Terms & Conditions
Last updated: 1/1/26
Consulting Services
Scope of Services:
SageVault provides non-legal, non-financial executor advisory and organizational support. Services are educational and strategic in nature and do not replace legal, tax, or financial advice. Clients are responsible for engaging licensed professionals for legal, tax, or fiduciary matters.
Payment Terms:
Full payment is required before services will be initiated. Services will not begin until the invoice is paid in full. Payment is due within 10 business days of the invoice date unless otherwise agreed upon in writing. Late payments may incur a fee of 1.5% per month (18% annually) or the maximum permitted by law.
Cancellations & Rescheduling:
For scheduled sessions, cancellations made with less than 24 hours’ notice may be charged at 50% of the session rate. Rescheduling is permitted once per engagement with no penalty. Missed sessions with less than 24 hours’ notice may be forfeited.
Communication & Email Support
Email support is provided for clarifying questions and guidance during the engagement period. Responses are typically provided within 1–2 business days. Email support does not replace scheduled sessions or urgent legal or financial advice.
Legal & Professional Coordination
SageVault may assist with coordination and preparation for conversations with attorneys, CPAs, or other professionals at the client’s request. SageVault does not provide legal, tax, or investment advice and does not act as a fiduciary.
Client Responsibility:
The client is responsible for all decisions made based on the guidance provided. SageVault Consulting shall not be held liable for outcomes resulting from actions taken independently by the client or third parties. Clients are responsible for providing accurate information, timely documentation, and access to relevant materials needed to support executor guidance. Outcomes depend on the completeness and accuracy of information provided.
Fees & Payment
Fees are billed as outlined on the invoice and contract and are due in full prior to the start of services unless otherwise agreed in writing.
Estate Reimbursement Disclaimer
Payment of SageVault services may be considered a reimbursable estate expense depending on estate terms and jurisdiction. Clients are responsible for confirming reimbursement eligibility with the estate’s attorney or court.
Limitation of Liability
SageVault is not responsible for legal outcomes, court decisions, tax determinations, or actions taken by third-party professionals. Guidance is provided to support informed decision-making, not to guarantee outcomes.
Confidentiality:
All personal and family information shared during the engagement will be treated as confidential and used solely for the purpose of providing services, except where disclosure is required by law.
Disclaimer:
By engaging SageVault Consulting, you acknowledge that services are advisory and educational in nature. SageVault Consulting is not a substitute for an attorney, CPA, or licensed financial advisor.
Contact:
For questions or support, please email tara@mysagevault.com.