Terms of Service

Effective: March 25, 2026

1. Acceptance of Terms

By creating an account, accessing, or using LegacyArk, you agree to be bound by these Terms of Service ("Terms"). If you do not agree to all of these Terms, do not use the service. These Terms constitute a legally binding agreement between you and LegacyArk.

If you are using LegacyArk on behalf of an organization, you represent that you have the authority to bind that organization to these Terms, and "you" refers to both you individually and that organization.

2. Description of Service

LegacyArk is a software-as-a-service (SaaS) application that provides tools for managing estate planning checklists, probate workflows, and legacy documentation. The service includes features such as task tracking, document storage, and guided workflows to help you organize important information.

LegacyArk is not a law firm and does not provide legal, financial, or tax advice. The checklists, templates, and workflows provided through the service are informational tools only. They are not a substitute for professional legal, financial, or tax counsel. Every estate is different, and laws vary by jurisdiction. You should consult qualified professionals for advice specific to your situation.

We do not guarantee that the information, templates, or checklists in LegacyArk are complete, accurate, or current for your jurisdiction. You are responsible for verifying that any actions you take based on LegacyArk's tools comply with applicable laws.

3. Account Registration and Security

To use LegacyArk, you must create an account. When you register, you agree to:

  • Provide accurate, current, and complete information
  • Keep your login credentials secure and confidential
  • Notify us immediately if you suspect unauthorized access to your account
  • Accept responsibility for all activity that occurs under your account

You must be at least 18 years old to create an account. We reserve the right to suspend or terminate accounts that violate these Terms or that we reasonably believe have been compromised.

4. Subscription and Payments

LegacyArk offers both free and paid subscription plans. By subscribing to a paid plan, you agree to the following:

  • Billing: All payments are processed securely through Stripe. You authorize us to charge your payment method on a recurring basis according to your chosen billing cycle (monthly or annual).
  • Automatic renewal: Subscriptions automatically renew at the end of each billing period unless you cancel before the renewal date. You will be charged the then-current rate for your plan.
  • Price changes: We may change subscription prices with at least 30 days' notice. Price changes take effect at the start of your next billing cycle after the notice period.
  • Cancellation: You may cancel your subscription at any time through your account settings. Cancellation takes effect at the end of your current billing period. You will retain access to paid features until that period ends.
  • Refunds: We generally do not provide refunds for partial billing periods. If you believe you have been charged in error, contact us within 30 days and we will review your case.
  • Failed payments: If a payment fails, we may retry the charge and/or suspend access to paid features until payment is resolved.

5. Free Trial

We may offer a free trial period for new users. During the trial:

  • You will have access to paid features for the duration of the trial at no charge
  • At the end of the trial, your account will transition to a paid subscription unless you cancel before the trial ends
  • If you cancel during the trial, you will not be charged, but you may lose access to premium features
  • Free trial eligibility is limited to one trial per person. We reserve the right to revoke trial access if we detect abuse.

We will clearly communicate the trial duration and what happens when it ends before you start the trial.

6. Acceptable Use

You agree to use LegacyArk responsibly and lawfully. You may not:

  • Use the service for any illegal purpose or in violation of any applicable law
  • Upload content that is malicious, harmful, fraudulent, or that violates the rights of others
  • Attempt to gain unauthorized access to other users' accounts or data
  • Interfere with or disrupt the service, servers, or networks connected to LegacyArk
  • Reverse engineer, decompile, or disassemble any part of the application
  • Use automated tools (bots, scrapers, crawlers) to access the service without our written permission
  • Resell, sublicense, or redistribute the service to third parties
  • Impersonate another person or misrepresent your affiliation with any person or entity
  • Upload viruses, malware, or any other harmful code

We reserve the right to suspend or terminate your account if we reasonably determine that you have violated these rules.

7. User Content and Data

You own your data. All content you create, upload, or store in LegacyArk — including checklists, documents, notes, and any other materials — remains your property. We do not claim ownership of your content.

By using the service, you grant LegacyArk a limited, non-exclusive license to access, store, process, and display your content solely for the purpose of providing and improving the service. This license exists only for as long as you maintain an account with us and terminates when your data is deleted.

You are responsible for ensuring that any content you upload does not violate the rights of any third party. You represent that you have the right to store and use any content you add to LegacyArk.

For details on how we handle your data, please review our Privacy Policy.

