1. GENERAL INFORMATION

The information provided by Good Life Wealth and Trust Legacy Group (“Company,” “we,” “us,” or “our”) on this website is for general informational and educational purposes only.

By accessing or using this website, scheduling an appointment, or engaging with our services, you acknowledge that you have read, understood, and agree to be bound by these Terms & Conditions.

If you do not agree with any part of these Terms, you should not use this website or our services.

We reserve the right to modify or update these Terms at any time without prior notice. Continued use of the website or services constitutes acceptance of those changes.

2. NO LEGAL OR FINANCIAL ADVICE

Good Life Wealth and Trust Legacy Group is not a law firm and does not provide legal advice.

We are not licensed attorneys, and nothing contained on this website, in our materials, or during consultations should be interpreted as legal advice or a substitute for legal counsel.

We also do not provide individualized tax, accounting, or investment advice. Any financial-related discussions are for general informational purposes only.

You are encouraged to seek advice from licensed legal, tax, or financial professionals regarding your specific situation before making any decisions.

3. ROLE AS A BROKER / COORDINATOR

Good Life Wealth and Trust Legacy Group operates as a broker and coordinator of services related to estate planning.

Our role is to educate, guide, and assist clients through the estate planning process, including identifying potential gaps and facilitating connections with licensed professionals.

Legal documents, legal advice, and estate planning instruments are provided solely by licensed attorneys.

Financial products or services, if applicable, are provided by appropriately licensed professionals in accordance with applicable laws and regulations.

We do not independently create legal documents or act in the capacity of a legal or financial professional.

4. NO ATTORNEY-CLIENT RELATIONSHIP

Your use of this website, submission of information, or participation in consultations does not create an attorney-client, fiduciary, or advisory relationship between you and Good Life Wealth and Trust Legacy Group.

Any attorney-client relationship is established only between you and a licensed attorney through a separate agreement.

Similarly, any financial advisory relationship is established directly with a licensed financial professional, where applicable.

Communications through this website or consultations should not be considered confidential or protected under attorney-client privilege.

5. NO GUARANTEES

While we strive to provide accurate information, guidance, and support throughout the estate planning process, Good Life Wealth and Trust Legacy Group makes no guarantees regarding outcomes, including but not limited to the avoidance of probate.

The effectiveness of any estate plan depends on a variety of factors, many of which are outside of our direct control, including:

● The proper funding of the trust

● Accurate transfer and titling of assets

● Ongoing updates to reflect life changes (such as new assets, beneficiaries, or changes in circumstances)

● The completeness and accuracy of information provided by the client

● Compliance with applicable laws and regulations

We provide step-by-step guidance, education, and assistance to help clients properly implement and maintain their estate plan. However, the client is solely responsible for ensuring that their estate plan remains accurate, fully funded, and up to date over time.

As life circumstances change, failure to update or properly maintain an estate plan may result in unintended consequences, including assets being subject to probate.

If a client does not follow through with funding, updates, or maintenance of their estate plan, Good Life Wealth and Trust Legacy Group cannot guarantee that probate will be avoided.

By engaging in our services, you acknowledge and accept responsibility for maintaining your estate plan and understand that outcomes may vary based on individual circumstances.

6. USER RESPONSIBILITY

You acknowledge and agree that you are solely responsible for:

● Providing accurate, current, and complete information

● Reviewing all documents, recommendations, and materials provided

● Making final decisions regarding your estate planning and financial matters

● Following through with required actions, including funding, titling, and updates

You understand that estate planning is an ongoing process, and failure to maintain or update your plan may result in unintended outcomes, including exposure to probate or other legal complications.

Good Life Wealth and Trust Legacy Group is not responsible for errors, omissions, or outcomes resulting from inaccurate information or lack of follow-through by the client.

7. LIMITATION OF LIABILITY

To the fullest extent permitted by applicable law, Good Life Wealth and Trust Legacy Group shall not be liable for any direct, indirect, incidental, consequential, or special damages arising out of or in connection with:

● Your use of this website

● Your reliance on any information provided

● Services performed by third-party professionals

● Delays, errors, or omissions in the estate planning process

This limitation applies even if we have been advised of the possibility of such damages.

Your sole remedy for dissatisfaction with the website or services is to discontinue use.

8. THIRD-PARTY SERVICES

We may refer, connect, or coordinate with third-party service providers, including attorneys, financial professionals, and technology platforms, to assist in delivering estate planning services.

These third parties operate independently and maintain their own terms, policies, and professional responsibilities.

Good Life Wealth and Trust Legacy Group does not control and is not responsible for the actions, services, advice, or outcomes provided by any third party.

By engaging with these providers, you agree that any relationship formed is directly between you and the third party.

9. PRIVACY

We are committed to protecting your personal information and take reasonable measures to safeguard the data you provide.

By using this website or submitting your information, you consent to the collection and use of your data for the purpose of providing services, scheduling appointments, and communicating with you.

We may utilize secure third-party platforms and service providers to facilitate services, and your information may be shared with such providers as necessary to fulfill your request.

For more detailed information regarding how your data is collected, used, and protected, please refer to our Privacy Policy.

ITS - Privacy Policy

Integrity - Privacy Policy

10. CHANGES TO TERMS

Good Life Wealth and Trust Legacy Group reserves the right to update, modify, or revise these Terms & Conditions at any time without prior notice.

Any changes will be effective immediately upon posting to this website.

Your continued use of the website or services after such changes constitutes your acceptance of the revised Terms.

We encourage you to review these Terms periodically to stay informed of any updates.

11. CONTACT INFORMATION

If you have any questions regarding these Terms & Conditions, you may contact us at:

● Email: [email protected]

● Phone: (623) 323 - 6527

12. COMMUNICATIONS & CONSENT

By providing your contact information through this website or any associated forms, you consent to be contacted by Good Life Wealth and Trust Legacy Group via phone, text message (SMS), and email regarding your inquiry, appointment, and related services.

Message and data rates may apply. Message frequency may vary.

You may opt out of receiving text messages at any time by replying “STOP” to any message. You may also unsubscribe from emails using the link provided in those communications.

We do not sell or share your personal information with third parties for marketing purposes.

13. APPOINTMENT BOOKING & RESPONSIBILITY

By scheduling an appointment, you agree to provide accurate and complete information.

You acknowledge that scheduled appointments are reserved specifically for you, and we ask that you attend your appointment at the designated time or provide advance notice if you need to reschedule.

We reserve the right to reschedule or cancel appointments if necessary.

Failure to attend scheduled appointments may result in limitations on future bookings.

14. ELECTRONIC COMMUNICATIONS CONSENT

By using this website and scheduling services, you consent to receive electronic communications, including emails, text messages, and notifications related to your appointment and services.

You acknowledge that electronic communications may not always be secure and agree to use these methods at your own discretion.

15. NO SPAM / FAIR USE

We are committed to responsible communication practices and will only contact you for purposes related to your inquiry, appointment, or services.

We do not engage in unsolicited or excessive messaging.