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Updated in real-time, the community forum is where members and advisors meet to address questions, create solutions and share best practices.
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70% of first generation family operations will not transition to a second.
Of those remaining 90% will not go to a third generation.
Of the few remaining, 96% will not go to a fourth generation.
Succession planning is not a fix-all, but it is a constructive step toward overcoming the obstacles most families face and ensuring a satisfying result.
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Allow yourself to be discoveredPrivacy Policy
Last Updated: December 12, 2012
By visiting the website located at eLegacyConnect.com and any other websites or applications provided by Legacy by Design, LLC (the “Site”) and using the services (the “Services”) provided by Legacy by Design, LLC (“LBD”, “we” or “us”) (including, without limitation, the Services specifically provided for on the Site), you consent to our use and processing of your information as set forth herein. This Privacy Policy covers LBD’s treatment of personal information that it gathers when you are on the Site or use the Services and that our business partners share with us. This policy does not apply to the practices of third parties that LBD does not own or control.
1. Personal Information Collected by Legacy by Design, LLC
We collect the following types of information from our users:
a. Information You Provide to Us
We receive and store any information you enter on the Site or through the Services or provide to us in any other way. You can choose not to provide us with certain information, but then you may not be able to take advantage of or effectively use many of our features or the Services provided by us on the Site. The personal information you provide is used for such purposes as responding to your requests for certain Services, customizing the advertising and content you see, communicating with you about our products and/or Services, and marketing our products and/or Services and those of our partners to you.
In order for you to use all of the Site’s features and Services, you must register with the Site. We require your e-mail address during the registration process. For users who register as advisors, we may require additional information such as first and last name and phone number and company, demographic and industry information. Additional information may be required if you choose to purchase paid components of the Services on the Site, such as a physical address, order information, and billing information.
b. Automatic Information
We receive and store certain types of information whenever you interact with us. LBD automatically receives and records certain "traffic data" on our server logs from your browser including your IP address, LBD cookie information (see “Cookies” below in Section 1(e)), and the page you requested. LBD uses this traffic data to help diagnose problems with its server, analyze trends and administer the Site. Our service automatically collects usage information, such as the numbers and frequency of visitors to our Site and its components. This data is only used in the aggregate. This type of collective data enables us to figure out how often users use parts of the Site and its Services. In addition, we may provide statistical information, not information about you personally (including, without limitation, any identifying information), to our partners about how our users, collectively, use the Site. We share this type of statistical data so that our partners also understand how often people use different areas and the various Services of the Site.
c. E-mail Communications
If you contact us via e-mail through the Site, we may retain a record of your contact information and any information you provide us in your message to respond to you. We may receive a confirmation when you open an e-mail from LBD. We may also send out e-mails with news, promotions or service updates, including a periodic newsletter from which you may opt out. If you do not want to receive e-mail from us, please contact us at [email protected].
If you do not want to receive legal notices from us, such as this Privacy Policy, those legal notices (including those certain Terms of Use for the Site, as amended from time to time) will still govern your use of the Site and the Services.
d. Information From Other Sources
To improve our Services, we may receive information about you from other sources and add it to our account information. Like the information you provide to us, we do not share this information with anyone except authorized third parties, pursuant to this Privacy Policy, in connection with providing you with our Services.
e. Cookies
Cookies are alphanumeric identifiers that we transfer to your computer’s hard drive through your Web browser to enable our systems to recognize your browser and tell us how and when pages in the Site are visited and by how many people. LBD cookies do not collect personal information, and we do not combine information collected through cookies with other personal information to tell us who you are or what your name or e-mail address is.
Most browsers allow you to prevent the browser from accepting new cookies, to be notified when you receive a new cookie, or to fully disable cookies. We strongly recommend that you leave the cookies activated, however, because if you disable cookies you may not be able to take advantage of some of the Site’s features and Services. Some of our business partners, such as advertisers, may use cookies on the Site. However, we have no access to or control over those cookies.
2. Distribution and Sharing of Information by Legacy by Design, LLC
We neither rent nor sell your personal information to anyone. LBD distributes and shares your personal information only as described below.
a. Affiliated Business We Do Not Control
We may provide services or sell products jointly with affiliated businesses. We will share user information that is related to such transactions with the appropriate affiliated business. We requires our its affiliates to provide the same level of privacy protection that we do and they do not have the right to share or use personal information for any purpose other than for an authorized transaction. In addition, we may share aggregated demographic information with business partners.
b. Agents
We employ other companies and people to perform tasks on our its behalf and may need to share your information with them to provide products or Services to you. Examples include billing, processing payments, analyzing data, providing marketing assistance, and providing customer service. Our agents subscribe to the same level of privacy protection as we do. Unless we inform you differently, our agents do not have any right to use the personal information we share with them beyond what is necessary to assist us with such tasks.
Financial and billing information collected through the Site and Services is used solely to bill for the Services. We use a third-party intermediary to manage credit and debit card processing who may store, retain, and use the information provided solely for the purpose of credit card processing.
c. Promotional Offers
We may send offers to certain users on behalf of other businesses. However, when we do so, these offers will be sent directly from LBD; we do not give the other businesses your name and address for promotional purposes.
If you do not wish to receive these offers, please e-mail us at [email protected].
d. Information You Post
When you post information on the Site or through the Services, your username and certain profile information are visible to other users and is considered public information. If you post personal information online that is accessible to the public, you are solely responsible for the consequences of posting that information. LBD assumes no liability for the consequences of your disclosure of information about yourself, your family, your business or any other subject matter on the Site and through the Services. LBD may use information posted by you, along with your profile information, in any medium now existing or developed in the future.
e. Business Transfers
In some cases, we may choose to buy or sell assets related to its business, including assets related in whole or in part to the Site. In these types of transactions, user information is typically one of the business assets that is transferred. Moreover, if LBD or substantially all of its assets, were acquired, or in the unlikely event that LBD goes out of business or enters bankruptcy, user information would be one of the assets that is reviewed and transferred or acquired by a third party.
