Terms of Service (ToS)

How We Manage Third-Party Access:

• Third parties sign confidentiality agreements protecting your information
• You explicitly authorize all third-party access in writing
• Access is limited to information necessary for their specific role
• Third parties understand your information is held in sacred confidence
• We maintain records of all third-party access

Your Control: You retain the right to deny third-party access to any information. You may revoke authorization at any time. You receive notification of all third-party access. You may request written confidentiality agreements directly from any third party.

Community, Testimonials & Trade Secrets

We honor your privacy while celebrating the work we do together.

Your Story: Your name, likeness, and personal story are your property. We will not use your information in testimonials, case studies, or public materials without your explicit written consent, nor as per AOG internal policy Memo: Energy Dynamics, will we “request testimonials”, etc.

Anonymity: You may request to remain anonymous in any discussions of your work with us. Your privacy is protected regardless of whether your story is shared.

Trade Secrets: The embedded financial technology, strategic architecture, and proprietary frameworks within your In Grace We Trust are protected as trade secrets. These elements are yours to use privately within your trust; public disclosure or unauthorized sharing is prohibited.

Community Building: If you choose to participate in Alchemy of Grace community initiatives, (Mama Bear Sanctuary, Mojo Magic Mystery School, and other connected projects) your participation is confidential. Any sharing of community learnings or collective insights happens only with explicit consent and anonymity protections.

Your Rights

You retain full sovereignty over your information and records.

Right to Access: You may access your complete file, including all Minutes, drafts, notes, and communications at any time. We will provide access promptly upon request.

Right to Correction: You may request corrections to any records. You may add clarifications, amendments, or updates to your Minutes. All corrections are documented and dated.

Right to Withdraw: You may withdraw from our relationship at any time. Upon withdrawal, you receive all your records. Your In Grace We Trust instrument remains your property to steward as you see fit.

Right to Confidentiality: You may request anonymity in any public discussions of your work. You may restrict use of your case or story. 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. Alternative Dispute Resolution processes are available (see Terms of Service).

Exercise Without Penalty: All client rights are inalienable and exercised without penalty or consequence to your relationship with Alchemy of Grace.

Data Retention & Destruction

Your records are retained with care and destroyed with reverence.

How Long We Keep Your Information: Your records are maintained during our active relationship and in accordance with legal requirements for estate planning documents. Extended retention occurs if your trust remains active or if sub-trusts are in operation.

Your Control Over Retention: You may request extended retention of your records for your own purposes. You may request permanent archival. Upon completion of your relationship, you may request destruction of our copies (while you retain yours).

Destruction Process: When records are destroyed, the process is certified and documented. We ensure that destruction protects your trade secrets and privacy even in the destruction process itself.

OUR SINCERELY HELD RELIGIOUS BELIEFS

Alchemy of Grace is a faith-based organization rooted in sincerely held religious beliefs about wealth, stewardship, and human flourishing.

We believe that all people who resonate with this work—who are synchronistically called to these words, these principles, and this path—are meant to be here. The flow is what it is. Some truths are universal, and they find their way to those ready to receive them.

We believe access to spiritual and financial technology for sacred stewardship should not be gatekept or reserved for the select few. Those inspired by a higher calling, in service to something greater than themselves, deserve tools to align their wealth with their spirit and their vision with their legacy.

This is mutually protective work. We protect your sacred path. You protect the integrity of this covenant. Together, we honor what flows through us in service to the big dream.

Changes to This Policy

We may update this Privacy Policy as our practices evolve. We will notify you of material changes. Continued engagement with Alchemy of Grace after notification constitutes acceptance of updated terms.

Last Updated: 11.01.2025

TERMS OF SERVICE

By engaging with Alchemy of Grace, you are entering into a sacred collaboration rooted in sincerely held religious beliefs about wealth, stewardship, legacy, and spiritual alignment. These Terms of Service explain what that relationship is, what it isn’t, and what we both commit to.

What We Are

Our Identity

Alchemy of Grace is a living church and spiritual practice rooted in first principles, natural law, and ancient wisdom. We operate as a faith-based religious organization (508c1a) with an integrated Private Membership Association (PMA) structure.

Our foundation is our Code—the unified set of principles, governing structures, and sacred contracts that reflect natural law and first principles. This Code is the coherence field from which all custom instruments emerge.

When clients are ready, they create their own framework within this field. Each becomes an independent node in a living network—a complete reflection of the whole, operating according to our shared Code while honoring their unique calling and vision.

