Service Terms & Policies

Please read the following terms and policies governing our services carefully. Also refer to our Privacy Policy.

Licensing Status. This office and its attorney(s) are licensed to practice law only in Colorado. We do not seek to represent anyone in any other jurisdiction.  

Formation of Attorney-Client Relationship. Booking a session and information-gathering in advance of each session is for the convenient and efficient administration of our program. Your registration and submission of information does not form an attorney-client relationship with Nido Planning, LLC or any of its attorneys. Legal representation will begin only after signing a written an engagement and fee agreement, following our conflict-of-interest check and a specific discussion with you concerning the terms of the representation.

Terms of Payment. It is our policy to collect payment as earned, and therefore no portion of your fee will be held in trust absent an express agreement with you otherwise. It is generally not our policy to issue refunds of amounts earned and collected. Please note that if you use a debit or credit card for payment, the Nido Planning, LLC name may not appear on your statement; we may use a shortened or general designation for your privacy. If you have any concerns, please note the date(s) and amount(s) and contact us to verify the charge(s).

Accommodations. Everyone has a right to estate planning services, and we strive to make Nido Planning, LLC inclusive and accessible to all. If you face any barriers to participation or have a disability requiring accommodation, we will work with you to ensure your full participation. For more information, please see our statement on Inclusion & Accessibility.

Copyright. All content created by Nido Planning, LLC is proprietary and copyrighted property of Nido Planning, LLC. This includes but is not limited to: website content and marketing materials; workshop and session materials, documents, and packages; logos, designs, and graphics; and the overall “look and feel” of our content. You may copy and print Nido Planning, LLC content only for your own informational and personal use. Any other use without the prior written permission of Nido Planning, LLC is strictly prohibited.