By accessing the Site, you acknowledge that such transfers may occur, and that any acquirer of LBD (in whole or in part) may continue to use your personal information as set forth in this policy.
f. Protection of Legacy by Design, LLC and Others
We may release personal information when we believe in good faith that release is necessary or appropriate to comply with the law, enforce or apply our terms of use and other agreements, or protect the rights, property, or safety of Legacy by Design, LLC, our employees, our users, or others.
g. With Your Consent
Except as set forth above, you will be notified when your personal information may be shared with third parties.
3. Information Security
Your LBD account information is protected by a password for your privacy and security. You need to work to protect against unauthorized access to your password and to your computer by signing off once you have finished using a shared computer. We use industry-standard Secure Socket Layer (SSL) software to protect the security of your personal information during transmission, which encrypts all of the information you input. Only employees or agents who need personal information to perform a specific job or Service are granted access to it. All of our employees are kept up to date on our privacy and security practices. While Legacy by Design, LLC uses commercially reasonable means to secure your information, we do not guarantee that your personal information will not be improperly accessed, disclosed, or destroyed by breach of any of our safeguards.
4. Accessing Information
You are able to access, add to, and update certain information.
When you update information, however, we often maintain a copy of the unrevised information in our records. You may deactivate your LBD account with the Site by discontinuing your use of the Services. Please note that information may remain in our records after deactivation of your account.
5. Use of Legacy by Design, LLC’s Services by Children
LBD and the Site are not intended for children. If you are under 18, you may use the Site and its Services only with the involvement and permission of a parent or guardian.
6. International Visitors
For users outside the United States, please note that any data or personally identifiable information you enter into the Services or Site will be transferred out of your country and into the United States. You consent to such transfer through your use of the Services and Site. You also warrant that you have the right to transfer such information outside your country and into the United States.
7. Conditions of Use
Your use of the Site and Services and any possible dispute over privacy are subject to this Privacy Policy and the Terms of Use that govern the Site, including, without limitation, any limitations on warranties, liability or damages and the application of California state law.
8. Third Party Sites
The Site and Services may permit you to link to other websites on the Internet, and other websites may contain links to the Site or Services. These other websites are not under LBD’s control. LBD is not responsible for the privacy or security practices or the content of such websites.
9. Changes to this Privacy Policy
LBD may amend this Privacy Policy from time to time. Use of information we collect now is subject to the Privacy Policy in effect at the time such information is used.
If we make changes to our this Privacy Policy, we will notify you by posting an announcement on the Site so you are always aware of what information we collect, how we use it, and under what circumstances if any, it is disclosed.
10. Questions or Concerns
If you have any questions or concerns regarding privacy at Legacy by Design, LLC, please send us a detailed message to [email protected] or to Legacy by Design, LLC, 2550 Lakewest Dr., Suite 10, Chico, CA 95928. Your privacy is important to us and we will make every effort to resolve your concerns.
Terms of Use
Last Updated: December 12, 2012
THIS WEB SITE IS PROVIDED TO YOU AS A SERVICE BY LEGACY BY DESIGN, LLC (“LBD”). PLEASE READ THESE TERMS OF USE (“TERMS OF USE”) CAREFULLY BEFORE USING THE SERVICES (AS DEFINED BELOW). BY USING THE WEBSITE WWW.ELEGACYCONNECT.COM AND OTHER WEBSITES, APPLICATIONS, FEATURES OR CONTENT (COLLECTIVELY, THE “SITE”) OFFERED BY LBD, YOU SIGNIFY YOUR ASSENT TO BECOME BOUND BY THESE TERMS OF USE. IF YOU DO NOT AGREE TO ALL THE TERMS OF USE, YOU DO NOT HAVE ANY RIGHT TO USE THE SITE OR SERVICES. THESE TERMS OF USE ARE SUBJECT TO CHANGE AT ANY TIME BY LBD.
1. You certify to Legacy by Design, LLC that if you are an individual (i.e., not a corporation) you are at least 18 years of age. You also certify that you are legally permitted to access the Site and use the Services provided therein, and take full responsibility for the selection and use of the Services and access of the Site. If you are assenting to these Terms of Use on behalf of a company or other legal entity, you represent and warrant that you have the authority to bind such entity to these Terms of Use, in which case the terms “you” or “your” shall refer to such entity. These Terms of Use are void where prohibited by law, and the right to access the Site and use the Services is revoked in such jurisdictions.
2. All written material, code, and scripts found on the Site are protected by United States Federal Copyright Law, with all rights reserved. Any modification or use of the materials on this website is a violation of LBD’s copyright and other proprietary rights. All unauthorized commercial or public use of the Site is strictly prohibited. You may not, under any circumstances, copy, reprint, post or frame such material or code in any form, nor may you host it on any website, without the explicit written permission of LBD. All trademarks, service marks, and trade names which appear on the Site or through the Services (other than those appearing in any Content posted by a third-party user (a “User”) of the Site (“User Content”)) are proprietary to LBD or third parties. You may not use or display any trademarks, service marks, or trade names owned by us or our licensors without our prior written consent. You shall abide by all copyright notices, information, and restrictions contained in any Content accessed through the Services.
3. You acknowledge and agree that if you use any of the Services to contribute User Content to the Site, by posting such User Content, you hereby do and shall grant LBD a non-exclusive, worldwide, royalty-free, transferable, sub-licensable right to use, modify, reproduce, distribute, prepare derivative works of, display, publish, perform and otherwise fully exploit such User Content (including all related intellectual property rights) in any media format and through any media channel and to allow others to do so. You also hereby do and shall grant each user of the Site and the Services a nonexclusive license to access your User Content through the Site and the Services and to use such User Content as permitted through the functionality of the Site and the Services and under this Agreement. You warrant, represent and agree that you have the right to grant LBD and the Site the rights set forth above. You represent, warrant and agree that you will not contribute any User Content that:
(a) infringes, violates or otherwise interferes with any copyright, trademark or other right of another party (including, without limitation any contractual rights),
(b) reveals any trade secret, unless you own the trade secret or have the owner’s permission to post it,
(c) infringes any intellectual property right of another or the privacy or publicity rights of another,
(d) is libelous, defamatory, obscene, pornographic, abusive, indecent, threatening, harassing, hateful, offensive or otherwise violates any law or right of any third party,
(e) contains a virus, trojan horse, worm, time bomb or other computer programming routine or engine that is intended to damage, detrimentally interfere with, surreptitiously intercept or expropriate any system, data or information, or
(f) remains posted after you have been notified that such User Content violates any of sections (a) to (e) of this sentence.
