PrepareLegacy™ Disclaimer

Last Updated: November 26, 2025

The information provided by PrepareLegacy (“we,” “our,” “us”) on preparelegacy.com, in our digital tools, educational resources, surveys, downloads, videos, and any related content (collectively, the “Services”) is intended for educational and informational purposes only.

By using our Services, you acknowledge and agree to the disclaimers outlined below.

1. Not Legal Advice

PrepareLegacy is not a law firm.
Nothing on this website or in our materials should be interpreted as:

• Legal advice

• Legal guidance

• Legal representation

• The formation of an attorney–client relationship

Estate and legacy planning laws vary by state and can be highly situation-specific. Always consult a licensed attorney in your jurisdiction for questions related to wills, trusts, probate, powers of attorney, advance directives, property transfers, or other legal documents.

2. Not Financial, Tax, or Investment Advice

Content provided by PrepareLegacy is not:

• Financial planning

• Tax advice

• Accounting guidance

• Investment strategy

• Fiduciary advice

Your situation may require support from a licensed professional such as:

• A financial advisor

• A CPA or tax professional

• An investment advisor

• An insurance professional

Always consult qualified professionals before making decisions that affect your financial or tax circumstances.

3. Not Medical or Healthcare Advice

Information regarding healthcare directives, medical decisions, or end-of-life planning is not intended to diagnose, treat, or guide medical care.
We do not provide:

• Medical advice

• Clinical recommendations

• Interpretation of medical documents

For healthcare decisions, consult your physician or another licensed healthcare provider.

4. Educational Purposes Only

All content is designed to help you:

• Understand general legacy-planning concepts

• Identify gaps in your personal readiness

• Learn how to organize your essential documents

• Prepare questions for your professional advisors

Our content should be used as a starting point—not a replacement for professional services.

5. No Guarantees or Warranties

While we strive to provide useful, accurate, and up-to-date information, we make no representations or warranties regarding:

• Accuracy

• Completeness

• Applicability to your situation

• Specific outcomes

• Legal compliance

Your personal circumstances are unique. You assume full responsibility for how you use the information provided.

6. User Responsibility

You are solely responsible for:

• Evaluating the information provided

• Determining its appropriateness for your personal situation

• Seeking advice from qualified professionals

• Implementing or acting on any recommendations

• Ensuring any documents you create or complete meet your state’s requirements

PrepareLegacy is not responsible for any losses, damages, or decisions you make based on our educational content.

7. External Links and Third-Party Content

Our website may contain links to third-party websites or services. We are not responsible for:

• The content provided by external sites

• Privacy practices of external sites

• Accuracy of third-party information

Always review third-party terms and consult professionals when needed.

8. Digital Tools and Calculators

Any assessments, checklists, surveys, readiness scores, calculators, or digital tools provided:

• Are for educational and informational use only

• Are not certified or legally reviewed instruments

• Do not predict, measure, or certify legal or financial readiness

• Should not be relied upon as professional advice

Results are generalized and may not reflect your full situation.

9. No Professional-Client Relationship

Your use of our Services—including viewing videos, downloading tools, taking surveys, or communicating with us via email—does not establish:

• An attorney–client relationship

• A financial advisor–client relationship

• A tax professional–client relationship

• Any formal professional relationship of any kind

10. Contact Us

If you have questions about this Disclaimer, contact us:

PrepareLegacy Support
Email: support@preparelegacy.com
Website: preparelegacy.com