Terms of Use
Effective Date
December 21, 2025
These Terms of Use (“Terms”) govern your access to and use of the Digital Estate Planning Institute website (“the Website”). By accessing or using the Website, you agree to be bound by these Terms.
Purpose of the Website
The Website is operated by the Digital Estate Planning Institute (“the Institute,” “we,” “us,” or “our”) for educational, informational, and professional development purposes related to digital estate planning, standards, and best practices.
The Website does not provide legal, financial, fiduciary, or professional advice.
No Legal or Professional Advice
Content on this Website is provided for general educational and informational purposes only and does not constitute legal advice, financial advice, or the formation of an attorney-client or fiduciary relationship.
You should consult qualified professionals before acting on any information presented on the Website.
Intellectual Property and Trademarks
All content on this Website, including text, graphics, logos, icons, course materials, standards, frameworks, designs, and compilations, is owned by or licensed to the Institute and is protected by applicable intellectual property laws.
Digital Estate Planning Institute, DEP™, associated logos, marks, names, certifications, program titles, and branding elements are trademarks or service marks of the Institute. Unauthorized use, reproduction, modification, or distribution of these marks is strictly prohibited. Nothing on this Website grants any license or right to use the Institute’s trademarks without prior written consent.
All third-party trademarks and certifications referenced are the property of their respective owners.
The Digital Estate Planner (DEP™) certification and The Digital Estate Institute are not affiliated with, endorsed by, sponsored by, or connected to the Society of Trust and Estate Practitioners (STEP), the TEP® designation, or any other third-party organization or credential.
Permitted Use
You may access and use the Website solely for lawful, personal, or professional educational purposes. You agree not to:
- Copy, reproduce, distribute, or commercially exploit Website content without authorization
- Misrepresent affiliation with or endorsement by the Institute
- Use the Website in a manner that disrupts, damages, or interferes with its operation or security
- Attempt unauthorized access to systems or data
User Submissions
If you submit information, inquiries, or materials through the Website, you represent that you have the right to do so and that such submissions do not violate any laws or third-party rights. The Institute does not claim ownership of submitted content but may use it as necessary to respond to inquiries or operate the Website.
Third-Party Links
The Website may include links to third-party websites or resources. The Institute does not control and is not responsible for the content, accuracy, or practices of third-party sites.
Disclaimer of Warranties
The Website and its content are provided “as is” and “as available,” without warranties of any kind, express or implied. The Institute makes no warranties regarding accuracy, completeness, reliability, or availability.
Limitation of Liability
To the fullest extent permitted by law, the Institute shall not be liable for any indirect, incidental, consequential, special, or punitive damages arising out of or related to your use of the Website, even if advised of the possibility of such damages.
Mandatory Arbitration and Class Action Waiver
Any dispute, claim, or controversy arising out of or relating to these Terms or the use of the Website shall be resolved exclusively by final and binding arbitration, rather than in court, except that the Institute may seek injunctive or equitable relief in a court of competent jurisdiction to protect its intellectual property or confidential information.
Arbitration shall be conducted on an individual basis only. You waive any right to participate in a class action, collective action, or representative proceeding against the Institute.
The arbitration shall be conducted in Westchester County, New York, under commercially reasonable arbitration rules selected by the Institute. The arbitrator shall have authority to award remedies only to the extent necessary to resolve the individual dispute and consistent with these Terms. Each party shall bear its own attorneys’ fees and costs unless otherwise required by applicable law.
Governing Law and Venue
These Terms and any dispute arising hereunder shall be governed by and construed in accordance with the laws of the State of New York, without regard to conflict-of-law principles. To the extent any dispute is not subject to arbitration, exclusive venue and jurisdiction shall lie in the state or federal courts located in Westchester County, New York, and you consent to personal jurisdiction therein.
Severability and Survival
If any provision of these Terms is held unenforceable, the remaining provisions shall remain in full force and effect. Provisions relating to intellectual property, disclaimers, limitation of liability, arbitration, and governing law shall survive termination of these Terms.
Changes to These Terms
The Institute may update these Terms from time to time. Continued use of the Website after changes are posted constitutes acceptance of the revised Terms.
Contact
Questions regarding these Terms may be directed to: legal@estate.institute
Digital Estate Planning Institute
1998 Commerce St #25
Yorktown Heights, NY 10598 USA