Terms of Service

Last Updated: February 10, 2026

Effective Date: February 10, 2026

Applies To: williamslegacygroup.org and all related services

1. Acceptance of Terms

These Terms of Service (“Terms”) constitute a legally binding agreement between you (“you,” “your,” or “User”) and Williams Legacy Group Inc. (“Williams Legacy Group,” “we,” “us,” or “our”), governing your access to and use of the website at williamslegacygroup.org, our educational materials, consults, document packages, and all related services (collectively, the “Services”).

By creating an account, accessing, or using any part of our Services, you agree to be bound by these Terms, our Privacy Policy, and any additional terms and conditions that may apply to specific features or services. If you do not agree to all of these Terms, you must not access or use our Services.

You represent and warrant that you are at least 18 years of age and have the legal capacity to enter into these Terms. If you are using our Services on behalf of an organization, you represent that you have the authority to bind that organization to these Terms.

2. Service Description

Williams Legacy Group is an estate planning education and document preparation company. The Services consist of:

• Educational Content: This website, the blog, the free companion resources to The Legacy Blueprint, and related general educational material
• Planning Consult Review Call: A scheduled educational call with a written summary of the options discussed
• Document Packages: Documents prepared from the information and decisions you provide, including the Triple Lock document package and, where quoted after a consult, living trust preparation

We reserve the right to modify, suspend, or discontinue any aspect of the Services at any time, with or without notice. We will make reasonable efforts to provide advance notice of material changes that may affect your use of the Services.

3. Important Legal Disclaimers

• No Attorney-Client Relationship: Your use of the Services does not create an attorney-client relationship with Williams Legacy Group or its officers or employees.
• No Tax Advice: Williams Legacy Group does not provide tax advice. While our documents may have tax implications, you should consult with a qualified tax professional regarding your specific tax situation.
• No Guarantee of Outcomes: We do not promise any particular legal outcome, tax result, or asset protection level. Estate planning outcomes depend on many factors beyond the documents themselves.
• State-Specific Variations: Estate planning laws vary significantly by state. Laws change over time, and you are responsible for having your plan verified in your state and for keeping it current.
• User Responsibility: You are responsible for providing accurate and complete information. The quality of any document we prepare depends on the accuracy of the information you provide.

4. User Accounts

To access most features of the Services, you must create an account. When creating and maintaining your account, you agree to:

• Provide accurate, current, and complete information during registration and throughout your use of the Services
• Maintain the security and confidentiality of your account credentials, including your password
• Notify us immediately of any unauthorized use of your account or any other security breach
• Accept responsibility for all activities that occur under your account
• Not create multiple accounts or share your account credentials with others
• Not use another person’s account without their express permission

We reserve the right to suspend or terminate your account if we reasonably believe that your account has been compromised, if you have violated these Terms, or if your account has been inactive for an extended period (we will provide notice before inactivity-based termination).

You may delete your account at any time by contacting us at Office@fawrlt.org. Upon deletion, your personal information will be handled in accordance with our Privacy Policy. Please note that completed estate planning documents may be retained per our data retention policy.

5. Payment Terms

5.1 Pricing and Fees

Current pricing for our Services is displayed on our Start page. All prices are in U.S. dollars unless otherwise stated. We reserve the right to change our pricing at any time, but changes will not affect a service you have already paid for.

5.3 One-Time Services

Our Services, such as the planning consult and document packages, are offered on a one-time fee basis. Payment for one-time services is due at the time of purchase unless otherwise agreed in writing.

5.4 Refund Policy

We want you to be satisfied with our Services. If you are not satisfied with the documents we produce, please contact us within 30 days of delivery, and we will work with you to resolve the issue. Refund eligibility is determined on a case-by-case basis.

5.5 Payment Processing

All payments are processed through PCI DSS-compliant third-party payment processors. We do not store your full credit card number on our servers. By providing payment information, you authorize us to charge the applicable fees to your designated payment method.

6. Intellectual Property

6.1 Our Intellectual Property

This website, including its design, logos, trademarks, trade names (“Williams Legacy Group,” “The Legacy Blueprint,” and related marks), content, templates, documentation, and all associated intellectual property rights, are and shall remain the exclusive property of Williams Legacy Group Inc. No rights are granted to you except as expressly set forth in these Terms.

6.2 Your Content and Documents

You retain ownership of the personal information and content you provide to our platform. You also own the estate planning documents generated for you through our Services once they have been delivered and paid for. By providing content to our platform, you grant us a limited, non-exclusive license to use that content solely for the purpose of providing the Services to you.

6.3 Restrictions

You may not:

• Copy, modify, distribute, sell, or lease any part of this website, our materials, or our templates
• Reverse engineer, decompile, or disassemble any aspect of the platform
• Use our platform to build a competing product or service
• Remove, alter, or obscure any proprietary notices, labels, or marks on the platform
• Use automated systems (bots, scrapers, or similar tools) to access the platform without our written consent
• Sublicense, transfer, or assign your access to the platform to any third party without our written consent

7. Acceptable Use

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

• Use the Services for any illegal or unauthorized purpose, including fraud, money laundering, or asset concealment
• Provide false, misleading, or fraudulent information to the platform
• Attempt to gain unauthorized access to any part of the Services, other users’ accounts, or our systems
• Interfere with or disrupt the integrity, security, or performance of the Services
• Use the Services to generate documents for purposes of fraud, evasion of legal obligations, or harm to others
• Transmit any viruses, malware, or other harmful code through the platform
• Harass, abuse, or threaten our employees, contractors, or other users
• Use the Services in any manner that could damage, disable, or impair the platform

8. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW:

• No Consequential Damages: In no event shall Williams Legacy Group, its officers, directors, employees, agents, or affiliates be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, use, goodwill, or other intangible losses, regardless of the legal theory, whether or not we have been informed of the possibility of such damage.
• Liability Cap: Our total aggregate liability arising out of or relating to these Terms or your use of the Services shall not exceed the greater of (a) the total amount you have paid to us in the twelve (12) months preceding the claim, or (b) one hundred dollars ($100).
• Basis of Bargain: The limitations of liability in this section are a fundamental element of the basis of the bargain between you and Williams Legacy Group, and shall apply even if a remedy fails of its essential purpose.

