Supplemental Terms of Service for Registered Agent Service

Supplemental Terms of Service for Registered Agent Service

 

Welcome to the Terms of Service for InheritEstate.com, Inc. (“InheritEstate”) registered agent, resident agent, agent for service of process, and statutory agent services (whichever is applicable to User’s jurisdiction of service, collectively referred to as the “Registered Agent Services” or “RA Services”).  RA Services may be sold as a standalone product or bundled with other InheritEstate packages. These terms were formerly referred to as the “Supplemental Terms of Service for Corporate Center” and may be referenced by that name on the www.inheritestate.com website.

In addition to the other InheritEstate terms, these supplemental terms of service (the “RA Terms of Service”, “RA Terms”, or “Supplemental RA Terms”) constitute a legal agreement between User and InheritEstate detailing User’s use of the InheritEstate Registered Agent Services. This Agreement, and its terms, conditions, limitations, and requirements, is effective as of the date User accepts its terms by purchasing the RA Services, accepting a promotional trial thereof, or purchasing a package that includes RA Services (the “Effective Date”).  Please read these Supplemental RA Terms carefully.

THIS AGREEMENT, THE INHERITESTATE TERMS OF USE, TERMS OF SERVICE, PRIVACY POLICY, AND ANY OTHER APPLICABLE TERMS, CONSTITUTE THE “AGREEMENT” BETWEEN USER AND INHERITESTATE. USER MUST ACCEPT AND ABIDE BY THESE TERMS AS PRESENTED TO USER: CHANGES, ADDITIONS OR DELETIONS ARE NOT ACCEPTABLE AND INHERITESTATE MAY REFUSE OR DENY USE OF THE RA SERVICE FOR NONCOMPLIANCE WITH ANY PART OF THIS AGREEMENT. These Supplemental RA Terms affect User’s legal rights and obligations. If User does not agree to be bound by all of these Supplemental RA Terms, do not purchase, access or use the Registered Agent Services. To request a refund, contact InheritEstate’s Customer Care at inheritestate@inheritestate.com or (888) 227-7944.

  1. Description of Registered Agent Services. The User is purchasing RA Services for a specific company.  InheritEstate agrees to serve as the Registered Agent for the company specified in User’s order during the period of time (“RA Service Term”) purchased. 
  2. Service Provider. 

The User acknowledges and agrees that InheritEstate does or may work with third-party providers and sub-providers (each, an “InheritEstate Registered Agent” or “Registered Agent”) of InheritEstate’s choice to provide some or all of the Registered Agent Services. InheritEstate acknowledges and agrees that any such Registered Agent may provide Registered Agent Services to User.

  1. Service of Process. 

User authorizes its Registered Agent to receive service of process, including any notices of legal proceedings, other legal notices, or official government communication, and any items covered by the respective statute, rule, or regulation governing the state in which User has selected for RA Services (collectively, “Legal Correspondence”), on User’s behalf. The User further authorizes User’s Registered Agent to scan and upload the Legal Correspondence received on User’s behalf into its account.

  1. Not a Mailing Address. 

Except as otherwise specified in this Agreement, User’s Registered Agent’s services are limited to the receipt and forwarding of Legal Correspondence and do not include the provision of a business or mailing address independent of such statute, rule, regulation, or contract. User’s Registered Agent has no obligation to forward any items received pursuant to any unauthorized use of User’s Registered Agent’s address (the “Registered Address”) and neither User’s Registered Agent nor InheritEstate assumes liability to User or any other party for loss of such items. The User assumes all liability for such losses regardless of whether the User had approved or initiated the unauthorized use. User’s Registered Agent may seek reimbursement from User for any and all costs incurred in connection with the unauthorized use of the Registered Address. User’s Registered Address is for the primary purpose of fulfilling state requirements for “Service of Process” and such address may be used only to receive Legal Correspondence on User’s behalf. Unless otherwise specified, the primary business address User lists on any filed document need to reflect the primary business address that User’s company operates from, regardless of what jurisdiction that address is in. 

  1. Representation of Registered Address. 

User agrees not to represent or misleadingly suggest, whether orally, in writing, photographically, or otherwise, that the Registered Address is User’s place of business, User’s location of operations or business records, or is a physical address at which third parties can find User. Users may not list the Registered Address in its company’s public media, including in or on business cards, brochures, websites, or emails. 

  1. Misdirected Mail. 

User acknowledges that its Registered Agent delivers Legal Correspondence to users; it does not warrant that Legal Correspondence will never be misdelivered. User acknowledges that in such cases neither InheritEstate nor User’s Registered Agent is liable to the intended recipient. User’s Registered Agent will make its best efforts to notify both the intended recipient and the unintended recipient promptly on discovery of the error and seek prompt retrieval of the item from the unintended recipient. 

  1. Customer-Returned Mail. 

If User refuses or fails to accept Legal Correspondence forwarded to User from its Registered Agent pursuant to this Agreement, User will bear any costs of return shipping and re-induction of the Legal Correspondence. At the request of InheritEstate or User’s Registered Agent, User must sign for or otherwise acknowledge User’s acceptance of all Legal Mail sent to User by its Registered Agent. 

  1. Customer Responsibility to Provide Accurate and Updated Information. 

It is the User’s responsibility to contact InheritEstate with changes to its contact information and business status (such as dissolved or inactive) within 30 days of the change. Failure to do so may result in the termination of User’s services. User acknowledges that neither InheritEstate nor User’s Registered Agent is liable to User for damages resulting from failure to update or provide accurate information to InheritEstate.

  1. General Practices Regarding Use and Storage. The User acknowledges that InheritEstate may establish general practices and limits concerning the use of Registered Agent Services. The User agrees that InheritEstate has no responsibility or liability for the deletion or failure to store any Legal Correspondence, messages, communications, or other content received or transmitted. InheritEstate may subcontract any RA Services or any work, obligations, or other performance required under RA Services without your consent. Unless explicitly stated otherwise, any new features that augment or enhance the current RA Service are subject to these RA Terms of Service.
  2. Updates to Terms. The User acknowledges that InheritEstate reserves the right to change these RA Terms of Service at any time (“Updated Terms”), in its sole discretion, with or without notice.  User agrees that InheritEstate may notify User of the Updated Terms by posting them in InheritEstate Legal Center located at www.inheritestate.com/legal/legal-center, and that User’s utilization of the RA Services after the effective date of the Updated Terms (or engaging in such other conduct as InheritEstate may reasonably specify) constitutes User’s agreement to the Updated Terms. The Updated Terms will be effective as of the time of posting, or such later date as may be specified in the Updated Terms and will apply to User’s use of the RA Services from that point forward. These RA Terms of Service will govern any disputes arising before the date of the Updated Terms.  If the User does not agree with an update, the User may terminate its RA Services. To do so, see the Resignation Due to Termination paragraph below.
  3. Your Information.  User, not InheritEstate, have sole responsibility for the accuracy, quality, integrity, legality, reliability, appropriateness, and copyright of User’s information and InheritEstate is not responsible or liable for the deletion, correction, destruction, damage, loss, or failure to store any such information. InheritEstate reserves the right to withhold, remove, and/or discard User’s information without notice for any breach, including, without limitation, to User’s non-payment. 

User must immediately alert InheritEstate of any fraudulent, unauthorized, illegal, or suspicious use of the RA Services or any other breach of security or unauthorized or illegal activity that Users reasonably suspects. 

  1. Authority to Enter Agreement. If User is entering into these RA Terms of Service on behalf of a company or other legal entity, User represents to have the legal authority to bind such entity to this Agreement, in which case the terms “User” shall refer to such entity. If User does not have such authority or if User does not agree with these Supplemental RA Terms, it may not sign up for or use the RA Services. If after User purchase, InheritEstate finds that User does not have authority to bind the entity that was ordered, User will be personally responsible for the obligations in these Supplemental RA Terms and the order that User placed, including without limitation, the payment obligations. User shall not be liable for any loss or damage resulting from reliance on any instruction, notice, document, or communication reasonably believed by InheritEstate to be genuine and originating from an authorized representative of your company. If there is reasonable doubt about the authenticity of any such instruction, notice, document, or communication, InheritEstate may, but are not obliged to, require additional authentication from User. 
  2. Payment.
  3. Fees.

User must pay all fees, including filing fees, related to User’s account in accordance with the terms at the time of User’s purchase, even if User does not receive registered agent mail until User cancels its RA service or it is otherwise terminated and its obligations under Paragraph 8c(ii) are fulfilled.

InheritEstate may increase its fees for RA Services effective the first day of a RA Service Term by giving User notice of the new fees at least thirty (30) days before the beginning of the RA Service Term. If User does not cancel its RA Service and fulfills User’s obligations under Paragraph 8c(ii), User will be deemed to have accepted the new fee that renewal term and any subsequent renewal terms (unless the fees are increased in the same manner for a subsequent renewal term). Reductions in fees become effective on the next renewal term without any pro-rata refund for the then-current term.  

If User adds a product or service to its subscription, InheritEstate has the discretion to charge User a prorated portion of the cost to align User’s renewal date with User’s current subscription. InheritEstate will provide User with notice before doing so.­­

  1. Billing.
    Users must provide valid credit card information at the time of purchase to allow payment for the initial RA Service Term (the “Initial Term”). Payment for the Initial Term is due as directed in User’s purchase.
  2. Non-automatically Renewing Service

If User has not opted for automatic renewal of its RA Service, the renewal will be invoiced approximately two months before the start date of such renewal terms, with date due set no later than the first day of the renewal term (“Billing Date”). If a charge made to User’s account is declined, InheritEstate may make up to three [3] attempts to bill that card over a thirty-day period.    

  1. Automatically Renewing Service

For automatically renewing RA Services, User’s RA Service will renew automatically at the end of the Initial Term and at the end of each successive renewal term (each a “Billing Date”), until User notifies InheritEstate that User wants to terminate User’s RA Service under this Agreement or User’s RA Service is otherwise terminated. If User does not notify InheritEstate, User’s credit card will automatically be charged for the renewal term of User’s RA Service on User’s Billing Date.

InheritEstate may adjust User’s Billing Date in subsequent renewal periods without notice. This will be reflected by a charge to User’s account on a prorated basis according to the number of days that have passed since the Billing Date of User’s latest renewal charge. Unless InheritEstate otherwise notifies User in advance under this Agreement, the renewal charge will be equal to the original purchase price paid for the RA Service. If a charge made to the User account is declined, InheritEstate may make up to three [3] attempts to bill that card over a thirty-day period.  InheritEstate may obtain automatic updates for any expiring credit cards that Users have provided.

