Terms of Service
Last updated: July 9, 2026
Acceptance of Terms
By accessing or using this website, booking a consultation, submitting a form, or interacting with LegacyNest LLC online, you agree to these Terms of Service and all applicable laws. If you do not agree, do not use this website.
About Our Services
LegacyNest LLC provides financial education and general informational resources. Free consultations are intended to help users understand financial concepts, ask general questions, and identify possible next steps for further professional review.
No Professional Advice Through Website Use
Website content and free consultations are not personalized financial, investment, tax, legal, insurance, accounting, or estate planning advice. No professional advisory relationship is formed unless LegacyNest LLC and the client enter into a separate written agreement that expressly creates that relationship.
User Responsibilities
You agree to provide accurate information when submitting forms or booking consultations. You agree not to misuse the website, interfere with its operation, attempt unauthorized access, upload malicious code, copy content for commercial resale, or use the website in violation of applicable law.
Scheduling and Communications
If you book a consultation, you authorize LegacyNest LLC to contact you using the information you provide, including by email, phone, text message, or scheduling platform, where permitted by law. You may request that we stop non-essential communications at any time.
Intellectual Property
All website content, text, graphics, logos, design elements, page layouts, and educational materials are owned by LegacyNest LLC or its licensors and are protected by applicable intellectual property laws. You may view and print materials for personal, non-commercial use only.
Third-Party Services
This website may use or link to third-party services such as scheduling tools, analytics providers, embedded forms, payment processors, email platforms, or external resources. Your use of third-party services is governed by their terms and privacy policies.
No Warranties
This website and all content are provided on an "as is" and "as available" basis. LegacyNest LLC makes no warranties, express or implied, regarding website availability, accuracy, completeness, security, or suitability for any purpose.
Limitation of Liability
To the fullest extent permitted by law, LegacyNest LLC and its owners, officers, employees, contractors, representatives, and affiliates will not be liable for indirect, incidental, consequential, special, exemplary, or punitive damages arising from your use of this website or reliance on website content.
Indemnification
You agree to indemnify and hold harmless LegacyNest LLC from claims, losses, liabilities, damages, costs, and expenses arising from your misuse of the website, violation of these Terms, or violation of any law or third-party right.
Changes to These Terms
We may update these Terms from time to time. Updated Terms will be posted on this page with a revised "Last updated" date. Continued use of the website after changes are posted means you accept the updated Terms.
Governing Law
These Terms are governed by applicable United States law and the laws of the state in which LegacyNest LLC maintains its principal place of business, without regard to conflict-of-law rules, unless another law is required to apply.
Contact
Questions about these Terms may be directed to LegacyNest LLC through the contact method provided on this website.