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Last Updated: April 7, 2026
Will Agent, Inc. provides document preparation software. We are NOT a law firm and do NOT provide legal advice. The information and documents we provide are for informational purposes and self-help only. For legal advice specific to your situation, consult a licensed attorney in your state.
Find Attorney in Your State →By accessing or using WillAgent ("Service"), you agree to be bound by these Terms of Service. If you do not agree to these terms, do not use our Service.
We reserve the right to modify these terms at any time. We will notify you via email at least 30 days before material changes take effect. Continued use of the Service after changes constitutes acceptance of the modified terms.
Electronic Transactions and Remote Online Notarization Consent:
By using WillAgent, you consent to conduct service-related transactions (such as account creation, payment, and communications) electronically under the federal E-SIGN Act and applicable state Uniform Electronic Transactions Acts (UETA). The execution of your estate planning documents — including signing, witnessing, and notarization — is conducted via Remote Online Notarization (RON) as authorized by applicable state law (e.g., Florida Statutes §117.265). RON sessions are facilitated by our third-party partner, OneNotary (Adorum, Inc.), and are governed by your state's RON statutes, not by E-SIGN or UETA.
What We Provide:
What We Do NOT Provide:
AI and Technology:
Your legal documents are generated from attorney-reviewed templates populated with your input — we do not use artificial intelligence or large language models (AI/LLMs) to draft, modify, or review your legal documents. We may use AI tools for marketing content creation (such as images, videos, or social media posts), which will be labeled accordingly. We do not use your personal information or estate planning data to train AI models.
You are responsible for ensuring your documents meet your specific needs and comply with applicable laws. We strongly recommend having an attorney review your documents.
State-Specific Documents and Relocation:
Your estate planning documents are generated based on the laws of the specific state you select at the time of creation. WillAgent makes no guarantees regarding the validity, enforceability, or compliance of your documents if you permanently relocate to a different state after your documents are executed.
By using our Service, you agree to:
Payment Terms:
What's Included (One-Time Purchase):
Your one-time purchase grants you Continuous Access to your finalized estate planning documents. "Continuous Access" means you can log in, view, download, and print your documents for as long as WillAgent continues to commercially operate the Service. Your one-time purchase does not expire and there is no recurring fee for accessing your core documents. Specific features vary by plan. References to "included vault," "no annual fee," or similar phrases in our marketing materials describe the Continuous Access rights defined in this section.
Optional Premium Services:
WillAgent may offer optional premium features (such as Premium Vault, active monitoring, or enhanced executor tools) on a recurring subscription basis. Canceling a premium subscription will deactivate those specific premium features at the end of your billing cycle, but will never revoke your Continuous Access to the core documents from your original one-time purchase.
Business Continuity:
In the unlikely event that WillAgent ceases business operations or discontinues the Service, we will provide at least ninety (90) days advance written notice to the email address associated with your account, during which time you may download all your documents and data. We strongly recommend downloading and securely storing physical copies of all executed documents.
We offer a 30-day satisfaction guarantee. If you are not satisfied with our Service, contact us within 30 days of purchase.
Before Notarization:
If you have not yet completed a Remote Online Notarization (RON) session, you are eligible for a full refund within 30 days of purchase — no questions asked.
After Notarization:
Once your documents have been notarized, the service is considered fully delivered and refunds are not available. Your signed and notarized documents are legally executed and immediately effective.
Our Guarantee — We Fix Our Mistakes:
If a document defect is caused by an error in our templates or software (not by incorrect information you provided), we will correct the documents at no charge and cover the cost of a new notarization session.
You may NOT use our Service to:
DISCLAIMER OF WARRANTIES:
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT.
LIMITATION OF LIABILITY:
TO THE MAXIMUM EXTENT PERMITTED BY LAW, WILL AGENT, INC. SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOSS OF PROFITS, DATA, OR OTHER INTANGIBLE LOSSES, RESULTING FROM YOUR USE OF THE SERVICE.
OUR TOTAL LIABILITY SHALL NOT EXCEED THE TOTAL AMOUNT YOU PAID TO US FOR THE APPLICABLE SERVICE.
THE LIMITATIONS IN THIS SECTION DO NOT APPLY TO RESIDENTS OF NORTH CAROLINA OR ANY OTHER JURISDICTION WHERE SUCH LIMITATIONS ARE PROHIBITED BY LAW. THIS CHOICE OF LAW DOES NOT DEPRIVE YOU OF ANY MANDATORY CONSUMER PROTECTIONS UNDER THE LAWS OF YOUR STATE OF RESIDENCE, INCLUDING THE FLORIDA DECEPTIVE AND UNFAIR TRADE PRACTICES ACT, THE TEXAS DECEPTIVE TRADE PRACTICES ACT, OR THE VIRGINIA CONSUMER PROTECTION ACT.
