TERMS OF USE
Last updated: August 10, 2026
These Terms of Use (“Terms”) govern your access to and use of the Family Transition Office website, downloads, digital products, scheduling tools, and related online materials (collectively, the “Site”). “Family Transition Office,” “FTO,” “we,” “us,” and “our” refer to the operator of this Site. By accessing the Site or purchasing a digital product, you agree to these Terms. If you do not agree, do not use the Site.
1. INFORMATIONAL PURPOSES
FTO provides practical coordination, organization, comparison support, and administrative project management for family transitions. Site content is general information only. It is not medical, nursing, hospice, mental-health, legal, tax, accounting, financial, insurance, real-estate brokerage, appraisal, fiduciary, funeral-directing, or other licensed professional advice.
Nothing on the Site creates an attorney-client, clinician-patient, fiduciary, agency, executor, trustee, guardian, power-of-attorney, funeral-director, or other professional relationship. You remain responsible for decisions and should direct professional questions to the appropriately licensed or appointed professional.
FTO is not an emergency service. For medical emergencies call 911. For an immediate safety concern, contact the appropriate emergency service or local authority.
2. WEBSITE USE VERSUS CLIENT SERVICES
Using the Site, downloading free materials, purchasing a guide, submitting a form, or scheduling an introductory call does not create a client relationship. Client services begin only after FTO and the authorized client sign a separate written service agreement. That agreement will control the scope, fees, authority, confidentiality, response standards, and termination of the engagement. If that agreement conflicts with these Terms, the signed service agreement controls for the applicable engagement.
3. FAMILY AUTHORITY AND ACCURATE INFORMATION
You represent that information you provide is accurate and that you have authority to provide it. You may not instruct FTO to access property, records, accounts, devices, documents, or personal information unless you have lawful authority and any required consent.
Families may include people with different interests or legal rights. FTO may require one authorized client representative and written approvals. FTO may pause or decline work when authority is unclear, family instructions conflict, safety is at issue, or professional guidance is required.
4. THIRD-PARTY PROFESSIONALS AND VENDORS
FTO may help identify options, organize questions, compare information supplied by third parties, schedule meetings, coordinate access, and track follow-up. Attorneys, accountants, hospice providers, funeral homes, real-estate professionals, appraisers, contractors, movers, estate-sale companies, insurers, financial institutions, and other third parties remain independent.
Unless a signed agreement expressly states otherwise, you contract with and pay third parties directly. FTO does not control their work, pricing, licensing, insurance, availability, advice, or results and does not guarantee any third party. Any referral compensation or material business relationship will be disclosed when applicable.
5. DIGITAL PRODUCTS AND LICENSE
Digital guides, workbooks, checklists, templates, trackers, and other materials are licensed—not sold—for personal use by one purchasing household. You may print and share them with family members and professional advisers participating in that family’s transition.
You may not resell, publish, upload, distribute, sublicense, remove ownership notices, use the materials to train an artificial-intelligence system, create a competing product, or use them for commercial client work without written permission. All Site content and FTO materials are protected by applicable copyright, trademark, and other intellectual-property laws.
6. PURCHASES, FEES, CANCELLATIONS, AND REFUNDS
Prices are shown in U.S. dollars and may change before purchase. Applicable taxes and third-party processing charges may be added at checkout before purchase.
Because downloadable products are delivered immediately, digital-product purchases are final and nonrefundable except where required by law or when FTO confirms a duplicate charge or technical failure that prevents delivery.
A Transition Blueprint or other scheduled paid session may be rescheduled once without charge when notice is received at least 48 hours before the appointment. Late cancellation, missed appointment, or repeated rescheduling could result in forfeiture of the session fee, except when FTO agrees otherwise in writing. Managed Transition and Private Family Office fees, deposits, expenses, and cancellation terms are governed by the signed service agreement.
7. ACCEPTABLE USE
You may not use the Site to violate law; impersonate another person; submit information you are not authorized to disclose; interfere with Site security or operation; scrape or copy content at scale; introduce malware; attempt unauthorized access; or use the Site to harass, exploit, or harm another person.
8. FORMS, EMAIL, AND ELECTRONIC COMMUNICATIONS
When you submit a form or provide an email address or telephone number, you authorize FTO to respond about your request. Standard email and text messaging may not be fully secure. Do not submit Social Security numbers, account credentials, medical records, financial-account numbers, or other highly sensitive information through a general website form.
You consent to receive records and notices electronically. You may withdraw marketing consent at any time, but FTO may still send transactional or service-related communications.
9. PRIVACY
Our Privacy Policy describes how information is collected, used, and shared and is incorporated into these Terms by reference. Third-party services, including webhosting, payment processors, scheduling tools, analytics providers, and linked sites, operate under their own terms and privacy practices.
10. DISCLAIMERS
THE SITE AND ALL GENERAL INFORMATION AND DIGITAL MATERIALS ARE PROVIDED “AS IS” AND “AS AVAILABLE.” TO THE MAXIMUM EXTENT PERMITTED BY LAW, FTO DISCLAIMS ALL EXPRESS AND IMPLIED WARRANTIES, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, ACCURACY, COMPLETENESS, AVAILABILITY, AND RESULTS.
FTO DOES NOT WARRANT THAT A CHECKLIST IS COMPLETE FOR EVERY FAMILY, SITUATION, JURISDICTION, ESTATE, PROPERTY, MEDICAL SITUATION, OR DEADLINE. LAWS. PROVIDER REQUIREMENTS AND FAMILY CIRCUMSTANCES CHANGE. YOU ARE RESPONSIBLE FOR CONFIRMING REQUIREMENTS WITH THE APPROPRIATE PROFESSIONAL OR AGENCY.
11. LIMITATION OF LIABILITY
TO THE MAXIMUM EXTENT PERMITTED BY LAW, FTO AND ITS OWNER, EMPLOYEES, CONTRACTORS, AND AGENTS WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, PUNITIVE, OR CONSEQUENTIAL DAMAGES; LOSS OF DATA, PROFITS, USE, PROPERTY VALUE, OPPORTUNITY, OR GOODWILL; OR THE ACTS OR OMISSIONS OF THIRD PARTIES.
FOR CLAIMS ARISING FROM THE SITE OR A DIGITAL PRODUCT, FTO’S TOTAL AGGREGATE LIABILITY WILL NOT EXCEED THE GREATER OF $100 OR THE AMOUNT YOU PAID FTO FOR THE PRODUCT GIVING RISE TO THE CLAIM DURING THE PRECEDING SIX MONTHS. LIMITATIONS FOR CLIENT SERVICES, IF DIFFERENT, ARE GOVERNED BY THE SIGNED SERVICE AGREEMENT. SOME JURISDICTIONS DO NOT ALLOW CERTAIN LIMITATIONS, SO THEY APPLY ONLY TO THE EXTENT PERMITTED BY LAW.
12. INDEMNIFICATION
To the extent permitted by law, you agree to defend, indemnify, and hold harmless FTO and its owner, employees, contractors, and agents from claims, losses, liabilities, and reasonable costs arising from your unlawful misuse of the Site, violation of these Terms, unauthorized disclosure of another person’s information, or instructions given without lawful authority.
13. LINKS AND SITE AVAILABILITY
Links to third-party websites are provided for convenience and do not constitute endorsement. FTO is not responsible for third-party content, security, availability, or transactions. We may modify, suspend, or discontinue any part of the Site or correct errors without notice.
14. GOVERNING LAW AND DISPUTES
These Terms are governed by Texas law, without regard to conflict-of-law principles. Before filing a claim, the parties agree to give written notice describing the dispute and to attempt in good faith to resolve it for at least 30 days. Any court proceeding relating to these Terms or the Site must be brought in a state or federal court with jurisdiction in Travis County, Texas, unless applicable law requires otherwise.
15. CHANGES TO THESE TERMS
We may update these Terms by posting a revised version and changing the “Last updated” date. Changes apply prospectively when posted. Your continued use of the Site after an update constitutes acceptance of the revised Terms.
16. GENERAL TERMS
If any provision is found unenforceable, it will be limited to the minimum extent necessary and the remaining provisions will remain in effect. A failure to enforce a provision is not a waiver. You may not assign your rights under these Terms without written consent. These Terms, together with the Privacy Policy and any applicable purchase terms, are the entire agreement governing Site use.
17. CONTACT
Questions about these Terms may be sent to hello@familytransitionoffice.com or Family Transition Office, Austin, Texas.