User Terms Agreement

Version: April 1, 2026
Effective: Upon acceptance for the applicable service; existing agreements remain subject to Section 16.

1. About this agreement

These User Terms govern your access to and use of the websites, browser-based applications, estate-planning tools, document-preparation services, and related support offered by TRUSTEEFRIEND, LLC, trusteeplanners, LLP, and trusteeplan, LLC (collectively, “TrusteeFriend,” “we,” “us,” or “our”). The covered websites include trusteefriend.com, app.trusteefriend.com, prep.trusteefriend.com, draft.trusteefriend.com, intake.trusteefriend.com, trusteeplanners.com, trusteeplan.com, and app.trusteeplan.com (collectively, the “Services”). The entity identified in your order or service agreement is responsible for providing the services you purchase.

By selecting an acceptance checkbox or button that references these Terms, or otherwise expressly agreeing to them, you enter into this agreement. If you do not agree, do not create an account or order Services requiring acceptance. You may save or print a copy for your records.

An order or separate service agreement may describe your package, deliverables, fees, and additional conditions. If it expressly conflicts with these Terms, that agreement controls for the specific service it covers, except that the expressly granted self-service update benefit in Section 4 applies notwithstanding a general exclusion of future updates or a general requirement to purchase them separately. Separate attorney engagements control legal services and do not become free through that benefit. These Terms do not override rights that applicable law does not permit you to waive.

2. Eligibility and accounts

Accounts are restricted to people aged 18 or older who can enter into a binding agreement. We serve customers in all U.S. states, although particular services and document options may vary by location and circumstances.

Provide accurate account information and keep your contact details current. Protect your credentials, use the available security controls, and promptly report suspected unauthorized access to support@trusteefriend.com. Do not impersonate another person or access an account without authorization.

If you act for someone else, you must have appropriate authority. Access to an account does not itself authorize you to make another person’s estate-planning decisions or sign documents for them.

3. Estate-planning services and independent professionals

Your order and accepted package agreement identify the documents, support, appointment time, and optional services you purchase. Document titles and availability vary by state and circumstances. The following summarizes the service agreements; it does not substitute for the agreement presented with your order.

TRUSTEEFRIEND, LLC is not a law firm. Attorneys supervise our planners, but that supervision does not mean every customer receives individualized legal advice or an attorney review of their completed plan. Administrative staff do not select your legal strategies. Legal services require an appropriately authorized attorney; the actual services and applicable law determine professional duties and whether an attorney-client relationship exists.

The attorney or law firm identified in your engagement is responsible for the legal services it accepts and exercises independent professional judgment. Network affiliation, payment, scheduling, or platform access alone does not identify your legal representative. These Terms do not replace an attorney engagement or limit professional obligations.

Meetings, scheduling, and delivery

Meeting duration and any additional support price must be disclosed in your order or booking confirmation. Extra work requires your approval; unused time does not create additional appointments.

The Guided by Planner and Guided by Attorney agreements require you to make yourself available for the included review or attorney meeting within 30 calendar days after the emailed readiness and scheduling notice. Their exceptions apply when the provider cannot offer an appointment in that period or confirms an extension. If the meeting is forfeited, we request your email approval before delivery without it; silence is not approval.

The Guided by Attorney agreement also contains 24-hour cancellation and attendance terms for attorney and notary appointments, with provider-error and provider-cancellation exceptions. Any replacement charge must be disclosed and authorized. Those guided-package forfeiture terms do not automatically apply to an Attorney-Led engagement.

4. Your information and document review

You are responsible for providing complete and accurate information to the best of your knowledge, answering follow-up questions, and telling us about changes that affect the Services you request. Do not knowingly provide false information or submit information you have no authority or lawful basis to provide.

Review drafts carefully before approving or signing them, including names, dates, property descriptions, beneficiaries, fiduciaries, and distribution instructions. Tell us promptly if something appears inaccurate or inconsistent with your instructions. Your responsibility to review does not excuse us from delivering the services we agreed to provide or correcting errors for which we are responsible.

