TrustGenie Terms and Conditions

Effective Date: 05/15/2025

Website: www.trustgenie.co

Contact: support@trustgenie.co

1. Service Overview

TrustGenie provides trust document preparation services based on information provided by the client. We are not a law firm and do not offer legal, tax, or financial advice.

2. Available Services

Clients may purchase:

- Individual Trust Packages ($250 each): Revocable Living Trust, Minor Provision Trust, Special Needs Trust

- All-in-One Legacy Trust Package ($595)

- Annual Legacy Trust Membership ($150/year with 5-year commitment if full package not purchased)

Each service includes preparation and delivery of documents in digital and/or physical format.

3. Client Responsibilities

Clients agree to:

- Provide accurate and complete intake information

- Review documents upon delivery for correctness

- Seek independent legal or tax advice as needed

- Handle all notarization, funding, and storage of the trust

4. Payment Terms

- Payment is due in full at checkout unless a payment plan is agreed upon

- All sales are final — no refunds will be issued

- Late payments (if applicable) are subject to a $25 fee after a 10-day grace period

- Non-payment beyond 90 days may result in account termination and collection actions

5. Membership Terms

The Legacy Membership Plan allows access to the All-in-One Legacy Trust at a reduced rate of $150/year.

- A 5-year minimum commitment is required unless the $595 trust has already been purchased

- Early termination may result in forfeiture of access and outstanding balance due

6. Limitation of Liability

TrustGenie is not liable for any damages arising from misuse, misinterpretation, or improper execution of trust documents. Total liability is limited to the amount paid for services.

7. Intellectual Property

All templates, forms, and content provided by TrustGenie are proprietary. Clients may not reproduce, sell, or distribute TrustGenie materials.

8. Privacy and Data Use

Client data is collected solely for service fulfillment and EIN filing (if authorized). We do not sell or share client information without consent, except as required by law.

9. Governing Law

These Terms are governed by the laws of the State of Wyoming. Any disputes shall be resolved under Wyoming jurisdiction.

10. Agreement

By using our services or completing checkout, you agree to these Terms and Conditions.