Back to Home

Terms of Service

Last updated: December 28, 2024

Important: These terms govern your use of VaultMinder's will creation service. Please read them carefully before using our platform.

1. Acceptance of Terms

By accessing or using VaultMinder's services, you agree to be bound by these Terms of Service and our Privacy Policy. If you do not agree to these terms, please do not use our service.

These terms apply to all users, including visitors, registered users, and subscribers.

2. Service Description

What VaultMinder Provides:

  • • AI-powered will creation that meets legal requirements of all 50 states
  • • Personalized estate planning guidance and intelligent recommendations
  • • State-specific compliance assistance and execution guidance
  • • Document analysis and automated form completion in 45 minutes
  • • Legally binding will documents ready for proper execution

Service Scope:

  • • Document preparation software, not legal advice or attorney services
  • • Will creation only - no ongoing document storage or hosting
  • • US residents only - designed for US state law compliance
  • • Estate planning guidance, not tax or financial planning advice

3. Legal Framework

Document Preparation Service

VaultMinder provides sophisticated document preparation software that creates legally compliant wills designed to meet the requirements of all 50 US states. We are not a law firm and do not provide legal advice.

Your Responsibilities for Success:

  • • Provide accurate and complete information during the will creation process
  • • Review your completed will document carefully before execution
  • • Follow the state-specific execution instructions we provide
  • • Store your executed will documents securely and inform your executor of their location
  • • Update your will annually or when major life events occur
  • • Consider attorney consultation for unusually complex estates (over $5M)

4. Subscription Terms

Billing & Payment

  • • Annual subscription billing with automatic renewal
  • • Payment due at start of each billing period
  • • Includes annual document updates and review reminders
  • • Price changes with 30 days advance notice

Cancellation

  • • Cancel anytime through account settings
  • • Access continues until end of current billing period
  • • No refunds for partial periods
  • • 30-day money-back guarantee for new subscribers

30-Day Money-Back Guarantee

New subscribers can request a full refund within 30 days of their initial subscription. Contact support to process your refund request.

5. User Account & Security

Account Security

  • • Maintain confidentiality of your login credentials
  • • Use strong, unique passwords for account protection
  • • Enable two-factor authentication when available
  • • Notify us immediately of any unauthorized account access

Prohibited Uses

  • • Providing false or misleading information in your will
  • • Using the service for fraudulent or illegal purposes
  • • Attempting to reverse engineer or copy our software
  • • Sharing account access with unauthorized users
  • • Interfering with service operation or security measures

6. Intellectual Property

VaultMinder Owns

  • • VaultMinder software platform and AI technology
  • • Website content, design, and user interface
  • • Trademarks, logos, and brand elements
  • • Legal form templates and intelligent workflows

You Own

  • • Your personal information and estate planning data
  • • Your completed will documents and related materials
  • • Content you upload to the platform
  • • Right to export and download your data anytime

7. Service Standards & Limitations

Our Commitment

  • • We create legally compliant wills designed to meet the requirements of all 50 US states
  • • Our AI provides intelligent guidance based on current estate planning best practices
  • • We stay current with state law changes and update our templates accordingly
  • • We provide clear execution instructions specific to your state's requirements

Liability Limitations

To the maximum extent permitted by law, VaultMinder's total liability for any claims is limited to the amount you paid for the service in the 12 months preceding the claim.

We are not liable for indirect, incidental, special, or consequential damages, including lost profits or data. This limitation applies regardless of the legal theory on which the claim is based.

8. Privacy & Data Protection

Your privacy and data security are fundamental to our service. Our collection and use of personal information is governed by our Privacy Policy, which is incorporated into these terms by reference.

Data Security

  • • 256-bit encryption for all data in transit and at rest
  • • SOC 2 compliant data centers with regular security audits
  • • Multi-factor authentication and access controls
  • • You retain ownership and control of your completed documents

9. Account Termination

Termination by You

  • • Cancel your subscription anytime through account settings
  • • Service access continues until end of current billing period
  • • Request account data deletion after cancellation

Termination by VaultMinder

  • • For material violation of these terms
  • • For fraudulent or illegal activity
  • • With 30 days notice for business reasons

Upon termination: Your service access ends, but you retain full ownership of any documents you've downloaded. We handle account data deletion according to our Privacy Policy.

10. Dispute Resolution

Governing Law

These terms are governed by Delaware state law, without regard to conflict of law principles.

Resolution Process

  1. Contact our customer support team to resolve issues informally
  2. Unresolved disputes will be settled through binding arbitration
  3. Arbitration conducted under American Arbitration Association rules
  4. Class action participation is waived by using our service

11. Updates to Terms

We may update these Terms of Service to reflect changes in our service or legal requirements. We will notify users of material changes by:

  • • Email notification to your registered address
  • • Prominent notice on our website homepage
  • • In-app notification when you next access your account

Continued use of VaultMinder after changes constitutes acceptance of the updated terms.

12. Contact & Support

Questions about these Terms of Service or need assistance? We're here to help:

Legal Questions: legal@vaultminder.com

Customer Support: support@vaultminder.com

These Terms of Service are effective as of December 28, 2024. By using VaultMinder, you agree to be bound by these terms and our commitment to providing reliable estate planning services.