You agree to indemnify and hold harmless Will Agent, Inc., its officers, directors, employees, and agents from any claims, damages, losses, liabilities, and expenses (including attorney's fees) arising from:
This indemnification does not apply to the extent that any claim arises from Will Agent's gross negligence or willful misconduct.
All content, features, and functionality of the Service (including text, graphics, logos, software, and document templates) are owned by Will Agent, Inc. and protected by copyright, trademark, and other intellectual property laws.
You are granted a limited, non-exclusive, non-transferable license to use the Service for personal, non-commercial purposes only.
Document Vault:
Your documents are stored in a secure digital vault. You may share specific documents with designated individuals (such as executors, guardians, family members, or attorneys) through our document sharing feature. You control which documents are shared and with whom, and you may revoke access at any time.
Third-Party Data:
When you share documents, we collect the recipient's name and email address to facilitate the sharing process. Recipients' personal information is protected under the same standards as your own account data.
Activation Conditions:
You may set activation conditions on shared documents (such as immediate access, or access upon death or incapacity). Documents with non-immediate activation conditions remain inaccessible to the recipient until the condition is triggered through our verification process.
Post-Death Access (Read-Only Estate View):
In the event of your death, your lawfully designated executor, trustee, or agent may request access to your account by providing a valid death certificate and proof of legal appointment (such as letters testamentary or letters of administration), consistent with applicable state digital asset access laws. Upon verified notification of death, your account will be converted to a Read-Only Estate View — your documents will remain accessible to authorized fiduciaries for viewing and downloading, but no modifications can be made.
WillAgent will maintain the Read-Only Estate View for ten (10) years following the verified date of death notification, consistent with Remote Online Notarization recording retention requirements under applicable state law. After this 10-year period, the account and all associated data may be securely deleted.
Account Deletion Impact:
If you delete your account during your lifetime, all shared document links will become permanently inaccessible to recipients. We recommend downloading your documents and notifying your designated individuals before deleting your account.
Notarization services are provided by OneNotary (Adorum, Inc.), an independent third-party platform. During your RON session:
OneNotary's terms of service and privacy policy also apply to your notarization session. Session recordings are retained for a minimum of 10 years per applicable state statutes (e.g., Florida Statute §117.245). Will Agent is not liable for acts or omissions of the notary, witnesses, or the OneNotary platform during the notarization session.
The notary has authority to terminate a session if they have reasonable grounds to believe the signer is acting under duress, is incapacitated, or does not understand the documents being signed, as required by Florida Statute §117.285. If a session is terminated by the notary, you may reschedule at no additional cost.
We may terminate or suspend your access to the Service immediately, without prior notice, for conduct that violates these Terms or is harmful to other users, us, or third parties. Upon termination:
GOVERNING LAW:
These Terms are governed by the laws of the State of Delaware, without regard to conflict of law principles.
INFORMAL RESOLUTION FIRST:
Before filing any claim, you agree to contact us at legal@mywillagent.com and attempt to resolve the dispute informally for at least 30 days. Most disputes can be resolved this way.
BINDING ARBITRATION:
If we cannot resolve the dispute informally, you and Will Agent, Inc. agree to resolve any claims through binding individual arbitration administered by the American Arbitration Association ("AAA") under its Consumer Arbitration Rules.
SMALL CLAIMS EXCEPTION:
Either party may bring an individual action in small claims court if the claim qualifies. This exception does not apply to class actions.
ARBITRATION PROCEDURES:
30-DAY OPT-OUT RIGHT:
You may opt out of this arbitration agreement by sending written notice to legal@mywillagent.com within 30 days of first accepting these Terms. Your notice must include your name, email address, and a clear statement that you opt out of arbitration. If you opt out, you may pursue claims in court.
CLASS ACTION WAIVER:
YOU AND WILL AGENT, INC. AGREE THAT EACH MAY BRING CLAIMS AGAINST THE OTHER ONLY IN YOUR OR ITS INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, CONSOLIDATED, OR REPRESENTATIVE PROCEEDING. The arbitrator may not consolidate more than one person's claims and may not preside over any form of class or representative proceeding.
JURY TRIAL WAIVER:
IF FOR ANY REASON A CLAIM PROCEEDS IN COURT RATHER THAN ARBITRATION, YOU AND WILL AGENT, INC. WAIVE ANY RIGHT TO A JURY TRIAL.
SURVIVAL:
This arbitration agreement will survive termination of your relationship with Will Agent, Inc.
If you have questions about these Terms, contact us: