Terms of Service

By accessing or using PartnerCounsel.com, the Bloodline platform, or any related website, application, document-preparation tool, or service (collectively, the "Platform"), you agree to be bound by these Terms of Service (the "Terms"). If you do not agree to these Terms, you may not access or use the Platform.

These Terms constitute a binding legal agreement between you and the operator of the Platform. You represent that you are at least eighteen (18) years of age and have the legal capacity to enter into a contract.

The Platform is a technology service that helps users organize estate planning information, generate draft documents, and — where appropriate — connect with a licensed attorney through Succession Counsel PLLC (the "Firm"). Use of the Platform, by itself, does not create an attorney-client relationship.

An attorney-client relationship is formed only when: (a) you engage the Firm in writing under a separate engagement letter; (b) the Firm confirms it can represent you under applicable rules of professional conduct; and (c) any required conflicts check is completed.

Until those steps are completed, information you provide to the Platform is not protected by the attorney-client privilege, and nothing on the Platform — including AI-generated text, educational content, sample documents, or chat assistant responses — constitutes legal advice.

Draft documents produced through the Platform are assembled using a combination of structured templates, conditional logic, and AI-assisted document assembly. You acknowledge and agree that:

• Drafts are starting points, not final legal instruments, and require attorney review before execution.
• You are responsible for reviewing every document for accuracy and for ensuring that names, dates, asset descriptions, beneficiary designations, and other facts are correct.
• Execution formalities (signatures, witnesses, notarization, recording of deeds, beneficiary designation updates, and trust funding) are your responsibility unless the Firm has expressly agreed in writing to handle them.
• The Platform does not guarantee any particular legal outcome, including but not limited to probate avoidance, tax minimization, Medicaid eligibility, or asset protection.

You agree to provide accurate, current, and complete information when registering, completing intake, and using the Platform. You are responsible for maintaining the confidentiality of your login credentials and for all activity that occurs under your account.

You agree to notify us promptly of any unauthorized access to or use of your account. We are not liable for any loss or damage arising from your failure to safeguard your credentials.

You agree not to:

• Use the Platform for any unlawful purpose or in violation of these Terms;
• Submit information that is false, fraudulent, or knowingly misleading, including impersonating another person or misrepresenting your relationship to a beneficiary, fiduciary, or asset;
• Reverse engineer, scrape, copy, or attempt to extract source code, templates, clause libraries, or other proprietary materials;
• Interfere with the security, availability, or integrity of the Platform, including by introducing malicious code or attempting unauthorized access;
• Use the Platform to provide legal advice to third parties unless you are a licensed attorney acting within the scope of your license.

Fees for Platform services are displayed at the point of purchase. Payments are processed by Stripe, Inc. By providing payment information, you authorize the charge of all applicable fees.

Because document drafts are produced and reviewed shortly after purchase, fees are generally non-refundable once drafting has begun. Refund requests will be evaluated case-by-case and may be honored at the Firm's discretion where drafting has not yet commenced.

Financial advisors, accountants, attorneys, and other professionals may participate in the Platform's partner program. Participation is governed by these Terms and by any additional partner agreement provided at enrollment.

Partners agree to: (a) describe the Platform accurately to their clients; (b) not hold themselves out as attorneys unless separately licensed; (c) not provide legal advice to referred clients; and (d) comply with all applicable laws governing referral arrangements, fee-sharing, and advertising in their profession. The Platform may suspend or terminate partner accounts that violate these standards.

The Platform, including its software, templates, clause library, conditional logic, written content, brand marks, and the compilation of all of the foregoing, is owned by the Platform operator and the Firm and is protected by intellectual property laws.

You are granted a limited, non-exclusive, non-transferable, revocable license to use the Platform for your personal estate planning purposes. You retain ownership of the personal data you submit. Documents generated for you may be used by you for their intended estate-planning purpose; you may not redistribute, resell, or repurpose the Platform's templates or clause library.

THE PLATFORM IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE PLATFORM WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE, OR THAT ANY DOCUMENT GENERATED THROUGH THE PLATFORM WILL ACHIEVE A PARTICULAR LEGAL RESULT.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT WILL THE PLATFORM OPERATOR, THE FIRM, OR THEIR OFFICERS, EMPLOYEES, OR AGENTS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOSS OF PROFITS, DATA, OR GOODWILL, ARISING OUT OF OR RELATING TO YOUR USE OF THE PLATFORM.

OUR AGGREGATE LIABILITY FOR ANY CLAIM ARISING OUT OF OR RELATING TO THE PLATFORM WILL NOT EXCEED THE AMOUNT YOU PAID TO US IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR ONE HUNDRED DOLLARS ($100), WHICHEVER IS GREATER.

These limitations do not apply to the Firm's professional responsibility obligations to clients with whom an attorney-client relationship has been formally established under Section 2.

You agree to indemnify and hold harmless the Platform operator, the Firm, and their respective officers, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys' fees) arising out of or related to (a) your use of the Platform; (b) your violation of these Terms; or (c) your violation of any law or the rights of any third party.

We may suspend or terminate your access to the Platform at any time, with or without notice, for any conduct that we believe violates these Terms or is otherwise harmful to other users, the Firm, or the Platform.

Upon termination, the provisions of these Terms that by their nature should survive — including Sections 8 (Intellectual Property), 9 (Disclaimers), 10 (Limitation of Liability), 11 (Indemnification), and 13 (Governing Law) — will survive.

These Terms are governed by the laws of the jurisdiction in which the Platform operator maintains its principal place of business, without regard to its conflict-of-laws principles.

Any dispute arising out of or relating to these Terms or the Platform that cannot be resolved informally will be resolved by binding arbitration on an individual basis, except that either party may seek injunctive relief in court to protect intellectual property or confidential information. You and we waive any right to participate in a class action.

We may update these Terms from time to time. Material changes will be indicated by updating the "Last updated" date at the top of this page and, where appropriate, by notice within the Platform. Your continued use of the Platform after a change becomes effective constitutes acceptance of the updated Terms.

Questions about these Terms may be sent to admin@beckeresq.com.