Terms of Service for Attorney Support

‍Definitions

You'll find these words used throughout these terms of service, and they are used with the following intended definitions:

Terms - These terms of service
Better Off - Better Off LLC and its agents, including its officers, employees, consultants, and representatives
Estate Planning Service - The estate planning and estate document generation service provided by Better Off through getbetteroff.com
Attorney Support Service - Better Off’s attorney support services, as described below
User - Each visitor to the Site for any purpose
Member - Each person that has purchased or been gifted the Attorney Support Service
Membership - Membership in the Attorney Support Service
You - The individual seeking membership in the Attorney Support Service
Support Attorney - Non-employee attorney hired as an independent contractor by Better Off to provide the Attorney Support Service to Members
Representation Agreement - The Limited Scope Representation Agreement each Member and their assigned Support Attorney will sign, that governs the attorney-client relationship between them
Covered Issues - Issues associated with the creation of estate planning documents via the Estate Planning Service, and about which Members may consult with Support Attorneys as part of the Attorney Support Service. Any issues not included in the Covered Issues are not addressable through the Attorney Support Service. This includes, but is not limited to:

You are at least 18 years of age and able to enter into a legal contract
You’ve read, accept, and agree to be bound by these terms of service
You agree to resolve any disputes you might have with Better Off in binding arbitration as described below
Guidance on structuring and operating estate planning documents
Analysis of the merits and drawbacks of various estate planning instruments (e.g., Wills, Trusts)
Discussion of estate and gift tax implications
Advice regarding fiduciary roles (e.g., executors, trustees, agents)
Coordination of beneficiary designations
Counsel on the legal requirements for executing and notarizing valid documents
General information about asset transfer and trust funding procedures
Covered issues do not include:
Specific tax advice, including federal, state, or local tax consequences
Recommendations on asset protection, creditor, or liability strategies
Analysis or advice on marital agreements, property characterizations, or divorce proceedings
Drafting of legal documents or beneficiary coordination beyond consultation
Guidance on the administration or execution of an estate plan after its formation
Advice regarding documents not generated via the Estate Planning Service
Business-related legal counsel including matters of business formation or succession
Litigation advice or analysis regarding any disputes

Acceptance

By becoming a Member you acknowledge that you’ve read, accepted, and agree to be bound by these terms of service, as of the date you purchase or are gifted the Attorney Support Service.

‍

In the event of any conflict between these terms and any other published policies (such as our general Terms of Service, Privacy Policy, or Satisfaction Guarantee), these terms shall prevail. All other published policies shall continue to apply concurrently.

‍

Eligibility

Your Membership in the Attorney Support Service is contingent upon your acceptance of these Terms. Better Off reserves the sole discretion to approve or deny any application for membership based on factors including, but not limited to, state residency, age, or usage of Better Off products.

‍

Commencement and payment

Your Membership is deemed to commence upon either your first consultation with a Support Attorney or payment of the applicable fee for the Attorney Support Service.

‍

Your Membership will remain active for one year from the payment date. If you receive a Membership without payment, it will be considered an unpaid Membership and will terminate at the first to occur of either the conclusion of your consultation with a Support Attorney or one year from the date your Membership begins.

‍

Scope and restrictions

Membership is intended for either one person with an individual Estate Planning Service plan and documents for a single individual, or a partnered or married couple with a couples’ Estate Planning Service Account and documents for both individuals. Membership benefits do not extend to dependents. Membership rights are non-transferable and subject to termination if eligibility criteria are no longer met or at Better Off’s sole discretion.

‍

Services offered

The Attorney Support Service offers Members access to:

Consultations with Support Attorneys for limited-scope legal services (“Covered Services”) related to designated issues connected to estate planning (“Covered Issues”). Members are not liable for attorney fees related to these Covered Services, and no copayment or deductible is required.
A dedicated support team available to answer non-legal queries, provide technical assistance, and offer general guidance regarding the Attorney Support Service.

‍

Attorney discretion

Each Support Attorney is solely responsible for the legal advice rendered, and Better Off makes no representations or warranties regarding such advice.