A generated or downloaded document is not necessarily a completed estate plan. Signing, witnessing, notarization, recording, asset transfers, beneficiary changes, and other follow-through may be necessary. Complete the steps applicable to your documents and jurisdiction, with professional guidance where needed. A platform approval or electronic signature does not by itself establish that every legal execution requirement has been satisfied.

Except for monitoring or update services expressly included in your agreement, we do not undertake to continuously monitor changes in your circumstances or the law. Keep copies of your completed documents and arrange appropriate safekeeping of originals.

Self-service updates for plans purchased before 2027

Customers who purchase their estate plan before January 1, 2027 receive access to update that plan through our self-service platform, at no additional platform charge, for five years from the original purchase date. This benefit covers self-service changes to the purchased plan using the platform's supported update features. It does not restart the five-year period when you make a change.

This benefit applies even if your package generally excludes future updates or says they require a separate purchase. It does not remove any service already included in your order. It does not add attorney advice or review, staff-assisted drafting, additional meetings, notarization, witnesses, deed preparation or recording, replacement binders, printing, shipping, or third-party fees unless separately included. Any paid service outside the benefit must be disclosed and approved before work proceeds.

Updates may require new signatures, witnesses, notarization, or other implementation steps. Platform access does not include ongoing monitoring of changes in the law or your circumstances. Ask for professional advice when your requested change requires it. Keep copies of your documents; this benefit is not a promise of permanent storage.

We will correct our own preparation or assembly errors without charging you for the correction, including after digital delivery. Error correction is separate from this five-year update benefit. A longer or broader update or support commitment that is already binding remains in effect; this provision does not reduce it. Plans purchased on or after January 1, 2027 receive the update benefits expressly stated in their order or service agreement.

5. Family members and shared access

You may invite family members through your app.trusteefriend.com account and remove their access under Family. Before inviting someone, consider the personal and estate-planning information they will be able to access through the permissions provided by the Services.

Invited users must act within their authorization. Sharing access does not appoint a trustee, executor, agent, guardian, or other fiduciary, and does not give someone authority to sign or amend another person’s documents. Removing access prevents further authorized access through that invitation but does not retrieve copies a recipient has already lawfully obtained.

A referral by a financial professional, affiliate, or other third party does not by itself authorize access to your questionnaire, documents, or attorney communications. Any such access must have an appropriate authorization and comply with applicable confidentiality requirements.

6. Fees, payments, and financing

Prices, included services, and payment schedules are stated in the applicable order or service agreement. Any additional professional fees, county recording charges, notary fees, shipping costs, taxes, or other charges will be identified as applicable before you authorize them. These Terms do not themselves authorize undisclosed charges.

We accept payments through Stripe, Sunbit, and LawPay, as well as checks. You must be authorized to use the payment method you provide. You authorize charges only as agreed in your order, payment authorization, or service agreement. Separate payment or financing terms may apply to the provider you select; financing approval is determined by that provider.

A payment schedule does not by itself establish a recurring subscription. Any recurring billing or automatic renewal must be separately disclosed and authorized. Payment-card, bank, and check-image handling is described in our Privacy Policy.

If you believe a charge is incorrect, contact us so we can investigate. Nothing in these Terms restricts payment-dispute or other rights available under applicable law.

Optional services

The supplied optional-service offers are summarized below. Your accepted order identifies the applicable price and scope; later price changes do not alter an accepted order.

• Electronic recording processing — $50: administrative processing, including applicable postage and shipping. The county's actual recording fee is separate and billed upon successful recording. Acceptance and timing are controlled by the recording office.
• Additional deed — $150: preparation for one eligible property with the required current recorded deed and legal description. Title work, notarization, recording, taxes, the $50 recording-processing service, and county fees are separate unless included.
• Notary coordination — $150: coordination through Snapdocs, subject to confirmed availability and disclosed appointment terms. Witnesses are not included unless confirmed in writing. Additional travel or rescheduling charges require disclosure and approval.
• Death or deceased-joint-tenant affidavit — $150: preparation for one eligible property with the required deed and death documentation. This does not resolve ownership or probate issues and does not include notarization, recording, or title research unless expressly included.
• Outside-plan attorney review — $450: the review scope and time are confirmed before work, with conflict clearance and a separate engagement by an appropriately licensed attorney. Drafting or revisions are not included unless agreed. The offer includes a one-time $200 credit toward a later plan or restatement; the credit has no cash value and is not a refund.

