Terms of Service

Effective Date: July 2026

Welcome to Private Family Blueprint. By using this website, educational resources, worksheets, quizzes, appointment scheduling tools, and downloadable materials, you agree to these Terms of Service.

1. Educational Purpose

Private Family Blueprint exists to provide educational information regarding:

• Family financial preparedness
• FEGLI
• Life insurance
• Estate planning
• Medicare
• Beneficiary planning
• Retirement education

Nothing on this website should be interpreted as individualized legal, tax, investment, or financial advice.

2. No Attorney-Client Relationship

Private Family Blueprint is not a law firm. Nothing on this website creates:

• an attorney-client relationship
• fiduciary relationship
• tax advisor relationship

3. No Professional Advice

Educational materials are intended to help visitors better understand available options. Every family's situation is different. Visitors should consult their own:

• attorney
• CPA
• tax advisor
• financial professional

before making important legal or financial decisions.

4. Insurance Information

Insurance products may only be offered where properly licensed. Availability varies by state. Nothing on this website guarantees eligibility, pricing, underwriting approval, or future policy performance.

5. Estate Planning Resources

Private Family Blueprint provides educational information regarding estate planning. When estate document preparation services are offered through third-party providers:

• those providers remain responsible for preparing documents
• legal advice is not provided unless specifically stated
• Private Family Blueprint does not replace the services of an attorney

6. FEGLI Information

Information regarding FEGLI is intended to be educational. Federal rules, premiums, benefits, and elections may change. Visitors should verify current information through the U.S. Office of Personnel Management (OPM) or their employing agency before making benefit decisions.

7. Appointments

Scheduling an appointment does not create a client relationship. Recommendations, if any, are made only after appropriate discussions and any required disclosures.

8. Intellectual Property

All worksheets, Guides, Educational downloads, Videos, Logos, Graphics, Branding, and Course materials remain the intellectual property of Private Family Blueprint unless otherwise indicated. They may not be copied, sold, republished, or redistributed without written permission.

9. User Conduct

Visitors agree not to:

• misuse the website
• attempt unauthorized access
• submit false information
• interfere with website functionality

10. Third-Party Services

The website may link to Calendly, HubSpot, YouTube, Pinterest, Estate planning providers, and Government resources. Private Family Blueprint is not responsible for third-party websites or their privacy practices.

11. Limitation of Liability

To the maximum extent permitted by law, Private Family Blueprint shall not be liable for any direct, indirect, incidental, or consequential damages arising from use of this website or reliance upon its educational materials.

12. Changes

These Terms may be updated periodically. Continued use of the website constitutes acceptance of any revisions.

13. Contact

Private Family Blueprint
1314 G Street
Modesto, CA 95354
(209) 341-1650