Privacy Policy & Terms of Service
How we handle your information, the terms 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 bespoke 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
Terms of Service
What We Are
Alchemy of Grace is a 508(c)(1)(a) faith-based private ministry. We design and administer bespoke irrevocable trust architecture for families and business owners.
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.
What This Relationship Is
This is a collaborative design engagement. You provide the vision, objectives, and family context. We provide the architectural expertise, drafting, and ongoing administration. Together, we create a bespoke Master Trust & Estate Plan documented through formal Minutes.
What This Relationship Is NOT
- Not Legal Representation: No attorney-client relationship exists. We recommend independent legal review and work cooperatively with your attorney.
- Not Tax Advice: Engage qualified tax professionals to understand the tax implications of your trust structure.
- Not Financial Advice: We do not hold financial licenses or registrations.
- Not Guaranteed Outcomes: Results depend on your stewardship, implementation, and evolving legal circumstances. We do not guarantee financial outcomes or legal protections beyond the quality of the instrument itself.
Your Bespoke 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.
Fees & Engagement Structure
Investment
Complete Master Trust & Estate Plan: $8,888.88.
Traditional estate planning costs $2,000–$10,000+ for template-based work through conventional channels, or $12,000–$30,000+ for complex custom plans. We offer meticulously drafted bespoke architecture at a fixed contribution. No hidden fees. No hourly billing. No minimum asset requirement.
We believe sophisticated trust architecture should not be gatekept by cost or reserved for the affluent.
All engagements are structured as contributions to a 508(c)(1)(a) faith-based ministry operating under private contract.
What You Receive
- Bespoke 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.