Terms of Service.

Agreement to Terms.

By accessing or using any part of this website, scheduling a consultation, or engaging our document preparation services, you agree to be bound by these Terms of Service. If you do not agree to all the terms and conditions of this agreement, you may not access this website or engage our services.

You represent that you are at least 18 years of age and are the age of majority in Arizona, or that you have authorization to engage our services on behalf of an individual for whom you have legal authority to act.

We reserve the right to update, change, or replace any part of these Terms of Service by posting updates to this page. Your continued use of this website following the posting of changes constitutes acceptance of those changes. We will note the date of the most recent update at the top of this document.

Scope of Services.

Lasting Legacy Pro provides legal document preparation services for Arizona residents under the Arizona Code of Judicial Administration, which authorizes Licensed Legal Document Preparers (LDPs) to prepare legal documents for individuals without an attorney.

Our services include:

• Preparation of revocable living trusts and supporting trust documents
• Preparation of last wills and testaments, pour-over wills, and codicils
• Preparation of healthcare directives, mental health care powers of attorney, and other medical planning documents
• Preparation of financial powers of attorney and trust powers of attorney
• Preparation of Arizona Beneficiary Deeds and other property transfer documents
• Coordination of online notarization through approved third-party services
• Recording of deeds with the applicable Arizona county recorder’s office, where included in the engaged package
• Organization and delivery of complete document sets including printed legacy binders
• Educational consultations regarding estate planning options and document selection
• Ongoing review services where engaged as part of an annual review subscription or package

Professional Relationship and LDP Scope.

Our professional relationship with clients is built on transparency, accuracy, and operation within the authorized scope of an Arizona Licensed Legal Document Preparer. By engaging our services, you acknowledge:

• We will prepare your documents according to your stated wishes and to Arizona law, to the best of our professional ability.
• You are responsible for providing accurate and complete information necessary for proper document preparation.
• The completed documents are yours to execute or not to execute, at your sole discretion.
• You are responsible for reviewing all documents carefully before execution.
• We will refer you to a qualified Arizona attorney if your situation requires legal advice or work outside our authorized scope.

We reserve the right to decline engagement or to discontinue services in cases where:

• The work requested falls outside our authorized scope as a Licensed Legal Document Preparer.
• Capacity to consent to documents is in question.
• Active family disputes, custody disputes, or other unresolved conflicts affect the integrity of the planning.
• We determine we cannot adequately serve your needs.
• There is a conflict of interest.

Pricing and Payment.

Our services are offered at transparent, flat-rate pricing per package. Current pricing for all packages and standalone documents is available on our website at lastinglegacypro.com/packages.

Pricing principles:

• Package prices are flat per estate, covering either a single individual or a married couple as one engagement, unless explicitly stated otherwise.
• Notary handling is included in all packages above the Starter Pack tier.
• Documents are delivered with no hidden fees beyond clearly disclosed add-ons such as additional property retitling, rush delivery, or out-of-scope document preparation.
• Pricing may change for new engagements; engaged clients are billed at the price quoted at the time of engagement.

Payment terms:

• Payment is due at engagement unless other arrangements are documented in writing.
• We accept payment via major credit cards through our secure third-party payment processor.
• Refund and engagement-termination policies for specific packages are addressed in each individual engagement agreement signed at the time of engagement.

Confidentiality and Privacy.

The confidentiality of your personal, financial, and estate planning information is fundamental to our practice:

• All information shared with us during the engagement remains confidential.
• We do not share, sell, or transfer your information to third parties for marketing purposes.
• We may share information with third-party service providers (such as notarization platforms, county recorders, and payment processors) only as necessary to deliver the services you have engaged.
• Client information is stored using commercially reasonable security measures.

Your submission of personal information through our website is governed by our Privacy Policy. For complete details about how we collect, use, and protect your information, please review that document.

Limitations and Disclaimers.

While we strive for accuracy and quality in all services, you acknowledge:

• Estate planning involves complex legal, tax, and financial considerations that may change over time.
• We cannot guarantee specific outcomes from any document prepared or any planning strategy discussed.
• Federal and state laws may change after document preparation, which could affect your plan.
• You are responsible for executing documents correctly and for keeping them updated as your circumstances change.
• We recommend periodic review and updates of your estate plan, particularly after major life events.
• Information provided in consultations or written communications is educational, not legal advice.

Service Modifications.

We reserve the right to modify, suspend, or discontinue any aspect of our services or this website at any time, with or without notice. We shall not be liable to you or any third party for any modification, price change, suspension, or discontinuance of any service.

Our website may include links to third-party tools, services, or websites. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services. You acknowledge and agree that we provide access to such third-party tools “as is” without any warranties, representations, or conditions of any kind.

Termination.

These Terms of Service are effective unless and until terminated by either you or us. You may terminate these terms at any time by ceasing all use of our website and services.

If, in our reasonable judgment, you fail to comply with any term or provision of these Terms of Service — or if circumstances arise that make continued engagement inappropriate — we may terminate this agreement at any time. Specific terms for terminating an active service engagement are addressed in the individual engagement agreement signed at the time of engagement.

Governing Law.

These Terms of Service and any separate agreements whereby we provide you services shall be governed by and construed in accordance with the laws of the State of Arizona, without regard to its conflict-of-law provisions.

Any disputes arising from these terms or our services will be resolved in the appropriate courts of the State of Arizona.

Contact Information.

Questions or comments regarding these Terms of Service may be directed to us at the contact information below.