Our Terms of Use

Last Updated: September 30, 2025 

Welcome to Evergreen Wealth LLC (the "Website"). These Terms of Use ("Terms") govern your access to and use of the Website, including any content, functionality, and services offered on or through https://www.EvergreenWealthLLC.com (collectively, the "Services"). The Website is operated by Evergreen Wealth LLC ("we," "us," or "our"). 

By accessing or using the Website, you agree to be bound by these Terms. If you do not agree with any part of these Terms, you must not use the Website. 

1. Eligibility 

You must be at least 18 years of age to use the Website. By using the Website, you represent and warrant that you meet this eligibility requirement and have the legal capacity to enter into these Terms. 

2. User Accounts

● Optional Account Creation: You may create an account to access certain features of the Website, such as educational videos or the client forum. If you choose to create an account, you agree to provide accurate, current, and complete information during registration and to keep your account information updated. 

● Account Security: You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. Notify us immediately at [email protected] if you suspect unauthorized use of your account. 

● Account Termination: We reserve the right to suspend or terminate your account at our discretion, including for violations of these Terms.

3. Acceptable Use 

You agree to use the Website and Services only for lawful purposes and in accordance with these Terms. You shall not: 

● Use the Website in any way that violates applicable local, state, federal, or international laws or regulations, including financial or insurance regulations.

● Post or share unregulated financial, legal, or insurance advice, or misleading information related to wills, trusts, life insurance, infinite banking, annuities, or long-term care insurance. 

● Share confidential or sensitive personal or financial information in the client forum or elsewhere on the Website. 

● Engage in spamming, harassment, or posting content that is offensive, defamatory, obscene, or otherwise inappropriate. 

● Attempt to gain unauthorized access to, interfere with, damage, or disrupt any parts of the Website, the server on which the Website is hosted, or any connected systems. 

● Use any automated means (e.g., bots, scrapers) to access the Website for any purpose without our express written permission. 

● Introduce any viruses, malware, or other harmful code to the Website. 

You agree to comply with all applicable local, state, and federal laws in your use of the Website. 

4. Intellectual Property

● Ownership: All content, trademarks, logos, educational videos, website design, and other materials on the Website (collectively, "Content") are owned by or licensed to Evergreen Wealth LLC and are protected by copyright, trademark, and other intellectual property laws. 

● Limited License: We grant you a limited, non-exclusive, non-transferable, and revocable license to access and use the Website and Content for personal, non-commercial purposes, subject to these Terms. You may not reproduce, distribute, modify, create derivative works of, publicly display, or otherwise use any Content, including educational videos, without our prior written consent, except as permitted by applicable law. 

● Trademarks: The Evergreen Wealth LLC name, logo, and any related branding are the exclusive property of Evergreen Wealth LLC and may not be used without permission. 

5. User-Generated Content

● Client Forum: If you participate in the client forum or submit other content to the Website (e.g., comments or posts), you grant us a non-exclusive, worldwide, royalty-free, perpetual license to use, reproduce, modify, distribute, and display

such content in connection with the Website and our business, including promoting our services. 

● Responsibility: You are solely responsible for any content you submit. You represent that your content does not violate any third-party rights, financial regulations, or applicable laws, and that it is not misleading, offensive, or harmful.

● Prohibited Content: You agree not to post content that: 

○ Contains unregulated financial, legal, or insurance advice. 

○ Discloses confidential or sensitive personal or financial information.

○ Is defamatory, obscene, harassing, or otherwise inappropriate

○ Violates any applicable laws or regulations. 

● Removal: We reserve the right to remove or modify any user-generated content at our discretion, including content that violates these Terms or poses a risk to our business or users. 

6. Online Store

● Purchases: The Website includes an online store where you may purchase products such as books. All purchases are subject to availability, and we reserve the right to cancel orders due to stock limitations or other issues.

● Payments: Payments for online store purchases are processed through Stripe, a third-party payment processor. You agree to provide accurate payment information and comply with Stripe’s terms of service. 

● Shipping and Returns: Shipping times and costs will be provided at checkout. Returns or refunds are subject to our return policy, available at [insert link to return policy or contact email if not yet created]. 

● Product Descriptions: We strive to ensure product descriptions are accurate but do not warrant that they are error-free or complete. 

7. Third-Party Links and Services 

The Website uses Stripe for payment processing in the online store. We are not responsible for the content, privacy policies, or practices of Stripe or any other third-party websites or services linked to or integrated with the Website. You access these third-party services at your own risk and are subject to their respective terms and policies. 

8. Privacy

Your use of the Website is subject to our [Privacy Policy](insert link), which governs how we collect, use, and protect your personal information. By using the Website, you consent to the practices described in the Privacy Policy. 

9. Disclaimers 

● General Disclaimer: The Website and Services are provided on an "as-is" and "as-available" basis without warranties of any kind, whether express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, or non-infringement. 

● Educational Content: All educational videos, forum discussions, and other content provided on the Website are for informational purposes only and do not constitute professional financial, legal, or insurance advice. You should consult a qualified professional before making decisions related to wills, trusts, life insurance, infinite banking, annuities, or long-term care insurance. 

● User-Generated Content: We are not responsible for the accuracy, reliability, or legality of user-generated content in the client forum or elsewhere on the Website.

● Product Availability: Products in the online store are subject to availability, and we do not guarantee that items will be in stock or delivered within a specific timeframe. 

● Website Performance: We do not guarantee that the Website will be uninterrupted, secure, or free from errors, viruses, or other harmful components. 

10. Limitation of Liability

To the fullest extent permitted by law, Evergreen Wealth LLC, its affiliates, officers, directors, employees, or agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits, data, or goodwill, arising from your use of or inability to use the Website or Services, including but not limited to reliance on educational content, user-generated content, or online store purchases, even if we have been advised of the possibility of such damages. 

11. Indemnification 

You agree to indemnify, defend, and hold harmless Evergreen Wealth LLC, its affiliates, officers, directors, employees, and agents from any claims, liabilities, damages, losses, or expenses (including reasonable attorneys’ fees) arising out of your use of the Website,

violation of these Terms, or infringement of any third-party rights, including intellectual property or privacy rights. 

12. Termination 

We may suspend or terminate your access to the Website, including your account or forum participation, at any time, with or without cause, and with or without notice. Upon termination, your right to use the Website will cease immediately, and you must discontinue all use of the Services. 

13. Changes to These Terms 

We may update these Terms from time to time. We will notify you of any material changes by posting the updated Terms on the Website with a new “Last Updated” date. Your continued use of the Website after such changes constitutes your acceptance of the revised Terms. 

14. Governing Law and Jurisdiction 

These Terms are governed by and construed in accordance with the laws of Oregon, USA, without regard to its conflict of law principles. Any disputes arising under these

Terms shall be subject to the exclusive jurisdiction of the courts located in Yamhill County, Oregon. 

15. Contact Us 

If you have any questions or concerns about these Terms, please contact us at: 

● Email: [email protected] 

● Address: 1271 NE Highway 99W #127, McMinnville, OR 97128


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All rights reserved.