Terms and Conditions
Last Updated: September 22, 2026
Welcome to CreateALivingTrust.com (the “Website”), operated by Bulletproof Legacy (“Bulletproof Legacy,” “we,” “us,” or “our”), based in Medford, Oregon.
These Terms and Conditions (“Terms”) govern your access to and use of the Website, including its content, forms, consultation scheduling features, communications, and other services made available through the Website.
By accessing or using the Website, submitting information through the Website, or requesting a consultation, you agree to these Terms. If you do not agree with these Terms, please do not use the Website.
1. Purpose of the Website
CreateALivingTrust.com provides general information and resources concerning living trusts, revocable living trusts, estate planning, probate, wills, trusts, and related subjects.
The Website also allows individuals to request information, submit estate-planning information, and request or schedule consultations regarding estate-planning services.
Bulletproof Legacy is based in Oregon and may provide or facilitate services for individuals throughout the United States.
Availability of particular services may depend on your location, individual circumstances, applicable law, and the availability and qualifications of appropriate professionals.
2. Educational Information Only
Unless expressly stated otherwise in connection with a particular professional service or engagement, information published on the Website is provided for general informational and educational purposes.
Website content is not intended to provide individualized legal, tax, financial, investment, accounting, or other professional advice.
Estate-planning laws, tax laws, probate rules, trust requirements, and other legal requirements vary by jurisdiction and may change over time. Information that applies in one state or situation may not apply in another.
You should consult an appropriately qualified professional regarding your individual circumstances before making legal, financial, tax, or estate-planning decisions.
Additional information regarding these limitations is provided in our Legal Disclaimer:
3. No Attorney-Client Relationship Through Website Use
Accessing the Website, reading its content, completing a general Website form, subscribing to communications, or requesting information does not, by itself, create an attorney-client relationship between you and Bulletproof Legacy, any attorney, or any other professional.
Submitting information through the Website does not guarantee that an attorney or other professional will accept or represent you.
An attorney-client or other professional relationship may arise only when expressly established under the terms required by the applicable professional or service provider.
You should not assume that an attorney-client relationship exists merely because you submitted information or requested a consultation.
4. Consultations and Professional Services
The Website may allow you to request or schedule a consultation concerning estate planning or related services.
Scheduling or requesting a consultation does not guarantee that a particular estate-planning strategy, trust, document, or service is appropriate for you.
Recommendations concerning estate planning should be based on an evaluation of your individual circumstances.
If services are ultimately provided by an attorney, estate-planning professional, financial professional, trust professional, or other third party, additional agreements, disclosures, terms, fees, and professional obligations may apply.
Those additional agreements will govern the professional services covered by them.
5. No Guarantee of Results
Bulletproof Legacy does not guarantee any particular legal, tax, financial, probate, estate-planning, or other outcome resulting from information obtained through the Website or services discussed through the Website.
Examples, illustrations, case studies, testimonials, descriptions, or hypothetical scenarios should not be interpreted as promises or guarantees that you will achieve the same or similar results.
Results depend on individual circumstances, applicable law, proper preparation and execution of documents, ownership and titling of assets, trust funding, subsequent changes in circumstances, and other factors.
6. Trust Funding and Estate-Planning Documents
Creating or signing a trust document does not necessarily mean that all of your assets have been transferred into or are governed by the trust.
Trust funding may require additional actions, including changing ownership or title to certain assets, preparing deeds, updating beneficiary designations, coordinating financial accounts, or completing other documentation.
The appropriate actions depend on the assets involved, applicable law, and your individual estate plan.
You are responsible for following the instructions provided by the appropriate professionals involved in your estate plan and for ensuring that required actions are completed.
7. Accuracy and Completeness of Information You Provide
If you submit information through the Website, you agree to provide information that is accurate and complete to the best of your knowledge.
Estate-planning recommendations and documents may depend heavily on the accuracy and completeness of information concerning family relationships, beneficiaries, assets, property ownership, financial accounts, existing estate-planning documents, and other circumstances.
Bulletproof Legacy and any professionals involved in providing services are not responsible for problems resulting from materially inaccurate, incomplete, outdated, or omitted information supplied by you, subject to applicable law.
If information you previously provided changes, you should notify the appropriate service provider when the change may affect your estate-planning services.
8. Sensitive and Confidential Information
Certain estate-planning intake forms may request private, confidential, financial, or otherwise sensitive information.
When sensitive information is requested, you should provide it only through the secure forms or systems designated for that purpose.
Do not submit highly sensitive information through general contact forms, ordinary email, comments, or other channels that have not been specifically designated for receiving such information.
Our collection and handling of personal information is described in our Privacy Policy:
9. Electronic Communications
By providing your contact information and requesting information or services, you authorize us and service providers involved in responding to your request to communicate with you regarding that request.
Depending on the information and permissions you provide, communications may occur by email, telephone, text message, appointment reminder, or other reasonable communication methods.
Message and data rates may apply to text messages depending on your mobile carrier and service plan.
Where required by applicable law, marketing communications will be subject to applicable consent and opt-out requirements.
You may unsubscribe from marketing emails using the unsubscribe mechanism provided in applicable messages.
10. Appointment Scheduling
The Website may provide appointment-scheduling functionality.
Appointment availability is not guaranteed. Scheduled appointments may need to be changed, canceled, or rescheduled due to availability, technical issues, emergencies, conflicts, or other circumstances.
You are responsible for providing accurate contact information when scheduling an appointment and for attending or rescheduling appointments as appropriate.
11. Third-Party Services and Websites
The Website may use or link to third-party platforms and services, including customer relationship management systems, scheduling systems, communications providers, videoconferencing services, analytics providers, advertising platforms, payment services, or other technologies.
