Grace Senior Transitions

Effective Date: October 22, 2026

Welcome to Grace Senior Transitions.

We believe that navigating life's later chapters should begin with clarity, compassion, and informed decisions. These Terms & Conditions explain the guidelines for using our website, accessing our educational resources, and engaging with our services.

Please read these terms carefully. By using our website, you agree to these Terms & Conditions. Additional agreements may apply when you purchase or participate in our personalized services.

If you have questions, please contact us at [email protected].

1. About Grace Senior Transitions

Grace Senior Transitions ("GST," "we," "our," or "us") provides senior transition planning, education, and guidance to older adults, their families, and caregivers.

Founded by Julie Herbert and based in Scarborough, Maine, Grace Senior Transitions assists families in navigating important decisions related to later-life changes.

Our services may include:

Senior transition planning and consultations

Personalized transition roadmaps

Guidance regarding housing and support considerations

Family communication and planning support

Educational resources and decision-making tools

Additional transition support services offered through separate arrangements

Services may be provided virtually to clients throughout the United States or in person where available and agreed upon.

Our goal is to help families approach important decisions with greater understanding, organization, and confidence.

2. Website Use

By using this website, you agree to use it lawfully and respectfully.

You agree not to:

Use the website for fraudulent or unlawful purposes

Attempt to gain unauthorized access to website systems or information

Interfere with the website's security or functionality

Reproduce, distribute, or commercially exploit our materials without permission

Submit false, misleading, or unauthorized information through website forms

Use automated methods to collect website information in ways that interfere with its operation

We reserve the right to restrict access to the website when reasonably necessary to protect our services, visitors, or systems.

3. Educational Information and General Guidance

The information provided on this website, including articles, downloadable guides, checklists, worksheets, and other educational materials, is intended for general informational and educational purposes.

Our resources are designed to help families explore considerations, ask meaningful questions, and understand possible next steps.

They are not intended to replace personalized assessments, professional evaluations, or individualized advice from qualified professionals.

Every family and every aging individual's circumstances are different. Information that may be helpful in one situation may not be appropriate in another.

You are responsible for considering the information in relation to your circumstances and seeking appropriate professional guidance when necessary.

4. Professional Services and Limitations

Grace Senior Transitions provides planning, organizational guidance, and navigation support.

Unless expressly stated otherwise in a separate written agreement, our services do not constitute:

Medical diagnosis, treatment, or clinical assessment

Legal advice or legal representation

Financial, investment, tax, or insurance advice

Licensed healthcare or clinical care management

A certified home safety inspection or determination that a living arrangement is safe

Emergency response or crisis intervention

Real estate brokerage services

We may suggest categories of professionals or resources that could be helpful. The scope of any assistance identifying, evaluating, or connecting with specific providers will depend on the service purchased and the applicable agreement.

Clients should consult appropriately licensed professionals concerning medical, legal, financial, safety, or other specialized matters.

Grace Senior Transitions does not guarantee that a particular housing choice, care arrangement, or transition decision will produce a specific outcome.

5. The Clarity Plan and Other Paid Services

Our Clarity Plan is a personalized planning service designed to help families better understand their circumstances, establish priorities, and identify practical next steps.

The standard Clarity Plan may include:

A structured intake questionnaire

A private 60-minute virtual planning consultation

A personalized written Senior Transition Roadmap

A practical action plan tailored to the client's circumstances

A 30-minute follow-up consultation within 30 days of Roadmap delivery

Specific service inclusions, pricing, scheduling details, and delivery arrangements will be communicated through the relevant service description, booking process, or client agreement.

Services beyond the Clarity Plan, including ongoing coordination, provider connection, additional family meetings, or continuing support, are not included unless expressly stated in the purchased package or agreed upon separately.

Purchasing the Clarity Plan does not automatically enroll a client in an ongoing service.

6. Appointments and Scheduling

Consultations are scheduled through our designated booking system.

When scheduling an appointment, you agree to provide accurate contact information and any information reasonably necessary to prepare for your consultation.

