TERMS OF USE

Terms of Use

Kelly Legacy Estates Living Trust · Kelly Legacy Institute
Effective Date: January 1, 2026

I. Acceptance of Terms

These Terms govern access to and use of all websites, educational materials, platforms, programs, communications, and services provided through Kelly Legacy Estates Living Trust and Kelly Legacy Institute.

II. Institutional Status

Kelly Legacy Institute operates as an educational program administered under the governance of Kelly Legacy Estates Living Trust. The Institute is not a law firm, government agency, regulatory authority, financial advisory firm, licensed investment advisor, or substitute for qualified professional counsel.

III. Educational Purpose Only

All materials, curriculum, communications, templates, frameworks, and educational resources are provided solely for educational and informational purposes. Nothing constitutes legal, financial, investment, tax, accounting, regulatory, or professional advice.

IV. No Professional Relationship

Participation does not create an attorney-client, fiduciary-client, advisory, agency, partnership, or joint venture relationship unless separately established through an independent written agreement.

V. Participant Responsibility

Participants are responsible for independent verification, compliance with applicable laws, obtaining professional advice where appropriate, lawful use of materials, and conduct on Institute platforms.

VI. Intellectual Property

All curriculum, publications, written materials, institutional frameworks, graphics, branding, recordings, templates, systems, and educational content remain the intellectual property of Kelly Legacy Estates Living Trust unless otherwise stated.

VII. Platform Access

Access to Institute programs and online platforms may be granted, restricted, suspended, or revoked for violation of these Terms, platform misuse, intellectual property misuse, disruptive conduct, harassment, or fraudulent activity.

VIII. Disclaimer of Warranties

All materials and services are provided “as is” and “as available” without warranties. The Institute does not guarantee educational, legal, financial, regulatory, or participant outcomes.

IX. Contact

Questions regarding these Terms may be directed to: kellylegacyestatesllc@gmail.com

KLI – Structured Fiduciary Education · Est. 2025