Subscription Terms

SUBSCRIPTION TERMS AND CONDITIONS

PURCHASE OF A SUBSCRIPTION IS A BINDING LEGAL CONTRACT. CAREFULLY READ THE TERMS OF THIS SUBSCRIPTION AGREEMENT (“AGREEMENT”) BETWEEN YOU (INDIVIDUALLY, AND ON BEHALF OF THE ENTITY THAT YOU REPRESENT), (THE “SUBSCRIBER”) AND AGILE ESTATE PLANNING, LLC, A WASHINGTON LIMITED LIABILITY COMPANY (“AGILE EP”) BEFORE ACCESSING OR USING ANY SUBSCRIPTION. BY ACCESSING OR USING ANY SUBSCRIPTION, OR BY CLICKING ON THE “SUBSCRIBE,” OR SIMILAR BUTTON, YOU, AS THE SUBSCRIBER, AGREE TO THE TERMS OF THIS AGREEMENT. IF YOU DO NOT AGREE TO ALL OF THE TERMS OF THIS AGREEMENT, DO NOT ACCESS ANY SUBSCRIPTION OR CLICK ON THE “SUBSCRIBE,” OR SIMILAR BUTTON.

CLOUD SERVICES PROVIDED

Agile EP provides the means to access and use, certain documents, templates, forms, text, estate planning content, programming and coding conventions, user interface, variables, syntax, and XpressDox code and scripts, as well as user manuals, style guides, training guides, procedures, knowledge base and help content, and any related materials and content, which act together to allow for the drafting and generation of various documents (collectively the “Services”). 
 
  1.  Website.  The Services are made available by Agile EP to the Subscriber and to the individuals authorized by the Subscriber to access the Services via the Services (each an “Authorized User”), all in accordance with the terms of this Agreement. The Subscriber and each Authorized User are defined as and may be referred to herein as an “End User.”  For the purposes of this Agreement and use of the Services, the Subscriber represents and acts on behalf of their Authorized Users.  Agile EP provides the means to access the Services online, through its website located at https://agile.xpressdox.com/Account/Login?#/ and its subdomains (collectively the “Agile EP Website”). 
  2. Third-Party Software Required. The Subscriber specifically acknowledges and agrees to purchase (at its own expense) all necessary third-party software required for the documents created via the Services to function as intended, including Microsoft Word. This Agreement does not grant any End User any right or license to use or access Microsoft Word or any other third-party software (“Third-Party Software”). 
 

GRANT OF LIMITED LICENSE

Subject to this Agreement, Agile EP hereby grants to each End User a non-transferable, non-sublicensable, non-exclusive, revocable, limited license to use and access the Services solely for the End User’s own personal use or internal business purposes, and for the duration of the applicable Subscription described below. The Subscriber warrants and represents that their internal business purpose generally includes drafting estate planning documents for their own clients, the clients of their Authorized Users and/or the clients of the entity the Subscriber represents. The Subscriber acknowledges that all rights of its Authorized Users are granted pursuant to this Agreement and that the Subscriber is entirely responsible for its Authorized Users’ use of the Services and compliance with this Agreement.
 
  1. Restrictions on Use. The Subscriber agrees to not (nor cause or allow anyone else, including their Authorized Users), do any of the following: (a) provide any services to other lawyers or law firms, including engaging in a high-volume, low customization, internet planning document mill service, similar in nature to legalzoom.com, rocketlawyer.com, and other similar providers, (b) use any Services in any manner that may cause harm or detriment to the brand, image, or reputation of Agile EP or its End Users, (c) use, copy, display, access, distribute, transfer, alter, or modify the Services, or otherwise create any derivative works of the Services (except for the purpose of creating output documents), (d) license, sell, rent, lease, transfer, assign, reproduce, distribute, host or otherwise commercially exploit any of the Services, (e) decompile, reverse engineer, or otherwise attempt to derive the source code for the Services, or any underlying code, scripts or user interface techniques, or other ideas embodied in the Services, or (f) remove any copyright notices or other proprietary notices from any Services. 
  2. End User’s Conduct. As a condition of use, the Subscriber agrees to not (nor cause or allow anyone else, including their Authorized Users), take any action or make available any content on or through the Services that: (i) infringes, misappropriates or otherwise violates any intellectual property right, right of publicity, right of privacy or other right of any person or entity; (ii) is unlawful, threatening, abusive, harassing, defamatory, libelous, deceptive, fraudulent, invasive of another’s privacy, tortious, obscene, offensive, or profane; (iii) constitutes unauthorized or unsolicited advertising, junk or bulk email; (iv) involves commercial activities and/or sales, such as contests, sweepstakes, barter, advertising, or pyramid schemes; (v) impersonates any person or entity, including any employee or representative of Agile EP; (vi) interferes with or attempt to interfere with the proper functioning of the Services or uses the Services in any way not expressly permitted by the Agreement; or (vii) attempts to engage in or engage in, any potentially harmful acts that are directed against the Services, including but not limited to violating or attempting to violate any security features of the Services, introducing viruses, worms, or similar harmful code into the Services, or interfering or attempting to interfere with use of the Services by any other user, host or network, including by means of overloading, “flooding,” “spamming,” “mail bombing,” or “crashing” the technology and platforms comprising the Services. Subscriber agrees to take all reasonable steps necessary to protect the Services from unauthorized access, distribution, copying or use.

END USER ACCOUNTS

To access the Services, the Subscriber agrees that each End User is required to register for an account through the Services for Services with their own profile, login, and password (an “Account”). The Subscriber acknowledges and agrees that no End User shall have any ownership or other property interest in their Account (which does not affect rights to Client Data described below). The Subscriber is responsible for all activities that are related to registration and use of the Accounts of all End Users.  The Subscriber agrees that they shall restrict use of all End User Accounts by any other persons, including minors, and the Subscriber will accept full responsibility for any such unauthorized use.  The Subscriber may not share Account logins or passwords of an End User with anyone other than that End User and the Subscriber shall notify Agile EP immediately of any unauthorized use of a password or any other breach of security.
 
