Effective Date: [11.22.2025]
Company: Trucess d/b/a Legacy Checked (“Legacy Checked,” “we,” “us,” or “our”)

1. Agreement to Terms
These Terms & Conditions (“Terms”) govern your access to and use of our websites, funnels, apps, and related services that link to these Terms (collectively, the “Services”). By using the Services, you agree to these Terms. If you do not agree, do not use the Services.

2. Who We Are
Legacy Checked provides fiduciary‑guided education and tools to help families align financial strategies (e.g., annuities, life insurance, premium finance) and estate planning concepts. We are not a law firm and do not provide legal advice. For legal advice, consult an attorney licensed in your state.

3. Eligibility and Accounts
You must be at least 18 and able to enter a binding contract. You are responsible for your account credentials and all activity under your account.

4. Permitted Use
We grant you a limited, non‑exclusive, non‑transferable license to access and use the Services for personal, lawful purposes. You may not copy, resell, reverse engineer, or misuse the Services, or use them to violate any law.

5. Information and Educational Content Only
Content is provided for educational purposes. Outputs from any self‑directed workflows are not legal or tax advice and may not fit your specific circumstances. You are responsible for reviewing, executing, and storing any documents in accordance with state requirements.

6. Third‑Party Services
The Services may integrate third‑party platforms (e.g., payment, scheduling, analytics, document automation). Their terms and privacy policies govern their services. We are not responsible for third‑party acts or omissions.

7. Communications Consent
By providing my phone number and email, I agree that Legacy Checked and its affiliates may contact me for informational and marketing purposes using calls, text messages (SMS/MMS), voicemail, and email. I understand these communications may be delivered using automated technology, including AI-assisted messaging, automated dialing systems, and artificial or prerecorded voice messages. I understand that message and data rates may apply, and message frequency may vary. I may opt out of text messages at any time by replying STOP, and I may request help by replying HELP. I may opt out of marketing emails by clicking the unsubscribe link in each message.

8. Promotions and Trial Offers
From time to time, we may run promotions (e.g., credits, gift codes, or bonus consultations). Each promotion may have additional terms—including conditions like scheduling or attendance—communicated at the point of offer. Promotions have no cash value, may be single‑use, and may expire.

9. User Content and Feedback
If you upload or submit content, you represent you have the necessary rights. You grant us a non‑exclusive, royalty‑free license to use feedback to improve the Services.

10. Intellectual Property
All content, software, and trademarks are owned by Legacy Checked or its licensors. No rights are granted except as expressly stated.

11. Disclaimers
The Services are provided “as is” and “as available.” We disclaim all warranties, express or implied, including merchantability, fitness for a particular purpose, and non‑infringement. We do not guarantee outcomes from any strategy, workflow, or third‑party tool. All sales are final.

12. Limitation of Liability
To the maximum extent permitted by law, we are not liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or any loss of profits, data, goodwill, or use. Our total liability for any claim will not exceed the amounts you paid to us for the Services during the 12 months preceding the event giving rise to the claim.

13. Indemnification
You agree to defend, indemnify, and hold harmless Legacy Checked and our officers, directors, employees, and agents from claims arising out of your use of the Services, your content, or your violation of these Terms or laws.

14. Dispute Resolution; Arbitration; Class Waiver
Any dispute arising out of or relating to these Terms or the Services will be resolved by binding arbitration on an individual basis under the rules of the American Arbitration Association for consumer disputes. Class actions and class‑wide relief are waived.

Governing Law: The laws of Texas, excluding conflicts rules.

Venue/Seat: [City, State], unless AAA rules provide otherwise.

Either party may seek temporary injunctive relief in court to protect rights pending arbitration.

15. Modifications
We may update these Terms at any time. The “Effective Date” reflects the latest version. Continued use after changes constitutes acceptance.

16. Termination
We may suspend or terminate access for violations of these Terms or suspected misuse.

17. Miscellaneous
If any provision is unenforceable, the remainder remains in effect. You may not assign these Terms without our consent; we may assign them. These Terms (plus referenced policies) are the entire agreement.

18. Contact
Legacy Checked • [email protected]



Effective Date: [11.22.2025]
Company: Trucess d/b/a Legacy Checked (“Legacy Checked,” “we,” “us,” or “our”)

1. Agreement to Terms
These Terms & Conditions (“Terms”) govern your access to and use of our websites, funnels, apps, and related services that link to these Terms (collectively, the “Services”). By using the Services, you agree to these Terms. If you do not agree, do not use the Services.

2. Who We Are
Legacy Checked provides fiduciary‑guided education and tools to help families align financial strategies (e.g., annuities, life insurance, premium finance) and estate planning concepts. We are not a law firm and do not provide legal advice. For legal advice, consult an attorney licensed in your state.