Some jurisdictions do not allow the exclusion or limitation of certain damages. In such jurisdictions, our liability shall be limited to the maximum extent permitted by law.

9. Disclaimer of Warranties

THE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT.

Without limiting the foregoing, Williams Legacy Group does not warrant that:

• The Services will be uninterrupted, secure, or error-free
• The results obtained from the Services will be accurate, reliable, or complete
• The quality of any documents, information, or other material obtained through the Services will meet your expectations
• Any errors in the Services will be corrected

You acknowledge that estate planning documents are legal instruments with significant consequences, and you accept responsibility for reviewing all documents before execution. No preparation or review process is infallible; have a licensed attorney in your state review every document before you sign it.

10. Indemnification

You agree to indemnify, defend, and hold harmless Williams Legacy Group, its officers, directors, employees, agents, licensors, and affiliates from and against any claims, liabilities, damages, losses, costs, expenses, or fees (including reasonable attorneys’ fees) arising from: (a) your use of the Services; (b) your violation of these Terms; (c) your violation of any rights of a third party; (d) any content or information you provide through the platform; or (e) your negligent or willful misconduct. We reserve the right, at your expense, to assume the exclusive defense and control of any matter for which you are required to indemnify us, and you agree to cooperate with our defense of such claims.

11. Dispute Resolution

11.1 Informal Resolution

Before initiating any formal dispute resolution proceeding, you agree to first contact us at Office@fawrlt.org and attempt to resolve the dispute informally for a period of at least thirty (30) days. Most disputes can be resolved through direct communication.

11.2 Binding Arbitration

If we are unable to resolve a dispute informally, you and Williams Legacy Group agree that any dispute, claim, or controversy arising out of or relating to these Terms or the Services shall be resolved by binding arbitration administered by the American Arbitration Association (“AAA”) under its Consumer Arbitration Rules. The arbitration shall be conducted in Los Angeles County, California, unless both parties agree to a different location or virtual proceedings.

11.3 Class Action Waiver

YOU AND WILLIAMS LEGACY GROUP AGREE THAT EACH PARTY MAY BRING CLAIMS AGAINST THE OTHER ONLY IN YOUR OR ITS INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS OR REPRESENTATIVE PROCEEDING. Unless both parties agree otherwise, the arbitrator may not consolidate or join more than one person’s or party’s claims and may not preside over any form of a consolidated, representative, or class proceeding.

11.4 Exceptions

Notwithstanding the above, either party may seek injunctive or other equitable relief in any court of competent jurisdiction to prevent the actual or threatened infringement, misappropriation, or violation of intellectual property rights. Additionally, claims within the jurisdiction of small claims court may be brought in such court.

12. Governing Law

These Terms and any dispute arising out of or related to these Terms or the Services shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflict of law provisions. To the extent that arbitration is not applicable, you consent to the exclusive jurisdiction of the state and federal courts located in Los Angeles County, California, for the resolution of any disputes.

13. Termination

We may terminate or suspend your access to the Services, in whole or in part, at any time and for any reason, including but not limited to:

• Violation of these Terms or our acceptable use policies
• Failure to pay applicable fees when due
• Fraudulent, abusive, or illegal activity
• Extended account inactivity (with prior notice)
• At your request

Upon termination, your right to use the Services will immediately cease. We will make your completed estate planning documents available for download for a period of 90 days following termination. Sections of these Terms that by their nature should survive termination shall survive, including but not limited to intellectual property provisions, disclaimers, limitations of liability, indemnification, and dispute resolution.

You may terminate your account at any time by contacting us at Office@fawrlt.org or through your account settings.

14. General Provisions

• Entire Agreement: These Terms, together with our Privacy Policy and any other policies referenced herein, constitute the entire agreement between you and Williams Legacy Group regarding the Services and supersede all prior agreements and understandings.
• Severability: If any provision of these Terms is held to be invalid, illegal, or unenforceable, the remaining provisions shall continue in full force and effect. The invalid provision shall be modified to the minimum extent necessary to make it valid and enforceable.
• Waiver: Our failure to enforce any right or provision of these Terms shall not constitute a waiver of such right or provision. Any waiver must be in writing and signed by an authorized representative of Williams Legacy Group.
• Assignment: You may not assign or transfer these Terms or your rights under them without our prior written consent. We may assign our rights and obligations under these Terms without restriction.
• Force Majeure: We shall not be liable for any failure or delay in performing our obligations under these Terms due to circumstances beyond our reasonable control, including but not limited to natural disasters, war, terrorism, pandemics, government actions, or failures of third-party services.
• Notices: We may provide notices to you via email to the address associated with your account, through the platform, or by posting on our website. You may provide notices to us by email at Office@fawrlt.org.
• Headings: Section headings in these Terms are for convenience only and shall not affect the interpretation of these Terms.

15. Changes to These Terms

We reserve the right to modify these Terms at any time. When we make material changes, we will:

• Update the “Last Updated” date at the top of these Terms
• Provide notice through the platform or via email at least 30 days before material changes take effect
• Where required by law, obtain your affirmative consent before applying changes

Your continued use of the Services after the effective date of any changes constitutes your acceptance of the updated Terms. If you do not agree to the updated Terms, you must stop using the Services and may cancel your account.

16. Contact Information

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