  1. Subscriber and User Information; Roles. Subscriber agrees to provide to Agile EP and maintain current all information regarding Subscriber and their Authorized Users reasonably requested by Agile EP. Such information may be provided directly through the Agile EP Website. In addition, each End User shall be designated by Subscriber as either (a) an Administrator and Main Contact, which is the person with administrative rights, or (b) an Authorized User. Subscriber shall designate at least one Administrator and Main Contact. The Administrator will establish unique profiles and login credentials for the Subscriber and all of the Subscriber’s Authorized Users and assign a subscription for Services to each Authorized User. Each End User will create their own unique password for their Account. 
  2. End User Data; Privacy. Subscriber acknowledges that Agile EP (directly or via third-parties), may collect certain personal information regarding each End Users, including: (a) usernames, passwords, internet protocol (IP) addresses, (b) profile and system settings information; (c) timestamps used to authenticate End Users’ usage of the Services, (d) personal information through the registration process, (e) technical data and related information, including but not limited to, technical information about End User and their systems, including application software, and peripherals, (f) information regarding use of the Services and (g) the template name and design options selected during use of Services. The Subscriber agrees that Agile EP may use such information for any purpose in Agile EP’s ordinary business operations, including to facilitate the provision of upgrades, provide product support and for providing other services to End Users, to assist Agile EP in prioritizing future updates to the Services, and for business and strategic planning purposes. Agile EP may not sell any information described in this paragraph.
  3. Communications; Emails.  Subscriber acknowledges that notices under this Agreement are delivered by email, and the Subscriber has an obligation to maintain at all times a current email address for all End Users with Agile EP. Agile EP may use and rely on such information for purposes of notice, and for all other purposes applicable to providing Subscriptions and the performance of obligations under this Agreement. Regardless of whether Subscriber and its Authorized Users “unsubscribe” to other emails from Agile EP, Subscriber and its Authorized Users irrevocably consent to the receipt of all emails delivered in accordance with this Agreement. In general, communications from Agile EP (or its affiliated third-party partners) may include but are not limited to emails, calls or texts regarding: operational communications about Accounts or the use of the Services, updates concerning new and existing features of the Services, communications concerning promotions run by Agile EP or its third-party partners, and news concerning Agile EP and industry developments.  Standard text messaging charges applied by your cell phone carrier will apply.

LICENSE TERM; SUBSCRIPTIONS

A Subscriber may elect to purchase a subscription for Services (a “Subscription”) for a one-year term (“Annual Term”) or for a one-month term (“Monthly Term”) by selecting the “Monthly Pricing” or “Annual Pricing” button on the subscriptions management page of the Agile EP Website. The Subscriber may purchase one or more Subscriptions and have the Administrator allocate Subscriptions to its Authorized Users (for clarity, all of which are End Users). 
  1. Automatic Renewal.  The Subscriber agrees that each End User’s Subscription will be subject to automatic renewal unless the Subscriber cancels an End User’s Subscription as provided in this Agreement. After a single Monthly Term of a Subscription ends, the Subscription will automatically renew on the first day following the end of the Monthly Term, and continue for an additional equivalent Monthly Term, at Agile EP’s then-current price for such Subscription. After a single Annual Term of a Subscription ends, the Subscription will automatically renew on the first day following the end of the Annual Term, and continue for an additional equivalent Annual Term, at Agile EP’s then-current price for such Subscription. 
  2. Cancellation By Subscriber.  A Subscription may be cancelled for any or all End Users by logging into the Administrator’s Account and clicking the “Cancel Subscription” button on the subscriptions management page of the Agile EP Website. A Monthly Term may be cancelled up to the last day of the then-occurring Monthly Term without being charged for the automatic renewal of the Monthly Term. An Annual Term may be cancelled up to the last day of the then-occurring Annual Term without being charged for the automatic renewal of the Annual Term. Cancellation of all applicable subscriptions for a Subscriber and their Authorized Users shall constitute termination of this Agreement.
  3. Effect of Cancellation; No Refunds.  If a Subscription is cancelled, the End User may use the Subscription until the end of the then-current Monthly Term or Annual Term (whichever is applicable) of the cancelled Subscription and the Subscription will not be automatically renewed after the then-current Monthly Term or Annual Term (whichever is applicable) expires.  The End User will not be eligible for a prorated refund of any portion of the Subscription Fee paid for the then-current Monthly Term or Annual Term (whichever is applicable).

PAYMENT TERMS AND FEES

Each Subscription for a Monthly Term shall be subject to a Monthly Subscription Fee and each Subscription for an Annual Term shall be subject to an Annual Subscription Fee, each in an amount determined by Agile EP and listed on the Agile EP Website. Agile EP reserves the right at any time to change its prices and billing methods, either immediately upon posting on the Services or by email delivery to the Subscriber. The Subscriber agrees to pay the appliable Monthly Subscription Fee or Annual Subscription Fee for each End-User’s Subscription, along with any applicable Taxes in accordance with this Agreement. Agile EP uses Stripe (www.stripe.com) to collect and manage payments and fees for Subscriptions.
 
  1. Payment Due Dates; Late Charges.  The payment of each Monthly Subscription Fee is due on the first day of the Monthly Term, for every Monthly Term. The payment of each Annual Subscription Fee is due on the first day of the Annual Term, for every Annual Term. Such payments will be charged to the Subscriber automatically via Agile EP’s Stripe service. Failure to pay for a Subscription will result in immediate cessation of the right to use the Susbcription. Subscriber agrees to pay Agile EP all reasonable collection costs and attorneys’ fees incurred by Agile EP whether incurred prior to or after the commencement of formal legal action. Subscriber’s obligation to pay Agile EP is an independent covenant and shall be payable free from any expense, charge, deduction, offset, or counterclaim by reason of any obligation of Agile EP or any other reason. 
  2. Payments; Payment Provider.  The Subscriber must provide Agile EP with a valid and sufficient payment as accepted by Agile EP as noted on the Agile EP Website (each, a “Payment Provider”) as a condition to signing up for a Subscription.  By providing Agile EP with their Payment Provider information, Subscriber authorizes Agile EP to charge their Payment Provider for all applicable Monthly Subscription Fees or Annual Subscription Fees for every End User as they become due and payable without additional notice or consent. Subscriber agrees to immediately notify Agile EP of any change in Subscriber’s billing address, or the Payment Provider information used for payment hereunder.  
  3. Taxes.  The Subscriber is responsible for all taxes, duties, levies, imposts, fines, or similar governmental assessments, including sales and use taxes, value-added taxes, goods and services taxes, excise, business, service, and similar transactional taxes imposed by any jurisdiction (collectively, “Taxes”) associated with their purchase of, payment for, access to or use of the Services via a Subscription for each End User. If Agile EP is required to remit Taxes associated with Subscriber’s purchase of, payment for, access to, or use of the Services via a Subscription, Agile EP will add the amount of those Taxes, itemized where required by law, to the payment due. Taxes may be applied without notice. Subscriber hereby confirms that Agile EP can rely on the name and address set forth in each End User’s Account as being the place of supply for Tax purposes. If any Services, or payments for any Services, under the Agreement are subject to any Tax in any jurisdiction and Subscriber has not remitted the applicable Tax to Agile EP, Subscriber will be responsible for the payment of such Tax and any related penalties or interest to the relevant tax authority for the Subscriber and their Authorized Users, and Subscriber indemnifies Agile EP for any liability or expense it may incur in connection with such Taxes.  Upon Agile EP’s request, Subscriber will provide it with official receipts issued by the appropriate taxing authority, or other such evidence that Subscriber has paid all applicable Taxes.  
  4. Promotional Codes. Agile EP may provide the Subscriber (and their Authorized Users) with a promotional code for free or discounted Subscription Fees. Unless otherwise agreed to by Agile EP, promotional codes may only be used for each such End User’s first Monthly Term or for the duration specified by Agile EP on the Agile EP Website. If Subscriber purchased a Subscription with a promotional code, each time the Subscription renews, the Subscriber will be charged the full Monthly Subscription Fee. If a Subscription is ever terminated for any reason, and the Subscriber purchases another Subscription, that Subscriber shall not be eligible to use a promotional code.