‍

Included and excluded services

Members may receive the following services from the Attorney Support Service, as further detailed in the Representation Agreement between the Member and a Support Attorney:

Members may schedule consultations by telephone or correspond via email with a Support Attorney to discuss Covered Issues. Such consultations shall be governed by the respective Representation Agreement, and discussions are limited to the issues defined as Covered Issues.
Members may request that a Support Attorney review estate planning documents created via the Estate Planning Service. This review is intended to clarify questions regarding the creation, use, or suitability of the documents and is similarly governed by the applicable Representation Agreement. Only documents generated through your Estate Planning Service account are eligible for review.

The Attorney Support Service expressly excludes:

Resolving conflicts of interest among Members, between joint Members, or involving a Support Attorney and any party (including Better Off)
Disputes or actions involving Better Off or its affiliates, directors, officers, or employees
Any commercial or non-personal use of the Attorney Support Service, and
Legal matters outside the jurisdiction of U.S. law or jurisdictions where the Attorney Support Service is available

‍

Scheduling and Representation Agreement

To access the Attorney Support Service’s benefits, Members must schedule a consultation through their Better Off account. Following the appointment booking, you will receive a Representation Agreement from the selected Support Attorney, which must be signed to confirm your consultation. All consultations and any subsequent communications are contingent upon the completion of required conflict checks and execution of the Representation Agreement.

‍

Information sharing

Better Off will provide the Support Attorney with your contact details, and any pertinent information you have supplied regarding your legal concerns, to facilitate the necessary conflict checks and consultation preparation.

‍

Alternate communication methods

Where available, written consultations via email may be offered instead of telephone calls. Such written communications remain subject to the completion of conflict checks and the signing of all required agreements.

‍

Consent to information disclosure

By participating in the Attorney Support Service, you consent to Better Off sharing your personal and account information, as well as any documents created through the Estate Planning Service, with a Support Attorney and associated third parties, solely for the purpose of providing Attorney Support Service benefits.

‍

Administrative practices

Better Off may institute, amend, or remove procedures related to the Attorney Support Service (including scheduling and intake processes) at its discretion, with or without notice. Should any material reduction in Attorney Support Service benefits occur, you may cancel your Membership. No modifications to these Terms shall be valid unless approved in writing by an executive representative of Better Off.

‍

Member responsibility and misuse

Members are accountable for all actions taken through the Attorney Support Service, including any fraudulent or unauthorized use. You agree to promptly notify Better Off of any suspected security breaches or misuse.

‍

Accuracy of information

You are responsible for ensuring that all information provided to Better Off or a Support Attorney is accurate and complete. You will be liable for any costs or consequences arising from inaccuracies or omissions.

‍

Individual participation

These Terms are entered into by you as an individual. The Attorney Support Service is not available to corporations, partnerships, or other legal entities.

‍

Not an insurance policy

The Attorney Support Service is not intended to function as an insurance contract. Better Off is not an insurer and does not guarantee legal representation in every scenario. Any compensation arrangements between Support Attorneys and Better Off are separate from these Terms, and Better Off does not reimburse attorney fees or expenses.

‍

Cancellation and refund policy

You may cancel your Membership by providing written notice to Better Off within seven days of receiving these Terms and before any consultation occurs. Cancellations within this period will result in a refund. However, once any consultation has been conducted, or after seven days from payment, refunds will not be available except in circumstances where Better Off is unable to provide the Attorney Support Service’s benefits due to limitations (such as conflicts preventing an attorney’s engagement).

‍

Dispute resolution

Any dispute, claim, or controversy arising out of or relating to these Terms shall be resolved by binding arbitration as specified in Better Off’s general Terms of Service. Disputes with Support Attorneys may be governed by separate dispute resolution provisions outlined in the respective Representation Agreement.

‍

Independence of Support Attorneys

Support Attorneys are independent practitioners and are not employees or agents of Better Off. They retain full discretion in rendering legal advice and may decline representation at their sole discretion.

‍

Right to independent counsel

You may engage an independent attorney at your own expense. Services provided by any unaffiliated counsel are not covered under this Attorney Support Service, and Better Off has no financial obligation regarding such services.

‍

Circular 230

Any U.S. federal tax advice provided by Better Off or a Support Attorney is not intended to be used for the purpose of avoiding IRS penalties under the Internal Revenue Code, and is not to be construed as a recommendation for any tax-related strategy to any other party.

‍

Updated March 10, 2024