The Will & Trust Workshop

Terms of Service


Effective November 13, 2026

These terms apply when you register for The Will & Trust Workshop, buy the Completion Kit, or use wesmasterson.com. By using the site you agree to them.

What we offer

This is education, not legal advice

This workbook and workshop are for education only. Wes Masterson is not an attorney and does not give legal or tax advice. Using these materials does not create an attorney-client relationship. Laws vary by state, so please talk to your own attorney or tax professional about your situation.

Nothing on this site, in the workshop, or in any materials we provide should be relied on as a substitute for advice from a licensed professional who knows your circumstances.

How documents are prepared

If you choose to move forward with estate planning services, documents are prepared using software licensed from Estate Documents Pro, LLC, through Family Legacy Docs. Neither Wes Masterson nor Family Legacy Docs is a law firm, and neither provides legal or tax advice.

Payment and refunds

The Completion Kit is a one-time charge of $7, billed at checkout. Prices are in US dollars.

Refunds. If you are not satisfied with the Completion Kit, email info@wesmasterson.com within 30 days of purchase and we will refund it in full. You do not need to give a reason.

Services purchased separately are governed by the agreement you receive at the time of purchase, which takes precedence over this section.

Your use of our materials

The workshop, the recording, the workbook, and everything else on this site belong to Wes Masterson and are provided for your personal use. You may print the workbook and use it for yourself and your family. Please do not republish, resell, or distribute these materials, or share your access with others.

Acceptable use

Please do not use this site to break the law, interfere with how it works, attempt to access areas you are not authorized to use, or harass anyone involved in the workshop.

Availability

We aim to run the workshop as scheduled and keep the site available, but we may need to reschedule, change, or discontinue any part of it. If we cancel something you paid for and cannot provide a substitute, we will refund it.

Disclaimer and limits

The site and materials are provided as they are, without warranties of any kind. To the extent the law allows, Wes Masterson is not liable for indirect or consequential damages arising from your use of the site or materials, and total liability for any claim will not exceed the amount you paid us.

Nothing here limits liability that cannot be limited by law.

Governing law

These terms are governed by the laws of the State of Indiana, without regard to its conflict of law rules.

Changes

We may update these terms. The current version is always posted here with its effective date. Continuing to use the site after a change means you accept the updated terms.

Contact

Wes Masterson
4920 Lincoln Avenue, Suite 105, Evansville, IN 47715
info@wesmasterson.com