("Terms") govern your access to and use of the website at estateplanwise.com (the "Site"), operated by EstatePlanWise ("we," "us," or "our"). By visiting, browsing, or otherwise using the Site — including submitting any form or clicking any link — you acknowledge that you have read, understood, and agree to be bound by these Terms and our Privacy Policy, which is incorporated herein by reference.

If you are using the Site on behalf of another person or entity, you represent and warrant that you have authority to bind that person or entity to these Terms.

Not Legal Advice

Use of the Site

Permitted Uses

You may access and use the Site for personal, non-commercial, informational purposes. This includes reading articles and guides, using the estate planning quiz, downloading resources such as checklists, and following links to third-party services.

Prohibited Uses

You agree not to use the Site in any of the following ways:

• Automated access. You may not use bots, spiders, scrapers, or other automated means to access, index, or extract content from the Site without our express written permission.
• Republishing content. You may not copy, reproduce, republish, post, broadcast, transmit, or distribute substantial portions of the Site's content on any other website, platform, or publication without prior written authorization.
• Commercial exploitation. You may not use the Site's content to build competing products or services, resell our content, or otherwise exploit our materials for commercial gain.
• Harmful or unlawful activity. You may not use the Site to engage in any activity that is illegal, harmful, fraudulent, threatening, or that violates any applicable local, state, national, or international law or regulation.
• Interference. You may not attempt to interfere with the Site's operation, security, or availability, including by introducing malicious code, conducting denial-of-service attacks, or attempting to gain unauthorized access to our systems.
• Misrepresentation. You may not impersonate EstatePlanWise, our staff, or any other person or entity in connection with use of the Site.

Intellectual Property

All content on the Site — including text, guides, articles, graphics, logos, icons, images, audio clips, and software — is the property of EstatePlanWise and is protected by United States and international copyright, trademark, and other intellectual property laws.

You are welcome to share links to pages on the Site. However, you may not reproduce, distribute, modify, create derivative works of, or otherwise exploit any content from the Site without our express prior written permission. Brief quotations for purposes of commentary, criticism, or education may be acceptable under fair use; if in doubt, please contact us at legal@estateplanwise.com before reproducing any content.

The EstatePlanWise name, logo, and shield mark are proprietary identifiers of EstatePlanWise. You may not use them in any way that implies endorsement or affiliation without written consent.

Affiliate Relationships

Some links on the Site are affiliate links. This means that if you click an affiliate link and subsequently make a purchase or sign up for a service, EstatePlanWise may receive a commission from the affiliate partner. These commissions come at no additional cost to you — you pay the same price whether or not you use our affiliate link.

We only link to services we believe are genuinely useful to our readers. Our affiliate relationships do not influence our editorial content or recommendations. We are committed to providing honest, independent information about estate planning options regardless of whether a service has an affiliate arrangement with us.

All material affiliate relationships are disclosed in accordance with FTC guidelines. For full details, please review our Affiliate Disclosure page.

Third-Party Links

The Site contains links to third-party websites, services, and resources — including affiliate partners, government agencies, legal aid organizations, and professional services. These links are provided for your convenience and informational purposes only.

EstatePlanWise does not control, endorse, or assume responsibility for any third-party websites or their content, privacy practices, or policies. When you follow a link to a third-party site, you leave our Site and become subject to that third party's terms and policies. We encourage you to review the terms and privacy policies of any website you visit.

We are not responsible for any damage, loss, or harm that may result from your use of third-party websites or services accessed through our Site.

User Submissions

If you submit information through any form on the Site — such as subscribing to the newsletter, requesting a resource, or contacting us — that submission is governed by our Privacy Policy. Please review the Privacy Policy to understand how we collect, use, and protect the information you provide.

By submitting information through the Site, you represent that the information is accurate and that you have the right to provide it. You agree not to submit false, misleading, or fraudulent information.

Accuracy of Information

We make every reasonable effort to ensure that the content on the Site is accurate, current, and reliable. Our guides and articles are researched carefully and updated periodically. However, estate planning laws, tax rules, and regulations change frequently and vary by jurisdiction.

We cannot guarantee that all information on the Site is complete, accurate, or up to date at the time you read it. EstatePlanWise is not liable for any action you take or fail to take based on information found on the Site, including information that may have become outdated since publication.

Always verify important information with a qualified licensed professional before relying on it for any legal, tax, or financial decision.

Limitation of Liability

THE SITE AND ALL CONTENT, TOOLS, AND SERVICES PROVIDED ON IT ARE OFFERED ON AN "AS IS" AND "AS AVAILABLE" BASIS, WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED. TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, ESTATEPLANWISE DISCLAIMS ALL WARRANTIES, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT.

TO THE FULLEST EXTENT PERMITTED BY LAW, ESTATEPLANWISE, ITS OWNER, OPERATORS, CONTRIBUTORS, AND AFFILIATES SHALL NOT BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, PUNITIVE, OR EXEMPLARY DAMAGES ARISING OUT OF OR RELATED TO YOUR USE OF OR INABILITY TO USE THE SITE, INCLUDING BUT NOT LIMITED TO:

• Reliance on any information or content on the Site
• Errors, omissions, or inaccuracies in the content
• Unauthorized access to or alteration of your data
• Any conduct or content of third parties on or accessed through the Site
• Any other matter relating to the Site

IN JURISDICTIONS THAT DO NOT ALLOW THE EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES, OUR LIABILITY IS LIMITED TO THE MAXIMUM EXTENT PERMITTED BY LAW.

Indemnification

You agree to defend, indemnify, and hold harmless EstatePlanWise and its owner, operators, contributors, and affiliates from and against any claims, liabilities, damages, losses, costs, or expenses (including reasonable attorneys' fees) arising out of or in connection with:

• Your use of or access to the Site
• Your violation of these Terms
• Your violation of any applicable law or regulation
• Any information or content you submit through the Site
• Any infringement by you of the intellectual property or other rights of any third party

We reserve the right to assume exclusive control of any matter subject to indemnification by you, in which case you agree to cooperate with our defense of such claims.

Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Maryland, without regard to its conflict of law provisions. You agree to submit to the personal jurisdiction of the state and federal courts located in Maryland for the resolution of any disputes arising from or relating to these Terms or your use of the Site.

If any provision of these Terms is found by a court of competent jurisdiction to be invalid or unenforceable, that provision shall be modified to the minimum extent necessary to make it enforceable, and the remaining provisions shall continue in full force and effect.

Changes to These Terms

We reserve the right to modify these Terms at any time. When we make changes, we will update the "Effective" date at the top of this page. We may also provide additional notice of material changes — for example, by posting a notice on the Site's homepage or sending an email to active subscribers.

Your continued use of the Site after any modification to these Terms constitutes your acceptance of the revised Terms. If you do not agree to the revised Terms, you should stop using the Site.

We encourage you to review these Terms periodically to stay informed of any updates.

Contact

If you have questions about these Terms of Service or wish to report a potential violation, please contact us:

EstatePlanWise
Email: legal@estateplanwise.com
Website: estateplanwise.com

For privacy-related inquiries, please contact privacy@estateplanwise.com or review our Privacy Policy.