Important Disclosures

Legal Entity: Will Agent, Inc.

Business Type: Document preparation software company

Headquarters: 1111B S Governors Ave STE 40462, Dover, DE 19904

Email: support@mywillagent.com

WillAgent provides document preparation software that helps users create estate planning documents. We are not a law firm and do not provide legal advice, legal services, or legal representation.

IMPORTANT: WillAgent is a document preparation service, NOT a law firm.

• We provide software tools and attorney-reviewed templates to help you create documents
• We do not provide legal advice or legal opinions
• Our staff cannot answer legal questions about your specific situation
• When we say your documents are "executed on completion," we mean that the signing, notarization, and witnessing ceremony has taken place through our platform. We are not a law firm, and this does not constitute a legal opinion or guarantee that your documents meet the specific statutory requirements of your state.
• Consider consulting with a licensed attorney for complex situations
• Use of our service does not create an attorney-client relationship

If you have questions about whether our documents are appropriate for your situation, please consult with a licensed attorney in your state.

WillAgent generates documents exclusively for residents of Florida. Our electronic will product is built for the Florida Electronic Wills statute (§732.521). Expansion to additional states that permit electronic wills is under evaluation; no specific commitments at this time.

Important: Our documents are designed specifically for Florida. If you reside in a different state, our documents may not comply with your state's legal requirements. Please do not use our service if you reside outside of Florida.

Florida law treats an electronic will as a specific category of instrument under Chapter 732, Part IV, Florida Statutes (including §§732.521-732.525). Not every document you prepare through WillAgent is an electronic will. Other instruments in a typical Florida package (for example, certain powers of attorney or advance directives) may follow different execution and custody rules.

When your order includes a Florida electronic will, statutory qualified custodian duties for the electronic will record are performed by WillAgent Custody FL, LLC, as summarized on our Qualified Custodian overview. Will Agent, Inc. operates the Service; it is not a law firm and does not provide individualized legal advice. Contractual terms for custody and transfers appear in our Terms of Service (including the Qualified Custodian and Electronic Will Classification sections and refund Scenario D for §732.524(10) transfer requests).

Plain-language takeaway: marketing references to "documents" or "storage" may describe multiple file types. Statutory qualified custodian retention under §732.524 applies to the electronic will as defined in your finalized package and order materials, not necessarily to every ancillary PDF in the same workflow. Read your order confirmation and vault labels, and ask a Florida-licensed attorney if you need help interpreting how a specific instrument is classified.

Pricing:

All prices displayed include our document preparation services and one Remote Online Notarization (RON) session. Prices may change at any time without notice.

Third-Party Services:

• Payment Processing: Handled by Stripe, Inc. Subject to Stripe's terms
• Notarization: Provided by OneNotary (Adorum, Inc.) using licensed notaries in your state

Refund Policy:

We offer a 30-day satisfaction guarantee on our document preparation service. Before your notarization session, you are eligible for a full refund within 30 days of purchase, no questions asked. Please review your documents thoroughly before scheduling your notarization session. Contact us at support@mywillagent.com. Refunds are processed within 5-10 business days. Once your documents have been notarized, the service is considered fully delivered and refunds are not available. If a document defect is caused by an error in our software, we will correct the documents and provide a new notarization session at no charge. See our Terms of Service for full details.

Notarization Services:

OneNotary (Adorum, Inc.) provides Remote Online Notarization (RON) services. WillAgent facilitates the connection but the notarization is performed by independent notaries licensed in your state through the OneNotary platform. During your RON session, OneNotary captures audio-video recordings, facial identity verification, and government-issued ID scans as required by state law. Session recordings are retained for a minimum of 10 years per Florida Statute §117.245. OneNotary's own terms and privacy policy also apply to your notarization session.

Affiliate Relationships:

WillAgent participates in affiliate and referral programs. This means that if you click on certain links to third-party services and make a purchase, we may earn a commission at no additional cost to you. We will always clearly identify specific affiliate links where they appear.

Our Service is Best Suited For:

• Straightforward family situations
• Estates under $5 million
• Assets located primarily in one state
• Standard beneficiary designations

Consider Consulting an Attorney If You Have:

• Complex business ownership or partnerships
• Real estate in multiple states
• International assets or beneficiaries
• Special needs beneficiaries requiring trust provisions
• Estates over $5 million
• Previous marriages with ongoing obligations
• Significant tax planning needs

For questions about these disclosures or our services:

• Email: support@mywillagent.com
• Website: mywillagent.com