Terms of Service

Terms of use for MYCAESTATEPLAN.

Not a law firm

MYCAESTATEPLAN is a self-service California document platform. We are not a law firm and do not provide legal advice. Use of this website does not create an attorney-client relationship. For complex situations, consult an independent California attorney.

Your responsibilities

• Review all information you enter before generating documents.
• Download and save your PDFs immediately after generation.
• Sign, notarize, witness, and record your documents as applicable.
• Inform your named decision-makers of their roles.

Accuracy

Documents are generated exactly from the structured information you provide. Typos, incomplete names, or wrong selections will appear in the final document.

Refunds

See our Refund Policy. All sales are final.

Complex situations

Our platform is not appropriate for blended families with complex stepparent/stepchild concerns, remarriage-triggered restrictions, spendthrift trust drafting, special-needs trusts, multi-business succession, or tax-driven planning. Consult a California attorney for those situations.

Limitation of liability

To the fullest extent permitted by law, MYCAESTATEPLAN's liability is limited to the amount paid for the product that is the subject of a claim.

Governing law

These Terms are governed by the laws of the State of California.

Last updated: 2026-04-24.