LBD reserves the right to remove any User Content from the Site and the Services at any time, for any reason (including, but not limited to, upon receipt of claims or allegations from third parties or authorities relating to such User Content or if LBD is concerned that you may have breached the immediately preceding sentence), or for no reason at all. You understand that LBD shall have the right to reformat, excerpt or translate any User Content submitted by you, that all information publicly or privately transmitted through the Site and the Services is the sole responsibility of the person from whom such information originated and the LBD will not be liable for any errors or omissions in content, and that LBD cannot guarantee the identity of any other Users with whom you may interact in the course of using the Site and the Services or the authenticity of data provided by other Users. Opinions expressed on the Site are the opinions of the authors. LBD does not assume liability for any User Content, presented on the Site. You are responsible for all User Content posted or developed under your username, including User Content contributed by a third party whom you have authorized to post User Content under your username. If you believe User Content residing on the Site or the Services infringes a copyright, please see Section 2 above.
Any use of comments, suggestions, or feedback relating to the Site or the Services (collectively “Feedback”) submitted to LBD shall become the property of LBD or its designee. LBD will not be required to treat any Feedback as confidential, and will not be liable for any ideas (including without limitation, product, Site or advertising ideas) and will not incur any liability as a result of any similarities that may appear in our future Site, Services, or operations.
4. LBD, may, in our sole discretion and at any time update, change, or discontinue this website or any portion of the Site (including these Terms of Use) without notice. As such, please visit this area each time you visit the website to keep up to date with the current Terms of Use. Your use of the Site reaffirms your continuing agreement to the then current Terms of Use.
5. Subject to these Terms of Use, LBD may offer to provide the Services, as described more fully on the Site, and which are selected by you, solely for your own use, and not for the use or benefit of any third party. Services shall include, but not be limited to, any services LBD performs for you, as well as the offering of any materials displayed or performed on the Site or the Services (including, but not limited to text, graphics, news articles, photographs, images, illustrations, audio clips and video clips, also known as the “Content”). LBD may change, suspend or discontinue the Services including any Content for any reason, at any time, including the availability of any feature, database, or content. LBD may also impose limits on certain features and services or restrict your access to parts or all of the Services without notice or liability.
6. The information that LBD, provides you on the Site is intended to be educational and informative. The Site is not intended to provide any tax, legal, financial planning, insurance, accounting, investment, or any other kind of professional advice or services. None of the information and material presented to you on the Site is intended to serve as the basis for any financial decision, nor does it constitute an offer to sell or a solicitation of any offer to buy or recommend any security, insurance policy, or investment strategy. As each individual’s circumstances are unique, LBD recommends that you consult with an appropriate tax or legal professional before making any decisions or taking any action based on any suggestions or information on the Site. The material presented on the Site and in the products and Services provided therein are accurate to the best of LBD’s knowledge, as of the date or dates contained therein. Such information is drawn from sources believed to be reliable, but the accuracy and completeness of the information is not guaranteed, nor in providing it, does LBD assume any liability. Please note that changing laws, fluctuating financial markets, and/or other conditions may impact the accuracy of such information. LBD, has not undertaken, assumed no duty, and is not obligated to update such information. Although LBD, attempts to be current and updated with the information it presents, LBD recommends that you verify the status of any of our information before taking action. No warranty is made by LBD regarding any information, Services, or products provided through or in connection with the Site. All information and Content (including User Content) on the Site is subject to applicable statues and regulation and furnished “as is”. Moreover, LBD hereby expressly disclaims any and all warranties, expressed or implied, including without limitation: any warranties as to the availability, accuracy, or content of information, products or Services, any warranties of merchantability or fitness for a particular purpose, title and non-infringement. LBD does not warrant or make any representations regarding the use or the results of the use of the materials on the Site in terms of their correctness, accuracy, reliability, or otherwise. The materials on the Site could include technical inaccuracies or typographical errors. LBD undertakes no obligation to verify or maintain the currency of such information.
LBD endeavors to maintain the Site and its operation, but is not, and cannot be, responsible for any defect that may exist in the Site or its operations. As to the operation of the Site, LBD herby expressly disclaims all warranties, expressed or implied, including, but not limited to, all implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement. LBD makes no warranty that: the operation of the Site will meet the User’s requirements; access to the Site will be uninterrupted, timely, secure, free of viruses, worms, Trojan horses, or other harmful components, or free of defects and errors; the results that may be obtained from the use of the Site will be accurate or reliable; or that defects will be corrected. You, as the User, assume the entire cost of all services, repairs, or corrections that may be necessary for your computer equipment and software as a result of viruses, errors, or any other problems whatsoever you may have as a result of visiting the Site.
7. The User are responsible for all of his/her activity in connection with the Services and accessing the Site. You may not post or transmit, or cause to be posted or transmitted, any communication or solicitation designed or intended to obtain password, account, or private information from any LBD User. The User shall not use any part of the Site or Services to violate the security of any computer network, crack passwords or security encryption codes, transfer or store material that is deemed threatening or obscene, or engage in any kind of illegal activity. The User will not run Maillist, Listserv, any form of auto-responder, or spam on the Site or through the Services.
