Terms of use.

This site is EstatePlan.now (“we”, “us”). These terms of use, together with the sponsorship and firm terms, the privacy notice and the copyright notice procedure, are the agreement between you and us for estateplan.now and everything published on it, including the API, the MCP server, the change feed and the text files for language models.

Using the site is how you accept it. If you do not accept these terms, stop using the site. Buying a sponsorship, sending an intake to a firm, submitting a correction or a claim, and calling the API each also record your acceptance of the version in effect that day.

• Who may use it. You must be at least 18 years old. If you are using the site for an organization, you are telling us you are authorized to accept these terms for it, and “you” means both you and that organization.
• Changes. We may change these terms. Every version carries a version number and the date it took effect, and the change is summarized on the legal page. For a change that materially reduces your rights or adds an obligation, we give at least 30 days’ notice before it takes effect — by email to sponsors and firms with an active agreement, and by a notice on the site for everyone else. Using the site after a change takes effect accepts it. A change never applies backwards to a dispute that already arose.
• Which terms win. A written agreement signed with a firm, and the terms shown at checkout for a specific purchase, control over these terms where they conflict, and only for what they cover. These terms cover everything else.

EstatePlan.now is not a law firm. Legal services are provided by the firm you choose. Sponsored placements are labeled.

• EstatePlan.now does not give legal advice. Nothing on this site, and nothing we send you, creates an attorney–client relationship with us. We are not a lawyer referral service, and we do not recommend, endorse, rate or select a firm for you.
• Listings are informational. They are ordered nearest first, or by the published Listing Rank, never by name — except that sponsored firms are listed first, under a Sponsored label, in searches for the places they serve. Filters apply the objective rules shown beside them. You choose the firm.
• Nothing on this site is a statement that a firm is competent, suitable for your matter, or a good fit. That judgement is yours to make, and we would encourage you to speak to more than one firm.
• We receive no share of any legal fee, and we collect no payment for legal services. What we charge firms is described in the sponsorship and firm terms: a fixed price, never a percentage of a fee and never an amount per matter.

We take the sourcing of facts seriously, and we tell you exactly how each one was obtained. That is a statement about our method, not a warranty that a fact is current today.

• Firm information comes from each firm’s own website and is shown with its source and the date it was checked. Firms change their pages. The firm’s website and the firm itself are the current source; what you see here is what that source said on the date shown.
• A price or range is the firm’s own published figure. It is not an estimate by EstatePlan.now, not a quote, and not an offer the firm has made to you. Confirm scope, eligibility, fees and total cost directly with the firm.
• A license status comes from the licensing authority’s own public lookup on the date shown, and confirms standing on that date only. A status of “verified” means that lookup confirmed it; “checked” means we recorded what a source said without that confirmation; “not yet checked” means no lookup has been run. None of these is a judgement about a lawyer.
• The Experience Score and Listing Rank are our own measures, computed by the published methods (Experience Score, Listing Rank) from facts a firm publishes about how it works. They describe the buying experience a firm offers. They are not a rating of legal skill, quality or outcomes, and they cannot be bought.
• Errors. We make mistakes, and sources go stale. If something here is wrong, tell us at info@estateplan.now or through the correction form on the firm’s profile, and we will check it against the source.

Where a firm has agreed to receive intakes through this site, you can send that firm an intake from its profile. Before you do, understand what it is and is not.

• Sending an intake does not create an attorney–client relationship, does not make you the firm’s client, and is not legal advice from anyone. The firm alone decides, after its conflict check, whether it can take the matter, and sets its own scope, fees and engagement agreement.
• Do not send confidential information or anything time-critical. The intake asks only for contact details, location, the planning need and an optional note. Assets, beneficiaries, account details and disputes are gathered by the firm inside its own engagement. An intake is not protected by the attorney–client privilege, and we are not a law firm holding it in confidence — we describe exactly how we handle it in the privacy notice.
• There is no deadline protection. Nothing here pauses, extends or preserves a statute of limitations or any other legal deadline. If your matter is urgent, contact a lawyer directly.
• We do not promise a firm will reply, reply within any time, or accept the matter. We pass the intake to the one firm you chose, and to no one else.
• The intake must be about your own planning need or one you are authorized to raise. Do not use it to advertise, to solicit the firm, or to send anything unlawful.

