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Estate Plan Terms

Effective September 10, 2026. These terms apply to the Individual Will & Estate Plan, the Couples Will & Estate Plan, and any other estate planning document product sold by NameChange.com (the "Estate Plan Products"). They supplement our general Terms of Service. Where the two conflict, these terms control for Estate Plan Products.

NAMECHANGE.COM IS NOT A LAW FIRM AND DOES NOT PROVIDE LEGAL ADVICE. THE ESTATE PLAN PRODUCTS ARE SELF-HELP DOCUMENT SERVICES. THEY ARE NOT A SUBSTITUTE FOR THE ADVICE OF AN ATTORNEY LICENSED IN YOUR STATE.

1. What you are buying

You are buying a document preparation service. You answer a questionnaire. We insert your answers into standard document templates for the state you select and deliver the completed documents to you by email. We do not review your answers for legal sufficiency, we do not advise you on what to choose, and we do not alter the information you give us. The decisions in your documents are yours.

2. No attorney-client relationship, no legal advice

No attorney-client relationship is created by buying, using or communicating with us about an Estate Plan Product. Our staff are not attorneys and cannot tell you which options to pick, whether a document fits your situation, or how a court will treat it. Any general information on our website or in our support replies is information, not legal advice. If you have questions about your situation, consult an attorney licensed in your state.

3. Your responsibilities

  • Give complete and accurate answers. Your documents are only as correct as the information you provide.
  • Read every document in full before signing it and confirm it says what you intend.
  • Sign, witness and (where required) notarize each document exactly as described in the signing instructions for your state. A document that is not signed correctly may have no legal effect.
  • Store your signed originals safely and tell your executor and agents where they are.
  • Review your documents after any major life event (marriage, divorce, birth, death, a move to another state, a significant change in assets) and consult an attorney if your situation is no longer simple.

4. Where the products are available

Estate Plan Products are offered to residents of 48 U.S. states and the District of Columbia. They are not offered to residents of Louisiana or North Carolina, or to persons outside the United States. By purchasing, you confirm you are at least 18 years old, of sound mind, and a resident of the state you select in the questionnaire.

5. Delivery and edits

Documents are delivered by email, as PDF files, within 2 business days after we receive your completed questionnaire. For 60 days after your first delivery you may request changes to your answers and we will deliver a corrected set at no charge. Requests after 60 days require a new purchase.

6. Refunds

If you are not satisfied for any reason, email support@namechange.com within 60 days of purchase and we will refund the full purchase price.

7. No warranty

THE ESTATE PLAN PRODUCTS ARE PROVIDED "AS IS". WE DO NOT WARRANT THAT ANY DOCUMENT WILL BE VALID, ENFORCEABLE, ADMITTED TO PROBATE, ACCEPTED BY ANY BANK, HOSPITAL, COURT OR THIRD PARTY, OR SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES. WE DO NOT WARRANT THAT THE DOCUMENTS REFLECT THE MOST CURRENT LAW OF ANY STATE. TO THE FULLEST EXTENT PERMITTED BY LAW WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.

8. Limitation of liability

TO THE FULLEST EXTENT PERMITTED BY LAW, OUR TOTAL LIABILITY TO YOU, YOUR HEIRS, BENEFICIARIES, AGENTS OR ESTATE FOR ANY CLAIM ARISING OUT OF OR RELATING TO AN ESTATE PLAN PRODUCT IS LIMITED TO THE AMOUNT YOU PAID FOR THAT PRODUCT. WE ARE NOT LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF INHERITANCE, PROPERTY, TAX BENEFIT OR OPPORTUNITY, EVEN IF WE WERE ADVISED OF THE POSSIBILITY. Nothing in these terms excludes or limits liability for fraud, willful misconduct, gross negligence, or any liability that cannot be excluded or limited under the law that applies to you. Some states do not allow certain limitations, so some of the above may not apply to you.

9. Indemnity

You agree to indemnify and hold harmless NameChange.com, its owners, employees and contractors from any claim, loss or expense (including reasonable attorneys' fees) arising from inaccurate or incomplete information you provided, your failure to sign or execute a document as instructed, your alteration of a document after delivery, or your use of a document for any purpose other than your own personal estate planning.

10. Privacy

The answers you give us are used only to prepare your documents and to support you afterward. They are handled under our Privacy Policy. Do not send us Social Security numbers, account numbers or passwords; the documents do not require them.

11. Disputes: individual arbitration and class action waiver

Any dispute arising out of or relating to an Estate Plan Product will be resolved by binding individual arbitration administered by the American Arbitration Association under its Consumer Arbitration Rules, rather than in court, except that either party may bring an individual claim in small claims court. YOU AND NAMECHANGE.COM EACH WAIVE THE RIGHT TO A JURY TRIAL AND THE RIGHT TO PARTICIPATE IN A CLASS ACTION OR CLASS ARBITRATION. You may opt out of this arbitration provision by emailing support@namechange.com with the subject line "Arbitration opt-out" within 30 days of your purchase. Opting out does not affect any other part of these terms.

12. Changes and contact

We may update these terms for future purchases. The version in effect on the date of your purchase governs your purchase. Questions: support@namechange.com.