Effective: November 1, 2026
Welcome to theprobatetaxtrap.com (the "site"), operated by DuPont Law Group and Advocate Wealth Solutions (together, "we," "us," or "our"). These Terms of Service ("Terms") govern your access to and use of the site, the Probate Tax Trap™ Scorecard, the book, and any related content or communications (the "Services").
By accessing or using the Services, you agree to these Terms. If you do not agree, please do not use the site.
You must be at least 18 years old to use the Services. By using this site, you represent that you meet that requirement.
All content on the site, including the book, the Scorecard, the Family Loss Number™, the Protection Gap Report, and any emails or follow up materials, is provided for general educational and informational purposes only. The content is not legal, tax, financial, accounting, or investment advice and should not be relied on as such.
Use of the Services does not create an attorney-client relationship, a fiduciary relationship, an investment advisory relationship, or any other professional relationship between you and the firm. A formal engagement requires a separate written agreement signed by an authorized representative.
Estimates produced by the Scorecard, including the Family Loss Number™ and category placement (Protected or Unprotected), are based on national probate averages and the answers you provide. They are not predictions, projections, or guarantees of any specific outcome. Actual results depend on your individual facts, applicable state law, and decisions you and your professional advisors make.
The book The Probate Tax Trap, the Probate Tax Trap™ Scorecard, the Family Loss Number™, the Family Vault™, the 4D Estate Plan™, the March to a Million™ movement, and all text, graphics, logos, and software on this site are owned by or licensed to us and are protected by U.S. copyright and trademark law.
You may view and download content for personal, non commercial use only. You may not reproduce, distribute, modify, publish, or create derivative works from any content without our prior written permission. You may share short excerpts in critical reviews or commentary as permitted by fair use.
You agree not to:
By providing your contact information, you consent to receive emails, calls, text messages, and other communications from us about your Scorecard results, the book, our services, and related educational content. You may unsubscribe from marketing communications at any time. Standard message and data rates may apply to text messages.
The site may include links or integrations with third party platforms, including Calendly, GoHighLevel, and others. We are not responsible for the content, accuracy, or practices of third party sites. Your use of those services is governed by their own terms and policies.
The Services are provided on an "as is" and "as available" basis without warranties of any kind, express or implied, including without limitation warranties of merchantability, fitness for a particular purpose, or non infringement. We do not warrant that the site will be uninterrupted, error free, secure, or free of viruses or other harmful components.
To the fullest extent permitted by law, DuPont Law Group, Advocate Wealth Solutions, and Gregory S. DuPont shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including lost profits or lost data, arising out of or related to your use of the Services, even if advised of the possibility of such damages. Our total cumulative liability for any claim related to the Services shall not exceed one hundred dollars ($100).
You agree to indemnify and hold harmless DuPont Law Group, Advocate Wealth Solutions, their officers, employees, and agents from any claim, demand, loss, or expense (including reasonable attorney fees) arising out of your breach of these Terms, your misuse of the Services, or your violation of any law or third party right.
These Terms are governed by the laws of the State of Ohio, without regard to its conflict of laws principles. Any dispute arising out of or relating to these Terms or the Services shall be resolved exclusively in the state or federal courts located in Franklin County, Ohio, and you consent to the personal jurisdiction of those courts.
We may update these Terms from time to time. The effective date at the top of this page reflects the most recent version. Continued use of the Services after changes are posted constitutes your acceptance of the revised Terms.
Questions about these Terms? Reach us at [email protected].