When you follow a firm’s next-step button, or any other outbound link, you leave EstatePlan.now. We do not control those sites, we are not responsible for them, and their terms and privacy practices apply there, not ours. Read them before you share personal information. A link is not an endorsement.

Payments for a sponsorship are taken on Stripe’s own hosted page under Stripe’s terms. We never receive your card number.

The listings are also published for software: llms.txt, a JSON API, an MCP server and a change feed. Using any of them accepts the terms in this section, which are a licence from us to you — deliberately a generous one. Facts about who can help you plan an estate should be easy to reuse.

• You may read, cache, quote, summarize and display the listings, in an AI answer, an app or a page, free of charge and without a key, for any lawful purpose, including commercial use.
• Name the source. When you show a fact from a listing, name EstatePlan.now and link the firm’s profile URL. Each fact also carries the firm’s own source page; the firm’s site is the current source, and it may be credited as well.
• Keep it intact. Show a price only with its package and scope, and never as a quote or an estimate of what a plan costs. Do not present a firm as recommended, best, top-rated or verified, or imply that EstatePlan.now ranks firms by quality. Keep the “Sponsored” label on sponsored placements. Do not add ratings, reviews or claims to a listing and attribute the result to EstatePlan.now.
• Keep it current. A fact carries the date it was checked; show or preserve that date where your surface allows it. If you keep a copy of the data, refresh it from the changes endpoint at least monthly, so that a correction or a removal reaches your copy too.
• Attorney and firm names in listings are published facts about businesses, taken from the firms’ own websites. Do not use them to build marketing lists, or to contact people about anything other than the firm’s services. Photos on profiles are shown under each firm’s permission, are not part of the licensed data, and may not be copied from the site.
• Fair use of the service. Honor the caching headers and the published request limit; read the whole directory from /llms-full.txt or the changes endpoint rather than one firm at a time. EstatePlan.now may limit, change or withdraw the API, the MCP server or any field, with notice on the developer page, and may block a client that ignores the limits.
• No warranty, and no liability. The data is provided as is. It reflects what a firm’s website said on the dates shown, and may be out of date or incomplete. It is not legal advice. Sections 11, 12 and 13 apply in full to your use of it.
• This licence can end. We may end it for a user who breaks these terms, on notice. Ending it does not require you to delete copies already published in good faith, but you must stop taking new data and must honor removals already in the change feed.

This covers anything you send us that is not an intake to a firm: a correction, a profile claim, a photo, a logo, a report of a problem, or an email. We call it a submission.

• You keep what you own. A submission stays yours. You give us a non-exclusive, worldwide, royalty-free licence to use it for running and improving the directory — to check it, to publish what we verify against a source, and to keep a record of what was submitted and when. For a photo or a logo, that licence lasts while the listing shows it and ends when you ask us to take it down.
• What you are telling us. That the submission is accurate to the best of your knowledge; that you have the right to send it and to grant that licence; that it does not infringe anyone’s rights or breach a confidence; and, where the submission speaks for a firm or a lawyer, that you are authorized to speak for them.
• A submission is not a change. It never edits a listing on its own. We check it against the firm’s own source, and only an approved review updates the record. A claim does not let a firm set its own license status or Experience Score: those come only from an independent check.
• We can decline it. We may reject, remove or shorten a submission for any lawful reason, or for none, and we are under no obligation to publish anything. Choosing to review one submission does not oblige us to review the next.
• Do not submit confidential or personal information about anyone else, and do not impersonate a firm, a lawyer or anyone else. A false claim of authority to speak for a firm is a breach of these terms.
• Ideas and feedback. If you send us a suggestion about the site, we may use it without owing you anything for it. That is not true of anything you mark confidential before you send it.