8. Intellectual Property

LegacyArk and its original content (excluding user content), features, functionality, design, and branding are and will remain the exclusive property of LegacyArk. This includes but is not limited to:

  • The LegacyArk name, logo, and visual identity
  • The application's source code, design, and architecture
  • Pre-built checklists, templates, and workflow content provided by LegacyArk
  • Documentation and marketing materials

Your use of LegacyArk does not grant you any right, title, or interest in our intellectual property beyond the limited right to use the service as described in these Terms.

9. Disclaimer of Warranties

LegacyArk is provided on an "AS IS" and "AS AVAILABLE" basis without warranties of any kind, whether express or implied. To the fullest extent permitted by law, we disclaim all warranties, including but not limited to:

  • Implied warranties of merchantability, fitness for a particular purpose, and non-infringement
  • Warranties that the service will be uninterrupted, error-free, or secure
  • Warranties regarding the accuracy, reliability, or completeness of any content or information provided through the service

In particular, LegacyArk does not provide legal, financial, or tax advice. The checklists, templates, and informational content are general tools and should not be relied upon as professional advice. Decisions about estate planning, probate, and related matters should be made with the guidance of qualified professionals.

10. Limitation of Liability

To the maximum extent permitted by law, LegacyArk and its officers, directors, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to:

  • Loss of profits, revenue, data, or business opportunities
  • Costs of obtaining substitute services
  • Damages arising from your reliance on any information or content provided through the service
  • Damages arising from unauthorized access to or alteration of your data

In no event shall our total liability to you for all claims arising from or related to your use of LegacyArk exceed the greater of (a) the amount you have paid us in the twelve (12) months preceding the claim, or (b) one hundred US dollars ($100).

Some jurisdictions do not allow the exclusion or limitation of certain damages. In such jurisdictions, our liability is limited to the fullest extent permitted by law.

11. Indemnification

You agree to indemnify, defend, and hold harmless LegacyArk and its officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable legal fees) arising out of or in connection with:

  • Your use of the service
  • Your violation of these Terms
  • Your violation of any third-party rights, including intellectual property rights
  • Any content you upload, store, or transmit through the service

12. Termination

Either party may terminate this agreement at any time:

By You

You may close your account at any time through your account settings or by contacting us at hello@legacyark.com. Upon closing your account, your right to use the service ends. We will delete your data in accordance with our Privacy Policy.

By Us

We may suspend or terminate your account if:

  • You violate these Terms or our Acceptable Use policy
  • Your account has been inactive for an extended period (we will notify you first)
  • We are required to do so by law
  • We discontinue the service (with reasonable notice)

If we terminate your account without cause, we will provide you with reasonable notice and an opportunity to export your data. Sections of these Terms that by their nature should survive termination (such as limitation of liability, indemnification, and dispute resolution) will continue to apply.

13. Dispute Resolution

We want to resolve disputes fairly and efficiently. If you have a concern:

  • Contact us first: Please reach out to hello@legacyark.com. Most issues can be resolved through direct communication.
  • Informal resolution: Before filing any formal proceeding, you agree to attempt to resolve the dispute informally for at least 30 days after providing written notice.
  • Binding arbitration: If informal resolution fails, any dispute arising from these Terms or your use of LegacyArk shall be resolved through binding arbitration administered by the American Arbitration Association (AAA) under its Consumer Arbitration Rules. Arbitration will be conducted on an individual basis and not as a class action.
  • Small claims exception: Either party may bring claims in small claims court if the claim qualifies.

Class action waiver: You agree that any dispute resolution proceeding will be conducted only on an individual basis and not in a class, consolidated, or representative action.

14. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Delaware, United States, without regard to its conflict of law provisions. To the extent that litigation is permitted under these Terms, you consent to the exclusive jurisdiction of the state and federal courts located in Delaware.

15. Severability

If any provision of these Terms is found to be invalid, illegal, or unenforceable by a court of competent jurisdiction, that provision will be modified to the minimum extent necessary to make it enforceable, or if it cannot be modified, it will be severed from these Terms. The remaining provisions will continue in full force and effect. The invalidity of one provision does not affect the validity of any other provision.

16. Changes to Terms

We may update these Terms from time to time. When we make changes:

  • We will update the "Effective" date at the top of this page
  • For material changes, we will provide at least 30 days' notice via email or a prominent notice within the application
  • Your continued use of LegacyArk after the updated Terms take effect constitutes your acceptance of the changes
  • If you do not agree with the updated Terms, you must stop using the service and may close your account

We encourage you to review these Terms periodically.

17. Contact Information

If you have any questions about these Terms of Service, please contact us:

Email: hello@legacyark.com

See also our Privacy Policy.