Terms & Conditions
Last Updated: August 10, 2026
Welcome to Estate Doc Prep.
These Terms & Conditions (“Terms”) govern your access to and use of estate.prep (“Website”), including its educational videos, prerecorded webinars, in-person seminars, workshops, forms, registration pages, communications, and other educational resources.
By accessing or using this Website, registering for an event, submitting a form, or accessing any educational materials provided through Estate Doc Prep, you agree to these Terms.
If you do not agree with these Terms, please discontinue use of the Website.
1. About Estate Doc Prep
Estate Doc Prep is an educational platform that provides general information and educational resources about living trusts, estate planning concepts, and related topics.
Educational resources may include:
Short educational videos
Prerecorded webinars
In-person educational seminars
Workshops and presentations
Articles and informational materials
Event registration
Educational follow-up materials
Other informational resources
Estate Doc Prep is not a law firm and does not provide legal representation or attorney services.
2. Educational Purposes Only
All information provided through Estate Doc Prep is intended solely for general educational and informational purposes.
This includes information provided through:
The Website
Videos
Prerecorded webinars
In-person seminars
Workshops
Presentations
Emails
Text messages
Downloadable materials
Forms
Other communications
Information provided by Estate Doc Prep should not be interpreted as:
Legal advice
Tax advice
Financial advice
Accounting advice
Personalized estate-planning advice
A recommendation regarding a specific legal strategy
A substitute for advice from a qualified professional
Estate-planning decisions depend on individual circumstances. Information that may be generally useful to one person may not be appropriate for another.
If you need advice concerning your individual legal, financial, tax, or estate-planning circumstances, you should consult an appropriately qualified professional.
3. Estate Doc Prep Is Not a Law Firm
Estate Doc Prep is not a law firm.
Estate Doc Prep does not represent individuals in legal matters and does not provide attorney-client legal representation through this Website, its seminars, webinars, videos, or other educational materials.
Nothing on this Website should be interpreted as identifying Estate Doc Prep as a law firm or attorney unless expressly stated otherwise in connection with an independent licensed professional.
4. No Attorney-Client Relationship
Your use of Estate Doc Prep does not create an attorney-client relationship.
An attorney-client relationship is not created simply because you:
Visit the Website
Watch an educational video
Watch a prerecorded webinar
Attend an in-person seminar
Attend a workshop
Complete a registration form
Submit your contact information
Send us an email
Communicate by telephone or text message
Ask a general educational question
Receive educational materials
If you independently engage an attorney or other professional in the future, that relationship will be governed by a separate agreement between you and that professional.
5. No Legal Document Preparation
Unless specifically disclosed otherwise through a separate service and agreement, the educational services described on this Website do not include the preparation of legal documents on your behalf.
Estate Doc Prep's educational presentations, worksheets, checklists, demonstrations, examples, and informational materials are intended to help users better understand general estate-planning concepts.
They should not be relied upon as completed legal documents or as personalized instructions for preparing your own legal documents.
6. No Guarantee of Results
Estate Doc Prep does not guarantee any particular result from using the information presented through the Website or its educational programs.
We do not guarantee:
A particular legal outcome
A particular estate-planning result
Tax savings
Probate avoidance
Asset protection
Financial savings
Qualification for a particular legal arrangement
That a living trust is appropriate for you
That information presented will apply to your circumstances
Examples or scenarios discussed during seminars, webinars, videos, or other educational materials are intended for illustration only.
The California Attorney General similarly notes that whether a living trust is appropriate depends on a person's circumstances and that it is not necessarily suitable for everyone. California DOJ
7. Educational Videos and Prerecorded Webinars
Estate Doc Prep may provide access to free or paid educational videos, prerecorded webinars, and other presentations.
The information presented reflects general educational concepts available at the time the material was created.
Laws, regulations, tax rules, industry practices, and other circumstances may change over time.
We may update, replace, remove, or revise educational content without prior notice.
You should not rely solely on a prerecorded presentation when making significant legal, financial, tax, or estate-planning decisions.
8. In-Person Seminars and Workshops
Estate Doc Prep may organize or promote educational seminars and workshops.
Seminar information may include:
Date
Time
City
Venue
Language
Presenter
Available seats
Registration requirements
Event availability may vary.
Registration does not guarantee that a particular seminar, presenter, venue, date, or time will remain available.