  1. Notice of Automatic Renewal.

Users may send a reminder email to your account’s email address of record approximately one week before User’s Billing Date. This notice is provided only as a courtesy. InheritEstate is not obligated to provide this notice. User acknowledges that (i) User’s failure to read, (ii) User’s inability to receive, or (iii) InheritEstate’s failure to send the email creates no liability for InheritEstate or any third-party service.

  1. Cancellation of Automatic Renewal. 

Cancellation of User’s automatic renewal terminates User’s RA Service. To cancel the automatic renewal of User’s RA Service, the User must notify InheritEstate of its intent to cancel by calling InheritEstate’s Customer Care Center at +1 (888) 227-7944 or by canceling online through the “My Account” portal. InheritEstate agrees that when it receives notice of this cancellation, no further charges will be billed to User’s credit card automatically subject to User’s Obligations on Termination or Cancellation, Section 8, below.

  1. Promotional Trial Memberships

User sometimes offers certain customers various trial or other promotional memberships, which are subject to this Agreement except as otherwise stated in the promotional offers. For a trial or other promotional membership with no initial charge, User agrees that InheritEstate may authorize a charge of up to one dollar ($1) to your method of payment to verify User’s payment source. AT THE COMPLETION OF A TRIAL MEMBERSHIP, UNLESS USER CHOOSES TO CANCEL BY CALLING +1 (888) 227-7944 OR THROUGH THE “MY ACCOUNT” PORTAL, USER’S MEMBERSHIP WILL RENEW AUTOMATICALLY AND USER’S CREDIT CARD WILL BE CHARGED TO BEGIN USER’S INITIAL TERM.

  1. Changes to Service
  2. InheritEstate may change the offering of Registered Agent services, including the functionality, content, or availability of any features of the services, at any time in InheritEstate’s sole discretion. InheritEstate may also impose limits on features and services or restrict User’s access to all or part of the service. However, User has the right to cancel User’s membership should InheritEstate materially decrease benefits. If InheritEstate adds new features to the service, including adding third-party services, the new features will be subject to these RA Terms.

Should InheritEstate offer multiple versions of its Registered Agent services, and cease to offer a service you have selected, we can discontinue your subscription, continue to provide it to you or provide a replacement (similar or comparable product) at the then-current price. Additional fees may be charged for such replacement services. InheritEstate will notify Users of new fees at least 30 days before they become effective.

  1. Termination or Cancellation.
  2. By LegalZoom.

LegalZoom may terminate your RA Service and resign, with proper notice if required by state law, as your registered agent. Reasons for termination may include: 1) User’s failure to provide accurate, complete, and current information as requested or required by InheritEstate or User’s Registered Agent, 2) the inability to locate User after reasonable and diligent efforts are made, 3) User’s failure to pay, 4) suspected illegal activity, or 5) any other lawful reason.

As User’s sole remedy, InheritEstate will refund User any prepaid fees specifically related to the current RA Service Term.

  1. By Customer.

Users may cancel their RA Service by calling InheritEstate’s Customer Care at inheritestate@inheritestate.com or (888) 227-7944, or by canceling online through the “My Account” portal. After User has canceled, its RA Service will remain active until all obligations have been fulfilled pursuant to Paragraph 8c(ii) below.

  1. User’s Obligations on Termination or Cancellation. 

After termination by InheritEstate or termination or cancellation by Customer and at the end of the then-applicable Term, User agrees that:

  1. User is responsible for all expenses incurred by use of the RA Services after termination or cancellation including, but not limited to, shipping charges incurred to forward Legal Correspondence received on User’s behalf.
  2. User must assign another registered agent in that jurisdiction or act as its own registered agent, where lawful, and must pay all fees related to changing its agent (including appointment and/or registration fees). In addition, the User must notify InheritEstate that it has properly changed registered agents by the next Billing Date and provide InheritEstate with satisfactory written proof that InheritEstate Registered Agent is no longer listed as its registered agent.  User can notify InheritEstate by phone, email, or through the “My Account” portal.  If User no longer wishes to use the Registered Agent Services because it is discontinuing its business operations (voluntarily or otherwise), User must provide InheritEstate with satisfactory written proof that its entity has been voluntarily dissolved with the state filing office, or that its status with the state filing office (or other government agency) is inactive (e.g., revoked, suspended, forfeited, cancelled, noncompliant, delinquent, or administratively dissolved) by the next billing date. User can notify InheritEstate by phone, by email, or through the “My Account” portal.  If User cancels RA Services because its entity has been voluntarily dissolved or its status is inactive, User’s Registered Agent, in its sole discretion and in accordance with state filing office requirements, may resign as User’s entity’s registered agent. However, the InheritEstate Registered Agent may continue to be listed as User’s entity’s registered agent if User’s state filing office does not accept resignation filings or other amendment filings for voluntarily dissolved or inactive entities. If User fails to provide InheritEstate with satisfactory written proof of User’s change of the LegalZoom Registered Agent as User’s registered agent or of its discontinuation of business operations, User will continue to incur charges for InheritEstate Registered Agent Services until such proof is provided.

iii. After termination, any Legal Correspondence that User’s Registered Agent receives on User’s behalf will be marked “Return to Sender” if it is first class mail or destroyed if it is not. User waives and releases its Registered Agent from compliance with any obligation to forward or re-mail Legal Correspondence received after its subscription has been terminated and specifically agrees that User’s Registered Agent has no obligation to forward or re-mail Legal Correspondence to User except as expressly stated in this Agreement. User agrees to hold InheritEstate, its Registered Agent and the affiliates of each harmless from any claim to the contrary.

  1. User acknowledges that it has sole responsibility for notifying senders (including all government agencies) of its new registered agent address.
  2. In the event this Agreement is terminated (other than by reason of User’s breach), InheritEstate will make available to User a file of its RA Services account content (“Customer Data”) within 30 days of termination if User so requests at that time.  User may be required to pay reasonable copy and shipping charges associated with User’s request.   User agrees and acknowledges that InheritEstate has no obligation to retain the Customer Data and may delete such Customer Data a minimum of 30 days after termination.
  3. Non-English-Speaking Customers.  Non-English translations of these Terms, as well as other terms, conditions, and policies, are provided for convenience only.  In the event of any ambiguity or conflict between translations, the English version is authoritative and controls.
  4. Indemnification.  User agrees to protect, defend, indemnify, and hold InheritEstate harmless from and against any and all claims, causes of action, liabilities, judgments, penalties, losses, costs, damages, and expenses (including attorneys’ fees and all related costs and expenses of litigation at arbitration, or at trial or on appeal, if any, whether or not litigation or arbitration is instituted) suffered or incurred by InheritEstate, including, without limitation, any claim for personal injury or property damage, arising from:
  5. This Agreement;
  6. The RA services provided to User;
  7. User’s use of the RA Services, including without limitation any copyright infringement claims that could arise from User’s Registered Agent scanning Legal Correspondence or other documents;
  8. The failure of any third party, USPS, or any commercial delivery or courier service, to provide delivery or courier services accurately and on time;
  9. Loss, damage, or destruction of your Legal Correspondence by any cause whatsoever whether or not attributable to our negligence or intentional act;
  10. Any violation by User of any federal, state, or local laws, statutes, rules, or regulations; and
  11. InheritEstate or its agents being named as a defendant in an action based on User’s alleged or actual conduct.

For purposes of this Agreement, the indemnified parties shall include InheritEstate and its owners, affiliates, subsidiaries, parents, shareholders, members, successors, assigns, representatives, franchisees, officers, directors, agents, attorneys, and employees. 

  1. Limitation of Liability.

USER AGREES AND ACKNOWLEDGES THAT NEITHER INHERITESTATE NOR ITS REGISTERED AGENT IS LIABLE FOR ANY DAMAGE TO LEGAL CORRESPONDENCE OR LOSS OF LEGAL CORRESPONDENCE DURING OR AFTER MAILING OR SHIPMENT TO USER. NEITHER INHERITESTATE NOR USER’S REGISTERED AGENT IS RESPONSIBLE FOR LEGAL CORRESPONDENCE FOR WHICH THERE IS NO RECORD OF RECEIPT BY EITHER OF PARTIES. ANY ADDITIONAL INSURANCE IN EXCESS OF THE STANDARD AMOUNT INSURED BY CARRIERS, IF ANY, MUST BE AUTHORIZED AND PAID FOR IN ADVANCE BY USER. USER ACKNOWLEDGES AND AGREES THAT NEITHER INHERITESTATE NOR USER’S REGISTERED AGENT HAS ANY RESPONSIBILITY OR OBLIGATION TO ENSURE ANY LEGAL MAIL OR SHIPMENTS SENT TO THE USER.

NEITHER INHERITESTATE NOR USER’S REGISTERED AGENT SHALL BE LIABLE TO USER OR ANY THIRD PARTY FOR ANY LOSS OR INJURY ARISING OUT OF OR CAUSED, IN WHOLE OR IN PART, BY NEGLIGENT ACTS OR OMISSIONS IN COMPILING, COLLECTING, PROCESSING, COMMUNICATING, OR DELIVERING LEGAL MAIL OR HANDLING PHYSICAL OR DIGITAL DOCUMENTS, DIRECTLY OR INDIRECTLY. USER AGREES AND ACKNOWLEDGE THAT THE TOTAL AMOUNT OF USER’S LIABILITY, IF ANY, FOR ANY AND ALL CLAIMS, CAUSES OF ACTION, DAMAGES, LOSSES, OR JUDGMENTS ARISING OUT OF OR RELATED TO THIS AGREEMENT SHALL NOT EXCEED THE AMOUNT PAID FOR THE REGISTERED AGENT SERVICE WITHOUT REGARD TO THE NATURE OF THE CLAIM, LOSS, OR DAMAGE INCURRED, EXCEPT AS PROVIDED IN THE DISPUTE RESOLUTION BY BINDING ARBITRATION SECTION OF THE TERMS OF SERVICE. NEITHER INHERITESTATE NOR ITS REGISTERED AGENT SHALL BE LIABLE FOR ANY OTHER LOSS, CLAIM, DAMAGE, OR INJURY ARISING OUT OF, RELATED TO, OR IN ANY WAY CONNECTED WITH THIS AGREEMENT OR THE PROVISION OF ANY SERVICES PURSUANT TO THIS AGREEMENT.

