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Estate Plan Terms

Effective October 30, 2026.

These terms apply to the Personal Will & Estate Plan, the Newlywed Will & Estate Plan, the Name Change Kit + Newlywed Will bundle, and any other estate planning document product sold by Name Change LLC through NameChange.com ("NameChange.com", "we", "us") (the "Estate Plan Products"). They supplement our general Terms of Service. Where the two conflict, these terms control for Estate Plan Products.

You accept these terms by checking the acceptance box at the end of the estate plan questionnaire. The questionnaire cannot be completed without it. If you do not accept these terms, do not start the questionnaire; email support@namechange.com and we will refund your Estate Plan Product as described in section 9.

NAMECHANGE.COM IS NOT A LAW FIRM AND DOES NOT PROVIDE LEGAL ADVICE. THE ESTATE PLAN PRODUCTS ARE SELF-HELP DOCUMENT SERVICES. NO ATTORNEY DRAFTED OR REVIEWED THE TEMPLATES OR YOUR DOCUMENTS. 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, our software places your answers into standard document templates for the state you select, and we deliver the completed documents to you by email and as a printed set by mail, as described in section 8. 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. How your documents are made

We want you to know exactly how your documents are produced, so you can decide whether a self-help product is right for you.

  • Standard templates built from state law. Your will uses one standard will template, followed by a signing page for your state. Your financial power of attorney and advance healthcare directive use the form your state's law publishes, where your state publishes one. Where it does not, we use a standard template written to follow the requirements in your state's statutes.
  • Prepared by NameChange.com, not by a lawyer. NameChange.com prepared the templates from publicly available state statutes and statutory forms as they read on the template date printed on each document. No attorney drafted or reviewed the templates, and no attorney reviews the documents prepared for you.
  • Assembled by software from your answers. Our software copies your answers into the templates exactly as you entered them. It does not choose beneficiaries, executors, agents, guardians or any other option for you. It does not add, remove or adapt clauses to fit your circumstances, and it does not check whether your choices will achieve what you intend.
  • Limited human involvement. A member of our team may look at a finished set before it is sent, only to confirm it is complete and readable, for example that no required answer is missing. That person does not review your documents for legal effect, does not change your wording and does not advise you. If an answer is missing, we will ask you for it.
  • Fixed wording. Template wording is fixed. We do not draft custom clauses or change template wording on request. If you need wording that our templates do not offer, consult an attorney.
  • What "prepared from your answers" means. When we say your documents are prepared from your answers, we mean the process described in this section. It does not mean that an attorney prepared, reviewed or approved them.
  • Newlywed plans. A Newlywed plan produces two separate sets of documents, one for each partner, each built from that partner's own answers. We do not prepare joint wills. Each partner may change or revoke their own documents at any time without the other's consent. Both partners' answers are submitted together and each partner may see the other's documents. We do not keep one partner's answers confidential from the other, and we do not act for or represent either partner. Newlywed plans are for spouses who are legally married when the questionnaire is completed. An engaged couple may buy a Newlywed plan and complete the questionnaire after the wedding.
  • Names and facts. We print your name as you give it, including any other names you list (for example a former or maiden name). We do not verify names, addresses, relationships, assets or any other fact you provide.
  • Laws change. Our templates reflect the law on the template date. We may update templates for future orders, but we have no duty to update documents already delivered to you or to tell you when the law changes.

3. 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. Our support team can explain how to use the questionnaire and the signing instructions; it cannot tell you what to choose. Any general information on our website, in our checklists or in our support replies is information, not legal advice. If you have questions about your situation, consult an attorney licensed in your state.

4. Who these products are for

The Estate Plan Products are designed for adults with straightforward wishes. They are not designed for the situations below. If any of them applies to you, we recommend that you consult an attorney instead of, or in addition to, using our product:

  • your estate may owe federal or state estate or inheritance tax;
  • you own a business, a share in a business, or property outside the United States;
  • you want to provide for someone with special needs who receives, or may receive, government benefits;
  • you want to leave out a spouse or child, or you expect someone to challenge your will;
  • you want a trust, other than the simple arrangement for young beneficiaries included in our will;
  • you have children from more than one relationship and want specific arrangements for them;
  • you live in a nursing home or other care facility, or you have any doubt about your capacity to sign.

