Last updated: 2 June 2025
Welcome to Legacy Buddy LLC ("Legacy Buddy," "we," "us," or "our"). These Terms & Conditions ("Terms") govern your use of our website, mobile application, and services (collectively, the "Platform") operated by Legacy Buddy LLC, a limited liability company organized under the laws of Tennesseez
By accessing or using our Platform, creating an account, or purchasing our services, you ("User," "you," or "your") agree to be bound by these Terms and our Privacy Policy, which is incorporated herein by reference. If you do not agree to these Terms, you may not use our Platform or services.
Legacy Buddy provides an online platform that enables users to create, customize, and manage estate planning documents, including but not limited to:
Last Will and Testament
Revocable Living Trusts
Powers of Attorney (Financial and Healthcare)
HealthcareDirectives/Living Wills
HIPAA Authorizations
Other related estate planning documents
Our Platform also includes:
Document storage and management tools
Educational resources and guidance
Customer support services
Partner and affiliate programs
We offer various service packages with different features and pricing:
Essential Will Package
Legacy Starter Package
Complete Trust Plan Package
Asset Protection Trust Package
Marital Agreement Package
Each package includes unlimited document updates for the lifetime of your account, unless otherwise specified.
You must be at least 18 years old and have the legal capacity to enter into contracts to use our services. By using our Platform, you represent and warrant that you meet these requirements.
Our services are available exclusively to residents of the United States. You represent that you are a U.S. citizen or legal resident at the time of using our services.
To access certain features, you must create an account by providing accurate, current, and complete information. You are responsible for: Maintaining the confidentiality of your account credentials All activities that occur under your account Immediately notifying us of any unauthorized use of your account
Legacy Buddy is not a law firm and does not provide legal advice. Our Platform provides self-help services and educational materials. The information provided through our Platform is general in nature and may not be appropriate for your specific circumstances.
No attorney-client relationship is created between you and Legacy Buddy or any of our employees, contractors, or affiliates through your use of our Platform.
While our documents are designed to comply with state-specific legal requirements, we strongly recommend that you:Review all documents carefully before executionConsult with a qualified attorney if you have complex circumstancesEnsure proper execution according to your state's laws
You should consider consulting with qualified professionals (attorneys, financial advisors, tax professionals) if you have:Complex family situationsSignificant assets or business interestsTax planning concernsSpecial needs planning requirementsAny questions about the appropriateness of our documents for your situation
All payments are processed through Stripe, a third-party payment processor. By making a payment, you agree to Stripe's Terms of Service and Privacy Policy. We do not store your payment information on our servers.
Current pricing for our packages is displayed on our Platform. Prices are subject to change at any time, but changes will not affect purchases already completed.
By providing payment information, you:Authorize us to charge the specified amountRepresent that you are authorized to use the payment methodAgree to pay all charges incurred through your account
Due to the immediate nature of digital document delivery, all sales are final. However, we may provide refunds at our sole discretion in cases of:
Technical errors preventing access to purchased documents
Duplicate purchases made in error
Other exceptional circumstances as determined by Legacy Buddy
Refund requests must be submitted within 30 days of purchase and will be processed through the original payment method.
You are responsible for any applicable taxes related to your purchase of our services.
The Legacy Ambassador (affiliate) program allows participants to earn commissions by referring customers to Legacy Buddy. Terms include:
Commission rate: 35% of product purchase price
Customer discount: 10% off their purchase when using ambassador promo code
Eligibility: Must be U.S. citizen or resident
Payment: Monthly payouts through Stripe Connect
Minimum payout threshold: $50
The Legacy Professional Network is available to qualified professionals (attorneys, CPAs, financial advisors, etc.) and includes:
Commission rate: 50% of product purchase price
Customer discount: 10% off their purchase when using professional promo code
Additional benefits: Customer tracking and support capabilities
Professional requirements: Must demonstrate relevant professional qualifications
Payment: Monthly payouts through Stripe Connect
Minimum payout threshold: $50
All partner program participants agree to:
Comply with applicable laws and regulations
Accurately represent Legacy Buddy's services
Not engage in misleading or deceptive marketing practices
Maintain confidentiality of customer information
Terms may be modified or program terminated at Legacy Buddy's discretion
Commission payments are subject to applicable tax reporting requirements.
All content on our Platform, including text, graphics, logos, software, and documents, is the property of Legacy Buddy or its licensors and is protected by copyright, trademark, and other intellectual property laws.
We grant you a limited, non-exclusive, non-transferable license to:
Access and use our Platform for personal, non-commercial purposes
Download and use documents you have purchased
Access educational materials and resources
You may not:
Reproduce, distribute, or create derivative works from our content
Use our trademarks without written permission
Reverse engineer or attempt to extract source code
Share login credentials or purchased documents with others
Use our Platform for any unlawful purpose
You agree not to:
Provide false or misleading information
Violate any applicable laws or regulations
Interfere with or disrupt our Platform's operation
Attempt to gain unauthorized access to our systems
Upload malicious code or engage in harmful activities
Use our Platform to spam or harass others
Engage in any activity that could damage our reputation or business
Our collection, use, and protection of your personal information is governed by our Privacy Policy, which is incorporated into these Terms by reference. By using our Platform, you consent to our privacy practices as described in our Privacy Policy.
Our collection, use, and protection of your personal information is governed by our Privacy Policy, which is incorporated into these Terms by reference. By using our Platform, you consent to our privacy practices as described in our Privacy Policy.
TO THE FULLEST EXTENT PERMITTED BY LAW, LEGACY BUDDY PROVIDES THE PLATFORM AND SERVICES "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED.
WE SPECIFICALLY DISCLAIM ALL WARRANTIES, INCLUDING BUT NOT LIMITED TO:
MERCHANTABILITY
FITNESS FOR A PARTICULAR PURPOSE
NON-INFRINGEMENT
ACCURACY OR COMPLETENESS OF CONTENT
UNINTERRUPTED OR ERROR-FREE OPERATION
We do not warrant that:
Our Platform will meet your specific requirements
Documents will be appropriate for your particular circumstances
The Platform will be available at all times
All errors or defects will be corrected
TO THE FULLEST EXTENT PERMITTED BY LAW, LEGACY BUDDY SHALL NOT BE LIABLE FOR:
INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES
LOST PROFITS, REVENUE, DATA, OR BUSINESS OPPORTUNITIES
DAMAGES RESULTING FROM YOUR USE OR INABILITY TO USE THE PLATFORM
DAMAGES CAUSED BY THIRD PARTIES OR THIRD-PARTY SERVICES
N NO EVENT SHALL OUR TOTAL LIABILITY TO YOU EXCEED THE AMOUNT YOU PAID TO LEGACY BUDDY IN THE 12 MONTHS PRECEDING THE CLAIM.
Some states do not allow the exclusion or limitation of certain damages, so these limitations may not apply to you.
You agree to indemnify, defend, and hold harmless Legacy Buddy, its officers, directors, employees,
agents, and affiliates from and against any claims, damages, losses, costs, and expenses (including
reasonable attorney fees) arising from:
Your use of our Platform or services
Your violation of these Terms
Your violation of any third-party rights
Any documents you create or execute using our Platform
Any false or misleading information you provide
We use Stripe for payment processing and partner payouts. Your use of payment services is subject to Stripe's terms and conditions, and we are not responsible for Stripe's services or any issues related to payment processing.
Our Platform may integrate with or link to third-party services. We are not responsible for the content, policies, or practices of third-party services.
You may terminate your account at any time by contacting customer support. Termination does not entitle you to a refund of previously paid fees.
We may terminate or suspend your account immediately, without prior notice, if you:
Violate these Terms
Engage in fraudulent or illegal activities
Provide false information
Fail to pay applicable fees
Upon termination:
Your right to access the Platform ceases immediately
You may retain access to documents you have purchased
Partner program participation ends and pending commissions may be forfeited
Sections of these Terms that should survive termination will remain in effect
These Terms are governed by the laws of Tennessee, without regard to conflict of law principles.
Any legal action or proceeding arising under these Terms will be brought exclusively in the federal or state courts located in Williamson County, Tennessee, and you consent to the jurisdiction of such courts.
For claims under $10,000, either party may elect to resolve disputes through binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules. The arbitration will be conducted in Franklin, Tennessee.
You agree that any dispute resolution proceeding will be conducted only on an individual basis and not in a class, consolidated, or representative action.
We reserve the right to modify these Terms at any time. We will provide notice of material changes by: Posting updated Terms on our Platform Sending email notification to registered users Providing notice through our Platform interface Your continued use of our Platform after changes take effect constitutes acceptance of the modified Terms.
These Terms, together with our Privacy Policy, constitute the entire agreement between you and Legacy Buddy regarding your use of our Platform.
If any provision of these Terms is found to be unenforceable, the remainder of the Terms will remain in full force and effect.
Our failure to enforce any provision of these Terms does not constitute a waiver of that provision or any other provision.
You may not assign your rights or obligations under these Terms without our written consent. We may assign our rights and obligations without restriction.
We will not be liable for any delay or failure to perform resulting from causes beyond our reasonable control, including but not limited to acts of God, war, terrorism, strikes, or government actions.
Notices to you may be provided via email, postal mail, or through our Platform. Notices to us should
be sent to:
Legacy Buddy LLC
1128 Bradley Drive, Franklin, Tennessee 37069
Email: support@legacybuddy.com
Provisions that by their nature should survive termination of these Terms will survive, including but not limited to warranty disclaimers, limitations of liability, indemnification, and dispute resolution.
If you have questions about these Terms, please contact us at:
Address: 1128 Bradley Drive, Franklin, Tennessee 37069
Email: support@legacybuddy.com
Phone: +1-615-623-5140
Website: www.legacybuddy.com
Last Updated: 2nd June 2025
By using our Platform, you acknowledge that you have read, understood, and agree to be bound by these Terms & Conditions.
