Terms for using LegacyPilot.
These terms explain how you may use LegacyPilot, what the software does, and where attorney review fits in.
Last updated: April 30, 2026Important reminder
Legacy Pilot LLC is a Wyoming company and is not a law firm. LegacyPilot software does not provide legal advice. Final estate planning decisions and documents should be reviewed by a licensed attorney before signing.
Who we are
Legacy Pilot LLC is a Wyoming limited liability company. In these Terms, “LegacyPilot,” “we,” “us,” and “our” refer to Legacy Pilot LLC.
What LegacyPilot provides
LegacyPilot provides estate-planning software, guided intake, document organization, AI-assisted summaries, secure vault features, reminders, and workflows that may connect you with attorney review. We are not a law firm.
No legal advice from the software
Information from LegacyPilot is for general informational and organizational purposes only. AI-generated summaries, checklists, drafts, and explanations are not legal advice and are not a substitute for advice from a licensed attorney.
Attorney review
When attorney review is offered, legal advice is provided only by the licensed attorney responsible for that review, not by the software itself. Attorney availability, scope, and fees may vary.
Your responsibilities
You are responsible for providing accurate, current, and complete information. Estate planning decisions can have serious consequences, so you should review all documents carefully before signing.
Accounts and security
You are responsible for keeping your login credentials secure and for choosing trusted contacts carefully. Tell us promptly if you believe your account or vault access has been compromised.
Payments
Paid plans, subscriptions, attorney consultations, and one-time services are charged as shown at checkout. Taxes, renewals, cancellation terms, and refund eligibility may depend on the selected product or service.
Limitation of liability
To the fullest extent allowed by law, Legacy Pilot LLC is not liable for indirect, incidental, consequential, special, punitive, or exemplary damages arising from use of the service.
Changes to these Terms
We may update these Terms as the service evolves. If changes are material, we will provide notice through the product or another reasonable method.
Governing law
These Terms are governed by the laws of the State of Wyoming, without regard to conflict-of-law principles.