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Terms & Conditions

Terms & Conditions Statement

Effective Date: 5/23/2025

Welcome to KW Fiduciaries (“Company”, “we”, “our”, or “us”). By accessing or using our website (the “Site”), you agree to be bound by the following Terms and Conditions (“Terms”). If you do not agree with these Terms, please do not use our Site.

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1. Services Offered
KW Fiduciaries provides fiduciary support services including, but not limited to, acting as a successor trustee, power of attorney agent, and daily money manager for clients across Illinois and Iowa. All services are subject to specific engagement agreements and applicable legal requirements.

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2. No Legal or Financial Advice
Information on this Site is for general informational purposes only and does not constitute legal, financial, or tax advice. You should consult your own attorney, accountant, or financial advisor for advice specific to your situation.

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3. Client Relationships
Use of this Site or communication via this Site does not establish a fiduciary or client relationship with KW Fiduciaries. Such a relationship is only formed through a signed written agreement.

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4. Accuracy and Availability
We make reasonable efforts to ensure the accuracy of the information presented on the Site, but we make no warranties or representations about the accuracy, completeness, or reliability of any content. We reserve the right to modify the Site at any time without notice.

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5. Privacy
Your use of our Site is also governed by our Privacy Policy, which outlines how we collect, use, and protect your personal information.

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6. Intellectual Property
All content on this Site, including but not limited to text, graphics, logos, and images, is the property of KW Fiduciaries and is protected by intellectual property laws. You may not copy, reproduce, or distribute any content without our express written permission.

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7. Third-Party Links
This Site may contain links to third-party websites. We are not responsible for the content or privacy practices of those sites, and inclusion of any link does not imply endorsement.

 

8. Limitation of Liability
To the fullest extent permitted by law, KW Fiduciaries shall not be liable for any damages arising from your use of this Site or reliance on any information provided. This includes direct, indirect, incidental, consequential, and punitive damages.

 

9. Indemnification
You agree to indemnify and hold harmless KW Fiduciaries, its affiliates, employees, and agents from any claims, liabilities, damages, and expenses (including attorney’s fees) arising out of your use of the Site or violation of these Terms.

 

10. Governing Law
These Terms are governed by and construed in accordance with the laws of the States of Illinois and Iowa, without regard to conflict of law principles. Any legal action must be brought in the appropriate courts of those states.

 

11. Changes to Terms
We may revise these Terms at any time without notice. Your continued use of the Site constitutes your acceptance of any such changes. We encourage you to review these Terms periodically.

 

12. Contact Us
If you have any questions about these Terms, please contact us at:

KW Fiduciaries

info@kwfiduciaries.com
309.292.3997

309.225.3345 (office)

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Disclaimer: KW Fiduciaries is not a bank or trust company. We are a private fiduciary service provider operating under Illinois law. KW Fiduciaries does not provide legal, accounting, or tax advice, but we regularly work in tandem with our clients' legal and financial professionals. The information on this website is for general informational purposes only and should not be relied upon as a substitute for advice tailored to your specific situation. Please consult with your attorney, accountant, or financial advisor for guidance specific to your needs.

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