Terms of Service

1. Acceptance of Terms

By accessing or using the Williams Legacy Group platform, website, or any related services (collectively, the "Services"), you agree to be bound by these Terms of Service and our Privacy Policy. If you do not agree to these Terms, you may not access or use the Services.

We reserve the right to modify these Terms at any time. We will notify you of material changes by posting the updated Terms on our website and updating the "Last Updated" date. Your continued use of the Services after any changes constitutes your acceptance of the new Terms.

2. Description of Services

Williams Legacy Group provides trust administration services, including but not limited to:

• Trust creation and document preparation
• Trust administration and management
• Document storage and organization
• AI-powered trust analysis and recommendations (DYNASTY KEEPER)
• Compliance monitoring and alerts
• Beneficiary and distribution management
• Consultation and advisory services

3. Eligibility

To use our Services, you must:

• Be at least 18 years of age
• Be a legal resident of the United States or have trusts governed by U.S. law
• Have the legal capacity to enter into binding contracts
• Provide accurate and complete registration information
• Not be prohibited from using our Services under applicable law

By using our Services, you represent and warrant that you meet all eligibility requirements.

4. User Accounts

Account Creation

To access certain features of our Services, you must create an account. You agree to:

• Provide accurate, current, and complete information during registration
• Maintain and promptly update your account information
• Keep your password secure and confidential
• Notify us immediately of any unauthorized access to your account
• Accept responsibility for all activities under your account

Account Security

You are responsible for maintaining the confidentiality of your account credentials. We recommend:

• Using a strong, unique password
• Enabling multi-factor authentication
• Logging out after each session on shared devices
• Not sharing your login credentials with others

5. Fees & Payment

Pricing

Our current fees are set forth on our Pricing Page. Fees may include:

• One-time trust creation fees
• Monthly or annual administration subscription fees
• Additional service fees for specialized requests

Payment Terms

• All fees are quoted in U.S. dollars
• Payment is due upon invoice unless otherwise agreed
• Subscription fees are billed in advance
• We accept major credit cards and ACH transfers

Refund Policy

Trust creation fees are non-refundable once document preparation has begun. Subscription fees may be prorated for cancellations. Please contact us for specific refund inquiries.

6. User Conduct

You agree not to:

• Use the Services for any unlawful purpose or in violation of these Terms
• Provide false, misleading, or fraudulent information
• Attempt to gain unauthorized access to our systems or other users' accounts
• Interfere with or disrupt the integrity or performance of the Services
• Use automated systems or software to access the Services without permission
• Reverse engineer, decompile, or disassemble any part of the Services
• Use the Services to transmit harmful code, malware, or viruses
• Violate the intellectual property rights of WLG or any third party
• Use the Services for money laundering, tax evasion, or other financial crimes

7. Intellectual Property

Our Intellectual Property

The Services, including all content, features, functionality, software, and trademarks, are owned by Williams Legacy Group and are protected by copyright, trademark, and other intellectual property laws. You may not use our intellectual property without prior written consent.

Your Content

You retain ownership of all documents and information you submit to the Services. By submitting content, you grant WLG a limited license to use, store, and process your content solely for the purpose of providing the Services.

DYNASTY KEEPER AI

Our proprietary AI technology, DYNASTY KEEPER, and all related algorithms, models, and outputs remain the exclusive property of Williams Legacy Group.

8. Confidentiality

We understand the sensitive nature of trust and estate information. We maintain strict confidentiality practices and will not disclose your information except:

• As necessary to provide the Services
• With your explicit consent
• As required by law, court order, or regulatory authority
• To fulfill fiduciary duties to beneficiaries
• To protect our rights or the safety of others

Please refer to our Privacy Policy for detailed information about how we handle your data.

9. Disclaimers

We do not warrant that:

• The Services will meet your specific requirements
• The Services will be uninterrupted, timely, secure, or error-free
• The results obtained from the Services will be accurate or reliable
• Any errors in the Services will be corrected

Professional Advice Disclaimer

Our Services do not constitute legal, tax, accounting, or financial advice. You should consult with qualified professionals before making decisions based on information provided through our Services.

10. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, WILLIAMS LEGACY GROUP AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, AND AFFILIATES SHALL NOT BE LIABLE FOR:

• Any indirect, incidental, special, consequential, or punitive damages
• Any loss of profits, revenue, data, or business opportunities
• Any damages resulting from unauthorized access to or alteration of your data
• Any damages exceeding the total fees paid by you in the twelve (12) months preceding the claim

Some jurisdictions do not allow the exclusion of certain warranties or limitation of liability, so these limitations may not apply to you.

11. Indemnification

You agree to indemnify, defend, and hold harmless Williams Legacy Group and its officers, directors, employees, agents, and affiliates from and against any claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising from:

• Your use of the Services
• Your violation of these Terms
• Your violation of any third-party rights
• Any content you submit to the Services
• Your negligence or willful misconduct

12. Termination

Termination by You

You may terminate your account at any time by contacting us or using the account settings feature. Upon termination, you remain responsible for any outstanding fees.

Termination by Us

We may suspend or terminate your access to the Services at any time, with or without cause, including if we reasonably believe you have violated these Terms. We will make reasonable efforts to notify you before termination.

Effect of Termination

Upon termination:

• Your right to access the Services will immediately cease
• We will retain your data in accordance with our data retention policies and legal obligations
• You may request a copy of your data within 30 days of termination
• Provisions that by their nature should survive termination will remain in effect

13. Dispute Resolution

Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Oregon, without regard to its conflict of law provisions.

Arbitration

Any dispute arising out of or relating to these Terms or the Services shall be resolved by binding arbitration administered by the American Arbitration Association in accordance with its Commercial Arbitration Rules. The arbitration shall take place in Portland, Oregon.

Class Action Waiver

You agree that any dispute resolution proceedings will be conducted only on an individual basis and not in a class, consolidated, or representative action.

Small Claims Court

Notwithstanding the above, either party may bring an individual action in small claims court for disputes within the court's jurisdiction.

14. General Provisions

Entire Agreement

These Terms, together with the Privacy Policy and any other agreements referenced herein, constitute the entire agreement between you and WLG regarding the Services.

Severability

If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions will continue in full force and effect.

Waiver

Our failure to enforce any provision of these Terms shall not constitute a waiver of that provision or any other provision.

Assignment

You may not assign or transfer these Terms 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 performance resulting from causes beyond our reasonable control, including natural disasters, war, terrorism, labor disputes, or governmental actions.

15. Contact Information

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