8. LBD has no special relationship with or fiduciary duty to any User. You acknowledge that LBD has no control over, and no duty to take any action regarding: which users gain access to the Site or Services; what Content you access via the Site or Services; what effects the Content may have on you; how you may interpret or use the Content; or what actions you may take as a result of having been exposed to the Content. You release LBD from all liability for your having acquired or not acquired Content through the Site. LBD is neither an agent of nor is connected with any business which a User contacts through the Site or the Services. You acknowledge that LBD does not manage or control any business that you may encounter through the Site or Services, and that LBD accepts no responsibility or liability for any act or omission by such business. You hereby waive any and all legal or equitable rights or remedies you have or may have against LBD with respect to acts and omissions by such businesses. The Site or Services may contain, or direct you to sites containing, information that some people may find offensive or inappropriate. LBD makes no representations concerning any Content contained in or accessed through the Site or Services, and LBD will not be responsible or liable for the accuracy, copyright compliance, legality or decency of material contained in or accessed through the Site.
9. Users of the Site may gain access from the Site or Services to third party resources or third party sites on the Internet. Third party sites or services are not within the supervision or control of LBD. Unless explicitly otherwise provided, LBD makes no representations or warranties whatsoever about any third party site or resource, and does not endorse the products or services offered by such site or resource. LBD disclaims all responsibility and liability for content on third party websites. Any transactions or activity between you and any third party site or resource is solely between you and the applicable third party, and any terms, conditions, warranties or representations associated with such activity shall be between you and them. You hereby irrevocably waive any claim against LBD with respect to such sites and resources and third party content.
10. Under no circumstance shall LBD be liable for any damages or injury, including any direct, special, incidental, consequential, punitive or other damages that may result (directly or indirectly) from the use of, or the inability to use, the Site or any material on the Site, whether in an action of contract, negligence, or other tortuous action, arising out of or in connection with the use or performance of the the Site or information available on the Site. LBD shall not be liable even if LBD has been advised of the possibility of such damages. Applicable law may not allow the exclusion of certain warranties or the limitation or exclusion of liability for incidental or consequential damages. Accordingly, some of the above limitations or exclusions may not apply to you. However, in no event shall LBD have a total liability to you for damages, losses, and causes of action (whether in contract or in tort, including, but not limited to, negligence, or otherwise) exceed the amount paid by you, if any, for accessing the Site and/or subscribing to the Site.
11. You agree to indemnify, hold harmless, and defend LBD its members, directors, officers, employees and agents, from and against any action, cause, claim, damage, debt, demand, or liability including costs and reasonable attorney fees, asserted by any person, arising out of or related to: these Terms of Use; your use of the Site, including any date or work downloaded, transmitted, or received by you; and any libelous, slanderous, indecent or other statement concerning any person made or republished by you.
12. As a condition to using Services, you may be required to supply the Site with certain registration information. You shall provide the Site with accurate, complete, and updated registration information. Failure to do so shall constitute a breach of these Terms of Use, which may result in immediate termination of your access to and use of the Site or Services. You may not (i) select or use as your username a name of another person with the intent to impersonate that person; or (ii) use as your username a name subject to any rights of a person other than you without appropriate authorization; or (iii) use as your username a name that is otherwise offensive, vulgar or obscene. You shall never use another User’s account or registration information, for the Site or any third party services you access through the Site, without permission. LBD reserves the right to refuse registration of or cancel a username for the Site in its discretion. You shall be responsible for maintaining the confidentiality of your password for the Site and for all activity that occurs under your password. You hereby irrevocably authorize LBD to disclose your personally identifiable information at the request of any state, federal or other governmental agency or in response to any judicial process (including, without limitation, a subpoena).
13. Either party may terminate the Services at any time by notifying the other party by any means. LBD may also terminate or suspend any and all Services and access to the Site immediately, without prior notice or liability, if you breach any of the Terms of Use. Any fees paid hereunder are non-refundable. Upon any such termination, your right to use the Services, access the Site and any and all Content (including User Content) will immediately cease. All Terms of Use which by their nature should survive termination shall survive termination, including, without limitation, ownership provisions, warranty disclaimers, and limitations of liability.
14. A printed version of these Terms of Use and of any notice given in electronic form shall be admissible in judicial or administrative proceedings based upon or relating to this Agreement to the same extent and subject to the same conditions as other business documents and records originally generated and maintained in printed form. You and LBD agree that any cause of action arising out of or related to the Site or Services must commence within one (1) year after the cause of action arose; otherwise, such cause of action is permanently barred. These Terms of Use shall be governed by and construed in accordance with the laws of the State of California, excluding its conflicts of law rules, and the United States of America. Any dispute arising from or relating to the subject matter of these Terms of Use shall be finally settled by the state and federal courts located in the State of California. Use of the Site and Services is not authorized in any jurisdiction that does not give effect to all provisions of these Terms of Use, including without limitation, this section.
15. LBD controls and operates the Site from within the United States of America. LBD makes no representation that materials on the Site or the Services and/or Content provided for therein are appropriate or available for use in other locations. All visitors to the Site are responsible for compliance with all local laws applicable to them with respect to the content and operation of the Site.
16. You hereby warrant and represent that are in all respects qualified and competent to assent to these Terms of Use. If LBD has not specifically granted you a right under these Terms of Use, that right is reserved to LBD. The failure of either party to exercise in any respect any right provided for herein shall not be deemed a waiver of any further rights hereunder. If any provision of these Terms of US is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary so that these Terms of Use shall otherwise remain in full force and effect and enforceable. These Terms of Use are not assignable, transferable or sub licensable by you except with LBD’s prior written consent. LBD may transfer, assign or delegate these Terms of Use and its rights and obligations without consent. No agency, partnership, joint venture, or employment is created as a result of these Terms of Use and the User access to the Site and you do not have any authority of any kind to bind LBD in any respect whatsoever. Any notice that is required or permitted by these Terms of Use shall be in writing and shall be deemed effective upon receipt, when sent by confirmed e-mail to [email protected] when delivered in person by nationally recognized overnight courier or mailed by first class, registered or certified mail, postage prepaid, to: Legacy by Design, LLC, 2550 Lakewest Dr., Suite 10, Chico, CA 95928 Attn: Legal. Copyright 2012 Legacy by Design, LLC. All rights reserved. Last Updated: December 2012.
Subscriber Agreement
Last Updated: 12-15-2012
PLEASE SCROLL DOWN AND READ THE SUBSCRIBER AGREEMENT BELOW.
