Terms of Service

Last updated: September 30, 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”).

TruWill is two organizations working together:

• TruWill Legal, PLLC (the “Firm”) — a law firm owned by its attorneys. The Firm provides all legal services, including preparing and reviewing your estate planning documents.
• TruWill, Inc. (the “Company”) — a technology and services company. The Company operates this website and application and provides technology and administrative services to the Firm.

These Terms are your agreement with TruWill, Inc. about the website, the application, and non-legal services. Legal services are provided only by the Firm under a separate engagement agreement between you and the Firm, which will be presented to you before the Firm begins work. If these Terms and your engagement agreement conflict about legal services, the engagement agreement controls.

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. Who does what

The Firm provides the legal services. When you engage the Firm for your estate plan, your documents are prepared from attorney-drafted templates and a licensed attorney of TruWill Legal, PLLC reviews your final documents before they are delivered to you. The Firm alone decides whether to accept an engagement, sets its fees (the Firm’s fees for legal services are listed in full, in writing, in your engagement letter), supervises all legal work, and is responsible for all professional judgment. Your relationship with the Firm — including the scope of the representation, confidentiality, and attorney-client privilege — is defined by your engagement agreement with the Firm.

The Company provides everything else. TruWill, Inc. is not a law firm and does not provide legal advice. It builds and operates the software, markets the service, and prints and ships your document binder. The Firm engages the Company and pays it fair-market-value fees for these technology, marketing, and administrative services. The Company is paid for its services — never a share of legal fees — and it does not direct, control, or influence the Firm’s professional judgment.

No attorney-client relationship with the Company — and none with the Firm until you engage it. Using this website, requesting a free call, or talking with a TruWill Legal representative does not create an attorney-client relationship. An attorney-client relationship with the Firm is formed only when the Firm accepts your engagement under a signed (or electronically accepted) engagement agreement. Until then, information you share is protected by our Privacy Policy and confidentiality practices, but not by attorney-client privilege.

Support team boundaries. Our representatives and estate planning advisors are not your attorneys. They help with the process, scheduling, technology, and billing; they act as supervised assistants of the Firm when gathering information for your documents; and they will not give you legal advice — questions calling for legal judgment go to the Firm’s attorneys.

Where the Firm practices. The Firm provides legal services in Utah, North Carolina, and Colorado.

1a. Attorney advertising

This website may constitute attorney advertising in some states. Prior results do not guarantee a similar outcome.

2. Where we serve

The Services are available to residents of Utah, North Carolina, and Colorado.

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 and refunds

Fees for legal services are set by the Firm and are listed in full, in writing, in your engagement letter, which you review and sign before the Firm begins work. Fees for any non-legal products are set by the Company. Fees are flat, never hourly.

• Legal fees. Refunds of fees for the Firm’s legal services are governed by your engagement agreement with the Firm.
• Company charges after shipment. For any charge by the Company, because your documents are personalized legal instruments prepared for you, no refunds are available for Company charges 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.

Information you provide for your estate plan is made available to the Firm and its attorneys to provide your legal services. As between you, the Company, and the Firm, the Firm’s professional obligations (confidentiality, conflicts, file retention) govern materials that are part of your client file with the Firm; the Company handles that information as the Firm’s service provider.

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.

The “as is” platform disclaimer continues to apply to the technology provided by the Company. It does not disclaim, and cannot disclaim, the Firm’s professional obligations for legal services — those are governed by your engagement agreement and the rules of professional conduct.

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.

These limits apply to the Company and the technology. Nothing in these Terms limits the Firm’s liability for legal services, waives any claim you may have against the Firm arising from the representation, or limits rights the rules of professional conduct do not allow to be limited.

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.

These Terms’ arbitration provision applies to disputes with the Company about the website, application, and non-legal services. Disputes arising from the Firm’s legal services are governed by your engagement agreement with the Firm.

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

TruWill Legal, PLLC · 62 E 800 N, Ste. 210, Spanish Fork, UT 84660