7. Cancellations and refunds

To request cancellation or a refund, contact support@trusteefriend.com or the contact identified in your service agreement. Your accepted package, optional-service, and payment terms govern, subject to applicable law.

The DIY and guided document-preparation agreements make sales final after digital delivery, except where applicable law requires otherwise. Digital delivery means sending the prepared documents by email or making them available in your account or through a download link with notice to you. Opening, downloading, signing, or receiving a physical binder is not required for that delivery rule to apply. Before delivery, the applicable accepted cancellation terms and law govern.

Digital delivery does not eliminate our obligation to correct our preparation errors, finish services still owed, or honor rights that cannot lawfully be waived. It does not itself cancel an included meeting that remains available under your package agreement.

The document-preparation refund rule does not automatically apply to attorney fees or retainers. Those are governed by the attorney engagement and applicable law and professional rules, including any required return of unearned fees. Separate notary, payment, and financing agreements may also apply; canceling platform services does not automatically cancel those arrangements.

8. Your content and permitted use

You retain your rights in the information and documents you provide. You grant us permission to process, store, copy, format, and transmit that content as needed to provide and support the Services you request, implement your sharing instructions, and meet applicable legal obligations, consistent with our Privacy Policy. This permission does not give us ownership of your personal information or authorize its sale.

Subject to these Terms and your applicable order, you may access the Services and use, download, copy, and share documents prepared for you for your own estate-planning purposes and with your authorized professionals and recipients.

Our software, branding, website materials, and underlying templates remain the property of their respective owners. You may not resell the platform or template library, misrepresent ownership of our materials, or use another person’s confidential information without authorization. This restriction does not prevent you from using your completed documents for their intended purpose.

9. Acceptable use

Do not use the Services to commit fraud, forge signatures, impersonate someone, violate another person’s privacy, submit unlawful content, or interfere with another user’s rights. Do not introduce malicious software, bypass access controls, collect other users’ information without authorization, or disrupt the Services. Do not attempt unauthorized access to systems, accounts, or documents.

Report suspected security issues or misuse to support@trusteefriend.com. Do not include account passwords or unnecessary sensitive information in your initial message.

10. Privacy and recorded calls

Our Privacy Policy explains how we collect, use, disclose, and retain personal information and how to submit privacy requests. It is provided alongside these Terms on our websites and in the Services. Acceptance of these Terms does not replace any separate consent required for a particular use of information.

Information organized through automated tools must be checked for accuracy. Automated output is not independent legal advice and does not replace professional review where required.

Calls may be audio-recorded or transcribed for staff training and quality assurance. An audio announcement at the beginning of the call informs participants when recording or transcription will occur. Any consent required by applicable law must be obtained through the applicable call process; acceptance of these Terms alone does not substitute for it.

11. SMS messaging terms

When you voluntarily enroll in our SMS messaging program, we may send transactional and customer-care messages, including questionnaire reminders, appointment coordination, document-status updates, signing notifications, account updates, and responses to support requests. Marketing messages, if offered, are subject to the applicable enrollment disclosures and consent requirements. Agreeing to these Terms alone does not enroll you in marketing texts, and consent to marketing texts is not a condition of purchase.

Message frequency varies. Message and data rates may apply. Message delivery may be delayed or unavailable because of carrier, network, or other conditions. Do not rely on text messaging for emergencies or time-critical legal instructions.

You may withdraw SMS consent at any time by replying STOP. For assistance, reply HELP, email support@trusteefriend.com, or call 888-251-2553. If you change or relinquish your mobile number, update your account or notify us. Necessary service communications may continue through other appropriate channels after you opt out of texts.

We do not sell or share SMS opt-in data or personal information with third parties for marketing purposes. Mobile telephone numbers, SMS opt-in data, and messaging consent will not be sold, rented, transferred, or shared with third parties or affiliates for their own marketing or promotional purposes. Information may be provided to service providers solely as necessary to deliver and support the messaging service. See the SMS Messaging Privacy subsection of our Privacy Policy for additional information.

