Privacy Policy & Terms of Service

How we handle your information, the structure of our engagement, and your rights throughout the process.

Privacy Policy

Our Commitment

The information you share with Alchemy of Grace is treated with the highest level of confidentiality. Your financial details, family structure, estate planning objectives, and personal circumstances form the foundation of the work we do together.

What Information We Collect

When you engage with Alchemy of Grace, we gather information essential to creating your trust instrument:

Values & Objectives: Your goals, guiding principles, and vision for your family’s future.
Financial Information: Assets, income, liabilities, financial goals, and generational planning objectives.
Family & Relational Information: Family dynamics, relationships, and succession considerations.
Personal Details: The specifics that inform your personalized instrument.
Minutes & Documentation: The ongoing record of decisions, amendments, and design refinements throughout the engagement.

How We Protect Your Information

All information shared during our engagement is held in strict confidence as both a professional obligation and a contractual commitment. This includes financial details, family dynamics, trust documentation, Minutes, and all communications.

We will not disclose your information except: with your explicit written consent; to third-party professionals you authorize; as required by law; or to protect against imminent harm or criminal activity.

Third-Party Access

Certain aspects of trust administration may require limited disclosure to qualified professionals, including CPAs, attorneys, financial advisors, insurance providers, and fiduciaries retained for trust administration. You retain the right to deny third-party access, revoke authorization at any time, and receive notification of all third-party access.

Your Rights

Right to Access: You may access your complete file at any time.
Right to Correction: You may request corrections to any records.
Right to Withdraw: You may withdraw from the engagement at any time. Your Master Trust & Estate Plan remains your property.
Right to Confidentiality: You may request anonymity in any discussions of your work. Your consent is required for any testimonial or case study use.
Right to Dispute: You may challenge any aspect of how your information is collected, used, stored, or retained.

Last Updated: April 1, 2026

Ministry Disclosure

What We Are

Alchemy of Grace is a 508(c)(1)(A) faith-based ministry providing structural drafting, trust education, and fiduciary stewardship under private ecclesiastical contract. We help families clarify objectives, organize information, document values, develop governance frameworks, and build architecture that endures across generations.

This is ministry work. AOG does not hold legal, tax, or financial licenses. No attorney-client relationship is formed through engagement with Alchemy of Grace. This is not legal advice, tax advice, or financial planning.

What This Relationship Is

This is a collaborative design engagement under private ecclesiastical contract. You provide the vision, objectives, and family context. We provide the architectural expertise, structural drafting, and ongoing stewardship. Together, we develop a Family Stewardship & Governance Blueprint documented through formal Minutes.

What This Relationship Is NOT

Not Legal Advice: No attorney-client relationship is formed. If a client chooses to seek independent review, that is their decision.
Not Tax Advice: AOG does not provide tax classification, elections, or tax-consequences analysis.
Not Financial Planning: We do not hold financial licenses or registrations.
Not Guaranteed Outcomes: Results depend on your stewardship, implementation, and evolving circumstances. We do not guarantee financial outcomes or legal protections beyond the quality of the instrument itself.

Estate Planning & Governance

Alchemy of Grace provides structural drafting, trust education, and fiduciary stewardship under private ecclesiastical contract. AOG does not provide legal advice, tax advice, or regulated financial guidance.

Estate planning instruments included in your trust architecture — wills, medical directives, powers of attorney, and health care proxies — are documents individuals have the lawful right to prepare in most jurisdictions. AOG prepares these as part of its structural drafting.

Each client trust is governed by its own independent board of trustees. When legal, tax, or professional services are required, the client’s board is responsible for identifying and engaging qualified professionals within their own circle. Where additional resources are needed, AOG may coordinate access to professional resources at the board’s request.

All governance flows through the board structure. AOG’s role is architectural — the design, drafting, and stewardship of the trust instrument itself.

Your Instrument

Your Master Trust & Estate Plan is never templated. It is created specifically for your situation, objectives, family structure, and values. Every provision is deliberate. Minutes document the design decisions and refinements throughout our work together.

Named Boundaries

Alchemy of Grace will not knowingly assist with any of the following:

Fraud or Fraudulent Transfer: Structures designed to defraud creditors with existing, known claims.
Criminal Conduct: Any architecture intended to facilitate criminal activity.
Regulatory Evasion: Structures designed to circumvent mandatory regulatory obligations.
Tax Evasion: Architecture intended to evade lawful tax obligations. Tax positioning through established law is not evasion.
Money Laundering: Structures designed to obscure the origin of illegally obtained funds.

These are hard boundaries. If any of these are the objective, we are not the right ministry for you.

Engagement Structure

All engagements are structured as contributions to a 508(c)(1)(A) faith-based ministry operating under private ecclesiastical contract. No minimum asset requirement.

What You Receive

Master Trust & Estate Plan customized to your specific situation and objectives
Collaborative design process with documented Minutes throughout
Complete estate plan documentation (integrated document stack)
Modular sub-trust system for asset isolation and protection
Annual review eligibility through the Evergreen Protocol
Dedicated administrative support for the life of the trust

Dispute Resolution & Liability

Dispute Resolution

In the rare event of disagreement, we first attempt resolution through direct, good faith communication. If direct communication does not resolve the matter, the parties may pursue Alternative Dispute Resolution (ADR), including mediation. All dispute communications remain confidential.

Limitation of Liability

Alchemy of Grace’s liability is limited to direct, documented harm caused by gross negligence in the creation of your specific instrument. Liability does not extend to outcomes dependent on your implementation and stewardship, changes in law, actions of third parties, market changes, or financial results.

Withdrawal

You may terminate your relationship with Alchemy of Grace at any time, for any reason, without penalty or consequence. Upon withdrawal, you receive all your records and your Master Trust & Estate Plan remains yours. Confidentiality obligations continue indefinitely on both sides.

Trade Secrets & Intellectual Property

Your Master Trust & Estate Plan contains proprietary architectural frameworks and strategic design elements. These are yours to use privately. Public disclosure or unauthorized sharing of the specific mechanisms is prohibited and may trigger legal consequences. All documentation is your property and remains so regardless of the status of our relationship.