Terms of Service

Trust Sandbox™ is an educational simulation and learning platform operated by Millcreek Enterprises. It helps you explore how trusts, trustees, beneficiaries and life events interact so you can have better-informed conversations with licensed professionals.

Trust Sandbox is not a law firm, not a financial advisor, and does not provide legal, tax, investment or estate planning advice. Nothing in the app creates an attorney-client relationship. Documents you generate here, including the Estate Access Packet, are personal organizers — not legal instruments.

You must provide an accurate email address and keep your login credentials secure. You are responsible for activity that happens under your account. Accounts are for a single person; Advisor team seats are provided under the Advisor Firm plan.

You must be at least 18 years old to create an account.

The Learning Center and two simulated life events are free and do not require payment. Paid plans unlock the builders, full readiness findings, Funding Center, Trustee Prep, Legacy Builder, the Estate Access Packet and saved progress.

Subscription plans begin with a 7-day free trial that requires a valid payment method. If you do not cancel before the trial ends, the plan converts to a paid subscription and your card is charged automatically at the listed price.

Subscriptions renew automatically each month or year until cancelled. Prices are shown in U.S. dollars and exclude any applicable taxes, which are calculated at checkout. Payments are processed by Stripe; we never store your full card details.

The Full Access lifetime option is a single payment with no trial and no renewal, and grants access to Full Access features for as long as Trust Sandbox operates the service.

You can cancel at any time from your account page using Manage billing. Cancellation stops future charges and your access continues until the end of the period you already paid for (or until your free trial ends). We do not pro-rate partial periods.

All charges are final. We do not offer refunds for subscription periods, renewal charges or lifetime purchases. The 7-day free trial exists so you can evaluate Trust Sandbox before any charge occurs.

To avoid a charge, cancel before your trial ends or before a renewal date. Cancelling keeps your access through the period you have already paid for.

If you believe a charge was made in error, email support@trustsandbox.app and we will review it.

Advisor plans include a set number of sponsored client seats (Starter 10, Growth 50, Firm 250). Sponsoring a client grants that client Full Access while your Advisor plan remains active. If your plan lapses, sponsored access ends.

You may release seats up to a monthly fair-use allowance of 10% of your plan capacity (minimum one). Advisors are responsible for their own professional licensing, advice and client communications.

Commission depends on the plan purchased by the customer attributed to your referral link. Individual and family referrals earn a one-time $10 bonus when the customer purchases an annual or lifetime plan; individual and family monthly plans earn no commission. Advisor plan referrals earn 20% of each payment the advisor makes during their first 12 months of paid subscription. Attribution uses the referral code stored when the customer first arrives through your link (60-day window) and recorded at checkout.

Commission is earned only when a payment actually clears. Free trial periods, $0 invoices, taxes already remitted, refunded payments and charged-back payments earn no commission and are removed from your balance. Self-referrals and referrals of accounts you control are not eligible.

Payout schedule: payouts run automatically once per quarter, on January 15, April 15, July 15 and October 15, and cover commission earned through the quarter that just closed. Payouts are sent by bank transfer to the payout account you connect on the Affiliate page. You must complete payout identity verification before any transfer can be sent.

A minimum balance of $50 is required for a payout. Balances below $50 roll over to the following quarter. We may withhold or reverse commission for fraudulent, misleading or spam promotion, and may end the affiliate program or change commission rates with reasonable notice; changes do not affect commission already earned.

You own the information you enter. You grant us only the permission needed to store and display it back to you and to anyone you explicitly share it with, such as an advisor you invite. See our Privacy Policy for details.

Do not resell or redistribute the content, attempt to access other users' data, scrape the service, or use it to provide legal advice while representing Trust Sandbox output as legal work product.

The service is provided "as is" without warranties of any kind. Simulation results are illustrative estimates, not predictions. To the maximum extent permitted by law, our total liability for any claim is limited to the amount you paid us in the twelve months before the claim.

Advisor applicants receive up to 7 days of provisional Advisor Portal access while their application is reviewed. Provisional access may be paused, denied, or revoked at any time, and does not imply approval or endorsement.

Trust Sandbox makes a reasonable, good-faith attempt to verify the credentials and firm information an advisor submits at the time of application. We do not continuously monitor licenses or registrations and make no representation about an advisor's current standing. Trust Sandbox is not liable for fraudulent, inaccurate, or misleading information provided by an applicant, for any advisor's conduct, or for any change in an advisor's license, registration, or standing occurring during a subscription term. Users are responsible for independently confirming any professional's credentials before relying on their advice.

We may update these terms; material changes will be announced in the app or by email before taking effect. We may suspend accounts that violate these terms. You may close your account at any time from the account page, which deletes your stored data.

Questions? Email support@trustsandbox.app.

Trust Sandbox™, the Trust Sandbox name and logo, and all original content, software, designs, simulations, text, graphics, and materials on this platform are owned by Millcreek Enterprises and are protected by copyright, trademark, and other intellectual property laws. You may not copy, reproduce, distribute, modify, create derivative works from, publicly display, or resell any part of the service without our prior written permission.

The Trust Sandbox™ trademark is used in commerce and a federal trademark application is pending. The ™ symbol indicates that we claim common-law trademark rights in the name and logo. Use of the ® symbol will follow federal registration.

You retain ownership of the information you enter. You grant us only the limited license needed to operate the service, store your data, and display it back to you and to those you explicitly choose to share it with.