Terms of Service

Last updated: August 28, 2026

Welcome to TruWill. These Terms of Service (“Terms”) are a binding agreement between you and TruWill, Inc. (“TruWill,” “we,” “us”), a Utah corporation located at 62 E 800 N STE 207, Spanish Fork, UT 84660. They govern your use of our website (www.truwill.co), our online planning application (app.truwill.co), and the estate planning products and services we offer (together, the “Services”).

By using the Services, creating an account, or making a purchase, you agree to these Terms and to our Privacy Policy. If you do not agree, please do not use the Services. You must be at least 18 years old and reside in the United States to use the Services.

Please note: Section 13 contains an arbitration agreement and class action waiver that affect how disputes between us are resolved, with a 30-day right to opt out. Please read it carefully.

1. What TruWill is — and what it is not

TruWill, Inc. is a technology and services company. We are not a law firm, and TruWill, Inc. does not practice law or provide legal advice.

Here is how the service works, in plain terms:

• You answer questions about yourself, your family, and your wishes through our guided process, with help from TruWill specialists.
• Your estate planning documents are generated from document templates designed and drafted by licensed estate-planning attorneys. The attorneys’ work is in the templates themselves — the forms, provisions, and state-specific formalities they are built to satisfy.
• TruWill specialists help you through the process — the questions, the technology, scheduling, and fulfillment. They provide non-legal support only: they do not review your documents for legal sufficiency and will not give you legal advice.

What we do not do. No attorney reviews your individual documents. Your documents are assembled from the attorney-drafted templates based on the answers you provide, and no lawyer examines your particular situation or your completed documents before delivery. TruWill does not give legal advice about your individual situation. No attorney-client relationship is created between you and TruWill, Inc., and communications with TruWill are not protected by attorney-client privilege.

TruWill is also not a lawyer referral service and does not recommend or endorse any specific attorney.

When you should hire your own lawyer. TruWill works well for many families, but it is not a substitute for personalized legal advice. If your situation is complex — for example, a blended family dispute, a special-needs beneficiary, significant tax planning, or assets in multiple countries — or if you simply want advice tailored to you, you should consult an attorney you retain directly.

2. Where we serve

The Services are available to residents of all 50 states and Washington, DC.

3. Your responsibilities

The quality of your documents depends on the information you give us. You agree to:

• provide true, complete, and current information, and update us if it changes before your documents are delivered;
• read your final documents before signing them and tell us about anything that looks wrong. You are responsible for reviewing the final documents for accuracy of the facts and choices they reflect;
• sign, witness, and notarize your documents as the instructions require. Your documents are generally not effective until properly executed under your state’s law, and execution is your responsibility;
• keep your account credentials confidential and tell us right away at support@truwill.co if you suspect unauthorized use.

4. Fees, deposit, and refunds

Prices are quoted to you before you buy, as one flat fee for the plan you choose — no hourly billing.

• Deposit. We collect a $100 deposit to confirm your onboarding call. The deposit is fully refundable any time before your completed documents are shipped.
• After shipment. Because your documents are personalized legal instruments prepared for you, no refunds are available after your completed document binder has shipped. Shipment is the final delivery of the core service.
• How to request a refund. Email support@truwill.co or call 844-488-1266. Approved refunds are returned to your original payment method within 7–10 business days.

The full policy is at Refund Policy; if these Terms and that policy ever conflict, the Refund Policy controls.

Payments are processed by our third-party payment processor; we do not store your full card number. Applicable taxes may be added where required.

5. Calls, texts, and emails

When you request a quote or provide your phone number, you agree — per the consent language shown on the form — to receive phone calls, text messages, and emails from TruWill at the number and email you provide, to respond to your request and assist with completing your will and trust. Message and data rates may apply and message frequency varies. Text STOP to stop text messages at any time; text HELP for help. You can unsubscribe from marketing emails using the link in any email. Stopping marketing messages does not prevent us from sending you transactional messages about your purchase (for example, a receipt or a document-status update). Consent to marketing messages is not a condition of purchase.

6. Your account and your content

You may need an account to use parts of the Services. The information and documents you provide (“Your Content”) remain yours. You grant TruWill a limited license to use Your Content solely to provide the Services to you — to prepare, deliver, and store your documents, to support you, and as described in our Privacy Policy. We will not publish Your Content or use your name in marketing without your separate written permission.

