Terms of Use
Effective Date: September 10, 2026
Welcome to the website of Principled Estate Management. By accessing or using this website, you agree to these Terms of Use. If you do not agree with these terms, please do not use the website.
Informational Purposes Only
The information provided on this website is for general informational purposes and is intended to describe the services offered by Principled Estate Management.
Website content does not constitute legal, tax, investment, insurance, financial-planning, or other regulated professional advice and should not be relied upon as such.
No Client Relationship
Visiting this website, submitting an inquiry, requesting a consultation, or communicating with Principled Estate Management does not create a client relationship.
A client relationship is established only after the parties have agreed to the scope and terms of an engagement and executed any required service agreement.
Services
Descriptions of services on this website are general in nature. Services are customized according to each client's needs, and availability, scope, responsibilities, fees, and other terms are established through a separate written agreement.
Principled Estate Management may decline an engagement or particular requested service at its discretion.
Professional Services
Principled Estate Management provides private estate management, household administration, accounting, coordination, and related management services.
We do not provide legal, tax, investment advisory, insurance advisory, financial-planning, or other regulated professional advice. When appropriate, we may coordinate with attorneys, CPAs, tax professionals, investment advisors, insurance professionals, and other specialists selected or approved by the client.
Website Communications
Please do not transmit passwords, account numbers, financial credentials, Social Security numbers, or other highly sensitive information through this website or its inquiry forms.
Submitting information electronically involves inherent risks, and no method of internet transmission can be guaranteed to be completely secure.
Intellectual Property
Unless otherwise indicated, the text, branding, graphics, design elements, and other original content appearing on this website are owned by or licensed to Principled Estate Management and may not be reproduced, distributed, modified, or used for commercial purposes without permission.
Third-Party Websites
This website may contain links to third-party websites or services. Such links are provided for convenience and do not necessarily constitute endorsement. Principled Estate Management is not responsible for third-party content, availability, security, or privacy practices.
No Guarantee of Website Availability
We make reasonable efforts to maintain accurate and useful website information but do not guarantee that the website will always be available, error-free, complete, or current.
Limitation of Liability
To the fullest extent permitted by applicable law, Principled Estate Management will not be liable for damages arising solely from your use of, inability to use, or reliance upon this website or its general informational content.
Nothing in these Terms is intended to limit liability that cannot lawfully be limited or excluded.
Privacy
Use of this website is also subject to our Privacy Policy.
Changes to These Terms
We may revise these Terms of Use periodically. The effective date above indicates when these Terms were most recently updated.
Governing Law
These Terms of Use are governed by the laws of the State of Utah, without regard to conflict-of-law principles.
Contact
Questions regarding these Terms of Use may be directed to:
Principled Estate Management
hello@principledestatemanagement.com
Utah, United States