Terms of Service

By accessing or using the website at thetrustdad.com or any related services (the "Platform"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree, please do not use the Platform.

The Platform is operated by I.T.H. Law, PLLC d/b/a The Trust Dad ("The Trust Dad," "we," "us," or "our"), an estate planning law firm whose lawyers are licensed to practice law in New York and Connecticut.

The information on this website is for general informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by browsing this site, filling out a contact form, or using the Family Roadmap. An attorney-client relationship is formed only upon your execution of a written engagement agreement with I.T.H. Law, PLLC and payment of any required retainer.

Once engaged, all communications between you and The Trust Dad are protected by the attorney-client privilege and our duty of confidentiality.

You must be at least 18 years of age to use the Platform. By using the Platform, you represent that you are 18 or older and have the legal capacity to enter into these Terms.

Some features of the Platform require you to create an account. 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 immediately of any unauthorized use of your account at contact@thetrustdad.com.

You agree to provide accurate and complete information when creating your account and to keep it up to date.

The Platform includes a Trust Dad Legacy Interview feature that uses Zoom to conduct recorded video interviews. By participating in a Trust Dad Legacy Interview, you:

• Consent to the interview being recorded via Zoom cloud recording.
• Acknowledge that the recording will be stored in your secure account on The Trust Dad platform.
• Understand that you may share the recording with family members or other designated individuals through your account.
• Agree to Zoom's Terms of Service and Privacy Policy for the video meeting itself.

You may also self-record additional interviews using your device's camera through the Platform. You retain ownership of your recordings, and you grant us a limited license to store and display them to you and your designated recipients.

The Platform includes a Trust Dad Inventory and Assessment — a secure, multi-step questionnaire that collects detailed personal, family, and financial information. Our clients use it to give us what we need to prepare their estate plan. People using the Family Roadmap use it to organize their family’s information. By completing the Trust Dad Inventory and Assessment, you:

• Authorize us to collect and store the information you provide, including household and marital details, information about your children and dependents, real and personal property, financial accounts and retirement plans, life insurance policies, beneficiary designations, advisor contact information, estate planning goals, and any documents you upload.
• If you are our client, acknowledge that, because you are providing this information to us for the purpose of obtaining legal services, it is protected by the attorney-client privilege and by our professional duty of confidentiality once we receive it, subject in each case to limited exceptions. If you are using the Family Roadmap, acknowledge that what you enter is not protected by attorney-client privilege, and that what you give us after you schedule a planning session may or may not be, depending on the circumstances (see our Privacy Policy and “The Family Roadmap” below).
• Agree to provide accurate and complete information, understanding that the quality of your estate plan depends on the accuracy of the information you submit.

If you are our client, we do not use the information collected through the Trust Dad Inventory and Assessment for any purpose other than providing legal services to you, unless required by law or with your informed consent. If you use it as part of the Family Roadmap, we use it to show it to you and to the people you share it with, and the app works out from it the yes-or-no answers described in our Privacy Policy, which we use to decide whether to email you about a free call. We make no other use of it.

The Family Roadmap is not legal services. The Family Roadmap is a tool for organizing information. It is not legal advice and not a legal service. Using it does not create an attorney-client relationship with The Trust Dad, and the protections of that relationship, including attorney-client privilege, do not apply to what you enter. No lawyer reviews what you enter.

It is not a will or a trust. Nothing you write in the Family Roadmap, including your funeral wishes and your letters, is a will, a trust, a power of attorney or a health care directive, and none of it changes who receives what you own. Those are decided by legal documents, or by state law where there are none.

Where we practice. The Trust Dad is a law firm serving families in New York and Connecticut. Anyone may use the Family Roadmap wherever they live.

Your responsibility for what you share. You choose who can see your Family Roadmap. Share it only with people you trust, and remove their access if that changes.

Free of charge. The Family Roadmap is free for everyone who signs up while it is free, and it stays free for them. If we later charge for it, the charge applies only to people who sign up after that, and they will see the price before they sign up. We may change or end the Family Roadmap, and if we end it we will give you notice by email and time to save a copy of what you entered.

What the Family Roadmap does not promise. We work to keep the Family Roadmap available and to deliver what you share, but we cannot promise that it will always be available, that anything you share will reach the person you chose, or that it will reach them at a particular time. In particular:

• Emails and text messages, including links, codes and notices, may be delayed, treated as spam or not delivered.
• When someone tells us you have passed away, we do not check whether it is true. If a mistaken report is not stopped in time, what you set to open after your passing may open to the people you chose. Only the people you named can tell us, or a family member can send our office a death certificate. If neither happens, it may never open.
• Something you set to open on a date or at an age opens only if the date or birth date you entered is right.
• What you enter is yours. We do not check whether it is accurate, complete or up to date. Your family should not treat it as a substitute for the legal documents, account records or professional advice they may need.

Keep your own copy. We take care to protect what you store, but we cannot promise that nothing will ever be lost. Keep your own copy of anything important, for example by printing it.

Information about other people. When you enter information about another person (a child, a spouse, someone you trust, or someone you name to tell us of your passing), you confirm that you have the right to share it with us for the purposes described in these Terms and our Privacy Policy. When you ask us to send someone a link, a code or a notice, you confirm that they would expect to hear from you about it, and you authorize us to email them for that purpose only. We do not send them marketing.

