PrepareLegacy™ Terms of Service

Last Updated: November 26, 2025

Welcome to PrepareLegacy (“we,” “our,” “us”). By accessing or using preparelegacy.com, our digital tools, resources, courses, surveys, videos, or any related products or services (collectively, the “Services”), you agree to be bound by these Terms of Service (“Terms”). If you do not agree, please discontinue use of the Services.

These Terms apply to all visitors, customers, purchasers, and users of the site.

1. Use of Our Services

You agree to use our Services only for lawful purposes and in accordance with these Terms. You may not:

• Access or use the Services for any illegal or unauthorized purpose

• Reverse engineer, modify, or copy any part of the Services

• Use automated tools (scrapers, bots, crawlers) to extract data

• Interfere with or disrupt website functionality

• Impersonate another person or misrepresent your identity

We reserve the right to refuse access to anyone for conduct that violates these Terms or disrupts other users.

2. Educational Content Only – Not Legal, Financial, or Tax Advice

PrepareLegacy provides educational resources designed to help you organize your personal affairs, understand legacy planning concepts, and identify next steps.

We are not a law firm.
We do not provide legal, financial, tax, or investment advice.

Nothing on our site or in our resources:

• Creates an attorney-client, financial advisor-client, or fiduciary relationship

• Replaces the services of licensed professionals

• Should be used as a substitute for professional legal or financial guidance

You acknowledge that your personal situation is unique and that you are solely responsible for seeking appropriate professional counsel when necessary.

3. Accounts and Purchases

If you purchase a product, create an account, or sign up for a member portal:

• You must provide accurate and complete information

• You are responsible for maintaining the confidentiality of your login credentials

• You are responsible for all activity under your account

All purchases are processed through trusted third-party payment providers. We do not store full payment card information.

Refund Policy

Due to the nature of digital products, all sales are typically final unless otherwise stated on the product checkout page. If a refund policy is provided for a specific product (e.g., WHOP refund rules), that policy will govern.

4. Intellectual Property

All content, including text, videos, PDFs, images, tools, designs, surveys, software, frameworks, branding, and downloadable materials are the exclusive property of PrepareLegacy or our licensors.

You are granted a limited, non-exclusive, non-transferable license to use the materials for your personal, non-commercial use only.

You may not:

• Redistribute, resell, or share the materials

• Upload them publicly

• Remove branding, logos, or copyright notices

• Create derivative works for commercial use

We reserve all rights not expressly granted.

5. Third-Party Services

Our Services may use or link to third-party platforms including, but not limited to:

• Tally (survey tool)

• WHOP (digital product delivery)

• Vimeo / YouTube (hosted videos)

• Email providers

• Payment processors

• Analytics tools

We are not responsible for the content, policies, or practices of these third parties. Your use of their services is governed by their respective terms.

6. Availability and Modifications

We reserve the right to:

• Modify or discontinue any part of the Services

• Update content, products, or pricing at any time

• Restrict access to certain areas of the site

We will not be liable for any modification, suspension, or discontinuation.

7. Limitation of Liability

To the fullest extent permitted by law:

PrepareLegacy is not liable for any direct, indirect, incidental, special, consequential, or exemplary damages, including but not limited to:

• Loss of data

• Loss of income or profits

• Business interruption

• Misinterpretation of educational materials

• Reliance on information provided through the Services

Your sole remedy for dissatisfaction is to stop using the Services.

8. No Warranties

All Services and content are provided “as is” and “as available” without warranties of any kind, express or implied.

We do not guarantee that:

• The Services will be error-free or uninterrupted

• The content is complete, accurate, or current

• The tools will produce a particular outcome

You use the Services at your own risk.

9. User Contributions

If you submit feedback, suggestions, testimonials, or other content (“User Contributions”), you grant us a perpetual, worldwide, royalty-free license to use, display, and modify it for business purposes.

We may remove any User Contribution at our discretion.

10. Indemnification

You agree to indemnify and hold harmless PrepareLegacy and its owners, employees, contractors, and partners from any claims, damages, or losses arising from:

• Your use of the Services

• Your violation of these Terms

• Your violation of any third-party rights

11. Governing Law

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

You agree that any dispute shall be resolved in state or federal courts located in Florida.

12. Termination

We may suspend or terminate your access to the Services at any time for:

• Violation of these Terms

• Suspicious or fraudulent activity

• Non-payment

Upon termination, your right to access or use the Services immediately stops.

13. Changes to These Terms

We may update these Terms at any time. The “Last Updated” date will reflect the most recent revision. By continuing to use the site, you accept the updated Terms.

14. Contact Us

If you have questions about these Terms, contact us:

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