Legal

Terms of Use

Last updated: September 8, 2026

Acceptance

By using ClearLegacyGuide you agree to these terms. If you do not agree, please do not use the site.

No professional advice

Everything on this site is general information for adults in the United States. It is not legal, medical, tax, or financial advice, and using it does not create a professional relationship. Laws differ by state and change over time. Please confirm details with the official sources we link to and consult a licensed professional about your situation.

Use of our free tools and printables

You may print, download, and use our checklists and printables for your own personal, non-commercial planning. You may not resell them or publish them as your own.

Your responsibilities

  • Do not enter other people’s private information into our tools.
  • Do not store passwords or full account numbers on any printable from this site.
  • Keep your own copies of anything you rely on.

Links to other sites

We link to official and commercial sites we believe are useful. We do not control them and are not responsible for their content or their handling of your data.

Limitation of liability

To the fullest extent permitted by law, ClearLegacyGuide is not liable for any loss arising from your use of, or reliance on, this site.

Changes

We may update these terms. The date at the top shows the latest revision.

Contact

hello@clearlegacyguide.com

General information only. ClearLegacyGuide is not a law firm and does not provide legal, medical, financial, or tax advice. Rules vary by state and change over time. Please confirm every form with the official source linked on the page, and talk with a licensed professional before making decisions. Full medical & legal disclaimer