The Legacy Loop

Terms

Last updated: 2026-07-15

Originally published: 2026-06-10

PLEASE READ THESE TERMS CAREFULLY BEFORE PURCHASING.

By purchasing any product from this store, or by accessing, downloading, or using any Content, including free tools, calculators, downloads, and other materials made available at no charge, you agree to these Terms and Conditions. If you do not agree, do not purchase, download, or use the Content.

1. Who we are

This store and all products sold through it are owned and operated by Evergreen Court Ventures LLC, a Utah limited liability company, doing business as The Legacy Loop (the "Company," "we," "us," or "our"). You can reach us at hello@ourlegacyloop.com.

2. Eligibility

To purchase any product from this store, or otherwise enter into a paid transaction with the Company, you must be at least 18 years old, or the age of majority in your jurisdiction if it is higher, and legally able to enter into a binding contract. By purchasing, you represent and warrant that you meet these requirements.

3. Educational content only; no professional advice

All materials made available through this store or otherwise by the Company, whether purchased or provided free of charge, including courses, workbooks, spreadsheets, checklists, calculators, tools, downloads, and any other materials (collectively, the "Content"), are provided for general educational and informational purposes only.

The Content is not financial, investment, tax, legal, insurance, or accounting advice, and it is not personalized to your situation. The Company is not a registered investment adviser, broker-dealer, financial planner, accountant, attorney, or licensed insurance agent, and nothing in the Content creates an adviser-client, fiduciary, attorney-client, or any other professional relationship between you and the Company.

Any references to specific financial products, accounts, funds, tools, or services are examples used for educational purposes and are not recommendations to buy, sell, or use any particular product or security.

Before making decisions about your own money, including decisions about investing, taxes, debt, insurance, or estate planning, you should consult a qualified licensed professional who can evaluate your individual circumstances. You are solely responsible for your own financial decisions and their outcomes.

The Content is written for and based on the financial, tax, and legal system of the United States. It may not be accurate or applicable outside the United States, and the Company makes no representation that the Content is suitable for use in any other jurisdiction.

4. No guarantee of results

Any numbers, examples, calculations, or projections in the Content, including long-term growth figures, are illustrative only. They are based on assumptions such as historical market averages and are provided to demonstrate concepts like compounding. They are not promises, forecasts, or guarantees. Actual results vary, markets rise and fall, past performance does not guarantee future results, and you may lose money on any investment. The Company makes no representation or warranty that you will achieve any particular financial outcome by using the Content.

5. License and permitted use

When you purchase or otherwise lawfully acquire a product, whether through this store or through a third-party marketplace, the Company grants you a limited, non-exclusive, non-transferable, non-sublicensable license to access and use that product for your own personal, non-commercial use.

You may:

  • Access and read the course materials for your personal use
  • Download, save, print, and edit the workbook, spreadsheet, and checklist files for your own personal and household use

You may not:

  • Share, resell, sublicense, rent, lease, or redistribute the Content in any form
  • Share your account login or course access with any other person; each purchase covers one user
  • Copy, reproduce, republish, upload, post, or transmit the Content for public or commercial purposes
  • Use the Content to create, market, or sell a competing product or service
  • Remove or alter any copyright or proprietary notices

All Content, including text, design, graphics, spreadsheets, templates, and the look and feel of the products, is the property of the Company and is protected by copyright and other intellectual property laws. All rights not expressly granted to you are reserved by the Company. The Company may revoke your license and terminate your access if you violate these Terms.

6. Course access

Course access is delivered through this platform or through the marketplace where you purchased the product. Your access begins upon successful payment. The Company will use reasonable efforts to maintain access to purchased courses but does not guarantee that the platform, any marketplace, or any third-party service it depends on, will be available uninterrupted or error-free.

7. Payment and refunds

You agree to pay the listed price for any product you purchase and to provide a valid payment method. Prices may change at any time, and the Company does not provide price protection or retroactive refunds in the event of a price reduction or promotional offer. Listed prices may not include applicable sales tax; any tax that applies is calculated and added at checkout.

Because the products are digital and access is delivered immediately upon purchase, all sales are final, except under the 14-day money-back guarantee described below and except as required by applicable law. If within 14 days of your purchase you decide the course is not right for you, email hello@ourlegacyloop.com and we will refund your full purchase price. If a technical problem on our end prevents delivery of your product and we cannot resolve it within a reasonable time, your sole and exclusive remedy is a replacement or a refund of the price paid, as determined by the Company.

8. Affiliate disclosure

Some links in the Content are affiliate links, which means the Company may earn a commission if you sign up for or purchase a third-party product or service through them, at no additional cost to you. Affiliate relationships do not change the educational nature of the Content, and you are never required to use any linked product or service to complete the course.