Virtual appointments may be conducted through Zoom or another designated online meeting platform.

You are responsible for having the internet connection, device, and access information needed to participate.

If you need to reschedule or cancel an appointment, please contact us as soon as possible using the instructions in your booking confirmation.

Applicable cancellation, rescheduling, late-arrival, and missed-appointment policies will be provided during the booking process or in your service agreement.

We may need to reschedule appointments because of illness, technical difficulties, emergencies, or other unforeseen circumstances. If this occurs, we will make reasonable efforts to communicate with you and arrange an alternative appointment.

7. Pricing and Payment

Prices for paid services will be disclosed before you confirm a purchase.

Payments may be processed through Stripe or another approved payment processor.

By submitting payment, you authorize the applicable payment processor to charge the amount presented during checkout.

You agree to provide accurate payment information and to comply with the payment processor's applicable terms.

Additional services, upgrades, or ongoing engagements may involve separate pricing and agreements.

Any recurring payment arrangements, if offered, will be disclosed and require applicable authorization before enrollment.

Grace Senior Transitions does not automatically charge visitors for downloading free educational resources.

8. Cancellations and Refunds

We understand that circumstances can change, especially when families are navigating unexpected transitions.

The cancellation, rescheduling, and refund terms applicable to a paid service will be disclosed before purchase or provided in the applicable client agreement.

Refund eligibility may depend on the service purchased, whether work has begun, services already delivered, and applicable law.

To request a cancellation, discuss a scheduling concern, or inquire about a refund, please contact:

[email protected]

Nothing in these Terms & Conditions is intended to limit any refund, cancellation, or consumer protection rights that cannot legally be waived.

9. Client Responsibilities

Our planning process works best when clients provide accurate information and participate openly in discussions.

When using our services, you agree to:

Provide information that is accurate to the best of your knowledge

Disclose relevant circumstances and concerns needed for planning

Participate in scheduled meetings or provide reasonable notice when unavailable

Review planning materials and communicate important corrections

Respect the privacy and wishes of family members involved in the planning process

Obtain appropriate permission before sharing another person's confidential information

Clients remain responsible for their final decisions, including housing arrangements, healthcare choices, financial commitments, and the selection or engagement of outside professionals.

Our role is to support informed decision-making, not to take decision-making authority away from the individual or family.

10. Family Participation and Decision-Making

Later-life transitions often involve multiple family members, caregivers, and professional advisers.

We believe that the wishes, dignity, and independence of the older adult should remain central to the planning process.

Family participation may be welcomed when appropriate and authorized.

However, purchasing a consultation or participating in a planning discussion does not automatically authorize someone to make legal, medical, or financial decisions on another person's behalf.

Clients are responsible for obtaining any necessary permissions, authorizations, or legal decision-making authority.

Grace Senior Transitions does not resolve legal disputes concerning guardianship, capacity, property ownership, or family decision-making authority.

11. Third-Party Providers and Resources

Our website and educational materials may identify categories of resources or link to independent organizations and service providers.

Some services may include assistance identifying or connecting with outside professionals.

Unless expressly agreed otherwise, third-party providers operate independently from Grace Senior Transitions.

We do not control their practices, pricing, qualifications, availability, or performance.

Clients are encouraged to independently review credentials, references, contracts, licensing requirements, and other relevant information before engaging outside providers.

Any specific provider-vetting or referral services will be defined in the applicable service agreement.

12. Free Guides and Downloadable Materials

Grace Senior Transitions may provide complimentary educational resources, including The Stay or Move Decision Guide.

These materials are intended for personal, family, and educational use.

You may download, print, and use the materials for your own personal or family planning purposes.

Unless you have received written permission, you may not sell, commercially reproduce, rebrand, modify for redistribution, or represent our materials as your own work.

Downloading a free resource does not create a paid client relationship or require the purchase of any service.

Any email communications associated with downloading resources will be handled in accordance with our Privacy Policy and applicable communication preferences.

13. Intellectual Property

Unless otherwise indicated, original website content, text, branding, graphics, downloadable resources, and other materials created or owned by Grace Senior Transitions are protected by applicable intellectual property laws.

