Disclosures

Last Updated: 11/2025

Legacy Lane HQ, LLC is committed to transparency, clarity, and protecting your trust. Below you’ll find our key disclosures related to privacy, cookies, terms of use, and the nature of our financial and estate guidance.

1. General Information Disclaimer

All content, tools, downloads, guides, and resources on this website are for educational and informational purposes only. Nothing on this site constitutes financial, legal, tax, investment, or accounting advice. You are responsible for your own decisions, and we encourage you to consult licensed professionals for advice specific to your situation.

2. Estate Planning Disclaimer

Legacy Lane HQ, LLC is not a law firm and does not provide legal services.
Any estate-related information—including wills, trusts, family planning frameworks, or guidance provided in consultations—is general education only and is not a substitute for personalized legal counsel.

No attorney-client relationship is created by using this site, booking a session, or downloading materials. You should consult a licensed attorney in your state for advice on your estate planning needs.

3. Financial Guidance Disclaimer

While we share strategies on budgeting, business setup, personal finance, and building family wealth, we do not provide investment management, financial planning, or fiduciary services.

All financial content is for education only. Past performance does not guarantee future results.

Always consult a licensed financial professional, CPA, or tax professional for personalized direction.

4. Privacy Summary

Legacy Lane HQ, LLC values your privacy.
We collect personal information—such as your name, email, phone number, and data you provide through forms or purchases—to deliver services and improve your experience. Technical information like cookies, analytics, and device data may also be collected automatically.

We never sell your information. We only share it with trusted third-party tools that help us operate the business—such as payment processors, email marketing platforms, and scheduling services.

For full details, see our complete Privacy Policy.
For inquiries, email us at compliance@legacylanehq.com.

5. Cookie Notice

Our website uses cookies to enhance your browsing experience, personalize content, and analyze site performance. By continuing to use this site, you agree to our use of cookies. You can update your cookie preferences through your browser settings.

6. Terms of Use Summary

By using this website, you agree to follow all posted terms and policies. This includes:

• Using resources for personal, non-commercial purposes unless otherwise stated
• Not misusing or redistributing proprietary tools, downloads, or materials
• Understanding that content is informational and provided “as-is”
• Agreeing that Legacy Lane HQ, LLC is not liable for actions taken based on the information provided

For full legal terms, please review our complete Terms of Use.

7. Affiliate Disclosure

Some links on this site or in our resources may be affiliate links, meaning we may receive a commission at no additional cost to you. We only recommend products and services we use, trust, or believe will bring value.

8. Contact Information

For questions about any disclosure, you can reach us at:

Legacy Lane HQ, LLC

128 S Tryon Street, Suite 1900

PMB #7873

Charlotte, NC, 28202
Email: compliance@legacylanehq.com