Legal Disclaimer
Last Updated: September 22, 2026
CreateALivingTrust.com (the “Website”) is operated by Bulletproof Legacy (“Bulletproof Legacy,” “we,” “us,” or “our”), based in Medford, Oregon.
The Website provides general educational information concerning living trusts, revocable living trusts, wills, probate, estate planning, asset transfers, and related topics. It also provides visitors with opportunities to request information, submit estate-planning information, and request or schedule consultations concerning estate-planning services.
The information provided on this Website is subject to the following important limitations and disclaimers.
General Information Only
Unless expressly stated otherwise in connection with a specific professional engagement, the articles, guides, videos, frequently asked questions, examples, illustrations, and other content published on this Website are provided for general informational and educational purposes only.
Website content is not intended to constitute individualized:
- Legal advice
- Tax advice
- Financial advice
- Investment advice
- Accounting advice
- Insurance advice
- Estate-planning advice
- Fiduciary advice
- Professional advice of any other kind
You should not make legal, financial, tax, estate-planning, or other significant decisions solely on the basis of general information contained on this Website.
Estate-Planning Laws Vary by State
Bulletproof Legacy is based in Oregon and may provide or facilitate services for individuals throughout the United States.
Trust, probate, estate, inheritance, property, tax, marital property, homestead, creditor, Medicaid, and other laws can vary significantly from one state to another.
Requirements governing the creation, execution, validity, funding, administration, amendment, and termination of trusts may also differ by jurisdiction.
Information published on this Website may therefore not apply to your state or individual circumstances.
You should consult an appropriately qualified professional familiar with the laws applicable to your situation before relying on general Website information to make estate-planning decisions.
No Attorney-Client Relationship
Visiting this Website, reading its content, watching a video, downloading materials, submitting a general Website form, requesting information, completing an intake form, or requesting or scheduling a consultation does not, by itself, create an attorney-client relationship between you and Bulletproof Legacy, any attorney, or any other professional.
An attorney-client relationship may be established only through the procedures and agreements required by the attorney or law firm involved.
Do not assume that an attorney-client relationship exists merely because you have contacted us, submitted information, or scheduled a consultation.
Submitting information also does not guarantee that an attorney or other professional will accept you as a client or provide services to you.
Bulletproof Legacy and Legal Services
The Website may provide access to, facilitate, coordinate, or provide information concerning estate-planning services.
When legal advice or legal services are required, such services must be provided by an appropriately licensed attorney acting within the scope of the attorney’s professional responsibilities and applicable law.
Nothing on the Website should be interpreted as representing that a non-attorney individual or entity is authorized to practice law.
The identity, role, responsibilities, licensing, and terms applicable to any attorney or other professional providing services may be addressed separately as part of the consultation, engagement, or service process.
No Substitute for Individualized Professional Advice
Estate planning is highly dependent upon individual circumstances.
Factors that may materially affect an estate plan include, among other things:
- State of residence
- Marital status
- Family relationships
- Children and other dependents
- Ownership of real estate
- Business ownership
- Financial accounts
- Retirement accounts
- Life insurance
- Beneficiary designations
- Existing wills or trusts
- Asset values
- Debts and liabilities
- Tax considerations
- Medicaid and long-term-care considerations
- Creditor concerns
- Property located in multiple states
- Changes in family or financial circumstances
A strategy that is appropriate for one individual or family may be inappropriate for another.
General Website information cannot account for every circumstance that may affect your estate plan.
Living Trusts Do Not Automatically Avoid Probate
A properly created and funded living trust may help certain assets avoid probate, but merely creating or signing a trust document does not guarantee that probate will be avoided.
Assets generally must be properly coordinated with the estate plan. Depending on the asset, this may involve transferring ownership, recording a deed, changing title, updating beneficiary designations, or taking other appropriate steps.
Assets that are not properly transferred, titled, designated, or otherwise coordinated with an estate plan may still be subject to probate or other legal proceedings.
Other circumstances may also result in probate or court involvement.
Accordingly, statements on this Website concerning probate avoidance should not be interpreted as a guarantee that creating a living trust will eliminate probate in every situation.
Trust Funding Is Important
A living trust may not accomplish its intended objectives if it is not properly funded or coordinated with the owner’s assets.
Funding a trust may involve transferring or retitling assets into the trust or otherwise coordinating assets with the estate plan.
Different types of assets may require different procedures, and some assets may not be appropriate for direct transfer into a trust.
You should obtain appropriate guidance concerning the treatment of individual assets rather than assuming that every asset should be transferred into a living trust.
No Guarantee Regarding Asset Protection
A revocable living trust generally should not be assumed to provide protection from the trust creator’s creditors merely because assets have been transferred into the trust.
Asset-protection laws are complex and vary by jurisdiction, trust structure, ownership arrangement, creditor type, timing, and individual circumstances.
Any Website discussion of asset protection is general information only and should not be relied upon as a determination that a particular trust or estate-planning strategy will protect assets from creditors, lawsuits, judgments, government claims, or other liabilities.
No Tax Advice or Guaranteed Tax Benefits
Information concerning estate taxes, gift taxes, income taxes, capital gains, property taxes, basis adjustments, inheritance taxes, or other tax matters is provided only for general educational purposes.
