Terms & Conditions of Platform Use
Last updated: September 30, 2026
Educational Notice: MyPrivateTrust.com provides educational information and document-preparation tools. It is not a law firm and does not provide legal advice. Laws vary by state. Consider consulting a licensed attorney for advice about your individual circumstances. Read full disclaimer.
These Terms govern your use of MyPrivateTrust.com, an educational trust-planning and document-preparation platform. MyPrivateTrust.com is not a law firm and does not provide legal advice.
1. Website Use
By accessing or using MyPrivateTrust.com, you agree to these Terms. If you do not agree, do not use the website.
2. Eligibility
You must be at least 18 years old and legally able to enter into contracts to use this platform.
3. Accounts
Where accounts are offered, you are responsible for safeguarding your credentials and for activity under your account. We may suspend or terminate accounts that violate these Terms.
4. Document Preparation
The platform assembles draft documents from your questionnaire answers using structured templates. Drafts are educational and document-preparation resources. They are not legal advice and may not be appropriate for your circumstances.
5. Educational Information
All content is provided for general educational purposes. It is not a substitute for advice from a licensed attorney, CPA, or other qualified professional.
6. No Attorney-Client Relationship
MyPrivateTrust.com is not an attorney, law firm, or prepaid legal plan. Use of this website does not create an attorney-client, CPA-client, or fiduciary relationship.
7. No Legal Advice
We do not provide individualized legal advice or evaluate the legal suitability of your documents for your specific situation.
8. No Tax or Investment Advice
Nothing on this website is tax or investment advice. Tax outcomes depend on your specific facts and applicable law.
9. State-Law Differences
Estate, trust, probate, and property laws vary by state and change over time. We do not guarantee that any statement applies unchanged in every jurisdiction.
10. Document Accuracy Limitations
Generated documents depend on the accuracy of the information you provide. We do not warrant that any document is legally valid, complete, or current for your jurisdiction.
11. User Responsibility
You are responsible for reviewing all information you provide and for having generated drafts reviewed by qualified independent counsel when appropriate.
12. Attorney Review
Our optional attorney-review workflow lets you request professional review. A document is only 'attorney reviewed' if an actual, licensed attorney has reviewed it.
13. Payments & Refunds
If paid services are offered, specific terms will be disclosed at the point of purchase. Refund eligibility, if any, will be stated there.
14. User-Generated Information
You are responsible for the information you submit. Do not submit information that is false, misleading, or belongs to another person without authority.
15. Intellectual Property
Website content, templates, and software are owned by or licensed to MyPrivateTrust.com. You may not copy, redistribute, or resell them except as expressly permitted.
16. Prohibited Use
You may not use the platform to conceal assets, defeat legitimate creditors through fraudulent transfers, commit fraud, or violate any law.
17. Account Termination
We may restrict or terminate access for violations of these Terms or to protect the platform or other users.
18. Third-Party Services
The platform may integrate third-party services. We are not responsible for the practices or availability of third parties.
19. Limitation of Liability
To the maximum extent permitted by law, MyPrivateTrust.com is not liable for damages arising from your use of, or reliance on, the platform or its content.
20. Dispute Provisions
Any disputes are governed by the Governing Law section below and may be subject to mandatory informal resolution where permitted.
21. Governing Law
These Terms are governed by the laws of the jurisdiction in which the operator is established, without regard to conflict-of-laws principles.
22. Privacy
Our data practices are described in our Privacy Policy, which is incorporated by reference.
23. Changes to Terms
We may update these Terms from time to time. Continued use after changes constitutes acceptance of the revised Terms.
24. Contact
Questions about these Terms can be directed through our Contact page.