INTELLECTUAL PROPERTY OWNERSHIP

Subscriber acknowledges and agrees that all right, title and interest in and to the Services, together with all modifications, enhancements, and derivative works, and all intellectual property rights such as copyrights, patents, and trade secrets pertaining to the Services, are and shall remain owned exclusively throughout the universe by Agile EP or its licensors. These rights represent or contain valuable rights of Agile EP, or its licensors, and are protected under United States patent, copyright, trademark and trade secret laws of general applicability. The parties agree that Client Data shall be excluded from this paragraph and addressed below.
  1. Content; Programming Detail.  For clarity, Subscriber acknowledges that the Services will allow the Subscriber the ability to automate and download documents that will be used for End User’s internal business purposes. The Parties acknowledge that the resulting documents, prepared for the provision of legal services by an End User, will become the property of the legal clients of the End User.  Subscriber also acknowledges and agrees that Agile EP shall own and retain all rights, title and interest (including Federal copyright rights) in the programming and coding conventions, user interface, variables and syntax, XpressDox code and scripts included within the Services, as well as all user manuals, style guides, training guides, procedures, knowledge base and help content provided within any Service, and related materials prepared for or in connection with the Services. 
  2. Feedback.  Subscriber agrees that submission of any ideas, suggestions, documents (other than Client Data), and/or proposals to Agile EP in any way, including through its contact forms, mail, telephone, meetings email, feedback, wiki, forum, or similar pages (“Feedback”), is at each End User’s own risk and that Agile EP has no obligations with respect to such Feedback except to the extent such Feedback is protected from disclosure pursuant to Section 7 of this Agreement. Agile EP shall own all rights, title and interest (including Federal copyright rights) in the Feedback. For sake of clarity, The Subscriber hereby grants to Agile EP a fully paid, royalty-free, perpetual, irrevocable, worldwide, and non-exclusive right and license to use, reproduce, perform, display, distribute, adapt, modify, re-format, create derivative works of, and otherwise commercially or non-commercially exploit in any manner, any and all Feedback, without any attribution, and to sublicense the foregoing rights, in connection with the operation, expansion and maintenance of Agile EP’s business, except that Clients shall retain all right title and interest (including any Federal copyright rights) in any Feedback protected from disclosure pursuant to Section 7 of this Agreement.
  3. Client Data.  Agile EP agrees and acknowledges that it does not own any of the End User’s own client data, client answer files, client contact data, and documents created using client information input in the Services (“Client Data”), but that such Client Data shall remain the property of the Subscriber. Subscriber hereby grants Agile EP a license and the right to use Client Data solely for the purpose of providing the applicable Subscription to the Subscriber and their Authorized Users, or as otherwise permitted by this Agreement. Subscriber agrees and acknowledges that Client Data and other information may be transmitted through equipment of Agile EP, and third-parties. Subscriber expressly agrees that (a) use of the internet and cloud computing carries certain risks, including risks of security breaches, and (b) neither Agile EP, nor any third-party, will be liable for, and Subscriber expressly waives and releases all claims, against Agile EP and any third-party with respect to, any loss, damage, unauthorized access, degradation or destruction of or to any Client Data, documents, or other information an End User may transmit or store on Agile EP or third-party equipment. Agile EP agrees to provide, at any time prior to termination of this Agreement, a means for downloading all Client Data to a local device or server of Subscriber. Agile EP may permanently delete all Client Data after the expiration of the full calendar year following the year during which this Agreement is terminated. Notwithstanding the foregoing, Agile EP shall have no obligation to delete or destroy any Client Data, including any backup or archive copies of the Client Data.

CONFIDENTIAL INFORMATION

From time to time, either Party (or such Party’s agent) may disclose or make available to the other Party (or such Party’s agent) information about its business affairs, products, confidential intellectual property, trade secrets, third-party confidential information, and other sensitive or proprietary information, whether orally or in written, electronic, or other form or media/in written or electronic form or media, and whether or not marked, designated or otherwise identified as “confidential” (collectively, “Confidential Information“). Confidential Information does not include information that, at the time of disclosure is: (a) in the public domain; (b) known to the receiving Party at the time of disclosure; (c) rightfully obtained by the receiving Party on a non-confidential basis from a third Party; or (d) independently developed by the receiving Party. The receiving Party shall not disclose the disclosing Party’s Confidential Information to any person or entity, except to the receiving Party’s employees who have a need to know the Confidential Information for the receiving Party to exercise its rights or perform its obligations hereunder. Notwithstanding the foregoing, each Party may disclose Confidential Information to the limited extent required (i) in order to comply with the order of a court or other governmental body, or as otherwise necessary to comply with applicable law, provided that the Party making the disclosure pursuant to the order shall first have given written notice to the other Party and made a reasonable effort to obtain a protective order; or (ii) to establish a Party’s rights under this Agreement, including to make required court filings. On the expiration or termination of the Agreement, the receiving Party shall promptly return to the disclosing Party all copies, whether in written, electronic, or other form or media, of the disclosing Party’s Confidential Information, or destroy all such copies and certify in writing to the disclosing Party that such Confidential Information has been destroyed. Each Party’s obligations of non-disclosure with regard to Confidential Information are effective as of the effective date of this Agreement and will expire five years from the date first disclosed to the receiving Party; provided, however, with respect to any Confidential Information that constitutes a trade secret (as determined under applicable law), such obligations of non-disclosure will survive the termination or expiration of this Agreement for as long as such Confidential Information remains subject to trade secret protection under applicable law. 
 