Tax consequences can depend on federal law, state law, asset ownership, trust structure, income, estate size, transactions, and other individual circumstances.
Creating a living trust does not automatically produce income-tax, estate-tax, or other tax savings.
You should consult a qualified tax professional or attorney regarding tax issues applicable to your circumstances.
Medicaid and Long-Term-Care Planning
Medicaid eligibility and long-term-care planning involve complex federal and state requirements.
A revocable living trust should not be assumed to protect assets for Medicaid eligibility or long-term-care purposes.
Transfers of assets, irrevocable trusts, gifting strategies, and other Medicaid-planning techniques may have significant legal, financial, tax, and eligibility consequences.
Do not undertake Medicaid or long-term-care planning strategies based solely on general information found on this Website.
No Guarantee of Results
Bulletproof Legacy does not guarantee any particular legal, financial, tax, probate, trust, inheritance, or estate-planning result.
The effectiveness of an estate plan may depend on numerous factors, including:
- Applicable law
- Individual circumstances
- Accuracy of information provided
- Proper preparation of documents
- Proper execution of documents
- Proper trust funding
- Asset ownership
- Beneficiary designations
- Actions taken after documents are executed
- Changes in laws
- Changes in family circumstances
- Changes in financial circumstances
No statement on the Website should be interpreted as a promise or guarantee of a particular outcome.
Examples, Scenarios, and Case Studies
The Website may use examples, hypothetical situations, illustrations, case studies, or simplified scenarios to explain estate-planning concepts.
These materials are provided for educational purposes.
Unless expressly identified otherwise, examples should not be interpreted as descriptions of actual clients or as predictions of the outcome another person will experience.
Even when actual experiences are discussed, results may not be representative of the results another individual will receive.
Testimonials
The Website may contain testimonials, reviews, or statements concerning experiences with Bulletproof Legacy, professionals, products, or services.
Testimonials reflect the experiences and opinions of the individuals providing them.
Individual experiences vary, and testimonials do not constitute guarantees, warranties, or predictions of the results another person will achieve.
Accuracy and Currency of Information
We make reasonable efforts to provide useful and accurate information, but we do not guarantee that all Website content is complete, accurate, current, or applicable to every situation.
Estate-planning laws, tax laws, regulations, court decisions, government programs, financial rules, and professional practices can change.
Content may become outdated after publication.
We may update, revise, correct, or remove Website content at any time, but we are not obligated to update every article immediately following a change in law or other development.
Publication and update dates, when provided, should be considered when evaluating Website content.
Third-Party Information and External Links
The Website may reference or link to third-party websites, government resources, studies, publications, professional organizations, products, services, or other external resources.
Links and references are provided for informational or convenience purposes and do not necessarily constitute an endorsement.
We do not control third-party websites and do not guarantee their accuracy, completeness, availability, security, or continued relevance.
Third-party websites are governed by their own terms, privacy policies, and practices.
Artificial Intelligence and Technology-Assisted Content
We may use software, research tools, artificial intelligence, automation, or other technologies to assist with research, drafting, editing, organization, or publication of Website content.
When such tools are used, Website content remains general educational information and should not be treated as individualized professional advice.
The use of technology does not eliminate the possibility of errors, omissions, outdated information, or incomplete explanations.
Important estate-planning decisions should be reviewed with an appropriately qualified professional.
Financial and Investment Information
The Website may discuss financial assets, retirement accounts, insurance, real estate, investments, beneficiary designations, or similar topics because they can be relevant to estate planning.
Such discussions do not constitute investment recommendations or individualized financial advice.
Nothing on the Website should be interpreted as a recommendation to buy, sell, transfer, retain, or restructure any particular investment or financial product.
Secure Forms and Confidential Information
Certain forms associated with consultations or estate-planning services may be designed to collect private, confidential, financial, or sensitive personal information.
When such information is requested, you should provide it only through the secure systems or forms designated for that purpose.
Do not transmit highly sensitive personal information through general contact forms, ordinary email, comments, or other communication methods not specifically designated for receiving such information.
Our collection and handling of personal information is addressed in our Privacy Policy.
Reliance on Website Information
Your use of Website information is at your own discretion.
Before taking or refraining from an action that could materially affect your legal rights, finances, taxes, property, beneficiaries, estate, or family, you should obtain advice appropriate to your particular circumstances.
To the fullest extent permitted by applicable law, Bulletproof Legacy is not responsible for losses resulting solely from reliance upon general educational information published on the Website.
Nothing in this disclaimer limits liability that cannot legally be limited or excluded.
Changes to This Disclaimer
We may update this Legal Disclaimer periodically to reflect changes in the Website, our services, applicable law, technology, or business practices.
When changes are made, the revised disclaimer will be posted on this page and the “Last Updated” date will be updated.
We encourage visitors to review this Legal Disclaimer periodically.
Contact Us
Questions regarding this Legal Disclaimer may be submitted to:
Bulletproof Legacy
Medford, Oregon
Contact:
https://createalivingtrust.com/contact/
Related Policies
Privacy Policy:
https://createalivingtrust.com/privacy-policy/
Terms and Conditions:
https://createalivingtrust.com/terms-and-conditions/
Legal Disclaimer:
https://createalivingtrust.com/legal-disclaimer/