 

 

Supplemental Terms of Service for Subscriptions and Third-Party Services

Welcome to the supplemental terms of service for InheritEstate.com aka Foreign Legal Consultant, P.C. (“INHERITESTATE”) subscription products and subscription packages (collectively, the “Subscriptions”) and certain benefits or services provided by third parties and offered through INHERITESTATE (collectively, the “Third-Party Services”).  These terms shall be referred to as “Supplemental Terms of Service for Subscriptions and Third-Party Services” or “Subscription Terms”. Certain services may be sold as standalone products or bundled with other products such as a legal plan (a “Legal Plan Bundle”), a Basic or Full-Service Compliance Package, or Life Plan benefits.

In addition to the other INHERITESTATE terms, these Subscription Terms constitute a legal agreement between User and INHERITESTATE detailing the terms of User’s use of Subscriptions and Third-Party Services. The Subscription Terms are effective on the date User accepts them by purchasing or accepting a promotional trial of a Subscription, or by purchasing a package that includes Third-Party Services (the “Effective Date”). Please read these Subscription Terms carefully.

THESE SUBSCRIPTION TERMS, THE INHERITESTATE TERMS OF USE, TERMS OF SERVICE, PRIVACY POLICY, AND ANY OTHER APPLICABLE TERMS CONSTITUTE THE “AGREEMENT” BETWEEN YOU AND INHERITESTATE. YOU MUST ACCEPT AND ABIDE BY THESE TERMS AS PRESENTED TO YOU: CHANGES, ADDITIONS, OR DELETIONS ARE NOT ACCEPTABLE AND INHERITESTATE MAY REFUSE ACCESS TO PART OR ALL OF A SUBSCRIPTION FOR NONCOMPLIANCE WITH THE SUBSCRIPTION TERMS. THESE SUBSCRIPTION TERMS AFFECT YOUR LEGAL RIGHTS AND OBLIGATIONS. IF ANY USER DOES NOT AGREE TO BE BOUND BY ALL OF THESE TERMS, THEY SHOULD NOT USE THE SERVICE. To request a refund, the User should contact the INHERITESTATE Customer Care Center at (888) 227-7944.

Available Services

These Subscription Terms address benefits that may or may not be included in your specific package. The sections discussing benefits included in your package apply to you. Refer to your Welcome Email or My Account page for a complete list of your included benefits. If you are unsure which benefits are included in your package, contact Customer Care at inheritestate@inheritestate.com

INHERITESTATE works with partners and affiliates whose websites are linked with InheritEstate and controlled by parties other than InheritEstate (each a “Third-Party Site“). InheritEstate is not responsible for and does not endorse the availability, contents, products, services, or use of any Third-Party Site, any website accessed from a Third-Party Site, or any changes to those sites. InheritEstate does not guarantee the content or quality of the products or services provided by Third-Party Sites. If User has purchased a package that includes a Third-Party Service, the third party may contact User by email or phone with instructions on how to access its benefits, and User may be required to accept additional terms that are located on the Third-Party Site.

  1. Legal Forms Library. If User has purchased a package that includes access to the legal form’s library, the following provisions will apply to User:
  2. License. InheritEstate grants User a nonexclusive, nontransferable worldwide right to use the legal forms library (the “Library”) during the time period that User has purchased and, for subscription memberships, while User’s membership remains in good standing (collectively, the “Membership Term”), subject to these Subscription Terms. This license allows User to access, download, use, and edit forms in the Library for User’s personal use. User may not: (i) license, sublicense, sell, resell, transfer, assign, distribute, or otherwise make available to any third party the Library or any of its contents; or (ii) modify, reproduce, reverse engineer, or make derivative works based on, referring to, or exploiting the Library, its contents, or its source code, except for modifications to the forms for User’s personal use. All rights not expressly granted to User are reserved by InheritEstate and its licensors.
  3. No Guarantee.  InheritEstate does not guarantee that any form provided in the Library is suitable for a particular purpose, or that any form included or referenced in the Library is accurate, reliable, complete or timely. The forms included or referenced in the Library are for information purposes only and should not be relied upon as legal advice. The Library serves as a venue to view and download the forms.
  4. Not Legal Advice.  InheritEstate is not a law firm and does not provide legal advice or representation.  The legal forms library is not a substitute for the advice of an attorney. 
  5. Compliance Filing Service. If User has purchased a package that includes a compliance filing service, such as a Basic or Full-Service Compliance Package, the following provisions will apply to User:
  6. Filing Fees. User is responsible for paying government fees.
  7. Responsibility to Provide Information. User must complete an Annual Reports questionnaire at least 15 business days before User’s filing due date. 
  8. Compliance Alerts. InheritEstate will reach out to User up to three [3] times to remind User of an upcoming filing. InheritEstate may also contact User about missed filings or changes to User’s entity’s status with state-filing authorities. User is responsible for informing InheritEstate of changes to User’s contact information. 
  9. Eligibility. To qualify for InheritEstate ‘s local filing service, User’s entity must be in good standing with its jurisdiction.
  10. Exclusions. Local, industry-specific, licensing, and tax requirements are not included as part of this state filing service unless specified otherwise in User’s package.
  11. Guarantee. InheritEstate guarantees that if a deadline is missed for a filing included as part of its filing service, InheritEstate will pay the penalty. If the filing cannot be completed because of User’s inaction or error, or because User did not pay the filing fee, this guarantee will not apply. If the User’s entity is not in good standing with its jurisdiction before the filing deadline, this guarantee will not apply. This guarantee does not apply to the filing of User’s business income tax returns by independent tax professionals.
  12. Compliance Calendar. If User has purchased a package that includes a Compliance Calendar from InheritEstate (the “Compliance Calendar”), the following provisions apply to all Users:
  13. License. InheritEstate grants all Users a nonexclusive, nontransferable worldwide license to access and use the Compliance Calendar during the Membership Term, subject to these Subscription Terms. Users shall not: (i) license, sublicense, sell, resell, transfer, assign, distribute, or otherwise make available to any third party the Compliance Calendar or any of its contents; or (ii) modify, edit, reproduce, reverse engineer, alter, enhance, make derivative works based on or referring to, or in any way exploit the Compliance Calendar, its content, or its source code. All rights not expressly granted to you are reserved by InheritEstate and its licensors. 
  14. Compliance Alerts. The Compliance Calendar may generate email or SMS text message reminders of filing deadlines and other important dates. InheritEstate is not liable for User’s failure to view or read the message or inability to receive the message. The Compliance Calendar is made available to User to help identify and comply with important deadlines. Compliance with any deadlines, whether or not referenced or communicated by email or SMS text message, is always the User’s sole responsibility.
  15. Minutes Manager. If User has purchased a package that includes the InheritEstate Minutes Manager (“Minutes Manager”), the following provisions will apply to User:
  16. License. InheritEstate grants User a nonexclusive, nontransferable worldwide license to access and use the Minutes Manager during the Membership Term, subject to these Subscription Terms. User shall not: (i) license, sublicense, sell, resell, transfer, assign, distribute, or otherwise make available to any third party the Minutes Manager or any of its contents; or (i) modify, edit, reproduce, reverse engineer, alter, enhance, make derivative works based on or referring to, or in any way exploit the Minutes Manager, its content, or its source code. All rights not expressly granted to User are reserved by InheritEstate and its licensors.
  17. No duty to keep records. Minutes Manager serves as a venue to record specific information. InheritEstate does not store Minutes Manager records indefinitely but will retain Minutes Manager records for a minimum of three [3] years from the date last edited by User.
  18. Vault Service. If User has purchased a package that includes the InheritEstate Vault Service (“Vault Service”), the following provisions will apply to User:
  19. Benefits. The Vault Service allows customers to electronically store copies of certain qualifying executed InheritEstate documents (each a “Vault Document”).
  20. No Original Documents. User should not send any original documents (each an “Original Document”) to InheritEstate. Customers using the Vault Service are encouraged to retain Original Documents and provide InheritEstate with certified copies of Original Documents that will serve as Vault Documents. Customers should preserve Original Documents in a secure location. The Vault Service provides a record of but does not serve as a repository for, Original Documents. InheritEstate will not accept Original Documents as Vault Documents. If InheritEstate believes that it has received Original Documents, it will make reasonable efforts to return those Original Documents to its Sender. However, if User submits an Original Document and InheritEstate retains it as part of the Vault Service, it will be deemed a copy and preserved electronically as a Vault Document only. InheritEstate is not liable for the preservation of Original Documents.
  21. Reservation of Rights. InheritEstate may store Vault Documents in any format, including hard or electronic copies. If User provides InheritEstate with a hard copy Vault Document, User acknowledges that InheritEstate may create an electronic copy of that Vault Document and destroy the hard copy. References to “photocopy” and “copy” in InheritEstate materials, including the Site, emails, letters, guides, and brochures, do not imply that InheritEstate retains hard copies of Vault Documents. The terms “copy” and “electronic copy” are used interchangeably throughout these Subscription Terms. 
  22. Registered Agent Services. Registered agent services are governed by a separate Supplemental Terms of Service for Registered Agent Services (“RA Terms”). If User purchased the InheritEstate Registered Agent Services, User must read the RA Terms carefully.
  23. 1-800Accountant Third-Party Services. 
  24. Consultation Services. If you have purchased a package that includes access to tax consultation services provided by Accounting Fulfillment Services, LLC aka 1-800Accountant.com (“1-800Accountant”), the following provisions apply to you:

1) Benefits. 1-800Accountant consultation services include telephone consultations of up to 30 minutes each, limited to tax-related matters, with a 1-800Accountant representative. A customer is limited to one consultation on each new tax matter.

2) Limitations. Your access to 1-800Accountant consultation services will terminate automatically when your Subscription is canceled or terminated.

  1. Business Income Tax Preparation Services. If you have purchased a package that includes 1-800Accountant business income tax preparation services (the “Tax Preparation Services”), the following provisions apply to you:

1) Benefits. As part of the Tax Preparation Services and unless specified otherwise in your purchase, 1-800Accountant will prepare and file one federal and, where applicable, one state business income tax return for you (or one federal and state personal tax return for pass-through entities). 1-800Accountant will also file all required (as determined by 1-800Accountant) corresponding forms, schedules, and attachments. 1-800Accountant will complete these filings electronically where available.

