Terms of Use

Last updated August 28, 2026

Your access to and the use of Balanced-Trust.com, and the services BalancedTrust offers, including its knowledge base, the Compliance Genie, and any other services it offers from time to time, is voluntary and is done entirely at your own risk. By accessing and using Balanced-Trust.com and any sub-sites, you accept, without limitation, the following terms and conditions.

Gathering Information via the web

Information regarding BalancedTrust’s website users is collected when users voluntarily provide it by submitting forms on this website. Visitor information is collected when users access the site and browse to different pages, files, and forms within our website.

Information gathered through forms available on this website differs depending on the application or purpose. Whenever you submit personal information for a specific purpose, your information will be used for that purpose only. Basic user information that may be requested includes:

• Name, email address, and other relevant contact information to fulfill your request for more information about our products or company or to register for an event
• Name, address, email address, and credit card information for online purchases.

User information is also captured when visitors access pages, files, and forms on the site. This data is accessed and analyzed to measure usage and identify trends. The data is also part of our ongoing effort to improve usability and develop web strategies and campaigns tailored to our clients' needs.

Information Sharing

In order to effectively respond to requests made via this website, BalancedTrust may to share information you voluntarily provided with others within our organization. However, the information you provide will never be shared, sold, or distributed to any third parties, except as required to fulfill any user-initiated request. Additionally, it will only be accessible by BalancedTrust personnel who are properly trained and supervised and have a business need for such information.

Links to Other Websites

BalancedTrust provides links to other websites from Balanced-Trust.com. However, while BalancedTrust may maintain business relationships with the operators of such websites, we are not responsible for the content or privacy policies of those sites. BalancedTrust provides access to these sites for your convenience only, and accessing such sites is done at your sole risk.

No Legal Advice, Opinions, or Services Provided

THE INFORMATION, MATERIALS, AND CONTENT ON THIS WEB SITE ARE PROVIDED SOLELY FOR GENERAL INFORMATION AND DO NOT CONSTITUTE LEGAL ADVICE. As legal advice must be tailored to the specific circumstances of each case, and laws are constantly changing, nothing provided herein should be used as a substitute for the advice of competent counsel. If legal advice or other expert assistance is required, the services of a competent attorney should be sought. Information, materials, and content are generally designed to be of general applicability. Specific state laws, regulations, and special contractual provisions can impact rights, responsibilities, and legal obligations. Only a competent attorney or other professional looking at all the pertinent facts and circumstances of a particular situation can provide specific and definitive guidance.

Intellectual Property

The material, information, and content on this website are copyrighted property of BalancedTrust and may not be copied, distributed, republished, uploaded, posted, or transmitted without express written consent. Any reproduction, modification, or other use is expressly prohibited.

The materials displayed on this website, including but not limited to all text, audio, video, images, photographs, illustrations, artwork, animation files, and other graphics, and names, logos, trademarks, and service marks, are the property of BalancedTrust or affiliated companies or its licensors and are protected by copyright, trademark, and other intellectual property laws. This site may be displayed, downloaded, and/or printed solely for your personal use, provided that you do not delete or modify any copyright, trademark, or other proprietary notices. Any other use of the material on this site without the prior written consent of BalancedTrust is strictly prohibited.

Disclaimer of Warranties and Liabilities

BalancedTrust makes no claims, promises, or guarantees about the accuracy, completeness, or adequacy of the information, materials, or content provided on this website. ALL INFORMATION, MATERIALS, AND CONTENT ARE PROVIDED “AS IS” AND WITHOUT ANY REPRESENTATION OR WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, OR NON-INFRINGEMENT. BALANCEDTRUST MAKES NO WARRANTY OR REPRESENTATION REGARDING THE ACCESSIBILITY OF THIS WEBSITE.

TO THE EXTENT PERMITTED BY APPLICABLE LAW, BALANCEDTRUST DOES NOT ACCEPT LIABILITY FOR DIRECT, INDIRECT, SPECIAL, CONSEQUENTIAL, EXEMPLARY, PUNITIVE OR OTHER LOSSES OR DAMAGES OF ANY KIND, INCLUDING WITHOUT LIMITATION, ANY LOST PROFITS, BUSINESS INTERRUPTION, LOSS OF DATA OR PROGRAMS OR OTHERWISE, EVEN IF EXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, THAT MAY RESULT FROM USE OF BALANCED-TRUST.COM AS A CONSEQUENCE OF ANY INACCURACIES IN, OR ANY OMISSIONS FROM, THE INFORMATION PUBLISHED ON THE WEBSITE.

Exclusions and Limitations

Some jurisdictions do not allow the exclusion of certain warranties or the limitation or exclusion of liability for certain damages. Accordingly, some of the disclaimers and limitations of liability may not apply. To the extent that BalancedTrust may not, as a matter of applicable law, disclaim any implied warranty or limit its liabilities, the scope and duration of such warranty and the extent of BalancedTrust’s liability shall be the minimum permitted under such applicable law.

Updates

BalancedTrust reserves the right to suspend, discontinue, and/or modify this website and any of its content at any time and without notice, at the sole discretion of BalancedTrust. Content found herein should be considered current only as of the initial publication date and not the date on which the content was accessed.

General Provisions

These Terms of Use, along with any other terms of use you agree to when using certain portions of this website, constitute the entire agreement between you and BalancedTrust with respect to accessing or using this website and the information contained herein. The laws of the State of Florida govern these Terms of Use. Any claims or suits arising from or related to these Terms of Use or your access and/or use of Balanced-Trust.com website shall be resolved by binding arbitration administered by the American Arbitration Association in accordance with its Commercial Arbitration Rules. The seat and place of arbitration will be Broward County, Florida. The arbitration will be conducted before a panel of three (3) neutral arbitrators. Judgment on the award rendered by the arbitrators may be entered in any court having jurisdiction thereof. The section titles in these Terms of Use are for convenience only and have no legal or contractual effect. These Terms of Use shall remain in full force and effect notwithstanding your ceasing to use the Balanced-Trust.com website.