Terms of Use

Last updated: 2026-09-26

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

1. Informational purpose only (not legal or financial advice)

The Site provides general educational information about estate planning, probate, and related financial topics. We are a publisher, not a law firm.

Nothing on this Site constitutes legal, tax, financial, or other professional advice. Using this Site, reading its guides, or contacting us does not create an attorney-client, fiduciary, or other professional relationship. Estate planning laws vary significantly by state and jurisdiction. You should consult a qualified, licensed attorney in your local jurisdiction before drafting legal documents or making financial decisions.

2. Accuracy and sources

Our guides are compiled from primary sources — state statutes, court rules, regulator publications, and official government data — and we link to those sources so you can verify any statement yourself. Content is produced with the assistance of automated tools.

We do not independently verify every citation, and we make no guarantee that any content on the Site is complete, current, or applicable to your situation. Estate and tax laws change frequently and courts interpret them differently. The original statute or official legal code always supersedes what you read here. Do not rely on this Site in place of reading the statute or consulting a licensed attorney in your state.

3. No recommendations or endorsements

The Site does not recommend, rank by opinion, or endorse any law firm, attorney, insurance carrier, agent, financial product, or service provider.

Where the Site compares companies, products, or costs, it does so by a stated, factual criterion — such as published ratings, published premiums, or statutory fee schedules — which is disclosed on the page. Any decision you make based on that information is your own. We are not responsible for the conduct, pricing, solvency, or performance of any third party mentioned on the Site.

4. 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 our express permission.
Use automated systems, bots, or software to scrape or harvest content, state data, or glossary definitions.
Attempt to interfere with the Site’s operation or security.
Use the Site in any way that violates applicable law.

5. Intellectual property

All original content on the Site — including text, graphics, logos, site structure, tables, calculators, and design — is owned by us or our licensors and is protected by copyright and other intellectual property laws. All rights are reserved.

Statutory text, government forms, and other public-domain material quoted on the Site remain in the public domain.

6. Advertising and no paid placement

The Site displays advertising served through Mediavine. Advertisers do not influence the Site’s content. An ad is not a recommendation or an endorsement. The Site has no sponsored placements and no affiliate links.

We receive no payment, commission, or referral fee from any law firm, attorney, insurance carrier, agent, or service provider mentioned on the Site. No company can pay to appear in our guides or to influence their content. We do not accept sponsored content, we do not sell links, and we do not sell, broker, or refer consumer leads.

7. External links

The Site links to third-party websites, state government portals, and external resources for context and citation. We do not endorse, control, and are not responsible for the content, accuracy, availability, or privacy practices of any third party.

8. Disclaimers and limitation of liability

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.

To the fullest extent permitted by law, The Estate Planning Guide and its owners, operators, and contributors will not be liable for any indirect, incidental, special, consequential, or punitive damages — including financial loss, legal penalties, or loss of data — arising out of or related to your use of the Site, or your reliance on any information found here.

9. Indemnification

You agree to indemnify, defend, and hold us harmless from any claims, losses, damages, liabilities, and expenses (including reasonable attorneys’ fees) arising out of your use of the Site, your violation of these Terms, or your execution of any legal or financial documents based on information provided on the Site.

10. Copyright complaints (DMCA)

If you believe content on the Site infringes your copyright, send a written notice to the contact address on our Contact page including: identification of the work, the URL of the material, your contact information, a statement of good-faith belief that the use is unauthorized, a statement that the notice is accurate, and your physical or electronic signature. We will investigate and remove infringing material where appropriate.

11. Corrections

If you find an error on the Site — an outdated statute, an incorrect figure, a broken citation — please tell us through our Contact page. We correct confirmed errors and update the page.

12. Governing law and jurisdiction

To the extent permitted by applicable law, these Terms are governed by the laws of the Province of Ontario and the federal laws of Canada applicable therein, without regard to conflict-of-law principles, and any legal suit, action, or proceeding arising out of or related to these Terms or the Site shall be instituted exclusively in the provincial or federal courts located in Ontario, Canada. Nothing in this section limits any non-waivable right you may have under the consumer protection laws of your place of residence.