2) Limitations. You may purchase tax preparation and filing services for additional members, managers, or partners from 1-800Accountant separately for an additional fee.

  1. Compliance Filing Services. If you have purchased a package that includes preparation and filing of specified tax-related forms by 1-800Accountant, the following provisions apply to you: 

1) Filing Fees. You are responsible for paying government filing fees.

2) Benefits. 1-800Accountant will prepare and file the tax-related forms specified in your order, as well as (as determined by 1-800Accountant) all corresponding forms, schedules, and attachments. 1-800Accountant will complete these filings electronically where available.

3) Responsibility to Provide Information and Payment. If additional information is required to complete a filing, you must provide it to 1-800Accountant at least 15 days before the filing due date. 1-800Accountant may reach out to you by email, text message, or phone. 

  1. Notices.

1) LegalZoom does not provide tax advice or services. Tax professionals made available through 1-800Accountant are third-party independent contractors who agree to provide tax services directly to you, not through LegalZoom. LegalZoom does not guarantee the substance of the tax professionals’ advice. 1-800Accountant is not affiliated with attorneys made available through Legal Plans.

2) Consultations scheduled through the LegalZoom member center for 1-800Accountant services are transmitted via 1-800Accountant’s proprietary software. 1-800Accountant makes this service available for your convenience. LegalZoom is not liable for any interruptions or delays in this service.

  1. Dun & Bradstreet Third-Party Services. If you have purchased a package that includes access to CreditAlert™ services provided by Dun & Bradstreet, a division of Dun & Bradstreet, Inc., (“DBCC Services”), the following provisions apply to you:
  2. Benefits.

1) You will be contacted by Dun & Bradstreet and, if your entity is already formed, you will receive a unique numeric identifier for your business (“DUNS Number”) through Dun & Bradstreet, Inc. If your entity is not yet formed, you will receive your DUNS Number following formation.

2) After you receive your DUNS Number, you will receive real-time notifications of changes to your file that may affect your business credit score.

3) After you receive your DUNS Number, you will receive alerts related to major company events such as suits, liens, and judgments.

  1. Limitations. Your access to DBCC Services will terminate automatically on the earlier to occur of: (i) the cancellation of the Legal Plan Bundle or Subscription; or (ii) the termination of LegalZoom’s agreement with Dun & Bradstreet.
  2. Business License.  If you have purchased a package or an add-on that includes Business Licenses, the provision of these services is subject to the terms and conditions established by Business Licenses, LLC.  These terms are available at https://www.licensesuite.com/search/?terms=1
  3. Cloud Storage Services. If you have purchased a package that includes access to cloud storage services for online content storage, sharing and processing of files, materials, data, text, audio, video, images, or other content (collectively, “Content”), hosted through the LegalZoom website and applications (“Cloud Services” or “Cloud Service”), the following provisions apply to you:
  4. Access to the Cloud Service. You may use the Cloud Services on a non-exclusive basis, solely in strict compliance with these Terms and all applicable laws.
  5. Service Provider. You acknowledge and agree that LegalZoom does or may work with third-party sub-providers (each a “Cloud Service Provider”) of our choice to provide some or all of the Cloud Services.
  6. Your Account. Only you may use your Cloud Services. You must keep your account and passwords confidential and not authorize any third party to access or use the Cloud Service on your behalf unless we provide an approved mechanism for such use. LegalZoom and our Cloud Service Provider will not be liable for any loss or damages arising from any unauthorized use of your account.
  7. Content. Except for material we license to you, we don’t claim ownership of any content that is transmitted, stored, or processed in your account(s). We also don’t control, verify, or endorse the Content that you and others make available on the Cloud Services. We provide functions that allow you to control who may access your Content. If you enable the features that allow you to share the Content with others, anyone you’ve shared Content with (including the general public, in certain circumstances) may have access to your Content. You hereby grant LegalZoom and its contractors the right to transmit, use, and disclose Content posted on the Cloud Services to the extent necessary to provide the Cloud Services, as otherwise permitted by these Terms, or as described in the LegalZoom Privacy Policy.

You represent and warrant that: (a) you have all the rights in the Content necessary for you to use the Cloud Services and to grant the rights in this Cloud Storage Services Section; and (b) the storage, use or transmission of the Content doesn’t violate any law or these Terms.

You will: (a) be solely responsible for the nature, quality, and accuracy of the Content; (b) ensure that the Content (including the storage or transmission thereof) complies with these Terms and any and all applicable laws, and regulations; (c) promptly handle and resolve any notices and claims relating to the Content, including any notices sent to you by any person claiming that any Content violates any person’s rights, such as takedown notices pursuant to the Digital Millennium Copyright Act and any other notices; and (d) maintain appropriate security, protection, and backup copies of the Content, which may include your use of additional encryption technology to protect the Content from unauthorized access. LegalZoom will have no liability of any kind as a result of the deletion of, correction of, destruction of, damage to, loss of or failure to store or encrypt any Content.

  1. Unauthorized Use. You must immediately notify LegalZoom in writing of any unauthorized use of (a) any Content, (b) any account, or (c) the Cloud Services that come to your attention. In the event of any such unauthorized use by a third party that obtained access through you, you will take all steps necessary to terminate such unauthorized use. You will provide LegalZoom with such cooperation and assistance related to any such unauthorized use as LegalZoom may request.  
  2. Data Limits. LegalZoom reserves the right to limit the amount of Content you may store on the Cloud Services.
  3. Content Stored in the United States. The Cloud Services are provided from the United States. By using and accessing the Cloud Services, you understand and consent to the storage and processing of the Content and any other personal information in the United States. LegalZoom and our Cloud Service Provider reserve the right to store and process personal information outside the United States, and will use commercially reasonable efforts to provide you with notice of any such changes in the processing location. 
  4. Acceptable Use. You must not use the Cloud Services to harm others or the Cloud Services. For example, you must not use the Cloud Services to harm, threaten, or harass another person, organization, or LegalZoom and/or to build a similar service or website. You must not: damage, disable, overburden, or impair the Cloud Services (or any network connected to the Cloud Services); resell or redistribute the Cloud Services or any part of it; use any unauthorized means to modify, reroute, or gain access to the Cloud Services or attempt to carry out these activities; or use any automated process or Cloud Services (such as a bot, a spider, or periodic caching of information stored by LegalZoom) to access or use the Cloud Services. In addition, you promise that you will not and will not encourage or assist any third party to:
  1. modify, alter, tamper with, repair or otherwise create derivative works of any software;
  2. reverse engineer, disassemble or decompile the software used to provide or access the Cloud Services, including the software, or attempt to discover or recreate the source code used to provide or access the Cloud Services, except and only to the extent that the applicable law expressly permits doing so;
  3. use the Cloud Service in any manner or for any purpose other than as expressly permitted by these Terms, the Privacy Policy, any user guides or any other policy, instruction or terms applicable to the Cloud Services that are available on the Cloud Services (“Policies”);
  4. sell, lend, rent, resell, lease, sublicense or otherwise transfer any of the rights granted to you with respect to the Cloud Services to any third party;
  5. remove, obscure or alter any proprietary rights notice pertaining to the Cloud Services;
  6. access or use the Cloud Services in a way intended to improperly avoid incurring fees or exceeding any usage limits or quotas;
  7. use the Cloud Services in connection with the operation of nuclear facilities, aircraft navigation, communication systems, medical devices, air traffic control devices, real-time control systems or other situations in which the failure of the Cloud Services could lead to death, personal injury, or physical property or environmental damage;
  8. use the Cloud Services to: (i) engage in any unlawful or fraudulent activity or perpetrate a hoax or engage in phishing schemes or forgery or other similar falsification or manipulation of data; (ii) send unsolicited or unauthorized junk mail, spam, chain letters, pyramid schemes or any other form of duplicative or unsolicited messages, whether commercial or otherwise; (iii) store or transmit inappropriate Content, such as Content: (1) containing unlawful, defamatory, threatening, pornographic, abusive, libelous or otherwise objectionable material of any kind or nature, (2) containing any material that encourages conduct that could constitute a criminal offense, or (3) in a way that violates or infringes upon the intellectual property rights or the privacy or publicity rights of any person or entity or that may otherwise be unlawful or give rise to civil or criminal liability; (iv) store or transmit any Content that contains or is used to initiate a denial of service attack, software viruses or other harmful or deleterious computer code, files or programs such as Trojan horses, worms, time bombs, cancelbots, or spyware; or (v) abuse, harass, stalk or otherwise violate the legal rights of a third party;
  9. interfere with or disrupt servers or networks used by LegalZoom or its Cloud Service Provider to provide the Cloud Services or used by other users’ to access the Cloud Services, or violate any third party regulations, policies, or procedures of such servers or networks or harass or interfere with another user’s full use and enjoyment of any software or the Cloud Services;
  10. access or attempt to access LegalZoom’s or our Cloud Service Provider’s other accounts, computer systems or networks not covered by these Terms, through password mining or any other means; or
  11. cause, in LegalZoom’s sole discretion, inordinate burden on the Cloud Services or LegalZoom’s system resources or capacity.

LegalZoom and our Cloud Service Provider will make all judgments concerning the applicability of these guidelines in our sole and exclusive discretion. We reserve the right, in our sole discretion, to determine whether and what action to take in response to each violation, and any action or inaction in a particular instance will not dictate or limit our response to a future complaint. We will not assume or have any liability for any action or inaction with respect to any Content.

  1. Identification.  InheritEstate reserves the right, in its sole discretion, to deactivate, change, and/or require User to change its InheritEstate user ID and any custom or vanity URLs, custom links, or vanity domains that User may obtain through its Services for any reason or for no reason. InheritEstate may exercise such right at any time, with or without prior notice.
  2. Updates to the Services. InheritEstate reserves the right, in its sole discretion, to make necessary unscheduled deployments of changes, updates or enhancements to the Services at any time. InheritEstate may add or remove functionalities or features and may suspend or stop Services altogether.
  3. Software. If User receives software from InheritEstate, its use is governed in one of two ways: If User is presented with license terms that User must accept in order to use the software, those terms apply; if no license is presented to User, these Terms apply. InheritEstate reserves all other rights to the Software.

InheritEstate may automatically check User’s version of the Software. InheritEstate may also automatically download to User’s computer or device new versions of the Software.