3. Eligibility and Accounts
You must be at least 18 and able to enter a binding contract. You are responsible for your account credentials and all activity under your account.

4. Permitted Use
We grant you a limited, non‑exclusive, non‑transferable license to access and use the Services for personal, lawful purposes. You may not copy, resell, reverse engineer, or misuse the Services, or use them to violate any law.

5. Information and Educational Content Only
Content is provided for educational purposes. Outputs from any self‑directed workflows are not legal or tax advice and may not fit your specific circumstances. You are responsible for reviewing, executing, and storing any documents in accordance with state requirements.

6. Third‑Party Services
The Services may integrate third‑party platforms (e.g., payment, scheduling, analytics, document automation). Their terms and privacy policies govern their services. We are not responsible for third‑party acts or omissions.

7. Communications Consent
By providing my phone number and email, I agree that Legacy Checked and its affiliates may contact me for informational and marketing purposes using calls, text messages (SMS/MMS), voicemail, and email. I understand these communications may be delivered using automated technology, including AI-assisted messaging, automated dialing systems, and artificial or prerecorded voice messages. I understand that message and data rates may apply, and message frequency may vary. I may opt out of text messages at any time by replying STOP, and I may request help by replying HELP. I may opt out of marketing emails by clicking the unsubscribe link in each message.

8. Promotions and Trial Offers
From time to time, we may run promotions (e.g., credits, gift codes, or bonus consultations). Each promotion may have additional terms—including conditions like scheduling or attendance—communicated at the point of offer. Promotions have no cash value, may be single‑use, and may expire.

9. User Content and Feedback
If you upload or submit content, you represent you have the necessary rights. You grant us a non‑exclusive, royalty‑free license to use feedback to improve the Services.

10. Intellectual Property
All content, software, and trademarks are owned by Legacy Checked or its licensors. No rights are granted except as expressly stated.

11. Disclaimers
The Services are provided “as is” and “as available.” We disclaim all warranties, express or implied, including merchantability, fitness for a particular purpose, and non‑infringement. We do not guarantee outcomes from any strategy, workflow, or third‑party tool. All sales are final.

12. Limitation of Liability
To the maximum extent permitted by law, we are not liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or any loss of profits, data, goodwill, or use. Our total liability for any claim will not exceed the amounts you paid to us for the Services during the 12 months preceding the event giving rise to the claim.

13. Indemnification
You agree to defend, indemnify, and hold harmless Legacy Checked and our officers, directors, employees, and agents from claims arising out of your use of the Services, your content, or your violation of these Terms or laws.

14. Dispute Resolution; Arbitration; Class Waiver
Any dispute arising out of or relating to these Terms or the Services will be resolved by binding arbitration on an individual basis under the rules of the American Arbitration Association for consumer disputes. Class actions and class‑wide relief are waived.

Governing Law: The laws of Texas, excluding conflicts rules.

Venue/Seat: [City, State], unless AAA rules provide otherwise.

Either party may seek temporary injunctive relief in court to protect rights pending arbitration.

15. Modifications
We may update these Terms at any time. The “Effective Date” reflects the latest version. Continued use after changes constitutes acceptance.

16. Termination
We may suspend or terminate access for violations of these Terms or suspected misuse.

17. Miscellaneous
If any provision is unenforceable, the remainder remains in effect. You may not assign these Terms without our consent; we may assign them. These Terms (plus referenced policies) are the entire agreement.

18. Contact
Legacy Checked • [email protected]



Trucess d/b/a Legacy Checked is not a law firm and does not provide legal, tax, or accounting advice. The Will Packages offered on this page are self‑guided document services delivered through a trusted third‑party estate planning provider. No attorney is drafting, reviewing, or approving your documents as part of this offer, and no attorney‑client relationship is created. All purchases are final and non‑refundable once completed at checkout. Any comparative values or “estimated attorney pricing” referenced are general illustrations based on common market rates for attorney‑prepared estate plans; actual attorney pricing varies significantly by provider and location and may be higher or lower than the estimates shown.

This Black Friday Will Package must be claimed and finalized within 120 days of purchase; unclaimed packages expire after that period. Your documents become legally effective only after you carefully review them and comply with your state’s specific signing, witnessing, and/or notarization requirements. Laws differ by state, and individual circumstances may require additional planning beyond what a self‑guided service can provide. If you have questions about your personal situation—such as business ownership, blended families, special needs considerations, substantial or multi‑state assets, or other complex planning needs—you should consult with a licensed attorney in your jurisdiction before relying solely on these documents.