Terms of Service.

Welcome to Legacy Prep Solutions, a division of Allen-Smith Capital Group (“Company,” “we,” “our,” or “us”). These Terms of Service (“Terms”) govern your access to and use of our platform, services, and content. By using this platform, you agree to be bound by these Terms.

Legacy Prep Solutions operates as a division of Allen-Smith Capital Group. All services are provided under the administration and oversight of Allen-Smith Capital Group.

We provide:

• Educational information
• Guided intake systems
• Document preparation services
• Legacy and estate structuring tools

We do not provide legal advice or legal representation.

The information and documents provided through this platform are not legal advice. You should consult a licensed attorney for legal guidance specific to your situation.

Use of this platform does not create an attorney-client relationship. Any legal services are provided only by independent licensed attorneys, if separately engaged.

You agree to:

• Provide accurate and complete information
• Review all generated documents carefully
• Ensure proper execution (including notarization and witnesses)
• Distribute documents to appropriate parties
• Seek professional advice when necessary

By using this platform, you acknowledge that:

• Documents are generated based on your input
• No legal advice is being provided
• Documents may not address all legal issues
• Additional professional review may be necessary

Documents generated are based on general standards and user input. We do not guarantee enforceability or suitability for all situations.

Premium services involve customized structuring, consultation, and enhanced document preparation. Pricing may vary based on complexity and scope.

If you choose to engage an attorney, such attorney is independent and not employed by or affiliated as legal counsel for the Company.

All fees are for services rendered.

Due to the nature of digital services and document preparation, payments may be non-refundable once services have been delivered. Specific refund terms for individual offerings, if any, will be disclosed at checkout.

All content, systems, and materials on this platform are the property of Allen-Smith Capital Group and may not be copied, reproduced, or distributed without permission.

To the fullest extent permitted by law, the Company shall not be liable for any direct, indirect, incidental, or consequential damages arising from the use of this platform or services.

You agree to indemnify and hold harmless the Company from any claims arising from your use of the platform or reliance on generated documents.

Your use of the platform is also governed by our Privacy Policy.

We reserve the right to modify or discontinue services at any time without notice.

We may suspend or terminate access to the platform at our discretion for violations of these Terms.

These Terms shall be governed by the laws of the State of your state.

Any disputes arising from these Terms shall be resolved through arbitration or in the appropriate courts within the State of your state.

We may update these Terms at any time. Continued use of the platform constitutes acceptance of any changes.

For questions regarding these Terms, contact:

You can also reach us through the contact page.