Legal & Compliance Information

Wyvern Trustee Services LLC

Purpose of This Page

This page provides important legal, compliance, and informational notices regarding the use of this website and the services offered by Wyvern Trustee Services LLC. Please review it carefully, as accessing or using this website signifies your acceptance of these terms.

Informational Use Disclaimer

The content on this website is provided for general informational purposes only. It is not intended to constitute, and should not be relied upon as, legal, tax, investment, financial, or other professional advice. You should consult qualified professionals for advice specific to your circumstances.

No Fiduciary or Client Relationship Created

Your use of this website, including submitting information through contact forms or sending unsolicited emails, does not create a fiduciary, trustee, representative payee, or client relationship with Wyvern Trustee Services LLC. A formal written service agreement is required before any fiduciary relationship is established.

Scope of Services

Wyvern Trustee Services LLC provides:

  • Professional trustee services

  • Fiduciary services

  • Representative payee services

Wyvern Trustee Services LLC does not provide:

  • Investment advisory or portfolio management services

  • Legal representation or legal advice

  • Tax preparation or tax advisory services

Any references to financial matters relate solely to fiduciary administration and record‑keeping within the scope of our services.

Accuracy and Completeness of Information

While we strive to keep information current and accurate, Wyvern Trustee Services LLC makes no representations or warranties regarding:

  • The completeness, accuracy, or reliability of website content

  • The suitability of information for any particular purpose

  • The timeliness of updates

All information is provided “as is” without warranties of any kind.

Limitation of Liability

To the fullest extent permitted by law, Wyvern Trustee Services LLC is not liable for any damages arising from:

  • Use of this website

  • Reliance on website content

  • Inability to access the website

  • Errors, omissions, or inaccuracies in website materials

Your use of this website is at your own risk.

Confidentiality and Communications

Submitting information through this website or via email does not guarantee secure transmission. While we maintain high standards of confidentiality in our professional practice, electronic communication may not always be secure. Do not send sensitive or confidential information unless and until a formal service relationship has been established.

Fees and Service Arrangements

Fees for fiduciary, trustee, and representative payee services vary based on service type, complexity, and client needs. Fee schedules are available upon request. Nothing on this website should be interpreted as a binding fee quote or service guarantee.

Conflicts of Interest

Wyvern Trustee Services LLC is committed to acting with integrity, impartiality, and transparency. Any potential conflicts of interest are disclosed and addressed in accordance with professional standards and applicable law.

Intellectual Property

All content on this website—including text, graphics, logos, and design elements—is the property of Wyvern Trustee Services LLC unless otherwise noted. You may not reproduce, distribute, or modify website content without prior written permission.

Accessibility Statement

Wyvern Trustee Services LLC is committed to providing a website that is accessible to all individuals, including those with disabilities. If you encounter accessibility barriers or require assistance, please contact us so we can improve your experience.

External Links

This website may contain links to third‑party websites. Wyvern Trustee Services LLC is not responsible for the content, accuracy, or privacy practices of external sites.

Governing Law

These terms are governed by the laws of the State of Montana, without regard to conflict‑of‑law principles.

Updates to This Page

Wyvern Trustee Services LLC may update this page periodically. Continued use of the website after changes are posted constitutes acceptance of the revised terms.

Related Policies

For additional information, please review:

  • Privacy Policy (link to your existing page)

  • Unsubscribe / Email Preferences (link to your existing page)

© 2025. All rights reserved.

Contact Information

Phone: (406)672-6113

Email: mail@wyverntrustee.com

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