1Who We Are
Michiana Trust Planning ("Company," "we," "us," or "our") operates the website michianatrustplanning.com and provides document preparation services for Indiana residents seeking to establish a revocable living trust and related estate planning documents.
By accessing our website or purchasing our services, you ("User," "you," or "your") agree to be bound by these Terms of Service. If you do not agree, do not use our services.
2Not Legal Advice - Please Read Carefully
The documents we prepare are based on templates that have been reviewed by a licensed Indiana estate attorney for general compliance with Indiana law. However:
- We do not review your individual legal situation.
- We do not advise you on whether a revocable living trust is appropriate for your circumstances.
- We do not provide tax advice or guidance on estate tax planning.
- We do not represent you before any court, agency, or institution.
- No attorney-client relationship is created by your use of our services.
Indiana law permits individuals to prepare and execute their own revocable living trust documents without attorney involvement. Our service helps you prepare those documents based on information you provide.
3Eligibility
To use our services, you must be at least 18 years old, have legal capacity to contract under Indiana law, and provide accurate and complete information.
Our materials are designed specifically for Indiana residents and Indiana-governed planning. If another state's law applies to your situation, consult a licensed attorney in that jurisdiction before using our service.
4Description of Services
Michiana Trust Planning provides educational materials and document preparation services. Depending on the product you purchase or request, we may provide a checklist, workbook, or personalized estate planning document bundle.
Documents are not legally effective until properly signed, witnessed where required, notarized, and, when applicable, funded or recorded under Indiana law.
5Payments and Refunds
When paid products are offered, payments are processed through third-party providers such as Stripe. By completing a purchase, you authorize the applicable charge shown at checkout.
Refund handling, if offered for a specific product, is governed by the terms presented at the time of purchase. If you have a billing question, contact us using the information below.
6Document Delivery
Free and paid digital materials are generally delivered electronically. You are responsible for providing a valid email address and checking spam or promotions folders if delivery appears delayed.
We are not responsible for failed delivery caused by inaccurate information, inbox filtering, or third-party system outages outside our control.
7Your Responsibilities
- You are responsible for reviewing your completed documents for accuracy before signing.
- You are responsible for proper execution, notarization, funding, and recording where required.
- You are responsible for seeking legal advice when your circumstances are complex or unclear.
8Accuracy of Information You Provide
The quality and legal usefulness of prepared documents depends on the accuracy of the information you submit. We are not responsible for errors caused by incomplete, inaccurate, or outdated information supplied by you.
9Limitation of Liability
To the fullest extent permitted by Indiana law, Michiana Trust Planning will not be liable for indirect, incidental, consequential, or punitive damages arising out of your use of the site, educational materials, or document preparation services.
Our total liability for any claim related to a paid service will not exceed the amount you paid for that service.
10Intellectual Property
The site content, educational materials, templates, and branding are owned by Michiana Trust Planning unless otherwise stated. You may use purchased or delivered materials for your own personal estate planning purposes, but you may not resell, redistribute, or repurpose them commercially without written permission.
11Privacy
Your use of our services is also governed by our Privacy Policy, which explains how we collect, use, and store your information.
12Governing Law and Dispute Resolution
These Terms are governed by the laws of the State of Indiana, without regard to conflict-of-law rules. Any dispute relating to these Terms or our services will be handled in accordance with applicable Indiana law.
13Changes to These Terms
We may update these Terms from time to time. Any updated version will be posted on this page with a revised effective date.
14Contact Us
- Email: info@michianatrustplanning.com
- Website: michianatrustplanning.com
- Service Area: Indiana