Any software is licensed, not sold. Unless InheritEstate notifies User otherwise, the software license ends when User’s Services ends. User must then promptly uninstall the Software, or InheritEstate may disable it. User must not work around any technical limitations in the Software.

The software is subject to applicable U.S. export laws and regulations. User must comply with all domestic and international export laws and regulations that apply to the software. These laws include restrictions on destinations, end-users, and end-use. Without limitation, User may not transfer the Software or Services without U.S. government permissions to anyone on U.S. government exclusion lists (see the Commerce Department’s compliance list at http://www.bis.doc.gov/index.php/policy-guidance/lists-of-parties-of-concern. User represents and warrants that User is not on any of those lists or under the control of or an agent for anyone on those lists or the entities listed above.

  1. InheritEstate Proprietary Rights. As between InheritEstate and User, InheritEstate or its licensors own and reserve all right, title, and interest in and to the Services and all hardware, software and other items used to provide the Service, other than the rights explicitly granted to User to use the Cloud Services in accordance with these Terms. No title to or ownership of any proprietary rights related to the Cloud Services is transferred to User pursuant to these Terms. All rights not explicitly granted to User are reserved by InheritEstate and InheritEstate Service Provider. In the event that User provides the comments, suggestions, and recommendations to InheritEstate with respect to the Services (including, without limitation, with respect to modifications, enhancements, improvements and other changes to the Cloud Services) (collectively, “Feedback”), User hereby grants to InheritEstate and its Service Provider a world-wide, royalty-free, irrevocable, perpetual license to use and otherwise incorporate any Feedback in connection with the Cloud Services.
  2. Privacy. In order to operate and provide the Service, InheritEstate collects certain information about User. As part of the Service, InheritEstate may also automatically upload information about User’s computer or device, User’s use of the Service, and Service performance. InheritEstate uses and protects that information as described in InheritEstate’s Privacy Policy. InheritEstate retains the right to block or otherwise prevent delivery of any type of file, email, or other communication to or from the Services as part of InheritEstate’s efforts to protect the Services, protect customers, or stop User from breaching these Terms.
  3. NO WARRANTY. INHERITESTATE MAKES NO (AND SPECIFICALLY DISCLAIMS ALL) REPRESENTATIONS THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE OR FREE OF HARMFUL COMPONENTS OR THAT THE CONTENT WILL BE SECURE OR NOT OTHERWISE LOST OR DAMAGED.
  4. Identity Protection. If you have purchased a package that includes access to LegalZoom Identity Protection or Business Data Protection (collectively “Identity Protection”), the following provisions apply to you:
  5. Availability of Service. Identity Protection is available only to residents of the United States. If you live outside of the United States and have purchased a subscription that includes Identity Protection, you are not authorized to use these services.
  6. Authorization. You understand that by accepting these Subscription Terms you are providing “written instructions” and authorization to LegalZoom, CSIdentity Corporation, and their employees, agents, subsidiaries, affiliates, contractors, third-party data providers, and all other credit reporting agencies under the Fair Credit Reporting Act (FCRA), as amended, including Experian®, Equifax®, and TransUnion® and affiliated entities, to access your credit files from each national credit reporting agency and to exchange information about you with each national credit reporting agency in order to verify your identity and to provide the services to you.  You agree and hereby authorize LegalZoom or CSIdentity Corporation, and their agents and employees, to provide your personally identifiable information (or, if applicable, information about your child you have enrolled) to third parties as provided in CSIdentity’s Privacy Policy (https://www.csid.com/privacy-policy/), as may be amended from time to time.  You waive any and all claims against LegalZoom, CSIdentity Corporation, and their agents and employees for the acts or omissions of these third parties with regard to the use or disclosure of such information.  You further authorize LegalZoom, CSIdentity Corporation and their agents and employees to obtain various information and reports about you (or about your child that you have enrolled, if applicable) in order to provide the services, including, but not limited to, credit monitoring services, credit reporting, identity monitoring, fraud resolutions services, restoration services, address history reports, name and alias reports, criminal reports or sex offender reports, and to provide monitoring and alerts.
  7. Personal Information. While enrolling for the services, InheritEstate will ask User for the following types of information: contact information (such as name, address, phone number, and e-mail address); sensitive information (such as date of birth, passport, driver’s license number, and tax ID number); personal information to verify User’s identity and financial information (such as credit card number).  This information is required in order to verify User’s identity, charge the agreed-upon fees for InheritEstate’s services, and to fulfill InheritEstate’s obligation to provide services to all its Users, including communicating with third parties as necessary to provide such services, such as identification verification companies, consumer reporting agencies, credit bureaus, payment validation companies, law enforcement agencies, or others.  User should also review the full InheritEstate Privacy Policy.
  8. Use. User agrees that it will use the services to protect against or prevent actual fraud, unauthorized transactions, claims or other liabilities, and not for any other purpose.
  9. No Warranty. THE SERVICES ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS.  INHERITESTATE AND THEIR DATA PROVIDERS MAKE NO REPRESENTATIONS OR WARRANTIES, EXPRESS OR IMPLIED, WITH RESPECT TO THE SERVICES AND DISCLAIM ANY EXPRESS OR IMPLIED WARRANTIES WITH RESPECT THERETO.  WITHOUT LIMITING THE FOREGOING, INHERITESTATE AND ITS DATA PROVIDERS DO NOT GUARANTEE OR WARRANT THE ACCURACY, TIMELINESS, COMPLETENESS, CURRENTNESS, MERCHANTABILITY, NON-INFRINGEMENT, OR FITNESS FOR A PARTICULAR PURPOSE OF THE SERVICES AND SHALL NOT BE LIABLE FOR ANY LOSS OR INJURY ARISING OUT OF OR CAUSED IN WHOLE OR IN PART BY USE OF THE SERVICES OR THE DATA THEREIN.

InheritEstate is not a credit repair organization, or similarly regulated organization under other applicable laws, and does not provide credit repair advice.

  1. InheritEstate’s credit monitoring offerings monitor only the credit file associated with the purchasing consumer and does not monitor, compare or cross-reference the credit file associated with the purchasing consumer to any other credit file(s) maintained by the applicable credit bureau(s).
  2. Fair Credit Reporting Act.  The Fair Credit Reporting Act allows User to obtain from each credit reporting agency a disclosure of all the information in its credit file at the time of the request. Full disclosure of information in User’s file at a credit reporting agency must be obtained directly from such a credit reporting agency. The credit reports provided or requested through our Site are not intended to constitute the disclosure of information by a credit reporting agency as required by the Fair Credit Reporting Act or similar laws.

Under the Fair Credit Reporting Act, you are entitled to receive an annual free disclosure of your credit report from each of the national credit reporting agencies. To request your free annual report under the FCRA, you must go to www.annualcreditreport.com. You can also contact the central source to request this free annual disclosure by calling toll free (877) 322-8228 or by using the mail request form available at the central source Website.

You are entitled to receive a free copy of your credit report from a credit-reporting agency if:

  1. You have been denied or were otherwise notified of an adverse action related to credit, insurance, employment, or a government-granted license or other government granted benefit within the past sixty (60) days based on information in a credit report provided by such agency.
  2. You have been denied house/apartment rental or were required to pay a higher deposit than usually required within the past sixty (60) days based on information in a credit report provided by such agency.
  3. You certify in writing that you are unemployed and intend to apply for employment during the sixty (60) day period beginning on the date on which you made such certification.
  4. You certify in writing that you are a recipient of public welfare assistance.
  5. You certify in writing that you have reason to believe that your file at such a credit reporting agency contains inaccurate information due to fraud.

In addition, if you reside in the state of Colorado, Maine, Maryland, Massachusetts, New Jersey, or Vermont, you are entitled to receive a free copy of your credit report once a year and if you reside in the state of Georgia, you are entitled to receive a free copy of your credit report twice a year. For Illinois residents, credit reporting agencies are required by law to give you a copy of your credit record upon request at no charge or for a nominal fee. Otherwise, a consumer reporting agency may impose a reasonable charge for providing you with a copy of your credit report.

The Fair Credit Reporting Act provides that you may dispute inaccurate or incomplete information in your credit report. YOU ARE NOT REQUIRED TO PURCHASE YOUR CREDIT REPORT FROM ANY OF THE CREDIT BUREAUS IN ORDER TO DISPUTE INACCURATE OR INCOMPLETE INFORMATION IN YOUR REPORT OR TO RECEIVE A COPY OF YOUR REPORT FROM EQUIFAX, EXPERIAN OR TRANSUNION, THE THREE NATIONAL CREDIT REPORTING AGENCIES, OR FROM ANY OTHER CREDIT REPORTING AGENCY.

It may be the policies of Equifax, Experian and/or TransUnion to provide a complimentary copy of the consumer credit report under circumstances other than those described above. If you wish to contact Equifax, Experian or TransUnion to obtain a copy of your credit report directly from such agency or if you wish to dispute information contained in an Equifax, Experian or TransUnion credit report file, please contact such entities as follows:

Equifax: 1-800-685-1111

Experian: 1-888-397-3742

TransUnion: 1-800-916-8800

  1. Law Firm Services. If you have purchased a legal plan with legal services provided by Pulse Global Services Limited (formerly known as, as currently doing business as, LegalZoom Legal Services), a UK law firm (either hereinafter “Pulse”), the following provisions apply to you:

​a. Law firm. Your relationship with Pulse is governed by the Pulse Global Services Limited Limited Scope Representation Agreement

.

  1. Billing. LegalZoom.com, Inc. will process payment pursuant to these Subscription Terms for your subscription bundle.

Payment

  1. ​Fees. If you purchase a Subscription, you must pay all charges to your account relating to that Subscription, including applicable taxes and fees for the use of additional features not included as part of your Subscription. You will be charged in accordance with the billing terms in effect at the time of your initial purchase. If you purchase a subscription that is charged in full on a purchase, in each renewal period for that Subscription, you must pay the total cost of the next subscription period by the first day of that period. For each Subscription, your charge remains for each subscription period no matter if you access the Services or Site during any subscription term. In other words, EVEN IF YOU DO NOT USE THE SUBSCRIPTION, INCLUDING ACCESSING THE LIBRARY, CREATING MINUTES USING THE MINUTES MANAGER OR ANY THIRD-PARTY SERVICES, YOU ARE RESPONSIBLE FOR SUBSCRIPTION FEES UNTIL YOU CANCEL YOUR SUBSCRIPTION OR IT IS OTHERWISE TERMINATED. For more information about canceling your Subscription, see the Termination and Cancellation section below.
  2. Billing. You must provide valid credit card information at the time of purchase to allow payment for the initial Membership Term of a Subscription. 

