Terms of Service

By accessing or using joinlogan.com and any related services (collectively the “Platform”), you agree to be bound by these Terms of Service (“Terms”). If you do not agree to these Terms do not use the Platform. These Terms constitute a legally binding agreement between you and Logan (“we,” “us,” or “our”). We reserve the right to update these Terms at any time. When we make material changes we will notify you by email and by posting a notice on the Platform at least 30 days before the changes take effect. Your continued use of the Platform after the effective date constitutes acceptance of the updated Terms.

Logan is a document preparation platform that helps users create estate planning documents including revocable living trusts, pour-over wills, durable powers of attorney, and advance healthcare directives. Documents are generated from attorney-drafted, state-specific templates based on information you provide.

Logan is not a law firm. Logan does not provide legal advice. Use of the Platform does not create an attorney-client relationship between you and Logan. Documents generated through the Platform are not a substitute for advice from a licensed attorney. For complex legal situations we recommend consulting a licensed estate planning attorney in your state.

Legacy plan members receive review and certification of their documents by a licensed California estate planning attorney. This review confirms document completeness and California statutory compliance. It does not constitute ongoing legal representation or personalized legal advice.

To use the Platform you must:

• Be at least 18 years of age
• Be a legal resident of a state where Logan currently offers services
• Have the legal capacity to enter into a binding agreement
• Not be prohibited from using the Platform under applicable law

By using the Platform you represent and warrant that you meet all eligibility requirements. Logan reserves the right to terminate accounts that do not meet these requirements.

4.1 Account Creation

To use the Platform you must create an account by providing your name, email address, and a password, or by signing in through Google OAuth. You agree to provide accurate, current, and complete information and to update it as necessary.

4.2 Account Security

You are responsible for maintaining the confidentiality of your account credentials and for all activity that occurs under your account. You agree to notify us immediately at Logantrustandwill@gmail.com if you become aware of any unauthorized access to or use of your account. Logan is not liable for any loss or damage arising from your failure to maintain account security.

4.3 One Account Per User

Each user may maintain only one account. Creating multiple accounts to circumvent restrictions or obtain additional benefits is prohibited.

5.1 Setup Fee

Access to document generation requires payment of a one-time setup fee at the time of purchase. Setup fees are as follows:

• Essential plan: $199 individual
• Family plan: $299 individual
• Legacy plan: $499 individual

Logan reserves the right to change setup fees at any time. Changes will not affect purchases already completed.

5.2 Subscription

After your first year of complimentary membership your plan renews automatically at the following annual rates:

• Essential: $99 per year
• Family: $149 per year
• Legacy: $379 per year

You authorize Logan to charge your payment method on file at the start of each renewal period. You will receive a reminder email before your first paid renewal.

5.3 Cancellation

You may cancel your subscription at any time through your dashboard settings or by contacting us at Logantrustandwill@gmail.com. Cancellation takes effect at the end of the current billing period. You will retain access to your account and documents until the end of the paid period.

5.4 Refunds

Logan offers a 30-day money-back guarantee on setup fees. If you are not satisfied within 30 days of purchase contact us at Logantrustandwill@gmail.com for a full refund. After 30 days setup fees are non-refundable. Subscription fees are non-refundable except where required by applicable law.

5.5 Payment Processing

All payments are processed by Stripe. By providing payment information you authorize Logan to charge the applicable fees through Stripe. Logan does not store full card numbers, expiration dates, or CVV codes. Your payment information is subject to Stripe's privacy policy and terms of service.

5.6 Failed Payments

If a payment fails Logan will attempt to notify you by email. If payment is not received within 14 days of the due date Logan may suspend access to premium features until payment is resolved. Outstanding balances may result in account termination.

6.1 Template-Based Generation

All documents generated through the Platform are produced by populating attorney-drafted, state-specific templates with information you provide. The accuracy and completeness of your documents depends entirely on the accuracy and completeness of the information you provide during intake.