The result: a decentralized network of nodes, each one a holographic expression of the living church. The PMA is the network itself. Each client’s instrument becomes both autonomous and interwoven, reflecting nature’s own recursive design.

This is the Way.

We are NOT a law firm. We do not hold legal licenses. We do not provide legal advice in the manner a law firm would. We do not represent clients in legal proceedings.

Our Calling: Our calling is to help those who resonate with the big dream advance their vantage of the human experience. We do this through sacred estate planning that aligns your wealth with your spirit, your calling, and your deepest vision.

Our Sincerely Held Religious Beliefs: We operate from sincerely held religious beliefs that:

• All people deserve access to tools for financial and spiritual alignment
• Wealth is a sacred stewardship, not a commodity
• Legacy is an expression of spirit made manifest
• Natural law and first principles provide superior governance to commercial code
• Generational flourishing flows from spiritual alignment

These beliefs inform everything we do.

What This Relationship Is

This is a sacred collaboration, not a conventional service transaction.

Sacred Collaboration: Your engagement with Alchemy of Grace is a sacred collaboration. You are not a passive client receiving a service. You are a co-creator of your In Grace We Trust instrument.

We facilitate. You actualize. Together, we bring your vision into legal and financial reality.

A Relationship of Trust: This relationship is rooted in trust, transparency, and shared commitment to your vision. We enter into this work in service to your calling and your posterity’s flourishing.

Ongoing Evolution: Your In Grace We Trust is not a static document delivered and forgotten. It is a living instrument that evolves as your vision clarifies and your coherence deepens. We document this evolution through Minutes—the sacred record of your unfolding.

Duration: This relationship is ongoing while you are actively engaged with us and may continue in advisory capacity as your instrument lives and operates.

What This Relationship Is NOT

Critical clarity on what we do not do.

Not Legal Representation: Alchemy of Grace does not hold legal licenses. We do not represent you in legal matters. No attorney-client relationship exists. You should engage qualified attorneys to review your documents and advise on legal implications.

Not Tax Advice: We do not provide tax advice. You should engage qualified tax professionals to understand the tax implications of your In Grace We Trust and your financial choices.

Not Financial Advice: We do not provide investment advice, financial planning, or securities recommendations. We do not hold financial licenses or registrations. You should engage qualified financial professionals for these matters.

Not Ongoing Legal Counsel: Our engagement concludes with the creation and initial implementation of your instrument. We do not serve as ongoing legal counsel. Changes to law or circumstances may require you to engage professional counsel.

Not Guaranteed Outcomes: We do not guarantee financial outcomes, legal protections, or any results beyond the quality and coherence of your customized instrument. Success of your In Grace We Trust depends on your stewardship and integration.

Your Bespoke Instrument

Your In Grace We Trust is uniquely and completely yours. Your naming conventions, your inspiration. Your calling. Your call.

Not a Template: Your instrument is never templated. It is created specifically for you, from our proven foundation but shaped entirely by your unique calling, vision, values, and circumstances.

The Foundation: We begin with In Grace We Trust—our established framework proven effective for sacred estate planning. This is your chassis: the governing structure, the proven architecture, the foundation upon which everything else rests.

Your Customization: From that foundation, we create your bespoke instrument through sacred collaboration. Your In Grace We Trust reflects:

• Your unique calling and vision
• Your sincerely held religious and spiritual beliefs
• Your specific financial and family circumstances
• Your values and the legacy you wish to create
• Your relationship with Creator and the principles that guide you

Evolution Through Minutes: As you work with us, Minutes document the evolution of your thinking, the clarification of your vision, and the customization of your instrument. Your In Grace We Trust is a living document that deepens and expands as your coherence grows.

Modular Design: Your instrument is designed modularly. Sub-trusts, additional governance protocols, and expanded provisions can be added as your vision develops and your needs evolve.

Private Hybrid Structure: Your In Grace We Trust is structured as a private hybrid irrevocable trust with embedded trade secrets, financial technology, and governance mechanisms designed to protect, preserve, and advance your wealth and values across generations.

Your Role in Sacred Collaboration

You are not a passive recipient. You are a co-creator.

Your Active Participation: Your engagement in this process is essential. We facilitate clarity-building, architectural design, and documentation. But you must show up:

• With honesty about your vision and values
• With willingness to examine your relationship to wealth and legacy
• With commitment to clarifying your calling
• With openness to the evolution of your instrument

Your Coherence Matters: The depth and clarity of your vision directly shapes the power of your instrument. As your coherence deepens, your In Grace We Trust becomes more refined, more potent, more aligned with your spirit.