12. Electronic communications

We may communicate with you through your account, email, telephone, or other channels you authorize. Keep your contact information current and review communications relevant to your order.

Where the law requires particular disclosures or consent before required written notices may be delivered electronically, we will provide the applicable electronic-consent process separately. These Terms alone do not replace that process or the requirements for signing, witnessing, notarizing, or recording estate-planning documents.

For the DIY and Attorney-Led electronic-consent arrangements, you may request a paper copy of the agreement or required TrusteeFriend disclosures at no charge, update your contact details, or withdraw electronic consent by emailing hello@trusteefriend.com. Printing and shipping estate-plan documents are separate unless included. Withdrawal does not invalidate earlier electronic records and may prevent continuation of online-only services. Required access confirmation and additional disclosures remain part of the applicable consent process.

13. Availability, suspension, and account closure

The Services may be temporarily unavailable for maintenance, technical problems, or events outside our reasonable control. We do not promise uninterrupted or error-free access. Contact support if an interruption affects an upcoming appointment or document delivery.

We may restrict or suspend access when reasonably necessary to address a material violation of these Terms, suspected fraud, a security threat, or a legal requirement. Where reasonably possible and legally permitted, we will explain the reason and provide an opportunity to resolve the issue. Suspension does not eliminate our obligations under an existing order or applicable law.

You may request account closure at team@trusteefriend.com. Download documents you wish to retain before closing your account. Retention and deletion are governed by our Privacy Policy and applicable law. Account closure does not revoke signed estate documents, retrieve copies shared with others, or automatically terminate a separate professional engagement.

14. Service limitations and your legal rights

General educational materials and software tools cannot account for every individual circumstance. We do not warrant that general content will resolve every legal issue or that a document will achieve a particular outcome. Express commitments in your order or service agreement remain in effect.

These Terms do not exclude liability or remedies that cannot lawfully be excluded, excuse fraud or willful misconduct, or limit the separate professional obligations of an attorney or other licensed provider. Any additional limitation of liability must be expressly stated in an applicable agreement and enforceable under applicable law.

15. Questions and disputes

For service concerns, contact support@trusteefriend.com, the contact in your accepted agreement, or 888-251-2553. For legal advice, professional fees, or representation concerns, contact your engaged attorney directly.

The accepted DIY and Attorney-Led administrative agreements contain a 30-calendar-day written-notice process for informal resolution. Where applicable, follow that agreement's notice requirements. The process does not extend a filing deadline, prevent action needed to preserve a right, restrict a regulatory complaint, or replace your attorney's dispute process.

The DIY agreement also provides for Oregon law and venue in Multnomah County, subject to its exceptions for applicable law. The Attorney-Led administrative agreement specifies Oregon law for TrusteeFriend's administrative services, without determining the law governing legal representation, estate documents, or property transfers. Those provisions apply only within the scope of the agreement you accepted and preserve nonwaivable protections.

These general Terms do not add mandatory arbitration, a jury-trial or class-action waiver, or a new exclusive venue requirement. Separate professional or financing agreements may have their own dispute provisions.

16. Changes and general provisions

We may update these Terms as the Services change. We will post the revised Terms with an updated date and provide notice of material changes. When acceptance is required for a change, we will request it. A posted revision does not retroactively change an existing order or a dispute that arose before the change unless you and we validly agree or applicable law permits it.

If a provision is unenforceable, the remaining provisions continue to apply to the extent permitted by law. A failure to enforce a provision on one occasion does not waive the right to enforce it later. These Terms and your applicable order or service agreement describe the agreement for the Services they cover, without displacing mandatory rights or representations that remain binding under applicable law.

17. Contact us

TRUSTEEFRIEND, LLC
700 N Hayden Island Dr Ste 350
Portland, OR 97217

Service questions: support@trusteefriend.com
Package administration and electronic-consent requests: hello@trusteefriend.com
Privacy and account-deletion requests: team@trusteefriend.com
Telephone: 888-251-2553