Terms of Use & Disclaimer

This is education, not advice

Everything on The Estate Gap is general educational information about estate and legacy planning. It is not legal advice, not tax advice, and not financial or insurance advice. Reading this site, subscribing to the newsletter, or contacting us does not create an attorney-client, fiduciary, or advisory relationship of any kind.

Estate law is state-specific and changes over time. What is true in one state — how probate works, what a will must contain, whether a given trust makes sense — is frequently untrue in another. Before acting on anything you read here, talk to a licensed attorney or advisor in your own state who knows your actual situation.

No guarantee of accuracy

We work to keep this material accurate and current, and we cite sources where we state facts. We still make no warranty that everything here is complete, current, or correct for your circumstances. Content may become out of date without notice. If you spot something wrong, please tell us — corrections are welcome and we would rather know.

Third-party links and products

We link to third-party services and products. We do not control them and are not responsible for their content, terms, pricing, or conduct. Some links may earn us a commission or referral fee — that never determines how a product is rated or ordered. How we evaluate is published on our methodology page, and the money side is detailed in our affiliate disclosure.

Limitation of liability

To the fullest extent permitted by law, The Estate Gap and its author are not liable for any loss or damage arising from your use of, or reliance on, this site or anything linked from it. You use the information here at your own discretion and risk.

Acceptable use

Please do not scrape, republish, or resell this content wholesale, interfere with the site's operation, or use the contact form or newsletter to send unsolicited commercial messages. Quoting a passage with attribution and a link back is welcome.

Your privacy

What we collect and how it is handled is described in our privacy policy.

Changes to these terms

We may update these terms as the site changes. The date at the top reflects the most recent revision; continuing to use the site after a change means you accept it.