Your Responsibility:

• You are responsible for engaging independent legal counsel
• You are responsible for engaging tax professionals
• You are responsible for understanding the implications of your choices
• You are responsible for ongoing stewardship of your instrument
• You are responsible for communicating changes in your circumstances or vision

Communication & Engagement: We expect regular engagement throughout the process. You will communicate your vision, your questions, your concerns, and any changes in your circumstances. We will honor your timeline while maintaining the integrity of the process.

Our Scope & Limitations

We are excellent at what we do. We are clear about what that is.

What We Do:

• Facilitate spiritual alignment and vision clarification
• Design bespoke In Grace We Trust frameworks
• Draft customized Constitutions, Codes, and trust language
• Embed natural law principles and first-principles architecture
• Document your evolution through Minutes
• Create comprehensive estate planning instruments
• Leverage embedded financial technology and trade secrets
• Design private contracts and governance structures

What We Do NOT Do:

• Provide legal advice (refer to attorneys)
• Litigate or represent in legal disputes
• Provide tax advice (refer to tax professionals)
• Provide investment or financial advice (refer to financial professionals)
• Guarantee outcomes or results
• Serve as ongoing legal counsel after implementation
• Make decisions for you (we facilitate; you decide)

External Professional Engagement: Qualified legal, tax, and financial professionals are essential partners in this process. We coordinate with these professionals on your behalf, but we do not substitute for them. You are responsible for engaging and vetting these professionals.

Minutes, Documentation & Trade Secrets

Your records are sacred and protected.

Minutes as Living Record: Minutes are the documented unfolding of your vision and the customization of your instrument. Minutes are your property and your sacred record. You receive copies of all Minutes.

Documentation Confidentiality: All documentation created during our collaboration—drafts, notes, strategic discussions, Minutes—is confidential. This documentation reflects your spiritual beliefs, your financial circumstances, and your vision. It is protected as sacred confidence.

Trade Secrets: Your In Grace We Trust contains embedded financial technology, strategic architecture, and proprietary frameworks protected as trade secrets. These elements are yours to use privately; public disclosure or unauthorized sharing is prohibited and may trigger legal consequences.

Your Ownership: All documentation is your property. You retain full access, copies, and ownership. Upon conclusion of our relationship, all documentation is yours to keep, archive, or destroy as you choose.

Sincerely Held Religious Beliefs & Protection

Your spiritual path is honored and protected.

Religious Belief Protection: We recognize that your engagement with us is rooted in sincerely held religious and philosophical beliefs. Your relationship with your wealth, your legacy, and your posterity is inseparable from your spiritual practice.

Your sincerely held beliefs—including your religious convictions, spiritual practices, and philosophical principles—are protected with the same confidentiality and reverence as any sacred confidence.

Conscience Protection: You have the right to steward your resources according to your conscience and your relationship with Creator. Your In Grace We Trust is designed to honor and protect that right.

Community of Faith: As a faith-based organization, we honor the spiritual dimension of this work. We acknowledge that generational legacy is spiritual work. We approach your estate planning as sacred stewardship.

Fees, Payment & Relationship Structure

Why $8,888.88?

We price symbolically because we teach through example.

Traditional estate planning typically costs $2,000-$10,000+ through conventional channels, for boilerplate. $12,000-$30,000+ for more complex estate plans.

We offer meticulously drafted bespoke architecture, thoughtful integration with existing entities, with trade secret bells and whistles not available through conventional means for $8,888.88 …

This is not a discount.
This is a statement: abundance flows when wealth is aligned with spirit and values.

We don’t believe sacred planning should be gatekept by cost or reserved for the affluent. Those called to this work—those inspired by a higher calling in service to something greater—deserve access to these tools.

Our Position

We operate in a unique space. We’re not DIY or templated (which strips the sacred from the process). We’re not conventional attorney-based planning (which treats wealth as commodity). We’re bespoke, relationship-based, and rooted in sincere faith-based beliefs about stewardship, natural law, and generational flourishing.

Our framework integrates 508(c)(1)(a) religious entity structures, Private Membership Association networks, and first-principles architecture. Your In Grace We Trust is uniquely yours—never templated, always evolving through Minutes as your vision clarifies.

What You Receive

For $8,888.88, you receive:

• Bespoke Master Trust & Estate Plan customized to your calling and vision
• Sacred collaboration and coherence-building throughout the process
• Full Minutes documentation of your evolution
• Integration into our living church network as a holographic node
• Access to our unified Code and governing framework
• A living instrument designed to grow and expand as your vision develops

This is not a product purchase. This is a relationship rooted in mutual commitment to your spiritual and financial sovereignty.