• What we own. The site, its design, its text and images, the software behind it, the Experience Score and Listing Rank methods, and the selection, arrangement and enrichment of the directory as a whole are ours or our licensors’, and are protected by copyright and other laws. The individual facts about a firm belong to no one; the compilation is ours.
• What firms own. Firm names, logos, photos and marks belong to those firms. They appear here to identify a business, which is not a claim of any affiliation with it, and not the firm’s endorsement of us.
• Our name. EstatePlan.now and our logo are our marks. You may use the name to refer to us, to credit us as a source as section 6 asks you to, and to link here. You may not use it in a way that suggests we endorse, recommend, rank or have verified you or a firm, or that we are affiliated with you when we are not.
• Your licence to the site itself. Personal and business use of the site as published: read it, search it, print a page, share a link. Anything beyond that, and any reuse of the listing data, is governed by section 6, which is broader than this one. We reserve every right we have not granted.

The short version: do not attack the site, do not lie about who you are, and do not misuse the intake.

• Break into, probe, disrupt or test the security of the site, its accounts or its infrastructure, or get around a limit, filter or access control.
• Send malware, run a denial of service, or place any load on the service that interferes with other people’s use of it. The published request limit is the line.
• Impersonate anyone, claim a profile you are not authorized to claim, or misrepresent your affiliation with a firm, a person or with us.
• Use an intake, a correction form or any contact address to advertise, to solicit firms, to send bulk messages, or to harvest contact details for a marketing list.
• Use the site or the data to unlawfully discriminate, to harass anyone, or to break any law that applies to you.
• Frame the site or present it so that it appears to be yours, or strip the source attribution and dates that section 6 requires.
• Sell access to the site itself as if it were your service, as distinct from building something of your own on the licensed data, which section 6 allows.

If you are a security researcher acting in good faith, you are welcome here: tell us what you found at info@estateplan.now, give us reasonable time to fix it, and do not access anyone else’s data. We will not pursue you for that.

We may limit, suspend or end your access to the site, the API or any feature, with or without notice, if you break these terms, if we are required to, or if we reasonably believe it is necessary to protect the service or other people. Where the circumstances allow it, we will say why and give you a chance to put it right.

We may also change, suspend or stop publishing any part of the site. If we end a paid sponsorship, the refund rules in the sponsorship and firm terms apply. You may stop using the site at any time; that is the whole of what you have to do to end this agreement. Sections 7, 8, 11, 12, 13, 14, 15 and 18 survive it.

We stand behind our method: every fact on this site carries the source it came from and the date it was observed, and we say plainly when something has not been checked. We do not warrant the result.

• The site is provided as is and as available, without warranties of any kind, express or implied. To the fullest extent the law allows, we disclaim the implied warranties of merchantability, fitness for a particular purpose, title and non-infringement.
• We do not warrant that the site will be available, uninterrupted, secure or error-free; that a fact shown is currently accurate at the firm; that a firm is licensed, insured, available, competent or suitable for your matter; that a firm will respond to an intake or accept it; or that a price shown is what you will be charged.
• We are not responsible for a firm, for the legal services it provides or fails to provide, for its fees, for its handling of your information, or for any dispute between you and a firm. Your relationship with a firm is yours alone.
• Nothing here is legal, tax or financial advice, and the guides are general information about how estate planning works, not advice about your situation.

Some places do not allow some of these exclusions. Where that is so, they do not apply to you, and the rest still stand. Nothing here limits a right you have that cannot be limited by agreement.

To the fullest extent the law allows, and except for the carve-outs below:

• We are not liable for indirect, incidental, special, consequential, exemplary or punitive damages, or for lost profits, lost business, lost data or lost goodwill, even if we were told such damages were possible.
• Our total liability for all claims arising out of or relating to the site, the data or these terms is limited to the amounts you paid us in the 12 months before the claim arose, or $100, whichever is greater.
• This limit is a basic part of the bargain between us: we publish this directory without charging the people who read it, and we could not do that while carrying unlimited exposure for how it is used.

What this never limits: our own fraud or fraudulent misrepresentation; death or personal injury caused by our negligence; anything else a law that applies to you does not permit to be limited; and your rights against a firm, which are unaffected by anything in this agreement.

If you use this site as a business — a sponsor, a firm, or anyone reusing the data under section 6 — you agree to defend and indemnify us against third-party claims, and the reasonable legal costs of them, that arise out of your breach of these terms, your submissions, your reuse or republication of the data, or your advertising. We will tell you promptly about any such claim, let you control the defense of it, and cooperate with you; you will not settle anything that admits fault on our behalf or binds us to do something, without our agreement.