This Subscriber Agreement (the “Agreement”) governs your membership or subscription to eLegacyConnect.com (the “Site” or “eLegacyConnect.com”), and unless other terms and conditions expressly govern, any other electronic services from Legacy By Design, LLC (“LBD”) and/or the Site that may be made available from time to time (each, a "Service").
If you agree to be bound by the terms of this Agreement, you should check the box indicating your agreement to the terms of this Agreement. If you do not agree to be bound by the terms of this Agreement, you should not check the box but you will not be able to proceed with the subscription process for the Site and become a subscriber (a “Subscriber” or “User”). To the extent you have access to, or are using, a subscription-only Service without having completed our registration and/or membership process, you are hereby notified that your continued use of a Service is subject to many of the terms and conditions of this Agreement, as well as our Privacy Policy and our Terms of Use.
1. Changes to Subscriber Agreement.
We may change the terms of this Agreement at any time by notifying you of the change in writing or electronically (including without limitation, by email or by posting a notice on the Site that the terms have been "updated" or similar words). The changes also will appear in this document, which you can access at any time by going to the Subscriber Agreement link included in the Site. You signify that you agree to be bound by such changes by using a Service after changes are made to this Agreement.
2. Memberships and Payment Obligations
The Subscriber is responsible for paying periodic subscription and/or membership fees (together, “Fees”). Fees are non-refundable. You agree to pay the Fees and any other charges incurred in connection with your subscription and/or membership (together, “memberships” or “subscriptions”), and/or your user name and password for a Service (including any applicable taxes) at the rates in effect when the charges were incurred. We may change the Fees and charges then in effect, or add new fees or charges, by giving you notice in advance.
a. Trial Memberships
All trial memberships, regardless of length, are limited to one (1) per person. Unless otherwise stated during the sign-up process, trial memberships require a valid debit or credit card for user verification. All trial memberships, unless specifically stated, automatically convert into a monthly subscription at the end of the said term unless canceled or changed into another subscription type by the Subscriber.
Any trial membership that does not require payment information during the initial sign-up process will expire at the end of the trial period unless payment is made for continuing the Service. At that time, the user will select a payment option and be held to the terms of service stated under sections "Monthly Subscriptions" or "Yearly Subscriptions." If payment is made during the trial period, the user agrees to have his trial period end at the time payment is received even if it is before the end of the trial period.
b. Monthly Subscriptions
Unless specifically stated herein or elsewhere, subscribers will be automatically renewed for a 1-month term at the then-current monthly rate, each month continually thereafter, unless the Subscriber terminates the subscription online (cancels the account with eLegacyConnect.com) at least 48 hours prior to the renewal date or upgrades the account to a premium plan.
c. Yearly Subscriptions
Unless specifically stated herein or elsewhere, subscribers will be automatically renewed for the yearly term at the then-current yearly rate and each year continually thereafter, following their initial one year subscription period unless the Subscriber terminates the subscription online (cancels the account with eLegacyConnect.com) at least 48 hours prior to the renewal date (end of the initial one year term) or upgrades the account for an additional premium term.
The Subscriber is responsible for paying any and all Fees associated with the said subscription plan. This includes yearly Fees incurred after an initial premium subscription term ends (one year) and the subscription is renewed at a yearly subscription plan.
d. Complimentary Subscriptions
eLegacyConnect.com may provide complimentary memberships in certain situations or arrangements. These memberships may be offered through services or programs in conjunction with eLegacyConnect.com. eLegacyConnect.com reserves the right to terminate or limit access to these memberships at our own discretion. Complimentary memberships may not be entitled to all of the benefits and Services of paying subscriptions. Anyone who receives a complimentary membership through other services provided by LBD will not be refunded for any paying subscription the user may currently have when registering the complimentary subscription.
e. Mobile Subscriptions
eLegacyConnect.com may provide Services for mobile devices such as but not limited to, the Apple iPhone, iPad, iPod Touch, Droid Phones, and or other smart phones and tablets. In the cases where mobile access requires a subscription, there may be one of two ways to access that information. 1) Users who have eLegacyConnect.com Subscriptions that qualify for access to certain mobile Apps will be able to "sign-in" for access and will be held to the terms of this Agreement and the Site’s Terms of Use. 2) Users who may register for a subscription through a third party, such as but not limited to, Apple Inc. will be held responsible to any Terms of Service provided by the third party. Notwithstanding the foregoing, such User will also be held responsible to the Site’s Terms of Use and Privacy Policy, as in effect from time to time.
3. Subscriber Information and Payment Card Authorization
Subscribers agree to let LBD and/or the Site charge their payment card for Fees. Subscriber must promptly inform eLegacyConnect.com of any of the following: changes in the expiration date of any debit/credit card used in connection with the Service(s); changes in home or billing address; and apparent breaches of security such as loss, theft, or unauthorized disclosure or use of an ID or password. Until eLegacyConnect.com is notified by e-mail of a breach in security, the Subscriber will remain liable for any unauthorized use of the Subscription Service.
LBD and/or the Site may avail itself of account updating services provided by the payment card industry. By subscribing to eLegacyConnect.com, you hereby agree and authorize LBD and/or the Site to update your payment card or similar account information and charge any updated payment card in accordance with the terms and conditions of such account updating programs. If your payment card reaches its original expiration date, your failure to cancel your membership constitutes authorization for eLegacyConnect.com to continue billing that payment card.
eLegacyConnect.com and/or LBD reserves the right to remove all user information and close all accounts of a user if a user fails to update their account and/or payment information and email address.
4. Cancellations
Members who do not wish to continue their membership to eLegacyConnect.com can cancel at any time by logging into their account update their Account Settings. When canceling, you will continue to have access to eLegacyConnect.com for the remainder of the subscription length. After the subscription period is over, your membership will not renew. No refund will be given for time remaining at the time the membership was canceled. The Site and/or LBD reserve the right to cancel your membership at any time by notifying you.