Dispute Resolution

In the rare event of disagreement, we commit to resolution in service to your vision and our shared values.

Good Faith Communication: If disagreement arises, we first attempt resolution through direct, good faith communication. We seek to understand your concern and work toward alignment.

Exhaustion of Remedies: Before pursuing formal dispute resolution, both parties commit to exhausting all possible remedies and attempting to reach meeting of the minds through dialogue, clarification, and good faith negotiation.

Alternative Dispute Resolution (ADR): If direct communication does not resolve the disagreement, and no possible meeting of the minds can be reached, the parties may pursue Alternative Dispute Resolution (ADR), which may include mediation or other appropriate ADR mechanisms.

Confidentiality in Resolution: All dispute communications and resolution processes remain confidential. Disputes are not discussed publicly or in ways that breach the sacred covenant between us.

Limitation of Liability

Given the nature of this relationship, liability is appropriately limited.

Scope 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 or external circumstances
• Actions of third parties (trustees, attorneys, advisors)
• Market changes or financial results
• Spiritual or reputational harm

No Guarantees: We do not guarantee legal protections, financial outcomes, or results beyond the quality and coherence of your customized In Grace We Trust instrument.

Your Assumption of Risk: You assume all risk related to implementation of your instrument, ongoing stewardship, compliance with evolving law, and consequences of your decisions regarding your wealth and legacy.

Confidentiality & Non-Disclosure

The sacred nature of this work demands strict confidentiality.

Mutual Confidentiality: Both you and Alchemy of Grace commit to confidentiality regarding the specifics of your relationship, your instrument, your financial circumstances, and your spiritual beliefs.

Your Obligations: You agree not to disclose confidential information about Alchemy of Grace, our methods, our embedded financial technology, or our proprietary frameworks without written permission or waiver.

Our Obligations: We agree to hold your information, your vision, and your circumstances in sacred confidence, subject only to the exceptions outlined in our Privacy Policy.

Public Discussion: Any public discussion of our work together requires your explicit written consent and anonymity protections.

Intellectual Property & Trade Secrets

The frameworks and technology within your In Grace We Trust are protected.

Your Use Rights: You own your instrument and may use it for your personal estate planning and generational stewardship. You may share it with your family, trustees, and authorized advisors.

Restrictions: You may not:

• Publicly disclose the embedded financial technology or trade secrets
• Share your instrument’s proprietary frameworks with unauthorized parties
• Use your instrument to compete with or undermine Alchemy of Grace
• Publicly claim our methods as your own creation

Our Intellectual Property: Alchemy of Grace retains intellectual property rights in the In Grace We Trust framework, our methodologies, and our embedded financial technology. These are licensed to you for your private use; they are not transferred to you.

Termination & Withdrawal

You may withdraw at any time. The process is clear.

Your Right to Withdraw: 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, Minutes, and documentation
• Your In Grace We Trust instrument remains yours to steward
• Confidentiality obligations continue indefinitely
• You assume full responsibility for your instrument

Our Responsibilities Remain: Even after withdrawal, we remain bound by confidentiality obligations and do not disclose your information.

Changes to These Terms

We may update these terms as our understanding and practices evolve.

Notification: We will notify you of material changes to these Terms of Service. Continued engagement with Alchemy of Grace after notification constitutes acceptance of updated terms.

Your Right to Withdraw: If you disagree with any changes, you retain the right to withdraw without penalty.

Acknowledgment & Agreement

By engaging with Alchemy of Grace for sacred estate planning, you acknowledge that:

• You have read and understand these Terms of Service and Privacy Policy
• You understand that Alchemy of Grace is not a law firm and no attorney-client relationship exists
• You understand that you should engage independent legal and tax counsel
• You assume responsibility for your own legal and financial compliance
• You commit to the sacred collaboration and your role as co-creator
• You understand the limitations of this relationship
• You agree to the confidentiality and dispute resolution terms outlined
• You acknowledge that your engagement is rooted in sincerely held beliefs about wealth, stewardship, and legacy

Contact & Questions

For questions about this Privacy Policy or these Terms of Service, contact Alchemy of Grace at roots@alchemyofgrace.org.

For legal questions about your specific instrument, consult qualified legal counsel.

For tax questions about your instrument, consult qualified tax professionals.

Last Updated: 11/01/2025

Effective Date: 11/01/2025