By buying an Estate Plan Product you confirm that you have read this list and have chosen to use a self-help product.

5. What your will does not control

Many assets pass outside a will. Life insurance, retirement accounts such as a 401(k) or IRA, payable on death and transfer on death accounts, property owned jointly with a right of survivorship, and assets held in a trust pass according to their own beneficiary designation or title, even if your will says something different. We do not review or change these. To update them, contact each institution directly. Any beneficiary update checklist we provide is general information, not advice about your accounts.

Marriage, divorce and the birth or adoption of a child can change or cancel parts of an existing will under state law. Sign new documents after any of these events.

6. 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 each document on paper, using the printed set we mail you or your own printout, and have it witnessed and, where required, notarized exactly as described in the signing instructions for your state. Do not sign electronically unless the signing instructions say your state allows it. A document that is not signed correctly may have no legal effect.
  • Do not change a document by hand after it is signed. Ask us for a corrected set instead, and sign the new set.
  • 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.

7. 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. For residents of California and Georgia, the Estate Plan Products include the will, the advance healthcare directive and the other documents described on the product page, but do not include a financial power of attorney. By purchasing, you confirm that you are at least 18 years old, of sound mind, and a resident of the state you select in the questionnaire.

8. Delivery and edits

Documents are delivered by email, as PDF files, within 2 business days after we receive your completed questionnaire. Every order also includes a printed set of your documents. If you bought the Name Change Kit + Newlywed Will bundle, we include the printed set in your kit box when your questionnaire is complete before your kit ships; otherwise we mail it separately. For the Personal Will & Estate Plan and the Newlywed Will & Estate Plan, we mail the printed set separately, and shipping is charged at checkout. For 60 days after your first delivery you may change your answers and we will deliver a corrected set at no charge. Changes after 60 days require a new purchase.

9. 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 of the Estate Plan Product. For the Name Change Kit + Newlywed Will bundle, this refund covers the will plan's share of the price, $120. The Name Change Kit follows our kit refund policy.

10. No warranty

THE ESTATE PLAN PRODUCTS ARE PROVIDED "AS IS". WE DO NOT WARRANT THAT THE TEMPLATES ARE FREE OF ERRORS, OR 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.

11. Limitation of liability

TO THE FULLEST EXTENT PERMITTED BY LAW, OUR TOTAL LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATING TO AN ESTATE PLAN PRODUCT, TAKEN TOGETHER AND WHOEVER BRINGS THEM (INCLUDING YOU, YOUR PARTNER UNDER A NEWLYWED PLAN, AND YOUR HEIRS, BENEFICIARIES, AGENTS OR ESTATE), IS LIMITED TO THE AMOUNT 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.

12. 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.

13. Who may bring a claim

These terms are an agreement between NameChange.com and the purchaser, and each person for whom documents are prepared. No one else, including any heir, beneficiary, executor, personal representative, agent or guardian named in your documents, is a third-party beneficiary of these terms or has any right to enforce them or to bring a claim against us based on your documents. These terms bind you and anyone who claims through you, including your estate, heirs, beneficiaries and personal representatives.

14. Time limit for claims

To the extent the law that applies allows it, any claim arising out of or relating to an Estate Plan Product must be brought within one year after the claim arises. A claim brought later is permanently barred. Where the law that applies requires a longer period, that period applies instead.

15. Your records

We keep your answers and your completed documents for 12 months after your last delivery so that we can resend or correct them, and then delete them. We are not a document storage service. Keep your own copies of everything we send you and store your signed originals safely.

16. 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.

17. Governing law

These terms are governed by the laws of the State of New York, without regard to its conflict of law rules, except that the validity, signing and effect of your documents are governed by the law of the state where you live or where the documents are used. Disputes are resolved as set out in section 18.

18. 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.

19. If part of these terms is unenforceable

If a court or arbitrator finds any part of these terms unenforceable, that part will be enforced to the maximum extent allowed and the rest of these terms will remain in full effect.

20. Changes and contact

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