Legal
Last updated: July 2026
These Terms of Service ("Terms") govern your access to and use of Estate Prep Partners (the "System," "we," "us," or "our"), including the website, workbooks, checklists, and any associated tools. By creating an account or purchasing access, you agree to these Terms.
Estate Prep Partners is a self-directed educational and organizational tool designed to help individuals reflect on their values, evaluate potential decision makers (such as an executor, financial power of attorney, or healthcare proxy), and organize information about their assets and estate planning intentions.
Estate Prep Partners is NOT a law firm, does not provide legal advice, does not draft legal documents, and is not a substitute for consulting a licensed attorney, financial advisor, accountant, or insurance professional. Any legal documents you ultimately need (such as a will, trust, or power of attorney) must be prepared by a qualified professional licensed in your jurisdiction.
You must be at least 18 years old to purchase or use Estate Prep Partners. By using the system, you represent that you meet this requirement.
Estate Prep Partners is offered as a one-time payment for lifetime access to the system as it exists at the time of purchase. Payment is processed securely through Stripe. We do not store your full payment card information on our servers.
"Lifetime access" refers to the lifetime of the Estate Prep Partners service, not a personal guarantee independent of the business's continued operation. If Estate Prep Partners ceases operations, is discontinued, or the website/service otherwise becomes unavailable, access ends at that point and no further access, refund, or compensation will be provided.
All purchases of Estate Prep Partners are final. We do not offer refunds, in whole or in part, for any reason, including but not limited to dissatisfaction with the content, change of mind, or partial completion of the system. Please review the "How It Works" page carefully before purchasing to confirm the system fits your needs.
You are responsible for maintaining the confidentiality of your login credentials and for all activity that occurs under your account. Notify us immediately if you suspect unauthorized access to your account.
You retain ownership of any information, reflections, and data you enter into the system. We do not claim ownership over your personal content. See our Privacy Policy for details on how your information is stored and used.
Nothing in Estate Prep Partners — including workbook content, scoring systems, AI-generated summaries, or any communication from us — constitutes legal, financial, tax, medical, or other professional advice. The system is intended to help you organize your own thinking and prepare for conversations with licensed professionals, not to replace them.
To the fullest extent permitted by law, Estate Prep Partners and its creator shall not be liable for any indirect, incidental, special, or consequential damages arising from your use of, or inability to use, the system, including but not limited to decisions made based on information organized within it. Your use of the system is at your own discretion and risk.
We may update, modify, or discontinue features of the system at any time. We will make reasonable efforts to preserve access to core functionality for existing users but do not guarantee that every feature will remain unchanged indefinitely.
We may update these Terms from time to time. Continued use of the system after changes are posted constitutes acceptance of the revised Terms.
Questions about these Terms can be sent through our Contact page, or directly to casey890@gmail.com.