For any automatically renewing Subscriptions, your Subscription will renew at the end of the Initial Membership Term (the “Billing Date”) and at the end of each successive Membership Term, until you notify us that you want to terminate your Subscription under these Subscription Terms or your Subscription is otherwise terminated. If you do not notify us, your credit card will automatically be charged for the renewal term of your subscription on your Billing Date. If your purchase date is on the 29th through the 31st day of any month, your Billing Date for renewals in months with fewer days will fall on the last day of the month. LegalZoom may adjust your Billing Date in subsequent renewal periods without notice. This will be reflected by a charge to your account on a prorated basis according to the number of days that have passed since the Billing Date of your latest renewal charge. Unless LegalZoom otherwise notifies you in advance under these Subscription Terms, the renewal charge will be equal to the original purchase price for the Subscription. LegalZoom may obtain automatic updates for any expiring credit cards you have provided.

You must pay LegalZoom the fees associated with your Subscription. Additional discounts may be available for members purchasing multiple months upfront or as part of certain promotions.

  1. Notice of Automatic Renewal. We may send a reminder email to your account’s email address of record approximately one week before your Billing Date. This notice is provided only as a courtesy. LegalZoom is not obligated to provide this notice. You acknowledge that (i) your failure to read, (ii) your inability to receive, or (iii) LegalZoom’s failure to send the email creates no liability for LegalZoom or any Third-Party Service.
  2. Promotional Trial Memberships. We sometimes offer customers trial memberships, all of which are subject to these Subscription Terms (unless otherwise stated in the offer). For a trial or other promotional membership with no initial charge, you agree we may authorize a charge of up to one dollar ($1) to your method of payment to verify your payment source. AT THE COMPLETION OF A TRIAL MEMBERSHIP, UNLESS YOU CHOOSE TO CANCEL BY CALLING 888-310-0151 OR THROUGH THE “MY ACCOUNT” PORTAL, YOUR SUBSCRIPTION WILL RENEW AUTOMATICALLY AND YOUR CREDIT CARD WILL BE CHARGED TO BEGIN YOUR INITIAL MEMBERSHIP TERM. 

Use of Service

  1. General Practices. You acknowledge that LegalZoom may establish general practices and limits concerning use of its Subscriptions or Third-Party Services, including the maximum number of forms you may access in the Library in a given period of time, the number of times (and the maximum duration for which) you may access the Library in a given period of time, the maximum number of days that data, schedules, calendars, or other uploaded content will be retained by the Compliance Calendar or Minutes Manager, and the maximum disk space that will be allotted on LegalZoom’s servers on your behalf. 

LegalZoom is not liable for the deletion of or failure to store any content maintained or transmitted by any Subscription benefit.

LegalZoom may subcontract any obligations required under a Subscription without your consent. 

  1. Responsibility for Misuse. You may not: (i) license, sublicense, sell, resell, transfer, assign, distribute, or otherwise make available to any party the benefits granted to you by or any content in your Subscription; or (ii) change, reproduce, reverse engineer, make derivative works based on or referring to, or in any way exploit the licenses you have been granted with your Subscription, or content or source code in your Subscription.

You are responsible for all expenses incurred or other actions that may occur through your use of a Subscription. You must alert us immediately of any fraudulent, unauthorized, illegal, or suspicious use of a Subscription or Subscription benefits, or any other breach of security or unauthorized or illegal activity that you reasonably suspect. 

  1. Authority to Enter Agreement. If you are entering into these Subscription Terms on behalf of a company or other legal entity, you represent that you have the legal authority to bind that entity to these terms and understand that the terms “you” or “your” refer to that entity. If you do not have that authority or if you do not agree with these Subscription Terms, you may not sign up for or use any Subscription or Third-Party Service. If after your purchase we find that you do not have the authority to bind the entity for which you ordered, you will be personally responsible for the obligations in these Subscription Terms and the order you placed, including all payment obligations. LegalZoom is not liable for any loss or damage resulting from our reliance on any communication reasonably believed by us to be genuine and originating from an authorized representative of your company. If there is reasonable doubt about the authenticity of any communication, we may, but are not obliged to, require additional authentication from your company. 
  2. Changes to Subscriptions. 
  3. General Changes. LegalZoom may discontinue the offering of a Subscription, including the functionality, content, or availability of any features of Subscriptions or Third-Party Services, at any time in its sole discretion. We may also impose limits on features and services or restrict your access to all or part of the Subscription. However, you have the right to cancel your membership should we materially decrease benefits.

If we add new features to a Subscription, including releasing new forms in the Library or adding Third-Party Services, the new features will be subject to these Subscription Terms.

If you add a product or service to your subscription, LegalZoom has the discretion to charge you a prorated portion of the costs to align your renewal date with your current subscription.  LegalZoom will provide you notice before doing so.

  1. Fee Adjustments. LegalZoom may increase Subscription fees by notifying you of new fees at least 30 days before the beginning of a renewal term. The new fees will be effective on the first day of the renewal term. If you do not cancel your subscription, you will be deemed to have accepted the new fees for the renewal term and subsequent renewal terms (unless the fees are increased in the same manner for a subsequent renewal term). Reductions in fees become effective on the first day of the next renewal term without a pro-rata adjustment for the period covered under the prior fee schedule. 
  2. Renewal Term Adjustments. LegalZoom offers subscriptions of various lengths. LegalZoom may increase the renewal term from monthly, quarterly, or otherwise, to quarterly, annually, or otherwise at our discretion by notifying you of the new renewal term at least 30 days before the beginning of a renewal term. If you do not cancel your subscription, you will be deemed to have accepted the new renewal term moving forward (unless the renewal term is changed in the same manner for a subsequent renewal term).
  3. Discontinuation and Replacement of Subscriptions. Should LegalZoom cease to offer your subscription, we can discontinue your subscription, continue to provide it to you or provide a replacement (similar or comparable product) at the then-current price. Additional fees may be charged for such a replacement subscription. LegalZoom will notify you of new fees at least 30 days before they become effective

Termination or Cancellation 

  1. By LegalZoom. 
  2. LegalZoom may terminate your use of all or part of the Subscriptions or Third-Party Services in its sole discretion. As your sole remedy, we will refund to you any prepaid fees specifically related to the current term of that Subscription or Third-Party Service.
  3. If you do not pay on the Billing Date, as described in the Billing section above, you can correct your credit card information and pay the outstanding amounts before the one-month anniversary of your Billing Date. If you have not made any payment on your Subscription by the one-month anniversary of your Billing Date, LegalZoom may suspend your service and terminate that Subscription. 
  4. Your right to use a Subscription is subject to any limits established by LegalZoom or by your credit card issuer. If payment cannot be charged to your credit card or your charge is returned for any reason, including through a chargeback, LegalZoom may, in its sole and absolute discretion, suspend or terminate your access and account, which will terminate these Subscription Terms and our obligations under them. If a charge made to your credit card is declined, LegalZoom may make up to five attempts to bill that card over a thirty-day period. 
  5. If you wish to reactivate your account after termination, there will be no setup or reactivation fees. However, if your account was terminated for nonpayment, it will be reactivated only after LegalZoom receives the full amount past due. If an expired account is reactivated, the new term begins on the reactivation date.
  6. By Subscriber. 

​a. You may examine these Subscription Terms for ten days after you have received them. If during this period you decide that you are not satisfied with the Subscription Terms, you may have any prepaid amounts refunded, and these Subscription Terms will be considered void as if they had not been issued.

  1. For all Subscriptions other than LifePlan and Divorce, you may cancel your subscription at any time by calling our Customer Care Center at (888) 310-0151 or by canceling online through the “My Account” portal. After you have canceled, your Subscription will remain active until the end of the then-current period.
  2. LifePlan Subscriptions:
  3. Employment or Membership Benefit: If you have purchased a Subscription to LifePlan as part of your benefits package through your employer or professional organization, you can learn about how and when you can cancel your subscription by calling our Member Advisors at 888-556-0888, emailing our Member Advisors, or by talking to your human resources department.
  4. Continuation of Coverage: If you have purchased a Subscription to LifePlan to continue the coverage that you previously received through an employer or membership, you can cancel your subscription at any time by calling our Member Advisors at 888-556-0888 or by canceling online through the “My Account” portal. After you have canceled, your Subscription will remain active until the end of your then-current period.
  5. Divorce Subscriptions: If you have purchased a Subscription for LegalZoom’s Divorce product, you may cancel your subscription by calling the support team at [phone number] or by canceling online through your account in the “My Profile” link. After you have canceled, your Subscription will remain active until the end of your then-current period.
  6. Services After Termination. After your Subscription is terminated or your Membership Term has ended, you will not be able to access the corresponding Subscription offerings. 
  7. Dispute Resolution. The parties shall arbitrate all disputes and claims pursuant to the Dispute Resolution by Binding Arbitration section of the Terms of Service.
  8. Non-English-Speaking Customers. I understand that certain materials on the LegalZoom site, including but not limited to questionnaires, documents, instructions, and filings, are only available in English.  Non-English translations of these Terms, as well as other terms, conditions, and policies, are provided for convenience only.  In the event of any ambiguity or conflict between translations, the English version is authoritative and controls.
  9. Internal Revenue Service (IRS) Circular 230 Tax Advice Disclosure. To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. federal tax advice contained in any communication from LegalZoom is and was not intended or written to be used, and cannot be used, for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing, or recommending to another party any matters addressed therein.
  10. NO GUARANTEE. LAWS, REGULATIONS, AND ADMINISTRATIVE REQUIREMENTS CHANGE OFTEN, AND THEIR APPLICATION AND IMPACT VARY FROM COMPANY TO COMPANY AND INDUSTRY TO INDUSTRY. FORMS, EMAILS, AND SMS TEXT MESSAGE COMMUNICATIONS ARE NOT INTENDED TO PROVIDE OR SUBSTITUTE FOR ACCOUNTING, LEGAL, BUSINESS, TAX, OR OTHER PROFESSIONAL ADVICE OR SERVICES. THEY ARE OFFERED FOR INFORMATION PURPOSES ONLY. COMPLIANCE WITH ALL LAWS AND REGULATIONS REMAINS YOUR SOLE AND ABSOLUTE RESPONSIBILITY. BEFORE TAKING ANY BUSINESS OR LEGAL ACTION BASED ON INFORMATION FROM THE SITE, THE LIBRARY OR ANY EMAIL OR SMS TEXT MESSAGE COMMUNICATION, YOU SHOULD CONSULT WITH A FINANCIAL OR LEGAL PROFESSIONAL TO VERIFY DEADLINES AND DETERMINE WHETHER SUCH ACTIONS ARE APPROPRIATE FOR YOU BASED ON YOUR PERSONAL OR BUSINESS NEEDS. WITH THE EXCEPTION OF THE COMPLIANCE PACKAGE FILING GUARANTEE, NO REPRESENTATIONS OR WARRANTIES, EXPRESS OR IMPLIED, ARE GIVEN REGARDING THE LEGAL OR OTHER CONSEQUENCES RESULTING FROM THE USE OF ANY SUBSCRIPTION.​