This section does not apply to consumers using the site to find a firm for their own planning. It is between us and the businesses that make money from what we publish.

Talk to us first. Almost everything is fixable by email. Before starting anything formal, send us a description of the problem and what you would like done about it, at info@estateplan.now, and give us 30 days to work it out with you. We will do the same before we start anything against you.

If you are a consumer — using the site to find a firm for yourself or your family — that is all this section asks of you. You are not required to arbitrate, you keep every right to go to court, including small claims court, and nothing here waives a class action or any other right you have.

If you are a business user — a sponsor, a firm, or anyone reusing the data under section 6 — and the 30 days do not resolve it, you and we agree that the dispute is settled by binding arbitration before a single arbitrator administered by JAMS under its Streamlined Arbitration Rules, seated in Mecklenburg County, North Carolina, or by video at either party’s request. Each party bears its own costs and its share of the arbitrator’s fees. The arbitrator’s award may be entered as a judgment in any court with jurisdiction. You and we each agree to bring claims only individually, and not as a class representative or class member; if that individual-claims requirement is held unenforceable, this arbitration agreement does not apply to that claim, and it goes to the courts in section 15. Either of us may still go to court for an injunction to stop misuse of the site, the data or our intellectual property, and either of us may bring an individual claim in small claims court.

Time limit. Any claim must be brought within 12 months after it arises, or it is waived, unless the law that applies to you does not allow that limit.

This agreement is governed by the laws of the State of North Carolina, without regard to its conflict-of-laws rules. Any claim not resolved under section 14 is brought exclusively in the state or federal courts in Mecklenburg County, North Carolina, and you and we each consent to the jurisdiction of those courts.

If you are a consumer, this does not take away the protection of the mandatory consumer law of the place you live, or your right to bring a claim in the courts there where that law gives you one.

• To you. By email to the address you gave us, or by a notice on the site. You consent to receive notices, disclosures and agreements from us electronically, and agree that they satisfy any legal requirement that they be in writing. You may withdraw that consent by writing to us, but then we can no longer provide the parts of the service that depend on it.
• Signing online. When you tick a box to accept these terms, buy a sponsorship, or submit a form that says it records your agreement, that is your signature, and it binds you as a written signature would. We record which version you accepted and when.
• To us. Legal notices go to info@estateplan.now, which is the address for any formal notice under this agreement. Copyright notices follow the separate procedure in the copyright notice procedure.

Under California Civil Code section 1789.3, California users are entitled to this notice: to raise a question or complaint about this site, email info@estateplan.now. The Complaint Assistance Unit of the Division of Consumer Services of the California Department of Consumer Affairs may be reached by mail at 1625 North Market Blvd., Suite N 112, Sacramento, California 95834, or by telephone at (916) 445-1254 or (800) 952-5210.

California residents also have privacy rights, including the right to know, delete and correct personal information, and the right to opt out of its sale or sharing. We do not sell or share personal information. The privacy notice explains how to exercise the rest.

• The whole agreement. These terms, with the documents they link to, are the entire agreement between you and us about the site, and replace anything said before it. A signed firm agreement is separate and controls what it covers.
• If part of it fails. If a provision is held unenforceable, it is narrowed to the least extent needed, or struck, and the rest stays in force.
• No waiver. Not enforcing something once does not waive it. A waiver counts only in writing.
• Assignment. You may not assign this agreement without our written consent. We may assign it to an affiliate, or in a merger or sale of the business, on notice to you.
• No third-party beneficiaries. This agreement is between you and us. A firm listed here is not a party to it and gains no rights under it, except that a firm may enforce section 6 against a reuse of its own listing that breaks it.
• Things outside our control. Neither of us is liable for a failure to perform caused by something beyond our reasonable control, for as long as it lasts.
• No partnership. Nothing here makes either of us the other’s agent, partner or employer, and neither of us may bind the other.
• Headings are there to help you find things, and do not affect how a section is read.

Questions about these terms: info@estateplan.now.

• Sponsorship and firm terms — What a firm buys, what it cannot buy, and how billing, cancellation and refunds work.
• Privacy — What the site collects, what it never collects, how long it keeps it, and how to have it deleted.
• Copyright and DMCA — How to report material on this site that infringes your copyright, and how we answer.