Legal Disclaimer

This Legal Disclaimer applies to the TrustOffice website at trustoffice.app and the TrustOffice web application at app.trustoffice.app (together, the "Services"), provided by TrustOffice, a product operated by AgenticTrust ("we", "us", or "our"). By accessing or using the Services, you acknowledge that you have read and understood this disclaimer.

1. No legal, tax, or investment advice

TrustOffice is a governance support platform. The information, tools, templates, and documents provided through the Services are for organizational and documentation purposes only. They do not constitute legal, tax, accounting, investment, or fiduciary advice. Nothing on this website or in the application creates an attorney-client, accountant-client, or fiduciary relationship between you and TrustOffice.

You should consult a qualified attorney, tax professional, or financial advisor licensed in your jurisdiction before making decisions about your trust, estate, or financial matters. Laws vary by state and change over time. What is appropriate for one trust or situation may not be appropriate for another.

2. No fiduciary relationship

TrustOffice is not your trustee, fiduciary, attorney, or advisor. We do not assume any fiduciary duty toward you or your beneficiaries. You remain solely responsible for the legal and tax consequences of your governance and financial decisions, including decisions made using documents or tools generated through the Services.

3. Templates and generated documents

The templates, document generators, and AI-powered tools available through the Services produce documents based on information you provide. These documents are starting points for governance recordkeeping, not finished legal instruments. They may not account for your specific circumstances, applicable state law, or the terms of your trust agreement. Always have a qualified attorney review any document before execution.

4. Accuracy of information

We strive to keep the information on our website and in our application accurate and current, but we make no warranties or representations about the completeness, accuracy, reliability, or timeliness of any content. Information about laws, regulations, and best practices may change without notice. We are not liable for any decisions made based on information available through the Services.

5. Third-party links and resources

Our Services may contain links to third-party websites, articles, or resources. We do not control and are not responsible for the content, accuracy, or practices of any third-party site. A link does not constitute an endorsement. You access third-party websites at your own risk.

6. No guarantee of results

TrustOffice provides tools to help you organize and document your governance activities. We do not guarantee any specific legal, financial, or tax outcome from using the Services. Governance outcomes depend on facts and circumstances unique to each trust, the quality of information you enter, and decisions made by you, your beneficiaries, courts, and regulators.

7. Limitation of liability

To the maximum extent permitted by law, TrustOffice and its affiliates, officers, employees, and contractors shall not be liable for any direct, indirect, incidental, special, consequential, or punitive damages arising from your use of, or reliance on, the Services or any information, templates, or documents provided through the Services. This limitation applies regardless of the legal theory under which liability is asserted.

In no event shall our total aggregate liability arising out of or related to this disclaimer or the Services exceed the amount you paid us in the twelve (12) months preceding the claim.

8. Your acceptance

By using the Services, you acknowledge that you have read this disclaimer, understand it, and agree to be bound by it. This disclaimer is incorporated into and made part of our Terms of Service.

9. Contact us