Last updated November 4, 2026
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We are not a law firm
Anchor Legacy Planning is not a law firm and does not practice law or give legal advice. Legal documents and legal services are prepared and provided by independent, licensed attorneys. Visiting this website, reading a guide, or submitting a form does not create an attorney-client relationship with anyone. That relationship begins only when you and an attorney sign an engagement agreement.
Information only
The guides, articles, calculators, and other content on this site are general information about estate planning, asset protection, fund formation, securities offerings, and real estate. The law changes and depends on the facts and the state, so do not rely on this content for your own situation. Talk to a licensed attorney first.
No securities or investment advice
Anchor Legacy Planning does not offer or sell securities and does not give investment, tax, or financial advice. Content about fund formation or securities offerings explains legal concepts only and is not an offer or a solicitation.
Consultations and pricing
Your first consultation with a partner attorney is free. Package prices shown on this site are current when posted. The scope of work and the fee are confirmed in writing by the attorney before you engage them, and that engagement agreement controls.
Independent attorneys
The attorneys we refer you to are independent of Anchor Legacy Planning. They are responsible for their own legal work and for complying with the rules that govern their practice. We are not responsible for their advice or services.
What you submit
Give us information that is accurate and that you have the right to share. We use it as described in our Privacy Policy.
Acceptable use
Do not misuse the site: no attempts to break or overload it, no automated scraping that burdens it, no submitting information about another person without their permission, and no use that breaks the law.
Our content
The text, design, and logo on this site belong to Anchor Legacy Planning. You may read and share pages for personal, non-commercial use, with credit and a link back. Anything else needs our written permission.
No warranty, limited liability
The site and its content are provided as is, without warranties of any kind. To the fullest extent the law allows, Anchor Legacy Planning is not liable for any indirect, incidental, or consequential damages arising from your use of the site or reliance on its content. Nothing here limits liability that cannot be limited by law.
Governing law
These terms are governed by the laws of the State of Texas, and disputes about them belong in the state or federal courts located in Texas.
Changes
We may update these terms and will post the new version here with a new date. Using the site after a change means you accept it. Questions? Use the form on the home page and we will respond by email.