User Terms Agreement

Effective date: September 21, 2026
Last updated: September 21, 2026

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, trusteeplanners.com, and 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. 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

The Services may include questionnaires, document preparation, document storage and updates, appointment coordination, and collaboration with planners, attorneys, and notaries, as described in your selected package.

TRUSTEEFRIEND, LLC is not a law firm. Its software, general information, and administrative support are not a substitute for advice from a qualified attorney about your circumstances. Purchasing or using the platform does not by itself create an attorney-client relationship or attorney-client privilege.

Our partner law firm is RLP Help, LLC. Legal representation, advice, professional fees, confidentiality obligations, and the scope of an attorney’s work are governed by your separate engagement with that attorney or law firm. These Terms do not replace that engagement or limit a professional’s duties to you. Other independent providers, including notaries, may also have separate service terms.

You should obtain qualified legal, tax, or financial advice when your circumstances require it. We do not guarantee a particular legal, tax, financial, probate, or other outcome.

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.

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.

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.

7. Cancellations and refunds

To request cancellation or a refund, contact support@trusteefriend.com or call 888-251-2553. Any cancellation or refund conditions disclosed and agreed to in your applicable order or service agreement govern, subject to applicable law. These Terms do not impose a blanket no-refund rule or create a cancellation fee.

Separate attorney, notary, payment, or financing agreements may govern charges owed to those providers. Cancellation of platform services does not by itself cancel a separate professional engagement or financing agreement. We will explain any additional steps relevant to your request.

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, AI, 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.

We use OpenAI and Anthropic (Claude) tools to organize intake information, including names, dates of birth, addresses, and phone numbers, as described in our Privacy Policy. AI-assisted information can contain errors and should be reviewed for accuracy. AI 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.

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

If you have a concern, contact support@trusteefriend.com or call 888-251-2553 so we can try to resolve it. You are not required to complete this informal process before exercising a legal right or meeting a legal deadline.

Applicable law governs this agreement and any dispute. These Terms do not require arbitration, waive class proceedings or a jury trial, select an exclusive court, or restrict your ability to contact a regulator or seek remedies available under applicable law. A separate professional or financing agreement may contain its own dispute provisions for that separate relationship.

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
Privacy and account-deletion requests: team@trusteefriend.com
Telephone: 888-251-2553