SECURITY POLICY

Agile EP shall at all times maintain a security policy that provides for Agile EP to maintain the security, business continuity, and redundancy of Client Data in accordance with commercially reasonable industry standards. The Site and thus the security of the Services is provided by XpressDox, a third-party, whose security policy is located at https://xpressdox.com/software/#security. 

DISCLAIMERS; NO LEGAL SERVICES PROVIDED

DISCLAIMERS; NO LEGAL SERVICES

  1. Disclaimer.  THE SERVICES AND EACH SUBSCRIPTION ARE LICENSED AND MADE AVAILABLE ON AN “AS IS” AND “AS AVAILABLE” BASIS AND AGILE EP DISCLAIMS ANY AND ALL WARRANTIES, WHETHER EXPRESS OR IMPLIED, INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTIES OF MERCHANTABILITY, NON-INFRINGEMENT, QUALITY, ACCURACY, PERFORMANCE, FREEDOM FROM ERROR, AND FITNESS FOR A PARTICULAR PURPOSE WITH RESPECT TO THE SUBSCRIPTION BENEFITS, OR OTHERWISE RELATING TO THE SUBJECT MATTER OF THIS AGREEMENT. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, AGILE EP DOES NOT WARRANT THAT OPERATION OF A SUBSCRIPTION OR THE SERVICES GENERALLY WILL BE ERROR-FREE OR THAT ITS OPERATION WILL BE UNINTERRUPTED. NO ORAL OR WRITTEN INFORMATION OR ADVICE GIVEN BY AGILE EP, ITS AGENTS, REPRESENTATIVES, OR EMPLOYEES, SHALL CREATE A WARRANTY. AGILE EP MAKES NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY, COMPLETENESS (INCLUDING CURRENT MARKET AND LEGAL DEVELOPMENTS AND ALL RELEVANT TAX, ESTATE PLANNING, BUSINESS OR LEGAL ISSUES), PURPOSES, INTENT, IMPACT, LEGAL EFFECT, USEFULNESS, OR LEGALITY OF ANY OF THE SERVICES, DOCUMENTS OR OTHER INFORMATION MADE AVAILABLE TO EACH END USER THROUGH A SUBSCRIPTION. 
  2. Intended Use. The Parties agree and acknowledge that the Services are designed to provide content suitable for use by lawyers who are providing legal services within their field of expertise, namely estate planning. The Services are not a substitute for legal expertise and the content is designed for use by persons with the requisite legal expertise. However, while the Services may be used by non-lawyers, the Subscriber acknowledges and agrees that a licensed attorney is responsible for selecting appropriate content; ensuring output documents created from the Services meets specific needs and for ensuring that content is used either by an End User who is lawyer with appropriate expertise or a properly supervised individual or agent of the End User. 
  3. End User Must Test, Review and Supervise.  Each End User shall have the responsibility to test the Services and output documents prior to utilization thereof, and the Subscriber agrees that it is the Subscriber’s (and their Authorized Users’) own responsibility to ensure that any document generated using the Services is correct and contains the provisions required by the End User. Agile EP assumes no responsibility or liability for any losses or liability relating to or arising out of (i) the content of the Services or output documents; (ii) the content and logic that is contained in the Services or output documents; (iii) the performance of the Services and/or the use of the output documents. Each End User is responsible for review of anything related to or coming from the Services for its correctness, compliance with laws and fitness for each End User own clients. 
  4. No Legal Services; Not a Law Firm. AGILE ESTATE PLANNING, LLC IS NOT A LAW FIRM. SUBSCRIBER ACKNOWLEDGES AND AGREES THAT ALTHOUGH AGILE EP EMPLOYS SOME LAWYERS, AGILE EP DOES NOT ENGAGE IN THE PRACTICE OF LAW, IS NOT A PROVIDER OF LEGAL SERVICES, AND DOES NOT PROVIDE LEGAL ADVICE TO ANY END USER OR TO CLIENTS OF AN END USER. NEITHER THE AVAILABILITY, OPERATION, TRANSMISSION, RECEIPT NOR USE OF THE SERVICES ARE INTENDED TO CREATE AN ATTORNEY-CLIENT RELATIONSHIP BETWEEN AGILE EP AND ANY END USER OR AGILE EP AND ANY END USER’S OWN CLIENTS OR CUSTOMERS, NOR IS ANYTHING INTENDED TO CREATE A THIRD-PARTY BENEFICIARY OF THE SERVICES.