The Grace Senior Transitions name, logo, and branded materials may not be used in a manner that falsely suggests affiliation, sponsorship, or endorsement.

Third-party content remains the property of its respective owners.

Permission is required for commercial reproduction or redistribution of protected materials.

14. Privacy and Personal Information

Your privacy matters to us.

When you submit a form, download a resource, schedule a consultation, or engage our services, we may collect and process personal information relevant to your inquiry or engagement.

Our collection, use, storage, and sharing of personal information are described in our separate Privacy Policy.

Please review that policy to learn more about how we handle your information and the choices available to you.

Privacy Policy

15. Confidentiality and Consultation Recordings

We recognize that families may share sensitive personal circumstances during consultations.

We seek to handle client information thoughtfully and in accordance with our Privacy Policy, applicable law, and any separate confidentiality commitments included in a client agreement.

Virtual consultations may be recorded for documentation and planning purposes.

When recording is used, we will provide appropriate notice and obtain consent as required by applicable law.

Clients should not record, publish, or distribute private consultations involving other participants without any permissions required by law.

Please avoid sending highly sensitive personal, medical, or financial information through general website forms or unsecured communication channels.

16. No Guarantee of Specific Results

Grace Senior Transitions strives to provide thoughtful, practical, and personalized guidance.

However, every family situation is unique.

We cannot guarantee particular results, including:

A specific housing or care placement

Approval for financial benefits or assistance programs

Particular cost savings

Availability of professional services or housing

Resolution of family disagreements

Specific health, safety, or quality-of-life outcomes

Plans and recommendations may need to change as circumstances, available resources, or individual needs evolve.

17. Website Availability and Accuracy

We make reasonable efforts to keep the website and its information accurate and available.

However, website content may occasionally contain errors, outdated information, or technical issues.

We may update, correct, or remove website content as needed.

We do not guarantee uninterrupted website availability or that all information will remain current.

Visitors should verify important information before relying on it to make significant decisions.

18. Limitation of Liability

To the extent permitted by applicable law, Grace Senior Transitions is not responsible for losses or damages arising solely from interruptions, technical errors, unauthorized misuse, or reliance on general educational website materials outside an agreed professional engagement.

Any limitations applicable to paid services may also be addressed in a separate client agreement.

Nothing in these Terms & Conditions excludes or limits liability, remedies, or other rights that cannot lawfully be excluded or limited.

19. External Websites and Technology Providers

Our website may link to third-party websites or use external services for scheduling, payments, video consultations, or communication.

Examples may include GoHighLevel, Calendly, Stripe, and Zoom.

These services may maintain their own terms, policies, and privacy practices.

We encourage you to review those policies before using third-party services.

Grace Senior Transitions does not control the independent operation of these platforms.

20. Changes to These Terms

We may update these Terms & Conditions from time to time to reflect changes in our website, services, technology, or applicable legal requirements.

The effective date at the top of this page will indicate when the current version became effective.

Changes to website terms will apply prospectively, except as otherwise permitted by law.

Material changes to an existing paid service engagement will be governed by the applicable service agreement and any additional consent or notice required by law.

We encourage visitors to review these terms periodically.

21. Applicable Law and Disputes

These Terms & Conditions are intended to operate in accordance with applicable United States law.

Grace Senior Transitions is based in Maine.

Questions or disputes related to a paid engagement may also be governed by the applicable client agreement and mandatory consumer protection laws.

Before pursuing formal dispute resolution, we encourage clients to contact us so that concerns can be reviewed and, where possible, resolved directly.

Nothing in these terms limits rights or remedies provided by applicable consumer protection laws.

22. Contact Information

If you have questions about these Terms & Conditions, our website, or our services, please contact:

Grace Senior Transitions
Attn: Julie Herbert, Founder
Scarborough, Maine, USA

Email: [email protected]
Phone: 844-484-2580
Website: graceseniortransitions.com

Grace Senior Transitions — Guiding Transitions. Honoring Lives.