If you send us suggestions or feedback about the Services themselves, we may use them without restriction or payment — feedback of that kind is not Your Content.

7. Our intellectual property

The Services — including our software, question flows, templates, text, and branding — belong to TruWill or its licensors. We grant you a personal, non-transferable license to use the Services and to download and print your purchased documents for your own estate planning. You may not copy, resell, scrape, reverse engineer, or build a competing product from the Services.

8. Acceptable use

You agree not to misuse the Services — including by breaking the law, impersonating someone else, interfering with the Services’ security or operation, uploading malicious code, using automated tools to access the Services, or attempting to access another person’s account or data. We may suspend or terminate access for violations.

9. Termination

You may close your account at any time by contacting support@truwill.co. We may suspend or terminate your access if you breach these Terms, if the law requires it, or if we discontinue the Services — and if we terminate without cause before your purchased documents are delivered, we will refund what you paid for the undelivered service. Sections that by their nature should survive (payment obligations, disclaimers, dispute resolution) survive termination.

10. Disclaimers

• No outcome guarantees. We do not guarantee that any document will achieve a particular legal or tax result, and we make no promises about how courts, banks, or other institutions will treat your documents. Laws change, and your documents speak as of the facts you gave us.
• The platform is provided “as is.” To the fullest extent permitted by law, the website and application are provided “as is” and “as available,” and we disclaim implied warranties of merchantability, fitness for a particular purpose, and non-infringement with respect to the technology. We do not promise the website will be uninterrupted or error-free.
• Nothing in this section limits rights you have under consumer protection laws that cannot be waived.

11. Limitation of liability

To the fullest extent permitted by law: (a) neither party is liable to the other for indirect, incidental, special, consequential, or punitive damages; and (b) TruWill’s total liability arising out of the Services is capped at the greater of the amount you paid us in the 12 months before the claim or $100. These limits do not apply to a party’s fraud or willful misconduct, or to anything that cannot be limited by law.

12. Indemnification

You agree to indemnify TruWill against third-party claims arising from your breach of these Terms, your violation of law, or your misuse of the Services.

13. Dispute resolution — arbitration and class action waiver

Most concerns can be solved fast — please contact us first at support@truwill.co. Formally:

• Informal resolution first. Before filing any claim, you and we agree to try to resolve the dispute informally for 30 days after written notice describing it.
• Binding arbitration. Any dispute arising out of these Terms or the Services that we cannot resolve informally will be decided by binding individual arbitration administered by the American Arbitration Association under its Consumer Arbitration Rules, rather than in court. The Federal Arbitration Act governs this section. Arbitration will take place in the county where you live, by video, or in Utah County, Utah — your choice.
• What’s excluded. Either party may bring an individual claim in small claims court, and either party may seek injunctive relief in court for intellectual property misuse.
• Class action waiver. Claims may be brought only individually — not as a plaintiff or class member in any class, consolidated, or representative proceeding. If this waiver is found unenforceable as to a claim, that claim (and only that claim) proceeds in court under Section 14.
• Your right to opt out. You may reject this arbitration section by emailing support@truwill.co with the subject “Arbitration Opt-Out” within 30 days of first accepting these Terms. Opting out does not affect any other part of these Terms.
• Fees. We will pay the arbitration filing, administration, and arbitrator fees for claims under $10,000 unless the arbitrator finds the claim frivolous.

14. Governing law and venue

Utah law governs these Terms, without regard to conflict-of-laws rules — but this choice of law does not take away consumer protections you are entitled to under the law of the state where you live. Any dispute not subject to arbitration will be brought in the state or federal courts located in Utah County, Utah.

15. Changes to these Terms

We may update these Terms from time to time. If a change is material, we will notify you (by email or a prominent site notice) at least 15 days before it takes effect, and the change will not apply retroactively to a purchase you already made. The “Last updated” date always shows the current version. If you keep using the Services after a change takes effect, the new Terms apply.

16. Other terms

These Terms plus the policies they link to are the entire agreement between you and TruWill about the Services. If part of these Terms is found unenforceable, the rest still applies. We may assign these Terms in connection with a merger, sale, or reorganization; you may not assign them. Our not enforcing a provision is not a waiver. Notices to you may be sent to the email on your account; add support@truwill.co to your address book.

17. Contact us

TruWill, Inc. · 62 E 800 N STE 207, Spanish Fork, UT 84660
support@truwill.co · 844-488-1266