Legal & Compliance
Terms of Use
Effective date: 05-01-2026 · Last reviewed: 05-29-2026
These Terms govern your use of the Echelon Heritage Group website and online materials.
Important: These Terms do not create a client, advisory, fiduciary, attorney-client, CPA-client, trustee, or tax-preparer relationship. Written agreements and required onboarding documents govern any formal engagement.
Acceptance of terms
By accessing or using this website, you agree to these Terms of Use and any additional notices posted on the website. If you do not agree, you should not use the website. Echelon Heritage Group may update these Terms from time to time, and continued use of the website after changes are posted constitutes acceptance of the updated Terms.
No investment, tax, legal, accounting, or estate advice
The website is provided for general informational purposes only. Content on this website does not constitute investment advice, tax advice, legal advice, accounting advice, estate planning advice, trust administration advice, retirement plan advice, insurance advice, or a recommendation to buy, sell, hold, or implement any security, product, strategy, plan, entity, trust, or transaction.
You should consult qualified legal, tax, accounting, investment, insurance, trust, and other professional advisors familiar with your specific facts before making decisions. Echelon does not provide legal document drafting, tax return preparation, audit representation, trustee services, custody, or securities execution through this website.
No offer, solicitation, or guarantee
Nothing on this website is an offer to sell or a solicitation of an offer to buy securities, investment advisory services, tax services, trust services, insurance products, retirement plan services, or other regulated services in any jurisdiction where such offer, solicitation, or service would be unlawful. No content should be interpreted as a guarantee of tax savings, investment performance, retirement income, estate outcome, asset protection result, or legal result.
Permitted website use
You may use this website for lawful personal or business informational purposes. You may not attempt to interfere with site operation, access nonpublic systems, scrape content at scale, introduce malicious code, misrepresent your identity, submit unlawful or infringing information, or use the website in a manner that violates applicable law or third-party rights.
Intellectual property
All content, design elements, logos, service names, copy, graphics, and other materials on this website are owned by or licensed to Echelon Heritage Group unless otherwise stated. You may not copy, reproduce, modify, distribute, publicly display, or create derivative works from website materials without prior written permission, except for personal, noncommercial reference use.
Third-party links and tools
The website may reference or link to third-party websites, tools, custodians, professional advisors, service providers, publications, or resources. Third-party content is provided for convenience only. Echelon does not control and is not responsible for third-party websites, policies, security, accuracy, or practices.
Disclaimer of warranties and limitation of liability
The website is provided “as is” and “as available.” To the fullest extent permitted by law, Echelon disclaims all warranties, express or implied, including warranties of accuracy, completeness, merchantability, fitness for a particular purpose, non-infringement, availability, and security. Echelon will not be liable for any direct, indirect, incidental, consequential, special, punitive, or exemplary damages arising from or relating to use of the website.
Governing law and venue
These Terms are intended to be governed by the laws of Indiana, without regard to conflict-of-law principles. Venue for disputes will be in Marion County, except where applicable law requires otherwise.
Contact
Questions about this Privacy Policy or privacy practices may be directed to contact@echelonheritage.group.