9. Event Changes and Cancellations
Estate Doc Prep reserves the right to modify:
Seminar dates
Seminar times
Locations
Presenters
Capacity
Event format
Educational content
Registration availability
An event may also be postponed or canceled.
When reasonably possible, registered attendees will be notified using the email address or phone number provided during registration.
Estate Doc Prep is not responsible for expenses incurred by attendees resulting from event changes or cancellations unless expressly agreed otherwise.
10. Registration Information
When registering for a seminar, webinar, video, workshop, or other educational program, you may be asked to provide information such as:
Name
Email address
Phone number
City or general location
Preferred language
Selected event
Registration information
You agree that the information you provide will be accurate to the best of your knowledge.
Providing inaccurate information may affect our ability to send registration confirmations, reminders, or event information.
11. Communications
When you voluntarily provide your contact information and agree to receive communications where required, Estate Doc Prep may contact you regarding:
Event registrations
Seminar information
Webinar access
Appointment information
Confirmation messages
Event reminders
Educational resources
Requests you submitted
Follow-up information
Related Estate Doc Prep programs
Communications may occur through email, telephone, text messaging, or other communication methods you have authorized.
You may unsubscribe from applicable marketing emails using the unsubscribe link provided in those communications.
Where text-message opt-out functionality is provided, you may follow the instructions contained in the applicable message.
Consent to receive marketing communications is not intended to waive any rights provided to you under applicable law.
12. Privacy and Website Tracking
Your use of the Website is also governed by our Privacy Policy.
Our Privacy Policy explains how we may collect and process information and how the Website may use technologies and services such as:
Cookies
Google Tag Manager
Google Analytics
Google advertising and conversion tracking
Meta Pixel
Other website analytics and marketing technologies
Please review the Privacy Policy for additional information regarding these technologies and your privacy choices.
13. Accuracy of Information
Estate Doc Prep makes reasonable efforts to provide useful and accurate educational information.
However, we do not guarantee that all Website content will always be:
Complete
Current
Error-free
Applicable to every jurisdiction
Applicable to your individual circumstances
Estate planning, trust law, tax considerations, and related rules may vary depending on location and circumstances.
You are responsible for independently verifying information that is important to a legal, tax, financial, or estate-planning decision.
14. Your Responsibility
You are responsible for determining how information obtained through Estate Doc Prep applies to your own circumstances.
You should not make significant legal, financial, tax, or estate-planning decisions solely because of information provided during an Estate Doc Prep seminar, webinar, video, presentation, or through this Website.
When personalized advice is needed, you should seek assistance from an appropriately qualified professional.
15. Intellectual Property
Unless otherwise indicated, materials appearing on the Estate Doc Prep Website are owned by, licensed to, or used with permission by Estate Doc Prep.
Protected materials may include:
Website content
Written materials
Graphics
Illustrations
Logos
Branding
Videos
Webinar presentations
Seminar presentations
Educational materials
Worksheets
Downloads
Designs
Audio recordings
These materials are provided primarily for personal, non-commercial educational use.
You may not reproduce, distribute, publish, sell, modify, commercially exploit, or publicly redistribute Estate Doc Prep materials without appropriate authorization.
16. Recording Seminars or Presentations
Unless expressly permitted, attendees may not record, reproduce, livestream, redistribute, or commercially publish Estate Doc Prep seminar or presentation content.
Estate Doc Prep may separately notify attendees if an event is being photographed, recorded, or streamed.
Where consent is legally required for recording or use of attendee information, applicable consent requirements should be followed.
17. Acceptable Use
You agree to use the Website only for lawful purposes.
You may not:
Attempt to gain unauthorized access to the Website
Attempt to bypass Website security
Introduce viruses or malicious software
Disrupt Website functionality
Use automated systems to excessively scrape Website content
Impersonate another person
Submit intentionally false information
Use the Website for fraud or unlawful activity
Copy educational content for unauthorized commercial purposes
Interfere with other visitors' use of the Website
Attempt to obtain information through unauthorized technical methods
We reserve the right to limit or terminate Website access when we reasonably believe misuse has occurred.
18. Third-Party Services
Estate Doc Prep may use third-party platforms and service providers to operate portions of the Website.
These may include:
Website hosting platforms
GoHighLevel or similar CRM systems
Scheduling and calendar services
Email providers
Text messaging services
Video-hosting platforms
Google services
Meta services
Analytics providers
Advertising platforms
Your interaction with third-party services may also be subject to their own terms and privacy policies.
Estate Doc Prep does not control all aspects of third-party platforms and cannot guarantee their continuous availability, security, or performance.