9. Third-party services and links

The Content references and links to third-party websites, tools, and services (for example, banks, brokerages, budgeting apps, insurance marketplaces, and payment processors). The Company does not own or control these third parties, is not responsible for their content, products, services, pricing, availability, or data practices, and makes no warranties about them. Your use of any third-party service is governed solely by your agreement with that provider. The Company is not responsible for performance or service problems caused by any third-party website or service provider, including the platform hosting this store and its payment processors.

10. Disclaimer of warranties

THE SITE AND ALL CONTENT ARE PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WHILE THE COMPANY USES REASONABLE EFFORTS TO PROVIDE ACCURATE AND CURRENT INFORMATION, THE COMPANY MAKES NO WARRANTY OR REPRESENTATION THAT THE CONTENT IS ACCURATE, COMPLETE, RELIABLE, CURRENT, OR ERROR-FREE. TAX LAWS, CONTRIBUTION LIMITS, INTEREST RATES, AND FINANCIAL PRODUCTS CHANGE OVER TIME, AND CONTENT MAY NOT REFLECT THE MOST RECENT CHANGES. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES, SO SOME OF THE ABOVE EXCLUSIONS MAY NOT APPLY TO YOU.

11. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER THE COMPANY NOR ANY OF ITS MEMBERS, MANAGERS, EMPLOYEES, OR AGENTS SHALL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, SAVINGS, INVESTMENT LOSSES, LOSS OF DATA, OR LOSS OF GOODWILL, ARISING OUT OF OR RELATING TO YOUR USE OF, OR INABILITY TO USE, THE SITE OR THE CONTENT, OR ANY FINANCIAL DECISION YOU MAKE BASED ON THE CONTENT, WHETHER BASED ON WARRANTY, CONTRACT, TORT, OR ANY OTHER LEGAL THEORY, AND WHETHER OR NOT THE COMPANY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE COMPANY'S TOTAL AGGREGATE LIABILITY FOR ANY CLAIM ARISING OUT OF OR RELATING TO THESE TERMS, THE SITE, OR THE CONTENT SHALL NOT EXCEED THE AMOUNT YOU PAID TO THE COMPANY FOR THE PRODUCT GIVING RISE TO THE CLAIM.

SOME JURISDICTIONS DO NOT ALLOW THE LIMITATION OR EXCLUSION OF CERTAIN DAMAGES, SO SOME OF THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU.

12. Indemnification

You agree to indemnify and hold harmless the Company and its members, managers, employees, and agents from any claims, damages, liabilities, and expenses, including reasonable attorneys' fees, arising out of or relating to (a) your breach of these Terms, (b) your violation of any law or the rights of any third party, or (c) your unauthorized use or distribution of the Content.

13. Intellectual property complaints

The Company respects the intellectual property rights of others. If you believe any Content infringes your copyright or other rights, contact us at hello@ourlegacyloop.com with your name and contact information, a description of the work and the claimed infringement, the location of the material, and any relevant registration information.

14. Electronic communications

By purchasing, you consent to receive communications from the Company electronically, including purchase confirmations, product updates, and notices related to your purchase, at the email address you provide. This consent covers transactional and purchase-related email only, such as receipts, product updates, and purchase notices. Completing a purchase does not by itself subscribe you to any marketing, promotional, or newsletter email. The Company sends marketing email only with your separate opt-in consent, and you may unsubscribe from marketing email at any time. The Company handles your personal information as described in its Privacy Policy.

15. Changes to these Terms

The Company may revise these Terms from time to time by updating this posting. The version in effect at the time of your purchase governs that purchase. Continued use of the Site after changes are posted constitutes acceptance of the revised Terms for future use.

16. Governing law and venue

These Terms are governed by the laws of the State of Utah, without regard to its conflict of laws principles. You agree to the exclusive jurisdiction of the state and federal courts located in Salt Lake County, Utah, for any dispute arising out of these Terms, except where applicable consumer protection law provides otherwise. The Content is intended for a United States audience. If you access or purchase it from outside the United States, you do so on your own initiative and are responsible for compliance with your local laws.

17. Severability and entire agreement

If any provision of these Terms is found unlawful, void, or unenforceable, that provision is severable and does not affect the validity of the remaining provisions. These Terms, together with the Company's Privacy Policy, which is incorporated into these Terms by reference, constitute the entire agreement between you and the Company regarding your purchase and use of the Content and supersede any prior agreements on that subject. Nothing in these Terms overrides or supersedes the Privacy Policy, which governs how the Company handles your personal information.