Terms of Service

Last Updated: July 1, 2026

1. Acceptance of Terms

By accessing and using the Move Money Safely website and services, you agree to comply with and be bound by these Terms of Service. If you do not agree to these terms, please do not use our services.

2. Not Legal or Tax Advice

The information provided on this website is for general educational purposes only and does not constitute legal, tax, or financial advice. Move Money Safely provides financial consulting and facilitates estate planning services. Trust and estate documents are prepared by licensed professionals or through independent software. You should consult with your own independent legal and tax professionals regarding your specific situation.

3. Services Provided

Move Money Safely offers educational resources, consulting services, and access to estate planning tools and attorney networks. We do not guarantee specific financial outcomes or tax savings. Any examples or case studies provided are illustrative and not guarantees of future results.

4. User Responsibilities

You agree to provide accurate, current, and complete information when using our services or filling out forms. You are responsible for maintaining the confidentiality of any account credentials and for all activities that occur under your account.

5. Intellectual Property

All content, materials, branding, and designs on this website are the property of Move Money Safely or its licensors and are protected by copyright, trademark, and other intellectual property laws. You may not reproduce, distribute, or create derivative works without our express written permission.

6. Limitation of Liability

To the fullest extent permitted by law, Move Money Safely and its affiliates, consultants, and partners shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of or related to your use of our services or website.

7. Governing Law

These terms shall be governed by and construed in accordance with the laws of the State of California, 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 Santa Clara County, California.

8. Changes to Terms

We reserve the right to modify these Terms of Service at any time. Any changes will be effective immediately upon posting on this page. Your continued use of the website after changes are posted constitutes your acceptance of the revised terms.

9. Contact Us

If you have any questions about these Terms of Service, please contact us at:
Email: A.Salas@movemoneysafely.com
Phone: 408-554-0007