Terms and Conditions
Please read these terms carefully before using our services
Effective Date: July 2025
Website: www.wealthlegacytrust.com
1. Acceptance of Terms
By accessing or using the Website located at www.wealthlegacytrust.com ("Website") operated by Wealth Legacy Trust ("Company," "we," "our," or "us"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree with any part of these Terms, you must not access or use the Website or Services.
2. Description of Services
Wealth Legacy Trust provides educational, administrative, and consulting services related to irrevocable trusts, estate planning, financial structuring, asset protection, and related topics ("Services"). No part of the Website constitutes legal, tax, or financial advice unless explicitly stated and provided by a licensed professional.
3. Eligibility
You must be at least 18 years of age or the legal age of majority in your jurisdiction to use our Services. By using the Website, you represent and warrant that you meet these requirements.
4. User Conduct
You agree to use the Website only for lawful purposes and in accordance with these Terms. You must not:
- Violate any applicable laws or regulations.
- Infringe upon the rights of others.
- Attempt to gain unauthorized access to our systems or networks.
5. Privacy Policy
Your use of the Website is governed by our Privacy Policy, which describes how we collect, use, and protect your information. By using our Services, you consent to our collection and use of personal data as described.
6. GDPR and CCPA Compliance
We comply with the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA). If you are a resident of the European Economic Area (EEA) or California, you are entitled to the following rights:
- Right to Know: You have the right to request information about the personal data we collect and how it is used.
- Right to Access: You have the right to request a copy of your personal data.
- Right to Correction: You may request correction of inaccurate data.
- Right to Deletion: You may request the deletion of your personal data, subject to any applicable legal obligations.
- Right to Data Portability: You have the right to request your data in a portable format.
- Right to Opt-Out: You may request that we do not sell or share your data.
- Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights.
To make a data request, please contact us at: privacy@wealthlegacytrust.com
We do not sell personal information, and we do not share personal data with third parties for their direct marketing purposes. For more details, please refer to our full Privacy Policy.
7. Intellectual Property
All content on this Website—including text, graphics, logos, software, downloads, and other materials—is the intellectual property of Wealth Legacy Trust or its licensors and protected under U.S. and international copyright laws. Unauthorized use is strictly prohibited.
8. No Legal or Financial Advice
Information on the Website is provided for general educational purposes and should not be construed as legal, tax, investment, or financial advice unless specifically stated otherwise and provided by a licensed professional.
9. Payments and Refunds
All fees, invoices, and purchases are subject to specific terms disclosed at the time of sale or via a separate written agreement. Refunds are issued at our sole discretion and only in accordance with our refund policy.
10. Disclaimer of Warranties
The Website and Services are provided "as is" and without warranties of any kind. We disclaim all warranties, express or implied, including merchantability, fitness for a particular purpose, and non-infringement.
11. Limitation of Liability
To the maximum extent permitted by law, Wealth Legacy Trust shall not be liable for any indirect, incidental, special, consequential, or punitive damages resulting from your use of the Website or Services.
12. Indemnification
You agree to indemnify and hold harmless Wealth Legacy Trust, its officers, employees, affiliates, and partners from any claim or demand arising from your use of the Website, your violation of these Terms, or your infringement of any third-party rights.
13. Modifications to Terms
We reserve the right to change or update these Terms at any time. We will notify users of material changes through the Website or other communication methods. Continued use after changes implies acceptance.
14. Governing Law and Jurisdiction
These Terms are governed by and construed in accordance with the laws of the State of Arizona. You agree to submit to the exclusive jurisdiction of courts located in Arizona.
15. Termination
We may suspend or terminate your access to the Website or Services at our sole discretion, without notice, for any reason, including violation of these Terms.
16. Contact Us
If you have any questions about these Terms, your data rights, or our Services, contact us at:
Wealth Legacy Trust
📧 Email: support@wealthlegacytrust.com
📍 Mailing Address: 12995 N Oracle Rd., Ste. 328, Tucson, AZ 85739