PlanLegit
Effective Date: September 2, 2026
Welcome to PlanLegit. These Terms & Conditions (“Terms”) govern your access to and use of the PlanLegit website, application pages, technology, resources, communications, and related services (collectively, the “PlanLegit Services”).
PlanLegit is operated by YWAIT Wealth Management (“YWAIT,” “we,” “us,” or “our”). By accessing the PlanLegit website, submitting an application, creating an account, or otherwise using PlanLegit Services, you acknowledge that you have read, understood, and agree to these Terms, including the binding arbitration and class action waiver provisions in Section 17.
PlanLegit is a technology-enabled platform designed to support professionals who incorporate estate-planning education, coordination, administrative assistance, and related services into their client relationships.
PlanLegit may provide access to technology, educational resources, training, administrative processes, third-party services, document-related technology, and other tools.
PlanLegit and YWAIT Wealth Management are not law firms and do not provide legal advice or legal representation.
Nothing provided through PlanLegit creates an attorney-client relationship between you and PlanLegit or YWAIT Wealth Management.
Submitting an application to become a PlanLegit Coordinator does not guarantee acceptance, appointment, access to the PlanLegit platform, or eligibility to receive compensation.
PlanLegit reserves the right to approve, decline, suspend, or discontinue an applicant's participation based on its onboarding, training, compliance, business, platform, or other requirements.
Applicants may be required to complete additional steps before becoming active, including:
An application submission does not create a Coordinator relationship. Any Coordinator relationship is governed by a separately executed PlanLegit Coordinator Agreement.
Professionals using PlanLegit are responsible for operating within the scope of their own licenses, registrations, certifications, professional responsibilities, and applicable law.
Unless separately licensed and legally authorized to do so, PlanLegit Coordinators may not:
When a matter requires individualized legal judgment, the client should be referred to an appropriately licensed attorney or other qualified legal professional.
Information available through PlanLegit is provided for general educational, informational, technological, and administrative purposes.
Unless expressly provided by an independently licensed professional acting within that professional's authorized scope, PlanLegit content should not be considered legal, tax, investment, accounting, or individualized financial advice.
Users and clients should consult appropriately qualified professionals regarding their individual circumstances.
PlanLegit may use third-party technology providers, document providers, payment processors, communications systems, hosting providers, professional service providers, and other vendors to provide PlanLegit Services.
Features, availability, functionality, pricing, processes, and third-party providers may change from time to time.
PlanLegit does not guarantee that every feature or third-party service will remain continuously available or unchanged.
You agree to provide accurate, current, and complete information when submitting an application, creating an account, or using PlanLegit Services.
You are responsible for maintaining the confidentiality of any account credentials provided to you and for activity conducted through your account.
You may not knowingly provide false information, impersonate another person or organization, misuse another user's account, or attempt to gain unauthorized access to PlanLegit systems.
By providing your contact information and consenting to communications, you authorize PlanLegit and its service providers to communicate with you regarding your application, onboarding, training, account, requested services, and related PlanLegit matters by methods that may include email, telephone, and text message.
Opting out of text messages does not prevent PlanLegit from communicating with you through other lawful methods when necessary to administer your application, account, contractual relationship, or requested services.
Your use of electronic communications is also subject to our Privacy Policy.
The PlanLegit name, branding, logos, website content, training materials, systems, processes, educational materials, graphics, written content, and other proprietary materials are owned by or licensed to PlanLegit or YWAIT Wealth Management, as applicable.
Nothing in these Terms transfers ownership of PlanLegit intellectual property to you.
You may not copy, reproduce, distribute, sell, sublicense, modify, publish, create derivative works from, or commercially exploit PlanLegit proprietary materials except as expressly authorized in writing.
You agree not to use PlanLegit Services to:
PlanLegit may restrict or terminate access when it reasonably determines that these Terms, applicable agreements, platform requirements, or law have been violated.
Your use of PlanLegit is subject to the PlanLegit Privacy Policy, which describes how information may be collected, used, disclosed, stored, and protected.
By using PlanLegit Services, you acknowledge the practices described in the Privacy Policy.
PlanLegit does not guarantee any particular business, financial, legal, client, revenue, compensation, or professional outcome from participation in or use of PlanLegit.
Examples, illustrations, training materials, compensation examples, or other information regarding potential results are provided for explanatory purposes and should not be interpreted as guarantees.
PlanLegit may modify, update, suspend, discontinue, replace, or restrict portions of its website, technology, resources, programs, or services from time to time.
PlanLegit may also update these Terms as its services, technology, legal requirements, or business practices evolve.
When material changes are made, the updated Terms and effective date will be posted at planlegit.com/c-terms. Continued use of PlanLegit after updated Terms become effective constitutes acceptance of the revised Terms to the extent permitted by law.
To the fullest extent permitted by applicable law, PlanLegit Services are provided on an “as available” and “as is” basis.
PlanLegit does not warrant that its website, platform, technology, third-party services, or other resources will always be uninterrupted, error-free, secure, or available.
Nothing in this section limits any rights or warranties that cannot legally be waived.
To the fullest extent permitted by applicable law, PlanLegit, YWAIT Wealth Management, and their respective owners, officers, employees, contractors, representatives, and service providers will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages arising from or related to the use of, inability to use, or reliance upon PlanLegit Services.
Nothing in these Terms excludes or limits liability that cannot lawfully be excluded or limited.
Certain PlanLegit relationships, products, services, or programs may require separate agreements.
