Terms of Service

1. Acceptance of Terms

By accessing or using PlanSentry, you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our service.

2. Description of Service

PlanSentry provides estate planning law firms with automated monitoring services to detect life events that may affect client estate plans. Our service includes:

• Client lifecycle monitoring
• Life event detection and alerts
• Revenue opportunity identification
• Client management tools

3. User Responsibilities

You agree to:

• Provide accurate information when creating your account
• Maintain the confidentiality of your account credentials
• Use the service only for lawful purposes
• Obtain appropriate consent from clients before entering their data
• Comply with all applicable legal and ethical rules

4. Subscription and Payment

PlanSentry offers various subscription tiers. By subscribing, you agree to:

• Pay all fees associated with your selected plan
• Provide valid payment information
• Accept automatic renewal unless cancelled

5. Limitation of Liability

PlanSentry provides information and alerts as a tool to assist your practice. We do not guarantee the accuracy, completeness, or timeliness of any information. You remain solely responsible for all legal advice and decisions regarding your clients.

6. Intellectual Property

All content, features, and functionality of PlanSentry are owned by us and are protected by intellectual property laws. You may not copy, modify, or distribute any part of our service without explicit permission.

7. Termination

We may terminate or suspend your account at any time for violation of these terms. You may cancel your subscription at any time through your account settings.

8. Changes to Terms

We may modify these terms at any time. We will notify you of material changes via email or through the service. Continued use after changes constitutes acceptance.

9. Contact

For questions about these terms, contact us at legal@plan-sentry.com