Website Terms of Service and Use
Effective Date: June 9, 2025
Last Updated: Originally posted November 2014; revised for clarity and accuracy.
By accessing or using this website (the “Site”), you agree to be bound by these Terms of Service and Use (“Terms”), all applicable laws and regulations, and agree that you are responsible for compliance with any applicable local laws. If you do not agree with any part of these Terms, you must not access or use the Site.
1. Intellectual Property & Copyright Notice
All content, materials, design elements, and intellectual property found on this Site are the exclusive property of The Ultimate Estate Planner, Inc. and are protected by U.S. and international copyright and trademark laws.
You may not copy, reproduce, distribute, modify, republish, display, or transmit any portion of this Site in any form or by any means without prior written consent from The Ultimate Estate Planner, Inc. This includes—but is not limited to—posting materials to other websites, listservs, or forums.
The Ultimate Estate Planner, Inc. actively monitors and enforces its intellectual property rights. Unauthorized use of any materials may result in legal action, including claims filed in federal court.
2. No Legal, Financial, or Tax Advice
The content provided on this Site is for informational purposes only and should not be interpreted as legal, tax, financial, or other professional advice.
The Ultimate Estate Planner, Inc. is not a law firm and does not provide legal representation. No attorney-client, tax advisor-client, or financial advisor-client relationship is created by accessing or using this Site.
All content is provided “as is,” with no warranties or guarantees regarding its accuracy, applicability, or completeness. We do not warrant that the materials on this Site are current, suitable for your jurisdiction, or free of errors.
The Ultimate Estate Planner, Inc. expressly disclaims all liability for any loss, damage, or harm—including direct, indirect, incidental, or consequential damages—that may arise from your use of, or reliance on, information presented on this Site.
3. Testimonials & Endorsements
Testimonials and reviews featured on this Site are provided by actual clients of The Ultimate Estate Planner, Inc. and may include names, photos, or firm affiliations where permission has been granted. In some cases, identities may be anonymized at the client’s request.
These testimonials reflect individual experiences and opinions and are provided for informational purposes only. These statements do not constitute a guarantee, warranty, or prediction regarding the outcome of any services you may receive. Your experience may vary depending on your circumstances and efforts.
We encourage all users to exercise their own judgment and due diligence before making purchasing decisions or engaging professional services.
4. Third-Party Links
This Site may contain links to third-party websites or resources. These links are provided solely for your convenience and do not constitute endorsement by The Ultimate Estate Planner, Inc. We are not responsible for the content, services, products, privacy policies, or practices of any linked third-party websites. You access and use such third-party sites at your own risk.
5. Modifications to Terms
The Ultimate Estate Planner, Inc. may update or modify these Terms at any time without prior notice. Your continued use of the Site after any changes constitutes your acceptance of the revised Terms. We encourage users to review this page periodically to stay informed of any updates.
6. Governing Law
These Terms shall be governed by and interpreted in accordance with the laws of the State of California, without regard to its conflict of law rules. Any disputes or claims arising out of or relating to these Terms or your use of the Site shall be subject to the exclusive jurisdiction of the state and federal courts located in Los Angeles County, California.