6.2 Your Responsibility

You are solely responsible for:

• Providing accurate, complete, and truthful information during intake
• Reviewing all generated documents before signing or relying on them
• Ensuring documents are properly executed in accordance with the signing instructions provided
• Funding your trust by retitling assets as instructed
• Keeping your estate plan current as your circumstances change

6.3 No Guarantee of Legal Outcomes

Logan makes no representations or warranties that documents generated through the Platform will achieve any particular legal outcome, avoid probate, minimize taxes, or accomplish any specific estate planning objective. Estate planning outcomes depend on many factors outside Logan's control including changes in law, asset titling, beneficiary designations, and individual circumstances.

6.4 State Availability

Documents are currently generated for California residents only. New York, Texas, and Florida are coming soon. Documents generated for a state where Logan is not yet available may not comply with local law. It is your responsibility to confirm that Logan is available in your state before relying on generated documents.

6.5 Professional Review Recommended

For complex situations — large estates, business interests, blended families, significant tax considerations, or multi-state property ownership — we strongly recommend consulting a licensed estate planning attorney in your state before executing any documents generated through the Platform.

7.1 Document Vault

Logan provides a secure document vault for storing your generated and executed estate planning documents. Your vault is accessible only to you and anyone you explicitly share access with.

7.2 Your Responsibility to Download

Logan makes reasonable efforts to maintain vault availability but does not guarantee uninterrupted access. You are responsible for downloading and maintaining copies of your important documents. Logan recommends storing executed original documents in a secure physical location.

7.3 Data Loss

Logan is not liable for any loss of documents or data resulting from circumstances outside our reasonable control including hardware failure, software errors, or service interruptions. We maintain regular backups but cannot guarantee complete data recovery in all circumstances.

7.4 Account Termination and Data

Upon account termination your vault and documents will be deleted within 30 days. We recommend downloading all documents before closing your account. Logan is not liable for documents lost due to account termination.

You agree not to use the Platform to:

• Provide false or misleading information during intake or account registration
• Create documents for another person without their knowledge and consent
• Circumvent or attempt to circumvent any security measure or access control
• Use the Platform for any unlawful purpose or in violation of any applicable law
• Reproduce, distribute, modify, or create derivative works of any Platform content without our written permission
• Use automated tools, bots, or scrapers to access or extract data from the Platform
• Attempt to gain unauthorized access to any part of the Platform or any other user's account
• Interfere with or disrupt the integrity or performance of the Platform
• Upload or transmit any malicious code, virus, or harmful content
• Use the Platform in any way that could damage, disable, or impair our systems

Violation of these acceptable use terms may result in immediate account termination without refund.

9.1 Logan's Content

All content on the Platform including text, graphics, logos, icons, images, software, and document templates is the property of Logan or its licensors and is protected by copyright, trademark, and other intellectual property laws. You may not reproduce, distribute, or create derivative works of any Platform content without our written permission.

9.2 Your Content

You retain ownership of all personal information and content you provide to the Platform. By submitting content to the Platform you grant Logan a limited, non-exclusive, royalty-free license to use, store, and process your content solely to provide the services described in these Terms.

9.3 Feedback

If you provide feedback, suggestions, or ideas about the Platform you grant Logan the right to use that feedback without restriction or compensation to you.

The Platform integrates with third party services including Stripe, Supabase, Plaid, Resend, SmartyStreets, PostHog, and Sentry. Your use of these services is subject to their respective terms of service and privacy policies. Logan is not responsible for the practices of third party services. If you connect your financial accounts through Plaid you agree to Plaid's end user privacy policy.

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, TITLE, AND NON-INFRINGEMENT.

LOGAN DOES NOT WARRANT THAT:

• THE PLATFORM WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE
• ANY DOCUMENTS GENERATED WILL BE LEGALLY VALID OR ENFORCEABLE IN ANY JURISDICTION
• THE PLATFORM WILL MEET YOUR SPECIFIC REQUIREMENTS
• ANY ERRORS OR DEFECTS WILL BE CORRECTED

SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES. IF THESE LAWS APPLY TO YOU SOME OR ALL OF THE ABOVE EXCLUSIONS MAY NOT APPLY.