LIMITATIONS OF LIABILITY

  1. Third-Parties. Agile EP assumes no responsibility or liability whatsoever for Third-Party Application including their accuracy, completeness, timeliness, validity, copyright compliance, legality, decency, quality, or any other aspect thereof.
  2. Limitation. IN NO EVENT WILL ANY PARTY OR ITS EMPLOYEES, DIRECTORS, OFFICERS OR AGENTS BE LIABLE UNDER OR IN CONNECTION WITH THIS AGREEMENT UNDER ANY LEGAL OR EQUITABLE THEORY, INCLUDING BREACH OF CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY, AND OTHERWISE, FOR ANY: (a) CONSEQUENTIAL, INCIDENTAL, INDIRECT, EXEMPLARY, SPECIAL, ENHANCED, OR PUNITIVE DAMAGES; (b) INCREASED COSTS, DIMINUTION IN VALUE OR LOST BUSINESS, PRODUCTION, REVENUES, OR PROFITS; (c) LOSS OF GOODWILL OR REPUTATION; (d) USE, INABILITY TO USE, LOSS, INTERRUPTION, DELAY OR RECOVERY OF ANY DATA, OR BREACH OF DATA OR SYSTEM SECURITY; OR (e) COST OF REPLACEMENT GOODS OR SERVICES, IN EACH CASE REGARDLESS OF WHETHER ANY PARTY WAS ADVISED OF THE POSSIBILITY OF SUCH LOSSES OR DAMAGES OR SUCH LOSSES OR DAMAGES WERE OTHERWISE FORESEEABLE. IN NO EVENT WILL ANY PARTY’S AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THIS AGREEMENT OR A SOW UNDER ANY LEGAL OR EQUITABLE THEORY, INCLUDING BREACH OF CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY, AND OTHERWISE SHALL BE THE GREATER OF THE TOTAL AMOUNT OF FEES PAID BY SUBSCRIBER UNDER THE APPLICABLE SUBSCRIPTION(S) DURING THE ONE (1) YEAR PERIOD IMMEDIATELY PRECEDING WHEN THE CLAIM ACCRUED, AND ONE HUNDRED DOLLARS ($100.00).
  3. Additional Limitation. WITHOUT WAIVER OF THE LIMITATIONS SET FORTH IN THIS SECTION OF THIS AGREEMENT, IN NO EVENT SHALL AGILE EP BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR EXEMPLARY DAMAGES OR LOST PROFITS, EVEN IF AGILE EP HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES INCLUDING, BUT NOT LIMITED TO, DAMAGES THAT RESULT FROM MISTAKES, OMISSIONS, INTERRUPTIONS, DELETION OF FILES, ERRORS, DEFECTS, VIRUSES, OR DELAYS IN OPERATION OR TRANSMISSION.
  4. Attorney Fees and Costs.  The Subscriber hereby agrees to pay all of the reasonable attorneys’ fees and costs of Agile EP and its members and managers, arising out of or resulting from any infringement, violation, or claim thereof arising from the activities of Agile EP under this Agreement The Subscriber agrees to make regular backups of its electronic information, and Agile EP shall not be liable to the Subscriber for any claims resulting from the failure to make such backups.
  5. Beta Tools. From time to time, Agile EP may offer new “beta” features or tools with which an End User may experiment.  Such features or tools are offered solely for experimental purposes and without any warranty of any kind and may be modified or discontinued at Agile EP’s sole discretion.  The provisions of this Agreement apply with full force to such beta features or tools.
  6. Bargained For. AGILE EP AND SUBSCRIBER AGREE THAT THE LIMITATIONS OF LIABILITY SET FORTH IN THIS AGREEMENT REPRESENT BARGAINED FOR ALLOCATIONS OF RISK, AND THAT THE FEES, CHARGES, AND COSTS OWING UNDER THIS AGREEMENT, REPRESENT THE ALLOCATIONS OF SUCH RISK. THE LIMITATIONS OR EXCLUSIONS OF WARRANTIES, REMEDIES OR LIABILITY CONTAINED IN THIS AGREEMENT SHALL APPLY TO AN END USER ONLY TO THE EXTENT SUCH LIMITATIONS OR EXCLUSIONS ARE PERMITTED UNDER APPLICABLE LAW, WHICH MAY VARY FROM STATE TO STATE. 

