Terms of Service

These Terms of Service (“Terms”) govern your access to and use of the Trustmark Estate Settlement Company, LLC website located at https://www.trustmarkservices.org/ (the “Site”) and any related online services, forms, communications channels, and tools we provide (collectively, the “Services”).

“Trustmark,” “we,” “us,” or “our” refers to Trustmark Estate Settlement Company, LLC. “You” refers to any visitor, user, or person accessing the Site or Services.

By using the Site or Services, you agree to these Terms and to our Privacy Policy. If you do not agree, do not use the Site or Services.

Services Overview and Important Disclosures

Trustmark Estate Settlement Company, LLC provides estate settlement support services designed to help families and heirs organize, understand, and navigate the administrative and practical aspects of estate settlement following the passing of a property owner.

Every estate is different. While we do not provide legal, tax, or financial advice, we typically assist families by helping evaluate and organize information related to:

• Estate complexity and general timeline expectations
• Ownership status and equitable interest considerations
• Property-related obligations such as taxes, liens, and code violations
• Family coordination and decision-making needs
• Identifying when professional legal or tax guidance may be necessary

Our Services are informational and administrative in nature and are intended to support informed decision-making, not to replace licensed professional advice.

No Legal Advice; No Attorney-Client Relationship

Trustmark is not a law firm and does not provide legal advice. Nothing on the Site or provided through our Services should be interpreted as legal advice or as a substitute for advice from a licensed attorney.

Your use of the Site or Services does not create an attorney-client relationship between you and Trustmark. While we may help identify situations where legal guidance may be appropriate, any legal decisions or actions should be made in consultation with a licensed attorney of your choosing.

No Tax or Financial Advice

Trustmark does not provide tax, accounting, or financial advice. Any information we provide related to taxes, financial obligations, or property-related costs is general and informational only.

We may help identify property-related obligations such as taxes or liens, but we do not advise on tax strategies, filings, valuations, or financial planning. You should consult a licensed tax professional, accountant, or financial advisor for guidance specific to your situation.

No Guarantee of Outcome

Estate settlement matters can vary widely based on legal requirements, family dynamics, property conditions, and other factors outside of Trustmark’s control.

We do not guarantee any specific outcome, timeline, resolution, or financial result. Any timelines discussed are estimates only and should not be relied upon as guarantees.

Eligibility

The Site and Services are intended for adults. By using them, you represent that you are at least 18 years old and capable of entering into a binding agreement.

Permitted Use and User Obligations

You agree to use the Site and Services only for lawful purposes and in compliance with all applicable laws and regulations.

You agree not to:

• use the Site in any way that violates any law or regulation
• attempt to gain unauthorized access to the Site, servers, or systems
• introduce malware, viruses, or harmful code
• scrape, harvest, or collect information using automated means without written permission
• interfere with the normal operation or security of the Site
• submit false, misleading, or fraudulent information

Communications, Email, and SMS/Text Messaging

When you submit your information through the Site, email us, call us, or otherwise contact us, you consent to receive communications from us related to your inquiry and our Services.

SMS/Text Messaging

If you provide your phone number and consent to receive texts, you agree that Trustmark may send SMS/text messages related to your inquiry or Services. Message and data rates may apply. Message frequency varies.

You can opt out at any time by replying STOP. For help, reply HELP.

No mobile or messaging consent information will be shared with third parties or affiliates for marketing or promotional purposes. We do not sell your personal information.

Information You Submit; Accuracy

You agree that any information you provide to Trustmark is accurate to the best of your knowledge and that you will not submit information you do not have the right to share.

If you provide information about other individuals (such as family members, heirs, or representatives), you represent that you have authority to share that information for estate settlement-related purposes.

Third-Party Services and Links

The Site may contain links to third-party websites or resources. These are provided for convenience only. Trustmark does not control and is not responsible for third-party content, policies, or practices.

We may use third-party vendors (such as website hosting, analytics, form processing, or communications tools) to operate the Site and Services. Any handling of personal information is addressed in our Privacy Policy.

Intellectual Property

The Site and its content (including text, layout, graphics, logos, and design elements) are owned by or licensed to Trustmark and are protected by applicable intellectual property laws.

You may view and use the Site for personal, non-commercial purposes related to engaging with our Services. You may not copy, reproduce, modify, distribute, publish, display, or create derivative works from Site content without prior written permission.

User Content

If the Site allows you to submit content (such as messages, form entries, documents, or attachments), you remain responsible for what you submit.

You agree not to submit content that:

• is unlawful, defamatory, harassing, or threatening
• infringes intellectual property or privacy rights
• contains malware or harmful code
• includes sensitive personal data you should not share

We may remove or refuse any submission that we believe violates these Terms or is inappropriate, in our sole discretion.

Disclaimers

THE SITE AND SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE.” TO THE MAXIMUM EXTENT PERMITTED BY LAW, TRUSTMARK DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

We do not warrant that the Site will be uninterrupted, secure, error-free, or free of harmful components.

Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, TRUSTMARK AND ITS MEMBERS, MANAGERS, EMPLOYEES, CONTRACTORS, AND AGENTS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, EXEMPLARY, OR PUNITIVE DAMAGES ARISING OUT OF OR RELATED TO YOUR USE OF (OR INABILITY TO USE) THE SITE OR SERVICES.

IF TRUSTMARK IS FOUND LIABLE FOR ANY CLAIM, TRUSTMARK’S TOTAL LIABILITY WILL NOT EXCEED ONE HUNDRED DOLLARS ($100) OR THE AMOUNT YOU PAID TRUSTMARK FOR SERVICES IN THE SIX (6) MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM, WHICHEVER IS GREATER, UNLESS APPLICABLE LAW REQUIRES OTHERWISE.

Indemnification

You agree to defend, indemnify, and hold harmless Trustmark and its members, managers, employees, contractors, and agents from and against any claims, damages, liabilities, losses, and expenses (including attorneys’ fees) arising out of or related to:

• your use of the Site or Services
• your violation of these Terms
• your submission of information or content that violates a law or a third party’s rights

Termination

We may suspend or terminate access to the Site or Services at any time, with or without notice, if we believe you have violated these Terms or if we choose to discontinue the Services.

Changes to These Terms

We may update these Terms from time to time. Updates will be posted on this page with a revised “Last Updated” date. Your continued use of the Site after changes are posted means you accept the updated Terms.

Governing Law and Venue

These Terms are governed by the laws of the State of Texas, without regard to conflict-of-law principles.

Any dispute arising out of or relating to these Terms, the Site, or the Services will be brought in the state or federal courts located in Harris County, Texas, and you consent to personal jurisdiction and venue in those courts.

Contact Us

Trustmark Estate Settlement Company, LLC
5599 San Felipe, Suite 1100, Houston, TX 77056
Email: HeirAssist@TrustmarkServices.org
Website: https://www.trustmarkservices.org/