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, LOGAN AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, AND LICENSORS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, DATA, GOODWILL, OR OTHER INTANGIBLE LOSSES ARISING OUT OF OR IN CONNECTION WITH:

• YOUR USE OR INABILITY TO USE THE PLATFORM
• ANY DOCUMENTS GENERATED THROUGH THE PLATFORM
• ANY LEGAL OUTCOMES OR LACK THEREOF RESULTING FROM DOCUMENTS GENERATED THROUGH THE PLATFORM
• UNAUTHORIZED ACCESS TO OR ALTERATION OF YOUR TRANSMISSIONS OR DATA
• ANY OTHER MATTER RELATING TO THE PLATFORM

IN NO EVENT SHALL LOGAN'S TOTAL LIABILITY TO YOU FOR ALL CLAIMS EXCEED THE AMOUNT YOU PAID TO LOGAN IN THE 12 MONTHS PRECEDING THE CLAIM.

SOME JURISDICTIONS DO NOT ALLOW THE LIMITATION OF LIABILITY FOR CERTAIN TYPES OF DAMAGES. IF THESE LAWS APPLY TO YOU SOME OR ALL OF THE ABOVE LIMITATIONS MAY NOT APPLY.

You agree to indemnify, defend, and hold harmless Logan and its officers, directors, employees, agents, and licensors from and against any claims, liabilities, damages, losses, costs, and expenses including reasonable attorneys' fees arising out of or in connection with:

• Your use of the Platform
• Your violation of these Terms
• Your violation of any applicable law or regulation
• Any information you provide to the Platform
• Any documents you execute based on Platform output

14.1 Informal Resolution

Before filing any formal claim against Logan you agree to contact us at Logantrustandwill@gmail.com and attempt to resolve the dispute informally. We will attempt to resolve the dispute within 30 days of receiving your notice.

14.2 Arbitration

If informal resolution fails you agree that any dispute arising out of or relating to these Terms or the Platform will be resolved by binding arbitration under the rules of the American Arbitration Association rather than in court, except that either party may bring claims in small claims court if the claims qualify.

14.3 Class Action Waiver

YOU AGREE THAT ANY ARBITRATION OR PROCEEDING SHALL BE LIMITED TO THE DISPUTE BETWEEN LOGAN AND YOU INDIVIDUALLY. YOU WAIVE ANY RIGHT TO PARTICIPATE IN A CLASS ACTION LAWSUIT OR CLASS-WIDE ARBITRATION.

14.4 Governing Law

These Terms are governed by the laws of the State of Delaware without regard to conflict of law principles. For matters not subject to arbitration you consent to the exclusive jurisdiction of the courts located in Delaware.

14.5 Time Limitation

Any claim arising out of or relating to these Terms must be brought within one year of the date the claim arose or it is permanently barred.

15.1 Termination by You

You may terminate your account at any time through your dashboard settings or by contacting us at Logantrustandwill@gmail.com. Termination does not entitle you to a refund except as provided in Section 5.4.

15.2 Termination by Logan

Logan may suspend or terminate your account at any time for any reason including violation of these Terms, fraudulent activity, non-payment, or if we determine in our sole discretion that your use of the Platform poses a risk to other users or to Logan. We will provide notice where reasonably practicable.

15.3 Effect of Termination

Upon termination your right to access the Platform immediately ceases. Sections 9, 11, 12, 13, 14, and 16 survive termination.

16.1 Entire Agreement

These Terms together with our Privacy Policy constitute the entire agreement between you and Logan regarding the Platform and supersede all prior agreements and understandings.

16.2 Severability

If any provision of these Terms is found to be unenforceable the remaining provisions will continue in full force and effect.

16.3 Waiver

Logan's failure to enforce any right or provision of these Terms does not constitute a waiver of that right or provision.

16.4 Assignment

You may not assign your rights or obligations under these Terms without Logan's prior written consent. Logan may assign its rights and obligations without restriction.

16.5 Force Majeure

Logan is not liable for any failure or delay in performance resulting from circumstances beyond our reasonable control including natural disasters, government actions, internet outages, or other force majeure events.

16.6 No Legal Advice

Nothing in these Terms or anywhere on the Platform constitutes legal advice. Logan is not a law firm and use of the Platform does not create an attorney-client relationship. Always consult a licensed attorney for advice specific to your situation.

For legal notices please include “Legal Notice” in your subject line.