TERMINATION; DEFAULT; GENERAL PROVISIONS

  1. Default; Termination by Agile EP.  In addition to express provisions of this Agreement that allows for a Subscription to be cancelled, the following provisions apply. A Subscriber will be in default of this Agreement if: (a) Subscriber fails to timely pay any amount owed to Agile EP; (b) Subscriber or an Authorized User of theirs breaches any provision of this Agreement or violates any published policy applicable to the Services; (c) Subscriber is or becomes subject to any proceeding under the Bankruptcy Code or similar laws; or (d) if, in Agile EP’s sole discretion, we believe that continued use of the Services by the Subscriber (or its Authorized Users) creates legal risk for Agile EP or presents a threat to the security of Agile EP, its Services or its other End Users. If any such default has occurred, Agile EP may, without notice: (i) suspend Subscriber’s and/or their Authorized Users’ Accounts and use of the Services or Agile EP Website; (ii) terminate Subscriber’s and/or their Authorized Users’ Accounts; (iii) charge reactivation fees in order to reactivate Subscriber’s and/or their Authorized Users’ Accounts; and (iv) pursue any other remedy available to Agile EP. 
  2. Effect of Termination.  If a Subscription is cancelled or this Agreement is terminated for any reason: (a) any and all of the Subscriber’s liabilities that have accrued before the effective date of the cancellation or termination will survive; (b) licenses and use rights granted to Subscriber and their Authorized Users with respect to the Services, including rights to any intellectual property therein or thereto, will immediately terminate in accordance with this Agreement; (c) Agile EP’s obligation to provide any further access to the Services or an Account under this Agreement will immediately terminate; and (d) the provisions of Section 5 (No Refunds, Tax Responsibility, Promotional Codes), and Section 6 (Intellectual Property Ownership, Feedback and Client Data), as well as Sections 7, 9, 10 and 12 shall all survive any termination of this Agreement.
  3. Governing Law; Submission to Jurisdiction. This Agreement is governed by and construed in accordance with the internal laws of the State of Washington without giving effect to any choice or conflict of law provision or rule that would require or permit the application of the laws of any jurisdiction other than those of the State of Washington. Subscriber and its Authorized Users each acknowledge that by accessing or using a Subscription, each such End User has transacted business in the State of Washington. Subscriber and its Authorized Users hereby voluntarily submit to, consent to, and waive any defense to the jurisdiction of courts located in the State of Washington as to all matters relating to or arising from this Agreement. Any legal suit, action, or proceeding arising out of or related to this Agreement or the licenses granted hereunder will be instituted exclusively in the federal courts of the United States or the courts of the State of Washington in each case located in the city of Seattle and County of King, and each Party irrevocably submits to the exclusive jurisdiction of such courts in any such suit, action, or proceeding. The Parties further agree that as a condition precedent to instituting any legal action, the Parties must participate in a non-binding mediation in Seattle, Washington before a neutral from JAMS, with the Parties equally splitting the costs of that mediation. If the Parties cannot agree on a JAMS neutral, the neutral shall be selected by JAMS at its sole discretion. The mediation process shall be initiated by the aggrieved Party submitting the case for mediation to JAMS directly, after providing the other Party with notice of its intent to institute mediation.
  4. Electronic Transaction; Counterparts. Each party expressly agrees that they may, but are not obligated to, conduct this transaction electronically, including by scan, email, fax, or other electronic means, pursuant to the Electronic Signatures in Global and National Commerce Act, 15 U.S.C. § 7001 et seq. and the applicable Uniform Electronic Transactions Act, as amended or substituted. An electronic signature shall have the same effect as an ink signature, and the enforceability of this Agreement shall not be affected because it has been signed electronically or digitally. The person signing this Agreement by electronic means is the person represented as the signer of this Agreement and they have full power and authority to electronically sign this Agreement. This Agreement may be executed in counterparts, each of which is deemed an original, but all of which together are deemed to be one and the same agreement. Signatures transmitted by electronic signature like DocuSign, facsimile or e-mail shall be accepted as binding absent reasonable question as to authenticity.
  5. Notices.  All notices, demands, or consents required or permitted under this Agreement shall be delivered by email to the appropriate party at the following email addresses: if to Agile EP, to support@agile-ep.com; if to Subscriber or an End User at the email address identified in the relevant Account. All notices shall be effective upon transmission of the email. The foregoing email addresses for Agile EP may be changed from time-to-time by delivering notice of such change to the parties to this Agreement.
  6. Severability. If any provision or provisions of this Agreement shall be held to be invalid, illegal, or unenforceable, the validity, legality, and enforceability of the remaining provisions shall not in any way be affected or impaired thereby, unless it is reasonably assumed that the parties would not have entered into this Agreement without the invalid provisions.
  7. No Assignment/Delegation. No End User may assign their rights or delegate any of their duties under this Agreement, including the engagement of and delegation of any obligations and duties to any agents or third parties. Any attempt to assign, transfer, or delegate any of an End User’s rights, duties, or obligations under this Agreement or enter into any sublicenses without such consent is void.
  8. Waiver. The waiver by any party of, or the failure of any party to take action with respect to, any breach of any term, covenant or condition contained in this Agreement shall not be deemed to be a waiver of such term, covenant or condition, or subsequent breach of the same, or any other term, covenant or condition contained in this Agreement.
  9. Entire Agreement. This Agreement and shall (i) inure to the benefit of and be binding upon each of the Parties hereto and its successors and permitted assigns; (ii) constitute the entire understanding of the Parties with respect to the subject matter of this Agreement and supersede all prior agreements and understandings, oral or written; (iii) not be amended or modified except in writing signed by all Parties.
  10. Amendment. This Agreement may be amended by Agile EP at any time in its sole discretion (“Amended Terms”), and Subscriber agrees to and accepts all such Amended Terms. However, no Amended Terms shall become effective until thirty days after notice of the Amended Terms has been posted on Agile EP’s Website or is otherwise delivered to Subscriber. Subscriber shall have the obligation to provide the Amended Terms to their Authorized Users.
  11. Third-Party Beneficiaries. This Agreement is for the sole and exclusive benefit of Subscriber and Agile EP, and is not intended to benefit any other third-party, including any client of an End User or any provider of third-party content, information, or resources. No third-party may claim any right or benefit under or seek to enforce any of the terms and conditions of this Agreement.
  12. Force Majure. Agile EP shall not be liable for any failure to fulfill its obligations under this Agreement if and to the extent such failure is caused by any circumstances beyond its reasonable control, including but not limited to acts of God, flood, fire, earthquake, pandemic, explosion, war, terrorism, invasion, riot or other civil unrest, strikes, labor stoppages or slowdowns or other industrial, infrastructure or economic disturbances, or passage of law or any action taken by a governmental or public authority, including imposing an embargo. 
  13. Disclosures. Agile EP is located at: 600 1st Ave, Suite 330, PMB 25952, Seattle, Washington 98104, and by email at support@agile-ep.com. If you are a California resident, you may report complaints to the Complaint Assistance Unit of the Division of Consumer Product of the California Department of Consumer Affairs by contacting them in writing at 400 R Street, Sacramento, CA 95814, or by telephone at (800) 952-5210.
  14. Copyright/Trademark Information.  Copyright © 2023-2025 Agile EP Estate Planning LLC. All rights reserved. The Agile EP Estate Planning name and Agile EP, its registered trade name, all trademarks, logos and service marks, product and service names, designs, and slogans (“Marks”) displayed on the Site are our property or the property of other third parties. You are not permitted to use these Marks without our prior written consent or the consent of such third party which may own the Marks.
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Privacy Policy

Last Revised on November 24, 2024

This Privacy Policy (“Policy”) describes how Agile Estate Planning, LLC, a Washington limited liability company (“Agile”, “we”, “us” or “our”) collects, uses and discloses your personal information when you interact with us, as set out in the Scope section below. 

We may change this Policy from time to time. If we make changes, we will notify you by revising the date above and, in some cases, we may provide you with additional notice, such as adding a statement to our homepage or sending you a notification.

POLICY SCOPE

This Policy describes our practices in connection with personal information that we collect, use, and disclose:

  • When you access or use either of our websites (agile.xpressdox.com/Account/Login) and (agile-ep.com), and their respective subpages or subdomains, and other online services (collectively, the “Websites and Online Services”);
  • In connection with creating a user account, the information collected during signup and the information gathered from your account settings;
  • About individuals who communicate with Agile in a business capacity, such as vendors, professional service providers, adverse parties, and expert witnesses;
  • When you attend our events; 
  • When you apply for a job with us and, if your application is accepted, during the course of your employment with us; and
  • Through any other business interactions you may have with us.

Collectively, we refer to all of the above as the “Services.”

COLLECTION OF PERSONAL INFORMATION

The personal information we collect about you depends on how you interact with us or use our Services.  We describe below the categories of personal information we collect and the sources of this information.

++Information You Provide to Us.  We collect personal information you provide directly to us including when you subscribe to receive our emails, access or use any collaboration tools, participate in any interactive features of the Websites and Online Services, send us an email, fill out a form, respond to a survey, comment on a blog, register for or participate in a webinar or event, interact with us on social media, or otherwise communicate with us.  The types of personal information we may collect include:

 

  • Contact information, such as your first and last name, firm name, email address, billing and mailing addresses, phone number and social media profiles; 
  • Profile data, such as your username and password that you may set to establish an online account with us, age, gender, social security number, biographical details, interests, preferences, information about your participation in our events, promotions, contests, or surveys, and any other information about you or your law firm that you add to your account profile. 
  • Payment and transactional data needed to complete your orders on or through the Services (including name and payment information), and your purchase history.
  • Government-issued identification numbers such as social security number, driver’s license number, alien number, or state-issued identification number in connection with a job application or to provide Services;
  • Communications that we exchange with you, including when you contact us with questions or feedback, comments, ideas, and forms edits or examples that you provide to us in any format or forum,  through email or otherwise. Agile will treat any such feedback you provide to us as non-confidential and non-proprietary.
  • Marketing data, such as your preferences for receiving our marketing communications and email lists and details about your engagement with them; 
  • Research data that you provide when you agree to participate in our surveys or research activities, such as your survey responses;
  • Feedback, comments, ideas, and forms edits or examples that you provide to us in any format or forum, including postings on the Website or communications with us. Agile will treat any such feedback you provide to us as non-confidential and non-proprietary.
  • Photos, videos, and audio files that contain images or voice recordings; and
  • Other data not specifically listed here, which you choose to provide.