These may include, without limitation, Coordinator Agreements, Partner Agreements, client agreements, platform agreements, payment terms, or other written agreements.
If a separate executed agreement conflicts with these general website Terms regarding the specific relationship governed by that agreement, the applicable executed agreement will control to the extent of the conflict.
PlanLegit Coordinators are independent contractors. Nothing in these Terms or in any Coordinator relationship creates an employment, partnership, joint venture, agency, or franchise relationship between you and PlanLegit or YWAIT Wealth Management.
Coordinators are solely responsible for their own business expenses, licensing, continuing education, insurance, and all federal, state, and local taxes on any compensation received. PlanLegit does not withhold taxes from Coordinator compensation.
Coordinators have no authority to bind, obligate, or contract on behalf of PlanLegit or YWAIT Wealth Management, or to make representations, guarantees, or commitments on their behalf.
Coordinators may not describe themselves as employees, owners, partners, principals, attorneys, or officers of PlanLegit or YWAIT Wealth Management, and may not create marketing, advertising, websites, social media accounts, or client-facing materials using PlanLegit branding except as expressly authorized in writing.
Coordinators who refer or introduce other professionals to PlanLegit do not thereby acquire any supervisory authority, ownership interest, management right, or contractual authority over those professionals.
Each Coordinator contracts with PlanLegit directly, is compensated by PlanLegit directly, and remains individually responsible for their own conduct, licensing, and compliance. No Coordinator is responsible for the acts or omissions of another Coordinator, and no Coordinator may direct, supervise, or control another Coordinator's professional activities.
Any referral, introduction, or override compensation, if offered at all, is discretionary, is governed exclusively by a separately executed written agreement, and is not created, promised, or implied by these Terms.
Compensation eligibility, rates, structures, timing, and payment methods are established solely in a separately executed Coordinator Agreement and may be modified prospectively by PlanLegit.
Compensation is earned only in accordance with that agreement. Unless that agreement expressly provides otherwise, no compensation continues to accrue after a Coordinator relationship ends, and no Coordinator acquires any vested, ongoing, residual, inherited, or transferable right to compensation, client relationships, client accounts, or referred-Coordinator production.
PlanLegit may withhold, adjust, offset, or recover compensation paid in error, paid on transactions later refunded, cancelled, charged back, or rescinded, or paid in connection with conduct that violates these Terms, an executed agreement, or applicable law.
During participation in PlanLegit and for twelve (12) months afterward, you agree not to knowingly solicit or induce other PlanLegit Coordinators to terminate their relationship with PlanLegit in order to join a competing program, platform, or offering.
This provision does not restrict your right to conduct your own independent business, to serve your own clients, or to engage in any activity that cannot lawfully be restricted.
Coordinator compensation terms, training materials, platform processes, pricing, client information, and other non-public PlanLegit information are confidential and may not be disclosed or used outside your authorized PlanLegit activities.
Either party may end a Coordinator relationship as provided in the applicable executed agreement. Upon termination, you must promptly stop using PlanLegit branding, marketing materials, platform access, and client-facing materials, and must return or delete confidential information on request.
These Terms and any dispute arising out of or relating to these Terms or the PlanLegit Services are governed by the laws of the State of Arizona, without regard to its conflict-of-law principles. Subject to the arbitration provisions below, the exclusive venue for any permitted court action is the state or federal courts located in Yuma County, Arizona, and you consent to the personal jurisdiction of those courts.
Before initiating arbitration or any other proceeding, you agree to contact us at [email protected] with a written description of the dispute and the relief you are seeking, and to allow at least thirty (30) days for the parties to attempt to resolve the matter in good faith.
Binding individual arbitration. If the dispute is not resolved informally, you and PlanLegit agree that any dispute, claim, or controversy arising out of or relating to these Terms, the PlanLegit Services, any Coordinator relationship, or any compensation matter will be resolved by final and binding arbitration administered by the American Arbitration Association (AAA) under its applicable Commercial or Consumer Arbitration Rules then in effect. The arbitration will be conducted before a single arbitrator, seated in Yuma County, Arizona, and may proceed by written submission, telephone, or videoconference where the AAA rules permit. Judgment on the award may be entered in any court of competent jurisdiction. The Federal Arbitration Act governs the interpretation and enforcement of this provision.
Class action and jury trial waiver. All claims must be brought in the parties' individual capacity only, and not as a plaintiff, claimant, or class member in any purported class, collective, consolidated, mass, or representative proceeding. The arbitrator may not consolidate claims of more than one person and may not preside over any form of representative or class proceeding. You and PlanLegit each waive any right to a trial by jury and any right to participate in a class or collective action.
Exceptions. Either party may bring an individual claim in small claims court if it qualifies, and either party may seek injunctive or other equitable relief in court to protect intellectual property, confidential information, or to prevent unauthorized access to PlanLegit systems. Nothing in this section prevents either party from reporting a matter to a government agency or waives any right that cannot lawfully be waived.
Severability of this section. If the class action waiver above is found unenforceable as to a particular claim or request for relief, that claim or request will be severed and heard in a court of competent jurisdiction in Yuma County, Arizona, while all remaining claims proceed in arbitration.
To the fullest extent permitted by applicable law, any claim arising out of or relating to these Terms or the PlanLegit Services must be brought within one (1) year after the claim arose, or it is permanently barred.
If any provision of these Terms is found unenforceable, that provision will be limited or removed to the minimum extent necessary, and the remaining provisions will remain in full force and effect.
Questions regarding these Terms & Conditions may be directed to:
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