Terms of Use
- Use of Templates: By accessing and using these templates, spreadsheets, and Excel workbooks ("the Templates"), you acknowledge and agree, on behalf of yourself, any person on your account, and any person you allow to to use MyFamilyPlan, to be bound to these terms of use.
- Ownership and Use: Users are granted a limited, non-exclusive, non-transferable license to use a single instance of the Template (as indicated by a unique serial number) for estate planning purposes for use by the purchaser on his own behalf, or in the case of purchase by an investment advisor or financial planner or similar professional, on behalf of a single client only. All materials and content provided by MyFamilyPlan, including but not limited to templates, Excel workbooks, text, images, videos, and audio, are protected by copyright laws. By accessing MyFamilyPlan, Users agree to abide by all applicable copyright laws and regulations. Unauthorized use, or any reproduction, sharing, copying or reselling of any Templates, materials or content on this platform is strictly prohibited, including but not limited to any sharing or uploading to any publicly available website for commercial purposes. Use of a single purchase of a Template by investment advisors, financial planners, or similar professionals for multiple clients, or the sharing of a single purchase of the Template with any unrelated third party, is strictly prohibited. A separate license for use must be purchased for each such client. Any violation of these terms may result in legal action and the termination of access.
- Legal and Financial Disclaimers: The information provided in the Templates is for informational purposes only and does not constitute legal, financial, or professional advice. Users are responsible for verifying the applicability and compliance of the information provided within their respective jurisdictions. Users are encouraged to seek guidance from qualified legal and financial professionals for specific estate planning needs and legal advice pertaining to their situation.
- No Warranties/Modifications: MyFamilyPlan provides the Templates "as is," without any warranties, expressed or implied. We do not warrant the accuracy, completeness, or reliability of the information provided in the Templates. Any changes made to the Templates are at your own risk. MyFamilyPlan is not responsible for any loss, damage, or errors resulting from modifications to the original Templates. Before making any customizations, it is strongly recommended that you back up all data. MyFamilyPlan is not responsible for any data loss, system instability, or any other adverse effects resulting from the customization process. You agree to indemnify and hold MyFamilyPlan harmless from any claims, damages, or liabilities arising out of or related to customization.
- Third-Party Links and Information: The Templates may contain links to third-party websites or information. These links are provided for convenience and informational purposes. MyFamilyPlan does not endorse or guarantee the accuracy, relevance, or quality of the content on such third-party sites.
- Limitation of Liability: In no event shall MyFamilyPlan be liable for any direct, indirect, incidental, special, or consequential damages arising out of or in any way connected with the use or inability to use the Templates or reliance on its content.
- Modification of Terms: MyFamilyPlan reserves the right to modify, suspend, or discontinue any aspect of the Templates at any time without notice. Continued use of the Templates after modifications constitutes acceptance of the revised terms.
- Governing Law: These terms shall be governed by and construed in accordance with the laws of New York, without regard to its conflict of law principles.
By accessing and using the Templates, you agree to abide by these terms. If you do not agree with these terms, please refrain from using the Templates.
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