++Information We Collection Automatically. We may also automatically collect information about you when you use or access the Websites and Services, including:

 

  • Online Activity. Online activity data, such as pages or screens you viewed, how long you spent on a page or screen, the website you visited before browsing to the Website and Online Services, navigation paths between pages or screens, information about your activity on a page or screen, access times, and duration of access, and whether you have opened our marketing emails or clicked links within them.
  • Device Information. Device information such as your computer’s or mobile device’s operating system type and version, manufacturer and model, browser type, screen resolution, RAM and disk size, CPU usage, device type (e.g., phone, tablet), IP address, unique identifiers (including identifiers used for advertising purposes), language settings, mobile device carrier, radio/network information (e.g., WiFi, LTE, 3G), and general location information such as city, state, or geographic area.
  • Information Collected by Cookies and Other Tracking Technologies. We and our service providers may use various technologies to collect information about your use of the Services, including cookies, web beacons and other tracking technologies. Cookies are small data files stored on your hard drive or in device memory that help us to, among other things, improve the Websites and Online Services and your experience, see which areas and features of the Websites and Online Services are popular, and count visits. Web beacons (also known as “pixel tags” or “clear GIFs”) are electronic images that may be used on the Websites and Online Services or in our emails and help deliver cookies, count visits, understand usage and campaign effectiveness, and determine if an email has been opened and acted upon. For example, we use Google Analytics to help us understand user activity related to our Services. You can learn more about Google Analytics cookies at https://developers.google.com/analytics/resources/concepts/gaConceptsCookies and about how Google protects your data at https://support.google.com/analytics/answer/6004245.
  • For more information about removing or rejecting cookies, please see the Your Privacy Rights and Choices section, below. Please note that if you choose to remove or reject cookies, this could affect the availability and functionality of the Website and Online Services. 

 

++Information We Collect from Other Sources. We may also collect personal information about you from other sources, including:

 

  • Public sources, such as social media platforms, publications, and news sites, which we may combine that with information we collect through the Services. For example, we may use information from LinkedIn to update information about you in our contact database.
  • Data providers, such as information services and data licensors, that provide demographic and other information.
  • Marketing partners, such as companies that have entered into joint marketing relationships or other joint ventures with us.

 

++Personal Information We Derive.  We may derive information or draw inferences about you based on other types of personal information we collect. For example, we may infer your location based on your IP address, or that you are interested in participating in an event based on your browsing behavior on our Websites and Online Services. 

++Data about Others. Users of our Services may have the opportunity to refer friends or other contacts to us and share their contact information with us. Please do not refer someone to us or share their contact information with us unless you have their permission to do so.

HOW WE USE YOUR INFORMATION

We use the personal information we collect from and about you for the following purposes: 

 

  • Service delivery. We use your personal information to:
    • Provide, operate, and improve the Services and our business;
    • Process your payments and complete transactions with you;
    • Establish and maintain your user profile on the Services;
    • Enable security features of the Services, such as by sending you security codes via email, and remembering devices from which you have previously logged in;
    • Communicate with you about the Services, including by sending announcements, updates, security alerts, and support and administrative messages;
    • Provide support for the Services, and respond to your requests, questions and feedback.
  • Service improvement and analytics, such as to personalize and improve your experience on the Websites and Online Services; monitor and analyze usage, trends, and activities related to the Websites and Online Services, and identify, report, and repair errors that impair the functionality of the Websites and Online Services;
  • Marketing, such as promotional external messaging and marketing, to send newsletters, updates, and other communications we think will be of interest to you, including about our services, programming, and events unless you have opted out of such communications (see Opting Out of Marketing Communications for more information) and to administer surveys and promotional drawings. Additionally, we may use anonymized feedback content for external marketing purposes to highlight user experiences and promote our services;
  • Firm-sponsored events, such as to fulfill your event registration requests and provide services, including the provision of seminars and other events, and to facilitate any continuing legal education credits earned;
  • To manage our hiring and recruiting activities, such as to assess your skills, qualifications, and suitability for a particular role or opportunity, communicate with you about the recruitment and hiring process, respond to your requests, inquiries, and comments, verify your information, complete your reference and/or background checks (where applicable) if we offer you a position or other opportunity with us, and improve our recruitment and hiring process more generally;
  • Contractual purposes, such as to enter into or carry out contracts;
  • Communication purposes, such as communicating with you about professional services you provide to Agile and about the Services we provide, responding to your questions, comments, and requests when you contact us, and providing information or services you request and sending you related information;
  • Legal and compliance purposes, such as to implement internal policies, detect, investigate, and respond to suspected fraud, security incidents, or other activity that is illegal or violates our policies, exercise a legal claim, cooperate with law enforcement investigations, and comply with applicable laws, regulations, legal processes, or governmental requests; and
  • To enable solely internal uses in a lawful manner that are reasonably aligned with your expectations based on our interactions with you and that are compatible with the context in which the information was provided to us.
How We Share Your Personal Information

We may disclose your personal information as follows or as otherwise described in this Policy: 

 