Updated: June 3, 2019

 

 

 

Legal Plan Contract

This is a contract between us, LegalZoom.com, Inc. (“LegalZoom”) and you, (the “Primary Member”), for the Legal Plan services described below, including Business Advantage Pro and/or Legal Advantage Plus (sometimes described as Advisory Services and collectively referred to as the “Legal Plans”). In addition to the LegalZoom.com, Inc. (“LegalZoom”) Terms of Use, that govern your use of the LegalZoom website, and LegalZoom Terms of Service, this contract (the “Agreement”) constitutes a legal agreement between you and LegalZoom detailing the terms of your use of the Legal Plans. This Agreement is effective as of the date you accept its terms by purchasing a Legal Plan membership or accepting a free trial thereof (the “Effective Date”). If you sign up for a Legal Plan, you accept these terms, conditions, limitations, and requirements. Please read this Agreement carefully. PLEASE NOTE – If you are using a 7-Day free trial, your trial membership is not subject to the payment or renewal terms enumerated in Section 8(a)-8(d) of this Agreement. Should you wish to continue membership in a Legal Plan following the expiration of a 7-Day free trial, you must enroll in a full membership by following the instructions provided in your confirmation email. 

THE LEGAL PLANS ARE NOT A SUBSTITUTE FOR ACCOUNTING, BUSINESS, TAX, OR OTHER PROFESSIONAL ADVICE OR SERVICES. 

  1. Legal Plan Membership. We reserve the right to accept or refuse membership in our discretion. You may not transfer or assign your Legal Plan or these benefits; provided, however, that a Business Advantage Pro Primary Member may extend coverage to his or her designated business, and a Legal Advantage Plus Primary Member may extend coverage to his or her Eligible Family Members (as defined below) (together with the Primary Member, each a “Plan Member” and collectively the “Plan Group”). The “Effective Date” for each Plan Member other than the Primary Member shall be the date on which the Primary Member elects to extend coverage to such Plan Member. 
  2. For the purposes of this Agreement, the term “Eligible Family Member” shall include: 

(i) The Primary Member’s spouse or domestic partner; 

(ii) Any dependent who is under the age of 26; 

(iii) Any dependent child, regardless of age, who is incapable of sustaining employment by reason of mental or physical disability; and 

(iv) Any dependent individuals living in the Primary Member’s home, such as a parent or grandparent.

Each Eligible Family Member to whom you extend coverage under this contract is bound by the terms of this contract. 

  1. Benefits of Legal Plans. Legal Plans provide the following benefits. 
  2. Membership in a Legal Plan provides the following benefits (collectively, the “Plan Benefits”): 

(i) Telephone consultations with a participating firm (the “Firm”), during normal business hours, of up to one half (1/2) hour each, and up to one hour of time researching the topic of the consultation, limited to one consultation per Plan Group for each new legal matter. If the Firm determines after the initial consultation that a letter would be of further assistance to a Plan Member, such Firm, in its sole discretion, may provide, at no additional charge, one letter of up to two (2) pages on the Plan Member’s behalf. Telephone consultations may not include discussion of any of the following: 

  1. Tax-related matters; 
  2. Legal Advantage Plus Plan Members may not consult about matters related to any Plan Member’s business. Business coverage is provided in the Business Advantage Pro membership.

(ii) Review by the Firm of legal documents of up to ten (10) pages, limited to review of one (1) document per Plan Group for each new legal matter. The Firm shall provide one (1) telephone consultation about the reviewed document, during normal business hours, and advise the Plan Member on any areas of concern and the legal implications of those provisions and their conformity to state and federal law.  The Firm shall provide a written summary of such consultation. 

(iii) Once during each membership year, the Primary Member shall be entitled to a legal check-up (the “Legal Check-Up”). The Legal Check-Up is intended to provide the Primary Member with an (a) assessment of his or her legal profile and recommendations based on significant issues or gaps or (b) update of a previous Legal Check-Up considering changes in life, circumstances, legal profile, and applicable law. The Legal Check-Up shall include telephone consultation, during normal business hours, of up to one (1) hour to discuss the Primary Member’s legal portfolio, potential updates over the previous year, and recommendations. The Firm shall provide a written summary of the consultation and any recommendations to the Primary Member’s legal documents or strategies. The Legal Check-Up shall become available to a Primary Member only after six (6) months of membership in the Legal Plan; 

(iv) If a Plan Member engages the Firm for services that are not included in the Plan Benefits described in subsections (c)(i) – (c)(iii) above, the Firm shall provide such legal services at a twenty-five (25%) discount from such Firm’s standard rates for representation, as such rates are reported to LegalZoom; 

(v) Nothing in the Legal Plans or this Agreement shall be construed to limit the right of a Plan Member to retain, at his or her own expense, an unaffiliated attorney. LegalZoom shall not be obligated to pay for any such services.

  1. Please note that LegalZoom does not provide legal services. Attorneys made available through Legal Plans are third-party independent contractors who agree to provide legal services directly to you, not through LegalZoom, via a separate retention agreement between you and the attorney. Their contact information is provided as advertising. The attorneys have agreed to provide complimentary, thirty-minute consultations related to subject matters about which they represent that they are qualified in jurisdictions where they are admitted to practice. A conflict check will apply. They may require you to meet at their office or another location convenient to them or may require a telephonic consultation. LegalZoom will not select an attorney for you. LegalZoom makes no guarantees as to the substance of the attorney’s advice. 
  2. Additional, Non-Legal Plan Benefits. 
  3. Separate from and in addition to the Plan Benefits defined above, customers who purchase the Business Advantage Pro plan may also receive a Business Advantage Standard subscription and the ability to use our website to file one LegalZoom Copyright per month (filing fees charged separately).   If your purchase includes a Business Advantage Standard subscription, such subscription is governed by LegalZoom’s Supplemental Terms of Service for Subscriptions and Third-Party Services.
  4. Separate from and in addition to the Plan Benefits defined above, customers who purchase the Legal Advantage Plus plan may also receive a Continuing Coverage subscription.  If your purchase includes a Business Advantage Standard subscription, such subscription is governed by LegalZoom’s Supplemental Terms of Service for Subscriptions and Third-Party Services.

Subscriptions to Business Advantage Standard and Continuing Coverage are available for purchase separately and are subject to LegalZoom’s Supplemental Terms of Service for Subscriptions and Third-Party Services.  LegalZoom Copyright is available for purchase separately.  All are subject to LegalZoom’s Terms of Use and Terms of Service

  1. Exclusions; Conflicts. 
  2. The following items and matters are specifically excluded from the Legal Plans, and are not to be considered or treated as Plan Benefits: 

(i) Any action that directly or indirectly involves LegalZoom.com, Inc. or any of its affiliates, directors, agents, or employees; 

(ii) Any action that directly or indirectly involves any Firm providing legal services under the Legal Plans; provided, however, that a Firm may, at its sole discretion and risk, represent a Plan Member in a matter in which another affiliated Firm is representing another party as legal counsel; 

(iii) For employer-sponsored Legal Plans, any action by a Plan Member of such program that directly or indirectly involves his or her employer-sponsor; 

(iv) Any adversarial action by a Plan Member that directly or indirectly involves any other Plan Member in any Plan Group; 

(v) Any action based on acts or occurrences that are alleged to have occurred or conditions that were reasonably anticipated or foreseeable before the Plan Member’s enrollment that did or may give rise to a lawsuit by or against such Plan Member; provided, however, that the Firm may, in its sole discretion and at its own risk, disregard this exclusion; 

(vi) Any action that resulted in the prior recruitment or retention by the Plan Member of another attorney; provided, however, that the Firm may, in its sole discretion and at its sole risk, disregard this exclusion; 

(vii) Any matter involving the laws of jurisdictions outside of the United States or its subdivisions; 

(viii) Any appeal to an appellate court (i.e., not a trial court); provided, however, that the Firm may, in its sole discretion and at its sole risk, disregard this exclusion; 

(ix) Any matter that, in the Firm’s opinion, is frivolous in nature or objective; or 

(x) Any case matter or requested service that is determined by the Firm to lack sufficient merit to warrant pursuit, or that the Firm decides has been raised an inordinate or unreasonable number of times without a change in circumstances.

  1. If the interests of the Primary Member of a Plan Group are adverse to those of another Plan Member in that same Plan Group, only the Primary Member is entitled to receive the applicable Plan Benefits. 
  2. Not Insurance. The Legal Plans offered through LegalZoom are not contracts of insurance or indemnification insurance plans and are not regulated as such. LegalZoom is not an insurance company and does not guarantee legal representation in every situation. The Legal Plans provide LegalZoom’s customers with access to free and discounted legal services from member Firms. LegalZoom does not reimburse or indemnify any Plan Member or pay any Firm for attorney fees or expenses. LegalZoom makes no payments to Firms in Florida, Georgia, and Massachusetts. 
  3. Use. 
  4. General Practices. 

You acknowledge that LegalZoom may establish general practices and limits concerning the use of its Legal Plans, including without limitation the maximum number of complimentary attorney consultations you may receive in a given period of time-related to one or all subjects. 

  1. Right to Change Practices. 

You acknowledge that LegalZoom reserves the right to change these general practices and limits at any time, in its sole discretion, with or without notice. However, you have the right to cancel your membership should we materially decrease benefits.