19. External Links
The Website may contain links to external websites, resources, or services.
Links are provided for convenience or informational purposes.
A link does not necessarily mean that Estate Doc Prep endorses every statement, service, product, or policy offered by the third-party website.
Third-party websites maintain their own privacy policies and terms.
You access those websites at your own discretion.
20. Testimonials and Reviews
Estate Doc Prep may display testimonials, reviews, or comments from individuals who have attended educational events or interacted with Estate Doc Prep.
Testimonials represent the experiences or opinions of the individuals providing them and should not be interpreted as guarantees of any particular result.
Any testimonials used for promotional purposes should be authentic and not misleading. The FTC requires advertising endorsements and testimonials to be truthful and not misleading. Federal Trade Commission
21. Website Availability
Estate Doc Prep does not guarantee that the Website will always operate without interruption.
Temporary disruptions may occur because of:
Maintenance
Hosting problems
Technical errors
Security updates
Internet outages
Third-party platform outages
Events outside our reasonable control
Estate Doc Prep may modify, suspend, or discontinue portions of the Website or its educational materials at any time.
22. Disclaimer of Warranties
To the fullest extent permitted by applicable law, the Website, seminars, webinars, videos, and educational materials are provided on an “as is” and “as available” basis.
Estate Doc Prep makes no guarantee that:
The Website will always be available
All information will always be current
Every event will remain available
All Website functions will operate without error
Educational information will apply to your circumstances
Use of the information will produce a particular outcome
Nothing in these Terms is intended to exclude rights or warranties that cannot legally be excluded.
23. Limitation of Liability
To the fullest extent permitted by applicable law, Estate Doc Prep and its owners, employees, contractors, representatives, and service providers will not be liable for indirect, incidental, special, consequential, exemplary, or similar damages arising from or relating to:
Use of the Website
Inability to access the Website
Reliance on educational information
Participation in an event
Third-party websites or platforms
Technical failures
Decisions made based on general educational content
Nothing in these Terms excludes or limits liability where such exclusion or limitation is prohibited by applicable law.
24. No Professional Relationship
Use of Estate Doc Prep does not establish a professional relationship between you and Estate Doc Prep.
In particular, participation in Estate Doc Prep educational services does not establish an:
Attorney-client relationship
Financial adviser-client relationship
Accountant-client relationship
Tax adviser-client relationship
Fiduciary relationship
Any professional relationship you independently establish with a licensed professional will be governed by your separate agreement with that professional.
25. No Endorsement of Individual Professionals
If Estate Doc Prep provides general information concerning attorneys, tax professionals, financial professionals, service providers, or other third parties, that information should not automatically be interpreted as a guarantee or endorsement of that professional's services.
You remain responsible for evaluating any professional you choose to engage.
26. Age and Eligibility
The Website is intended primarily for adults seeking educational information concerning estate planning and living trusts.
If you are under the age of majority in your jurisdiction, you should use the Website only with appropriate parental or guardian involvement where required.
Estate Doc Prep does not knowingly intend its services for young children.
27. Changes to These Terms
Estate Doc Prep may update these Terms from time to time.
Changes may be made because of:
Changes to our Website
Changes to educational programs
New technology
Changes to business practices
Changes to applicable legal requirements
When the Terms are updated, the Last Updated date at the top of this page will be revised.
Your continued use of the Website after updated Terms become effective constitutes acceptance of the revised Terms to the extent permitted by applicable law.
28. Severability
If any portion of these Terms is determined to be invalid, unlawful, or unenforceable, the remaining provisions will continue in effect to the extent permitted by law.
29. No Waiver
Failure by Estate Doc Prep to enforce any provision of these Terms does not automatically constitute a waiver of that provision or any other provision.
30. Governing Law
These Terms are governed by the applicable laws of the jurisdiction in which Estate Doc Prep operates, subject to any consumer rights or protections that cannot lawfully be waived.
Before publishing, replace this section with the business's confirmed state of operation if a specific governing-law provision is desired.
31. Entire Agreement
These Terms, together with the Estate Doc Prep Privacy Policy and any additional terms presented in connection with a particular event or service, constitute the agreement governing your use of the Website.
32. Contact Us
If you have questions about these Terms & Conditions, please contact:
Estate Doc Prep
Website: estate.prep
Email: [INSERT BUSINESS OR SUPPORT EMAIL]
Phone: +1 (805) 262-8411