What you store. You own what you enter, write, upload and record. You give us permission to store it, back it up, process it to run the Family Roadmap (for example, to work out the yes-or-no answers described in our Privacy Policy), and show it to you and to the people you choose to share it with. This permission ends when you delete it or your account, except for copies in backups, which are deleted on our normal schedule, and anything the law or our professional rules require us to keep.

Letters and recordings you make for your family. If you are our client and we represent you and your spouse together, the letters, recordings and other pieces you make for your family in your account are not information you give us for that representation. Each of you decides whether to share your own with the other.

Closing an account. You can delete your account at any time from Settings. We may suspend or close an account that is used to break the law, to harm another person, to break these Terms, or to interfere with the Platform; where we can, we will tell you first and give you time to save a copy of what you entered. When an account is deleted or closed, every link you shared stops working and nothing more is released from it. Ending our legal representation of you does not close your account.

Fees for legal services are set forth in your individual engagement agreement. Payments are processed securely through our payment processor. All fees are in U.S. dollars. Except as required by law or set forth in your engagement agreement, fees are non-refundable.

All content on the Platform — including text, graphics, logos, and software — is owned by or licensed to The Trust Dad and protected by applicable copyright, trademark, and intellectual property laws. You may not reproduce, distribute, or create derivative works without our express written permission.

You retain all rights to the personal information, documents, and recordings you provide through the Platform.

You agree not to:

• Use the Platform for any unlawful purpose or in violation of these Terms.
• Impersonate any person or entity, or misrepresent your affiliation with any person or entity.
• Attempt to gain unauthorized access to any part of the Platform or its related systems.
• Scrape, crawl, or harvest data from the Platform without our written consent.
• Transmit any virus, malware, or other harmful code.
• Interfere with the proper functioning of the Platform.

The Platform integrates with third-party services including Zoom (video conferencing), Stripe (payment processing), and Supabase (data hosting). Your use of these services is subject to their respective terms and privacy policies. We are not responsible for the practices of these third parties.

THE PLATFORM IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE PLATFORM WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS.

IF YOU ARE OUR CLIENT, NOTHING IN THESE TERMS LIMITS OR EXCLUDES OUR LIABILITY TO YOU, INCLUDING FOR PROFESSIONAL NEGLIGENCE, AND THE REST OF THIS SECTION DOES NOT APPLY TO YOU.

IF YOU ARE NOT OUR CLIENT, THEN TO THE FULLEST EXTENT PERMITTED BY LAW: THE TRUST DAD SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING OUT OF OR RELATED TO YOUR USE OF THE PLATFORM, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES; AND OUR TOTAL LIABILITY TO YOU FOR ANY CLAIM ARISING FROM THESE TERMS OR YOUR USE OF THE PLATFORM SHALL NOT EXCEED THE GREATER OF ONE HUNDRED DOLLARS ($100) OR THE AMOUNT YOU PAID US IN THE 12 MONTHS BEFORE THE CLAIM. THESE LIMITS DO NOT APPLY TO ANY LIABILITY THAT THE LAW DOES NOT ALLOW TO BE LIMITED.

If you are not our client, you agree to indemnify, defend, and hold harmless The Trust Dad and its attorneys, employees, and agents from any claims, damages, losses, liabilities, and expenses (including reasonable attorneys' fees) arising out of your misuse of the Platform, your violation of these Terms, or your violation of any rights of another, including by entering or sharing information about another person that you had no right to share. This section does not apply to our clients.

These Terms are governed by the laws of the State of New York, without regard to its conflict-of-law provisions. Any dispute arising under these Terms shall be resolved exclusively in the state or federal courts located in New York County, New York, and you consent to personal jurisdiction there.

If you are our client, any dispute with us, including one about the Platform or the Family Roadmap, is resolved under the dispute resolution provisions of your engagement agreement and applicable rules of professional conduct.

We may update these Terms. We will post the updated Terms on this page with a new "Last updated" date. If a change is material, we will also email you before it takes effect, and we may ask you to accept the updated Terms before you continue using your account. A change does not apply to a dispute that arose before it, and no change takes away the promise in “Free of charge” from anyone who signed up while the Family Roadmap was free.

Entire agreement. These Terms and our Privacy Policy are the whole agreement between you and us about your use of the Platform. If you are our client, your engagement agreement governs our legal services to you, and if it conflicts with these Terms, the engagement agreement controls.

If part of these Terms cannot be enforced. The rest stays in effect, and the part that failed is enforced as far as the law allows.

No waiver. If we do not enforce part of these Terms, we have not given up the right to enforce it later.

Transfer. You may not transfer your account or these Terms to someone else. We may transfer them as part of a merger, sale or reorganization of our business, and we will tell you if we do.

What continues after an account closes. The sections on ownership of what you store, the disclaimer of warranties, the limits of liability, indemnification, and governing law continue to apply.

Notices. We may give you notices about the Platform, including changes to these Terms, by email to the address on your account. Those notices count as being in writing.

I.T.H. Law, PLLC d/b/a The Trust Dad
375 South End Ave, 3P
New York, NY 10280
contact@thetrustdad.com
(646) 718-0895