The Website may also contain links to external websites or resources that we do not own or control.
We are not responsible for the availability, content, security, accuracy, privacy practices, or operation of third-party websites or services.
Your use of third-party services may be governed by separate terms and privacy policies established by those third parties.
12. Advertising, Analytics, and Tracking Technologies
The Website may use analytics, advertising, attribution, and tracking technologies, including Google Analytics, Meta Pixel, Taboola, and other services.
These technologies may use cookies, pixels, scripts, device identifiers, and similar technologies to analyze Website usage, measure advertising performance, attribute leads and conversions, and improve our Website and marketing.
Additional information about these practices is provided in our Privacy Policy.
13. Intellectual Property
Unless otherwise stated, the Website and its original content, including text, graphics, logos, designs, page layouts, videos, downloadable materials, and other original materials, are owned by or licensed to Bulletproof Legacy and are protected by applicable intellectual property laws.
You may access and use Website content for your own personal, noncommercial informational purposes.
Unless otherwise permitted by law or authorized by us in writing, you may not:
- Reproduce substantial portions of the Website
- Republish Website content
- Sell or commercially exploit Website content
- Modify and redistribute Website materials
- Remove copyright, trademark, or proprietary notices
- Use Website content to create substantially similar commercial content or services
- Use automated systems to systematically copy, scrape, harvest, or extract Website content
Nothing in these Terms transfers ownership of any intellectual property rights to you.
14. Permitted Use of the Website
You agree to use the Website only for lawful purposes.
You may not:
- Use the Website to violate any applicable law or regulation
- Attempt to gain unauthorized access to the Website, servers, accounts, databases, or systems
- Introduce viruses, malicious code, or other harmful technologies
- Interfere with the security or operation of the Website
- Use automated systems to excessively access or scrape the Website
- Impersonate another person or provide intentionally fraudulent information
- Use Website forms to transmit spam, abusive content, or unlawful material
- Attempt to circumvent security or access controls
- Use information obtained through the Website for unlawful purposes
We reserve the right to restrict or terminate access to the Website when we reasonably believe these Terms have been violated.
15. Website Availability
We attempt to maintain the Website and its functionality, but we do not guarantee that the Website will always be available, uninterrupted, secure, or error-free.
We may modify, suspend, restrict, or discontinue any portion of the Website at any time.
Website content may also be updated, corrected, removed, or changed without notice.
16. Accuracy of Website Information
We strive to provide useful and accurate information. However, estate-planning laws, tax rules, regulations, court decisions, financial rules, and professional practices may change.
We do not warrant that every item of Website content is complete, current, error-free, or applicable to every jurisdiction or individual situation.
Publication dates and update dates, when provided, should be considered when evaluating Website content.
17. Disclaimer of Warranties
To the fullest extent permitted by applicable law, the Website and its content are provided on an “as is” and “as available” basis.
Bulletproof Legacy makes no warranties, express or implied, regarding the Website or its content, including warranties of merchantability, fitness for a particular purpose, accuracy, availability, non-infringement, or suitability for your individual circumstances.
Nothing in this section excludes warranties or rights that cannot legally be excluded under applicable law.
18. Limitation of Liability
To the fullest extent permitted by applicable law, Bulletproof Legacy and its owners, employees, contractors, affiliates, agents, and service providers will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages arising from or related to your use of, or inability to use, the Website or reliance on general Website content.
Nothing in these Terms is intended to exclude or limit liability that cannot lawfully be excluded or limited.
Any liability associated with separately contracted professional services may be governed by the applicable engagement agreement or service agreement.
19. Indemnification
To the extent permitted by applicable law, you agree to indemnify and hold harmless Bulletproof Legacy and its owners, employees, contractors, affiliates, and agents from claims, liabilities, damages, losses, and reasonable expenses arising from your unlawful misuse of the Website, violation of these Terms, or infringement of another person’s rights.
This provision does not apply where prohibited by law.
20. Privacy
Your use of the Website is also subject to our Privacy Policy, which explains how we collect, use, disclose, and protect personal information.
Privacy Policy:
The Privacy Policy is incorporated into these Terms by reference to the extent permitted by applicable law.
21. Legal Disclaimer
Your use of the Website is also subject to our Legal Disclaimer, which contains important information concerning legal, tax, financial, estate-planning, and professional information presented through the Website.
Legal Disclaimer:
22. Governing Law
These Terms are governed by the laws of the State of Oregon, without regard to conflict-of-law principles, except to the extent that applicable federal law or the mandatory laws of another jurisdiction apply.
Your rights under consumer protection, privacy, or other laws applicable to you are not waived where such rights cannot legally be waived by contract.
23. Severability
If any provision of these Terms is determined to be invalid, unlawful, or unenforceable, that provision will be interpreted or limited to the extent necessary to make it enforceable where permitted by law.
The remaining provisions will continue in full force and effect.
24. No Waiver
Failure by Bulletproof Legacy to enforce any provision of these Terms does not constitute a waiver of that provision or any other provision.
25. Changes to These Terms
We may update these Terms periodically to reflect changes in the Website, our services, business practices, technology, or applicable law.
When changes are made, the revised Terms will be posted on this page and the “Last Updated” date will be updated.
Your continued use of the Website following publication of revised Terms constitutes acceptance of the revised Terms to the extent permitted by applicable law.
26. Entire Agreement
These Terms, together with the Privacy Policy, Legal Disclaimer, and any other terms expressly applicable to a particular Website service, constitute the agreement governing your general use of the Website.
Separate agreements governing professional or paid services may contain additional or different terms. If a separate agreement conflicts with these general Website Terms concerning the services governed by that agreement, the separate agreement will control for those services.
27. Contact Us
Questions regarding these Terms and Conditions 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/