5. Message Boards, Articles & User Generated Content
Subscriber-only message boards are included in many subscriptions. The accepted standards of conduct in these communities are determined by the eLegacyConnect.com staff. Subscribers agree that eLegacyConnect.com and its publishing partners have the right to enforce these standards. We may also remove any user-generated content for any reason and without notice to you. This includes all materials related to your use of the Services or membership, including email accounts, postings, profiles or other personalized information you have created while on the Site. We do not endorse any recommendation or opinion made by any user. We do not routinely screen, edit, or review user-generated content. Message board policies are also extended to any user generated content such as article comments, but not limited thereunto.
Pursuant to our Privacy Policy, posted messages and/or user-generated content are not intended for private use. Any personal information shared by users is posted by the users own risk. eLegacyConnect.com does not recommend posting any personal information. All posts and information provided with in the posts by users can be handed over to legal authorities by eLegacyConnect.com at their request and may be made public or distributed pursuant to our Privacy Policy, as in effect from time to time.
Message boards and other user generated content to include comments on articles are subject to indexing by Internet search engines and may be displayed to non-members of eLegacyConnect.com. Pursuant to our Privacy Policy and our Terms of Use (both as in effect from time to time), user-generated content becomes the property of eLegacyConnect.com and Legacy by Design, LLC and reserves the right to use user generated content as seen fit.
Posting trademarked or copyrighted material is strictly prohibited.
6. Access
Subscribers are responsible for providing all personal computer and communications equipment necessary to gain access to the Service(s) available on the Site. Access to and use of the subscription service is through a combination of an ID and a password. Each Subscriber must keep his password strictly confidential. eLegacyConnect.com will not release passwords for any reason except as may be specifically required by law or court order or pursuant to our Privacy Policy, as in effect from time to time. Unauthorized access to the Subscription Service is a breach of this Agreement and our Terms of Use and is a violation of law.
7. Mobile Applications
Members of eLegacyConnect.com will be given full or limited access to certain mobile applications created by LBD, for devices such as, but not limited to, Apple's iPhone. Members who use these mobile applications will be held to the terms of this Agreement in addition to any additional terms that may be stated within a given mobile application and/or posted on the Site. LBD will not be held responsible for users who violate additional terms of service from additional parties who contribute to the App functionality such as, but not limited to, network carriers, stores, or device manufacturers.
8. Third Party Services & Software
LBD and/or eLegacyConnect.com may also use software and services from third party vendors. These software and Services are provided to improve the overall experience for our users. In certain cases, users may be asked to download additional software and share personal information with these providers in order to interact with these Services within eLegacyConnect.com. Users agree and accept any risks associated with using Services not owned or licensed by LBD and/or the Site.
9. Disclaimers of Warranties and Limitations on Liability
YOU AGREE THAT YOUR ACCESS TO, AND USE OF, THE SERVICES AND THE CONTENT AND TOOLS AVAILABLE THROUGH THE SERVICES ON THE SITE IS ON AN "AS-IS", "AS AVAILABLE" BASIS AND WE (LBD AND THE SITE) SPECIFICALLY DISCLAIM ANY REPRESENTATIONS OR WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, WITHOUT LIMITATION, ANY REPRESENTATIONS OR WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. We do not give tax or investment advice or advocate the purchase or sale of any security or investment. You should always seek the assistance of a professional for tax and investment advice. LBD AND AFFILIATES AND THEIR RESPECTIVE SHAREHOLDERS, MANAGERS, DIRECTORS, OFFICERS, EMPLOYEES, ADVERTISERS, CONTENT PROVIDERS AND LICENSORS ("THE LBD PARTIES") WILL NOT BE LIABLE (JOINTLY OR SEVERALLY) TO YOU OR ANY OTHER PERSON AS A RESULT OF YOUR ACCESS OR USE OF THE SERVICES FOR INDIRECT, CONSEQUENTIAL, SPECIAL, INCIDENTAL, PUNITIVE, OR EXEMPLARY DAMAGES, INCLUDING, WITHOUT LIMITATION, LOST PROFITS, LOST SAVINGS AND LOST REVENUES (COLLECTIVELY, THE "EXCLUDED DAMAGES"), WHETHER OR NOT CHARACTERIZED IN NEGLIGENCE, TORT, CONTRACT, OR OTHER THEORY OF LIABILITY, EVEN IF ANY OF THE LBD PARTIES HAVE BEEN ADVISED OF THE POSSIBILITY OF OR COULD HAVE FORESEEN ANY OF THE EXCLUDED DAMAGES, AND IRRESPECTIVE OF ANY FAILURE OF AN ESSENTIAL PURPOSE OF A LIMITED REMEDY. IF ANY APPLICABLE AUTHORITY HOLDS ANY PORTION OF THIS SECTION TO BE UNENFORCEABLE, THEN THE LBD PARTIES’ LIABILITY WILL BE LIMITED TO THE FULLEST POSSIBLE EXTENT PERMITTED BY APPLICABLE LAW.
10. Use Restriction
Only one individual may access the Site and use a Service at the same time using the same user name or password, unless we agree otherwise. To prevent access by multiple users sharing one account, eLegacyConnect.com reserves the right to limit access for each Subscriber to a fixed number of physical locations or machines. Subscriber agrees to notify eLegacyConnect.com in advance if their situation calls for use of multiple machines (i.e. student work lab, library, etc.).
The text, graphics, images, video, metadata and other data, design, organization, compilation, look and feel, advertising and all other protectable intellectual property (the "Content") available through the Services and on the Site are our (LBD and the Site) property or the property of our advertisers and licensors and are protected by copyright and other intellectual property laws. Unless you have our written consent, you may not sell, publish, distribute, retransmit or otherwise provide access to the Content received through the Services available on the Site to anyone, with the following exceptions:
a. You may occasionally use our electronic sharing service to e-mail, link, post or otherwise electronically distribute a portion of an article or content from the Site to a few individuals, without charge. You are not permitted to use this Service for the purpose of regularly providing other users with access to content from a Service.
b. While you may download, store and create an archive of articles from the Service for your personal use, you may not otherwise provide access to such an archive to more than a few individuals on an occasional basis. The foregoing does not apply to any electronically sharing functionality we provide through the Service that expressly allows you to share portions of articles, content or links to articles with others.