  • To related entities, including our affiliates, subsidiaries, and other companies under common control and ownership.
  • To service providers that provide services on our behalf or help us operate our business, including web hosting, information technology, customer support, print and mail fulfillment, email delivery, marketing, website analytics and payment processors). These service providers and contractors may also include our support vendors, as well as experts, consultants, and other professionals that assist in connection with us providing Services. For example, the Website is hosted by XpressDox Publisher (https://publisher.xpressdox.com/) and utilizes XpressDox document automation software (https://xpressdox.com) in connection with the provision of Services accessed on the Website. You will therefore be subject to the privacy policy (https://xpressdox.com/policies/privacy/) and end-user license agreement (https://xpressdox.com/policies/eula/) of XpressDox when accessing the Website. 
  • To professional advisors, such as lawyers, auditors, bankers, and insurers, in the course of the professional services that they render to us.
  • To business and marketing co-sponsors, such as third parties with whom we co-sponsor events.
  • To authorities and others, when we believe disclosure is in accordance with, or required by, any applicable law or legal process, including lawful requests by public authorities to meet national security or law enforcement requirements.
  • Disclosures to enforce our agreements or policies, if we believe your actions are inconsistent with our agreements or policies, or to protect the rights, property, and safety of us or any third party.
  • To business transferees, such as in connection with, or during negotiations of any merger, financing, divestiture, restructuring, reorganization, dissolution, or other sale of Agile’ assets or acquisition of all or a portion of our business to another company (including in connection with a bankruptcy or similar proceedings).
  • With your consent or at your direction, including if we notify you that your personal information will be disclosed in a particular manner, and you provide such personal information.

We may also share aggregated or de-identified information, including user feedback, which cannot reasonably be used to identify you for external marketing purposes to highlight user experiences and promote our services.

Your Privacy Rights and Choices

You have the following choices with respect to your personal information: 

 

  • Opt-out of marketing communications. You may opt-out of marketing-related emails, including newsletters, by following the opt-out or unsubscribe instructions at the bottom of the email, or by contacting us. You may continue to receive service-related and other non-marketing emails.
  • Cookies. Most browser settings let you delete and reject cookies placed by websites. Many browsers accept cookies by default until you change your settings. If you do not accept cookies, you may not be able to use all functionality of the Service and it may not work properly. For more information about cookies, including how to see what cookies have been set on your browser and how to manage and delete them, visit www.allaboutcookies.org. You can prevent the use of Google Analytics relating to your use of our sites by downloading and installing a browser plugin available at https://tools.google.com/dlpage/gaoptout?hl=en.
  • Local storage. You may be able to limit use of HTML5 cookies in your browser settings. Unlike other cookies, Flash-based local storage cannot be removed or rejected via your browser settings, but you can adjust the settings of your Flash player to block it. Blocking Flash storage may impede the functionality of Flash applications, including those employed by our Services. For more information on Flash local storage visit https://helpx.adobe.com/flash-player/kb/disable-local-shared-objects-flash.html.
  • Do Not Track. Some Internet browsers may be configured to send “Do Not Track” signals to the online services that you visit. We currently do not respond to “Do Not Track” or similar signals. To find out more about “Do Not Track,” please visit http://www.allaboutdnt.com.
  • Decline to provide information. We need to collect personal information to provide certain Services. If you do not provide the information we identify as required or mandatory, we may not be able to provide those Services.
Data Retention

  To determine the length of time that Agile retains personal information, we consider numerous factors, including legal, ethical, and regulatory obligations or whether retention of personal information is needed to resolve disputes, make and defend legal claims, conduct audits, pursue legitimate business purposes, and/or enforce agreements.

SECURITY PROCEDURES

We take reasonable measures to protect your personal information in an effort to prevent loss, misuse, and unauthorized access, disclosure, alteration, and destruction. However, like other companies, Agile cannot guarantee 100% the security or confidentiality of the information you provide to us. If you have reason to believe that your interaction with us is no longer secure, please notify us by sending an email with the subject line “Security Concern” and a description of the concern to the email address below or by calling our office.

Additional Information

Additional information about miscellaneous privacy-related practices includes the following: 

 

  • Other sites and services. Our Services may contain links to websites, mobile applications, and other online services operated by third-parties. In addition, our content may be integrated into web pages or other online services that are not associated with us. These links and integrations are not an endorsement of, or representation that we are affiliated with, any third-party. We do not control websites, mobile applications or online services operated by third-parties, and we are not responsible for their actions.
  • Third-party features, advertising and websites. Third-parties interact with our Services in various ways. These third-parties are independent of us and this privacy policy does not apply to the information they may collect about you and your interaction with them through our Services. Our privacy policy does not apply to, and we are not responsible for, third-party cookies, web beacons or other tracking technologies. In addition, these third-party websites may solicit personal information from you and may provide your information to third-parties for uses that are different than the ways in which we use your information.
  • Social Media or sharing features. Our Services may offer social sharing features or other integrated tools (for example, Linked In), which let you share actions you take on our Services with other media, and vice versa. When you use these features and tools, you may share information with your friends or the public, depending on the settings you establish with the third-party that provides the social sharing feature. For more information about the purpose and scope of data collection and processing in connection with social sharing features, we encourage you to read the privacy policies of the third-parties that provide these features.
  • Location information. The settings of your Internet browser or mobile device may allow you to stop sharing your precise location with us or others. You can also stop our collection of location information in connection with mobile applications by following the standard uninstall process.
  • Children’s privacy. We do not intentionally or knowingly collect personal information from children under the age of 13 without verifiable parental consent. If we become aware that a visitor under the age of 13 has submitted personal information without verifiable parental consent, we will remove his or her information from our files. If you become aware that a child under the age of 13 has provided us with personal information without verifiable parental consent, please email us at the email address below.
  • United States law. We are based in the United States and the information we collect is governed by United States law and the states where our attorneys are licensed to practice law. By accessing or using our Services or otherwise providing information to us, you are consenting to the transfer, processing, usage and storage of your information in the United States.
  • California Privacy Rights. Under California’s Shine the Light law (California Civil Code Section 1798.83), California residents may ask companies with whom they have formed a business relationship primarily for personal, family or household purposes to provide the names of third parties to which they have disclosed certain personal information (as defined under the Shine the Light law) during the preceding calendar year for their own direct marketing purposes and the categories of personal information disclosed. You may send us requests for this information to info@agile-ep.com. In your request, you must include the statement “Shine the Light Request,” and provide your first and last name and mailing address and certify that you are a California resident. We reserve the right to request additional information to confirm your identity and California residency. Please note that we will not accept requests via telephone, mail, or facsimile, and we are not responsible for notices that are not labeled or sent properly, or that do not have complete information.
Contact 

If you have any questions, comments, or concerns about this Policy or about our privacy practices, please contact us at info@agile-ep.com. 

You may also send your privacy-related comments or questions to the following address: 

Agile Estate Planning, LLC

Attention: Privacy Policy Compliance

600 1st Ave, Suite 330, PMB 25952

Seattle, Washington 98104