  1. Responsibility for Misuse. 

You are responsible for all expenses incurred or other actions that may occur through your use of a Legal Plan. You must immediately alert us of any fraudulent, unauthorized, illegal, or suspicious use of a Legal Plan, or any other breach of security or unauthorized or illegal activity that you reasonably suspect. 

  1. Authority to Enter Agreement. If you are entering into this Agreement on behalf of a company or other legal entity, you represent that you have the legal authority to bind such entity to these terms, in which case the terms “you” or “your” shall refer to such entity. If you do not have such authority or if you do not agree with this Agreement, you may not sign up for or use any Legal Plan. If after your purchase we find that you do not have the authority to bind the entity for which you ordered, you will be personally responsible for the obligations in this Agreement and the order you placed, including without limitation, the payment obligations. We are not liable for any loss or damage resulting from our reliance on any instruction, notice, document or communication, reasonably believed by us to be genuine and originating from an authorized representative of your company. If there is reasonable doubt about the authenticity of any such instruction, notice, document, or communication, we may, but are not obliged to, require additional authentication from you. 
  2. Payment. 
  3. Legal Plan Membership Fees. 

You will be charged in accordance with the billing terms in effect at the time of your initial purchase unless you are notified of a fee change in accordance with “Fee Adjustments” below. For any Legal Plan you purchase that is charged in full upon purchase, you agree that for each renewal term for such Legal Plan, the amount due for the next term will be due and immediately payable in full as of the first day of that renewed term. For each Legal Plan, your charge remains for each term no matter if you access the Site during that term. In other words, EVEN IF YOU DO NOT USE THE LEGAL PLAN BENEFITS OR SPEAK WITH AN ATTORNEY, YOU WILL BE RESPONSIBLE FOR ANY PLAN MEMBERSHIP FEES UNTIL YOU CANCEL YOUR MEMBERSHIP OR IT IS OTHERWISE TERMINATED. For more information regarding canceling your Legal Plan subscription, see the “Termination or Cancellation” section below. 

  1. Billing. 

To allow payment for the initial term of a Legal Plan, the valid credit card information is due at the time of purchase. 

If you have purchased an automatic renewing plan from LegalZoom, your Legal Plan subscription will renew automatically at the end of the initial term (the “Billing Date”) and at the end of each term thereafter unless and until you give notice of your intention to terminate your Legal Plan subscription pursuant to the terms of this Agreement. If you do not give us notice of such intention, your credit card will be charged for the renewal term of your Legal Plan subscription on your Billing Date. If your purchase date is on the 29th through the 31st day of any month, your Billing Date for renewals in months with fewer days will fall on the last day of the month. LegalZoom may adjust your Billing Date in subsequent renewal periods without notice. This will be reflected by a charge to your account on a pro-rated basis according to the number of days that have passed since the Billing Date of your latest renewal charge. Unless otherwise notified in advance by LegalZoom pursuant to this Agreement, the renewal charge will be equal to the original purchase price for the Legal Plan

You agree to pay LegalZoom the fees associated with your Legal Plan subscription. Additional discounts may be available for members purchasing multiple months upfront, as part of certain promotions which may include additional terms and conditions presented with the offer, or where limited by law. A schedule of fees for the Legal Plan subscriptions is set forth below:

Business Advantage Pro membership: $29.99 per month

Legal Advantage Plus membership: $14.99 per month 

  1. Notice of Automatic Renewal.

If applicable, we will send a reminder email to the email address of record for your account approximately one week before your Billing Date. You acknowledge and agree that this notice is provided as a courtesy only, and we are not obligated or required to provide such notice. You acknowledge and agree that (i) your failure to read, (ii) inability to receive, or (iii) the failure of LegalZoom to send the email does not create any liability on the part of LegalZoom or any third-party service provider.

  1. Promotional Trial Memberships. 

We sometimes offer certain customers various trial or other promotional memberships, which are subject to this Agreement except as otherwise stated in the promotional offers. AT THE COMPLETION OF A TRIAL MEMBERSHIP, UNLESS YOU CHOOSE TO CANCEL BY CALLING 877-657-8787, YOUR LEGAL PLAN MEMBERSHIP WILL RENEW AUTOMATICALLY AND YOUR CREDIT CARD WILL BE CHARGED TO BEGIN YOUR INITIAL TERM. 

  1. Attorney Fees. 

Fees for non-complimentary attorney services provided pursuant to a Legal Plan membership shall be paid directly to the providing Firms. Participating Firms and attorneys are not employees or agents of LegalZoom, and have no financial obligation to LegalZoom. 

  1. Fee Adjustments. LegalZoom may increase its fees for any Legal Plan membership effective the first day of a renewal term by giving you notice of the new fees at least thirty (30) days before the beginning of the renewal term. If you do not cancel your membership pursuant to Section 11, you shall be deemed to have accepted the new fee for that renewal term and any subsequent renewal terms (unless the fees are increased in the same manner for a subsequent renewal term). Reductions in fees become effective on the next renewal term without any pro-rata for the period covered under the prior fee schedule. 
  2. Termination or Cancellation. 
  3. By LegalZoom. 

(i) If payment is not made on the Billing Date, as described in Section 8 above, you will have until the one (1) month anniversary of your Billing Date (in Texas and Massachusetts, this grace period will be thirty-one (31) days) to correct the credit card information on file and post a payment to your account. If after the expiration of this grace period you have not made any payment on your Legal Plan membership, your non-payment may result in the suspension of service and subsequent termination of your Legal Plan membership. 

(ii) Your right to use a Legal Plan membership is subject to any limits established by LegalZoom or by your credit card issuer. If payment cannot be charged to your credit card or your charge is returned for any reason, including through a chargeback, LegalZoom reserves the right, in its sole and absolute discretion, to suspend or terminate your access and account, thereby terminating this Agreement and all obligations of LegalZoom hereunder. If a charge made to your credit card is declined, LegalZoom may make up to five (5) attempts to bill that card over a thirty (30) day period. 

(iii) If you wish to reactivate your account after such termination, there will be no setup or reactivation fees; provided, however, accounts terminated for non-payment will be reactivated only on receipt of the full amount past due and a written request to reinstate the account. When an expired account is reactivated, the new term begins on the date of reactivation.

  1. By Subscriber. 

(i) After you have received this Agreement in your Member Center, you have ten (10) days in which to examine it. If during this period you decide that you are not satisfied with the Agreement, you may return the Agreement to us and have any prepaid amounts refunded. If the Agreement is returned and you have not sought legal services pursuant hereto within this time period, the Agreement shall be void from the beginning and the parties shall be in the same position as if this Agreement had not been issued. 

(ii) You will have the right to cancel your Legal Plan membership by calling our Customer Care Center at (800) 773-0888 or by canceling online through the “My Account” portal. After such cancellation, your Legal Plan will remain active until the end of the then-applicable period.

  1. Services after Termination. 

After termination of your Legal Plan membership, either by you or by LegalZoom, you will not be able to access the corresponding Legal Plan offerings; provided, however, that any access rights to a Legal Plan granted you through a separate channel (e.g., through another Legal Plan membership) will remain in full force and effect unless and until separately terminated or canceled. 

  1. Dispute Resolution. The parties agree to arbitrate all disputes and claims pursuant to the Terms of Service of LegalZoom.com. A Plan Member has the right to file a complaint with his or her state’s bar association concerning the conduct of an affiliated attorney under the Legal Plan. 
  2. Professional, Independent Attorney Judgment. Attorneys performing legal services for Legal Plan Members under the terms of this Agreement are not agents or employees of LegalZoom. Any attorney rendering legal services to Plan Members under a Legal Plan shall maintain the attorney-client relationship with the Plan Member, and is solely responsible to the Plan Member for all legal services provided. It is within the sole discretion of the attorney to determine whether claims or defenses pertaining to any matter under this Agreement present a frivolous or otherwise unmeritorious claim or defense. Participating attorneys reserve the right to make independent professional judgments regarding such presentations. LegalZoom will in no way influence or attempt to affect the rendering of professional services of the participating attorneys. 
  3. Internal Revenue Service (IRS) Circular 230 Tax Advice Disclosure. To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. federal tax advice contained in any communication from LegalZoom (including information provided by a Firm or an attorney offering a free consultation) is and was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed therein.
  4. Non-English-Speaking Customers.  Non-English translations of these Terms, as well as other terms, conditions, and policies, are provided for convenience only.  In the event of any ambiguity or conflict between translations, the English version is authoritative and controls.
  5. Additional Notices. 
  6. Notice to Indiana Residents: A Plan advisory group meets regularly to evaluate the operation of the Legal Plans and suggest improvements. The Legal Plans comply with Indiana Supreme Court Admission and Discipline Rule 26. However, the satisfaction of the conditions under that rule shall not be construed as an approval of the Legal Plans by the Supreme Court of Indiana.
  7. Notice to Michigan Residents: Each consultation provided under sections 2(a)(i) and 2(a)(ii) will include a written summary of said consultation delivered by email.
  8. Notice to New Jersey Residents: The LegalZoom Business Legal Plan is a registered legal service plan with the New Jersey Administrative Office of the Courts, registration #NJ-2017-06-291. The LegalZoom Personal Legal Plan is a registered legal service plan with the New Jersey Administrative Office of the Courts, registration #NJ-2017-06-292.
  9. Notice to New York Residents: New York residents will be charged an additional $19.99 for any letter of up to two (2) pages drafted by the attorney pursuant to the Benefits of Legal Plans, which reflects the cost of rendition plus a reasonable overhead.  Any such letter provided will not include representation by the firm in matters contained therein.  Should Member desire a letter in which the firm provides such representation, the member may request such services at a discounted rate as described under the Benefits of Legal Plans. 
  10. Notice to North Carolina Residents: Membership is intended to be paid for in advance of any immediate need for the specified legal services.
  11. Notice to Tennessee Residents: This contract does not apply to subscribers of the Tennessee Legal Plan. The Tennessee Legal Plan is governed by LegalZoom Legal Services Ltd. Limited Scope Representation Agreement.
  12. Notice to Texas Residents: LegalZoom’s Legal Plans are regulated by the Texas Department of Licensing and Regulation, which can be contacted by telephone at (800)-803-9202 or by email at CS.Legal.Service.Contracts@license.state.tx.us. All Legal Plans are provided and administered by LegalZoom.com, Inc., 101 N. Brand Blvd., 11th Floor, Glendale, CA 91203.

Updated August 3, 2018

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