You agree not to rearrange or modify the Content. You agree not to create abstracts from, scrape or display our content for use on another web site or service. You agree not to post any content from the Services to weblogs, newsgroups, mail lists or electronic bulletin boards, without our written consent.
You agree not to use the Services for any unlawful purpose. We reserve the right to terminate or restrict your access to a Service and terminate your membership if, in our opinion, your use of the Service may violate any laws, regulations or rulings, infringe upon another person's rights or violate the terms of this Agreement, our Privacy Policy and/or our Terms of Use. Also, we may refuse to grant you a user name that impersonates someone else, is protected by trademark or other proprietary right law, or is vulgar or otherwise offensive.
11. Premiums
Please allow 6-8 weeks for shipping if your subscription includes premiums (books, CDs, etc.). If your items have not arrived 8 weeks after your sign-up date, contact us at [email protected].
12. Notices
Notices by eLegacyConnect.com to registered users are given by means of electronic messages or by a general posting on the Site. Subscriber must keep contact information updated for communication purposes with the eLegacyConnect.com staff. Notices for registered users may be given by electronic messages, specifically through the eLegacyConnect.com email newsletter.
We may also feature some of the powerful stories from Subscribers in our promotional materials. If we decide to feature your story, we will contact you for permission before using it in any way. Hey, we respect your right to privacy and to stay out of the limelight if you so choose.
13. Privacy and Your Account
Registration data and other information about you are subject to our Privacy Policy.
14. Support
All questions that can't be answered at the FAQ/Help Desk should be sent by means of electronic message to [email protected]. Please include your name and username in all correspondence or IT WILL BE IGNORED.
15. General
This Agreement (in addition to our Terms of Use and Privacy Policy applicable to the Site) contains the final and entire agreement between us regarding your use of the Services and access to the Site and supersedes all previous and contemporaneous oral or written agreements regarding such. We may discontinue or change the Services, or their availability to you, at any time. This Agreement is personal to you, which means that you may not assign your rights or obligations under this Agreement to anyone. No third party is a beneficiary of this Agreement. You agree that this Agreement, as well as any and all claims arising from this Agreement will be governed by and construed in accordance with the laws of the State of California, United States of America, without regard to any conflict or choice of law principles. For all litigation which may be brought, subject to the requirements for arbitration hereunder, with respect to any controversy or claim, arising out of or relating to this Agreement or any relationship between us, the sole jurisdiction and venue for such litigation will be an appropriate federal or state court located in the State of California. This Agreement will not be governed by the United Nations Convention on Contracts for the International Sale of Goods.
What is eLegacyConnect.com?
eLegacyConnect is a subscription-based succession planning web community. It allows connected family business owners and professional advisors to address questions, and share experiences in real-time.
eLegacyConnect is an ‘open-source’ planning platform that invites members to participate in the succession planning process. It encourages collaboration and cooperation among all participants.
eLegacyConnect is comprised of three interconnected communities; it offers an unparalleled library of planning resources, and other experiences designed to facilitate the succession planning process.
What is the cost?
Subscriptions are $24.95/month or $240.00/annual; you’ll have the option to choose. We invite you to take advantage of the 14-day free trial, which gives you the opportunity to take a look around. You can cancel at any time within that period. (Note: Through your membership with various national ag associations, you may qualify for a discount. Check with your association's membership benefits coordinator for details.)
Special pricing may be offered in connection with events. If so, you will note the reduced membership price upon initiating sign-up.
How does the billing work?
Credit card information verifies that the member is a real person, rather than an electronic bot.
All new members are granted a 14-day free trial. This allows new members to preview the site and explore the community. Following the 14th day, the credit card will be charged for membership as per the terms of use.
As a member of an alliance organization, how do I verify a membership benefit discount?
Using the respective discount code, eLegacyConnect will automatically calculate the appropriate discount. For additional information, click on the organization’s logo on the opening screen, contact your organization, or contact eLegacyConnect.
As a member of an organization unaffiliated with eLegacyConnect, how may we become aligned?
Please contact the member benefits coordinator in your organization and/or contact us:
eMail: [email protected]
Call toll-free: 877.523.7411
May a member change renewal periods/billing cycles?
Yes.
Is a refund available for cancellation?
No. A membership may be cancelled at any time. Both annual and monthly memberships will terminate at the next renewal.
How do I change payment method or initiate a cancellation?
Simply go to MyConnect (upper right of any page) and access 'My Subscription.' You may upgrade to annual membership, change payment details, or cancel. Memberships will terminate at next renewal.
What features are available for non-members?
A person may participate in the free trial offer, subscribe to the blog, and continue to monitor the public site for new developments.
May I privately contact one of the advisors on eLegacyConnect?
Yes. From AdvisorConnect, click on ‘More’ on the advisor’s bio, and then the green ‘Send Message’ button. This access allows a member to privately contact an advisor.
Is there a Welcome Guide (user guide) available?
Yes. The Welcome Guide offers a brief tour of key site features, and will be updated regularly as additional elements are activated.
I'm having trouble logging in; how may I resolve?
How may a member seek answers for questions or concerns not addressed on the site?
Any member of the community may suggest new topics, ask new questions, and/or propose other concerns in CommunityConnect. A member may contact eLegacyConnect at ‘Contact Us.’ Or, a member may contact us directly –
eMail: [email protected]
Call toll-free: 877.523.7411
For technical assistance…
Contact us –
eMail: [email protected]
Call toll-free: 877.523.7411
See also: FarmPartner FAQs
Frequently Asked Questions
See also: FarmPartner FAQs
What is eLegacyConnect.com?
eLegacyConnect is a subscription-based succession planning web community. It allows connected family business owners and professional advisors to address questions, and share experiences in real-time.
eLegacyConnect is an ‘open-source’ planning platform that invites members to participate in the succession planning process. It encourages collaboration and cooperation among all participants.
eLegacyConnect is comprised of three interconnected communities; it offers an unparalleled library of planning resources, and other experiences designed to facilitate the succession planning process.
