Terms & Conditions

Last Updated: August 25, 2026

These Terms & Conditions govern your use of the Estate Plan 4 You website, educational materials, forms, workshop-registration services, appointment-scheduling tools, and communications.

Estate Plan 4 You is a brand operated by Fleming Parries Strategic Advisors LLC (“Estate Plan 4 You,” “we,” “us,” or “our”). By using this website or submitting information through it, you agree to these Terms & Conditions.

Educational Information Only

Information provided through this website, workshops, presentations, communications, and educational materials is for general educational purposes only. It is not intended to constitute individualized legal, tax, accounting, investment, insurance, or financial advice.

The information provided may not apply to your specific circumstances. You should consult appropriately qualified professionals before making legal, tax, financial, insurance, investment, or estate-planning decisions.

No Attorney-Client Relationship

Use of this website, attendance at a workshop, submission of a form, or participation in a STEP Review does not create an attorney-client relationship. An attorney-client relationship may be established only through a separate written agreement with a licensed attorney.

No Investment-Advisory Relationship

Use of this website, attendance at a workshop, submission of information, or participation in an educational meeting does not create an investment-advisory or fiduciary relationship. Any regulated financial, insurance, legal, or tax service must be provided through appropriately licensed or qualified professionals under separate agreements when required.

No Guarantee of Results

Estate-planning, tax, retirement, insurance, and financial outcomes depend on individual circumstances, applicable law, product terms, market conditions, and the actions of third parties. We do not guarantee any particular legal, tax, financial, investment, insurance, probate, or estate-planning result.

Website Use

You agree to use this website only for lawful purposes. You may not:

Attempt to gain unauthorized access to the website or related systems

Interfere with the website’s operation or security

Submit false, misleading, fraudulent, or unlawful information

Use automated systems to scrape, copy, or misuse website content

Use the website or its content in a manner that violates applicable law or the rights of others

We may restrict or terminate access to the website when reasonably necessary to protect our systems, users, or legal rights.

Intellectual Property

Website content, branding, graphics, educational materials, written materials, frameworks, and other original content are owned by or licensed to Fleming Parries Strategic Advisors LLC unless otherwise stated.

You may view and print materials for personal, noncommercial use. You may not reproduce, distribute, modify, publish, sell, license, or commercially exploit our content without prior written permission.

Third-Party Services and Links

This website may contain links to third-party websites, scheduling systems, professional service providers, software platforms, or other resources. We do not control and are not responsible for third-party content, security, availability, terms, or privacy practices.

The inclusion of a third-party link does not necessarily constitute an endorsement. Review the third party’s terms and privacy policy before providing information or using its services.

Email Communications

By providing your email address, you may receive communications related to your inquiry, workshop registration, appointment, requested services, or other matters consistent with your relationship with us.

Where permitted by law, you may also receive educational or marketing emails. You may unsubscribe from marketing emails using the unsubscribe link included in the message. Unsubscribing from marketing emails may not prevent necessary transactional or service-related communications.

SMS Messaging Terms

By separately and affirmatively opting in, you consent to receive marketing or non-marketing text messages from Fleming Parries Strategic Advisors LLC, operating as Estate Plan 4 You, at the telephone number you provide.

Messages may include educational workshop information, registration reminders, appointment confirmations and reminders, STEP Review follow-up, and service updates.

Marketing SMS consent and non-marketing SMS consent are separate and optional. Consent to receive marketing text messages is not a condition of purchasing any product or service.

Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for assistance. After opting out, you may receive a final confirmation message. Carriers are not liable for delayed or undelivered messages.

You represent that you are the subscriber or customary user of the telephone number provided and that you are authorized to provide consent for that number. If your telephone number changes, you agree to notify us or opt out before discontinuing use of the number.

For information about how we collect, use, and protect personal and mobile information, review our Privacy Policy at:

https://www.estateplan4you.com/privacy-policy

Age Eligibility

This website and SMS messaging program are intended only for individuals 18 years of age or older. By using the website, submitting a form, or opting in to text messages, you represent that you are at least 18 years old.

Privacy

Your use of this website is also governed by our Privacy Policy. By using the website, you acknowledge that you have reviewed the Privacy Policy.

Website Availability and Accuracy

We attempt to keep website information accurate and current, but laws, regulations, tax rules, financial information, services, and other content may change. We do not warrant that all information is complete, current, error-free, or suitable for every purpose.

We may modify, suspend, or discontinue any part of the website without notice.

Disclaimer of Warranties

To the fullest extent permitted by law, the website and its content are provided “as is” and “as available,” without warranties of any kind, whether express or implied.

We disclaim implied warranties of merchantability, fitness for a particular purpose, noninfringement, accuracy, and availability to the extent permitted by law.

Limitation of Liability

To the fullest extent permitted by law, Fleming Parries Strategic Advisors LLC and its owners, officers, employees, representatives, affiliates, and service providers will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages arising from or related to your use of, or inability to use, this website or its content.

Nothing in these Terms excludes liability that cannot legally be excluded under applicable law.

Governing Law

These Terms & Conditions are governed by the laws of the State of Ohio, without regard to conflict-of-law principles. Any dispute concerning these Terms or use of the website will be subject to the jurisdiction of courts located in Ohio, unless applicable law requires otherwise.

Changes to These Terms

We may update these Terms & Conditions periodically. Changes will be posted on this page with a revised “Last Updated” date. Continued use of the website after changes are posted constitutes acceptance of the updated Terms.

Contact Us

Questions concerning these Terms & Conditions may be directed to:

Estate Plan 4 You
Operated by Fleming Parries Strategic Advisors LLC
2014 Champions Gateway
Canton, Ohio 44708
Email: [email protected]
Phone: (330) 294-94670