Terms & Conditions

Welcome to LegacyCheckup.org (“Website”). By accessing or using this Website, you agree to these Terms & Conditions. Please read them carefully.

1. Use of Website

You must be 18 years or older to use this Website or book services.

You agree to provide accurate, current, and complete information when submitting forms or surveys.

You may not use this Website for any unlawful or unauthorized purpose.

2. Services Provided

Legacy Check Up provides educational resources, surveys, and appointment booking related to estate planning, trusts, and retirement planning.

We are not a law firm or tax advisory service. Information provided on this Website is for educational purposes only.

Estate planning or financial services may be fulfilled by third-party licensed providers, and separate agreements may apply.

3. No Professional Advice

Nothing on this Website should be considered legal, tax, or investment advice. You should consult a qualified attorney, tax advisor, or licensed financial professional before making decisions.

4. Communications Consent

By submitting your information, you consent to receive emails, SMS text messages, and phone calls related to your requests, appointments, or services.

Message frequency may vary. Message & Data rates may apply.

Reply STOP at any time to opt out.

5. Limitation of Liability

Legacy Check Up and its affiliates are not responsible for any damages, losses, or decisions made based on the use of this Website.

Services and content are provided “as is” without any warranties.

We are not responsible for the actions, services, or outcomes provided by third-party service providers.

6. Intellectual Property

All content, branding, and materials on this Website are the property of Legacy Check Up or its licensors.

You may not copy, reproduce, or distribute any content without prior written permission.

7. Governing Law

These Terms shall be governed by and interpreted under the laws of the State of California, without regard to conflict of law principles.

8. Changes to Terms

We may update these Terms at any time. Changes will be posted on this page with a new effective date.

9. Contact Us

If you have questions about these Terms, please contact us:

📧 Email: [email protected]

🌐 Website: https://www.legacycheckup.org