What is the cost?
Subscriptions are $24.95/month or $240.00/annual; you’ll have the option to choose. We invite you to take advantage of the 14-day free trial, which gives you the opportunity to take a look around. You can cancel at any time within that period. (Note: Through your membership with various national ag associations, you may qualify for a discount. Check with your association's membership benefits coordinator for details.)
Special pricing may be offered in connection with events. If so, you will note the reduced membership price upon initiating sign-up.
How does the billing work?
Credit card information verifies that the member is a real person, rather than an electronic bot.
All new members are granted a 14-day free trial. This allows new members to preview the site and explore the community. Following the 14th day, the credit card will be charged for membership as per the terms of use.
As a member of an alliance organization, how do I verify a membership benefit discount?
Using the respective discount code, eLegacyConnect will automatically calculate the appropriate discount. For additional information, click on the organization’s logo on the opening screen, contact your organization, or contact eLegacyConnect.
As a member of an organization unaffiliated with eLegacyConnect, how may we become aligned?
Please contact the member benefits coordinator in your organization and/or contact us:
eMail: [email protected]
Call toll-free: 877.523.7411
May a member change renewal periods/billing cycles?
Yes.
Is a refund available for cancellation?
No. A membership may be cancelled at any time. Both annual and monthly memberships will terminate at the next renewal.
How do I change payment method or initiate a cancellation?
Simply go to MyConnect (upper right of any page) and access 'My Subscription.' You may upgrade to annual membership, change payment details, or cancel. Memberships will terminate at next renewal.
Is it possible to access a membership via multiple email addresses?
No. The issues around succession planning can be very personal; therefore we recommend that each person maintain their privacy by being associated with a single password protected email address. You may allow others to access your account, though that will compromise your ability to communicate openly in the forum. Or, you may encourage others to establish their own account thereby allowing members of your family to maintain their privacy and communicate openly in the community.
What features are available for non-members?
A person may participate in the free trial offer, subscribe to the blog/eNewsletter, and continue to monitor the public site for new developments.
May I privately contact one of the advisors on eLegacyConnect?
Yes. From AdvisorConnect, click on ‘More’ on the advisor’s bio, and then the green ‘Send Message’ button. This access allows a member to privately contact an advisor.
Is there a User Guide available?
Yes. The Welcome Guide offers a brief tour of key site features, and will be updated regularly as additional elements are activated.
I'm having trouble logging in; how may I resolve?
How may a member seek answers for questions or concerns not addressed on the site?
Any member of the community may suggest new topics, ask new questions, and/or propose other concerns in CommunityConnect. A member may contact eLegacyConnect at ‘Contact Us.’ Or, a member may contact us directly –
eMail: [email protected]
Call toll-free: 877.523.7411
What is the purpose of FarmPartner?
FarmPartner is an automated system specifically designed for pairing young aspiring farmers with retiring farmers for career, ownership, and mentoring opportunities.
What is the cost?
FarmPartner is free to all transitioning and aspiring farmers, and includes unlimited access to the library of resources at eLegacyConnect.com.
How do I get started?
To get started, simply email us, providing your first and last name. We’ll pre-register you for your complimentary membership, and then respond back via email with access instructions for you to initiate your FarmPartner profile.
Once a profile is established, what happens next?
eLegacyConnect will automatically search for appropriate aspiring/transitioning matches based on respective personal/professional/operational characteristics. As profiles are matched, both transitioning and aspiring farmers will be notified.
What portion of a profile may be viewed by others (by whom, and under what circumstances)?
The profile for both transitioning and aspiring farmers is available only after the automated system identifies a match and the respective match grants permission.
If spouses/partners/siblings aspire to farm together should separate profiles be established?
You may consider establishing two profiles or use one person as the lead/managing member to complete the profile. Then include additional partner information in the ‘other’ area of the profile.
Is profile information (education, experience) verified for accuracy by eLegacyConnect staff?
No. It is not possible to review each retiring and aspiring farmer profile for accuracy. It is strongly suggested that respective members perform appropriate due diligence measures prior to committing to agreements and/or resources toward a working relationship.
How often should a profile be updated?
A profile should be updated to reflect personal/professional situations that may affect the match.
Is it a member’s responsibility to monitor new ‘aspiring’ profiles (for transitioning) or ‘transitioning’ profiles (for aspiring)?
eLegacyConnect will automatically search for appropriate aspiring/transitioning matches based on respective personal/professional/operational characteristics. As profiles are matched, both transitioning and aspiring farmers will be notified.
Upon notification of a potential match, what is the next step?
Coming up, FarmPartner will be augmented to include action plans, interview guides, and selection criteria.
It also is helpful for both transitioning/aspiring farmers to participate in a mentor/protégé relationship and professional development program coordinated with eLegacyConnect.
Where do I access the other tools I need to transition?
Going from an initial match to ownership transition can be a self-paced step-by-step process using the resource center at eLegacyConnect. It has the tools you’ll need including interview guides, templates for creating job descriptions and operating agreements. It’s complete with employment manual items and our roster of qualified advisors who are available 365 days per year, 24 hours a day to help you start off on the right foot.
Is there a Welcome Guide (user guide) available for eLegacyConnect?
Yes. The Welcome Guide offers a brief tour of key site features (including FarmPartner), and will be updated regularly as additional elements are activated.
How may a member seek answers for questions or concerns not addressed on the site?
Any member of the community may suggest new topics, ask new questions, and/or propose other concerns in CommunityConnect. A member may contact eLegacyConnect at ‘Contact Us.’ Or, a member may contact us directly –
eMail: [email protected]
Call toll-free: 877.523.7411
For technical assistance…
Contact us –
eMail: [email protected]
Call toll-free: 877.523.7411
See also: eLegacyConnect FAQs
CommunityConnect invites members and advisors to:
Solutions to challenges and create opportunities in succession planning.
Helpful hints:
Not acceptable:
