Terms of Service

Section 1 – Agreement to Terms

By accessing or using any part of our website, scheduling a consultation, or engaging our estate planning 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, then you may not access the website or use any services.

You represent that you are at least 18 years of age and are the age of majority in Arizona, or that you have given us your consent to allow any of your minor dependents to use this site under your supervision.

We reserve the right to update, change, or replace any part of these Terms of Service by posting updates and/or changes to our website. Your continued use of or access to the website following the posting of any changes constitutes acceptance of those changes.

Section 2 – Estate Planning Services

Lasting Legacy Pro provides comprehensive estate planning and financial services including:

• Estate planning document preparation (wills, trusts, powers of attorney)
• Healthcare directives and medical planning
• Tax preparation and planning services
• Life insurance and retirement planning
• Ongoing financial advocacy and consultation
• Document organization and legacy binder systems

All services are provided in accordance with Arizona state regulations and licensing requirements. We maintain appropriate professional licenses and insurance for all services offered.

Section 3 – Professional Relationship

Our relationship with Casa Grande families is built on trust, transparency, and ongoing partnership. By engaging our services, you acknowledge:

• We will provide professional estate planning and financial services to the best of our ability
• You will provide accurate and complete information necessary for service delivery
• Our relationship may extend beyond initial document preparation to include ongoing financial advocacy
• All communications will be conducted professionally and confidentially

We reserve the right to refuse service to anyone for any reason at any time, particularly if we determine we cannot adequately serve your needs or if there are conflicts of interest.

Section 4 – Pricing and Payment Terms

Our estate planning packages feature transparent, fixed pricing with no hidden fees. Current pricing includes:

• Individual Estate Planning: $249 - $449
• Married Couples Planning: $399 - $599
• Trust Planning: $749 - $1,828
• Complete Planning Bundles: $449 - $1,098
• Free consultations for all prospective clients

Payment terms:

• Payment is due upon service completion unless other arrangements are made
• We accept cash, check, and major credit cards
• Payment plans may be available for qualifying families
• Prices are subject to change with 30 days notice for new clients

Our pricing represents significant savings compared to traditional attorney fees and provides comprehensive value through our organized delivery systems.

Section 5 – Confidentiality and Privacy

Your privacy and the confidentiality of your estate planning information are paramount to our service:

• All personal and financial information shared with us remains strictly confidential
• We will not share your information with third parties without your explicit consent
• Client information is stored securely and protected by industry-standard security measures
• Our digital vault systems include encryption and secure access controls

Your submission of personal information through our website is governed by our Privacy Policy. For complete details, please review our Privacy Policy page.

Section 6 – Limitations and Disclaimers

While we strive for excellence in all services, you acknowledge:

• Estate planning involves complex legal and financial considerations
• We cannot guarantee specific outcomes or results
• Tax laws and regulations may change, affecting your planning
• You are responsible for reviewing all documents before signing
• We recommend periodic reviews and updates of your estate plan

Section 7 – Service Modifications

Our services and pricing are subject to change without notice. We shall not be liable to you or any third-party for any modification, price change, suspension, or discontinuance of any service.

We may provide you with access to third-party tools or services over which we neither monitor nor have any control nor input. You acknowledge and agree that we provide access to such tools "as is" and "as available" without any warranties, representations, or conditions of any kind.

Section 8 – 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 notifying us that you no longer wish to use our services and by ceasing use of our site.

If in our sole judgment you fail, or we suspect that you have failed, to comply with any term or provision of these Terms of Service, we also may terminate this agreement at any time without notice.

Section 9 – 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.

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

Section 10 – Contact Information

Questions about the Terms of Service should be sent to us at: