Terms of Use

Last Updated/Effective Date: April 1, 2026

1. Acceptance of These Terms

These Terms of Use (“Terms”) govern your access to and use of the Infinite Will website, forms, portals, software features, integrations, workflows, and related services we make available (collectively, the “Services”).

By accessing or using the Services, you agree to these Terms. If you do not agree, do not use the Services.

2. Who We Are

Infinite Will (“Infinite Will,” “we,” “us,” or “our”) provides estate-planning-related information, client intake and workflow tools, document-related services, and other related operational or software-enabled services.

3. No Legal Advice or Attorney-Client Relationship

Nothing on this website or in the Services is intended to be, nor should it be taken as, legal advice unless we have expressly agreed to provide legal services to you in a separate written engagement agreement.

Use of the website or Services, including submitting information through a form, portal, workflow, or connected integration, does not by itself create an attorney-client relationship. An attorney-client relationship is created only through a signed engagement letter or other written agreement with Infinite Will.

4. Eligibility and Authorized Use

You may use the Services only if you are legally permitted to enter into a binding agreement and, if you are using the Services on behalf of a business or organization, you have authority to bind that business or organization to these Terms.

You agree to use the Services only for lawful purposes and in compliance with these Terms.

5. Your Information and Responsibilities

You are responsible for:

• providing accurate, current, and complete information;
• maintaining the security of devices, accounts, passwords, and linked services used with the Services;
• reviewing information, records, and outputs generated through the Services before relying on them; and
• promptly notifying us if you believe there has been unauthorized access to your account or data.

6. Third-Party Services and Integrations

The Services may connect with or rely on third-party products and services, including document, payment, communications, data, and accounting platforms.

If you choose to connect a third-party service, you represent that you have the right to do so and you authorize us to access, use, transmit, and process the information made available through that connection as needed to provide the requested Services.

Your use of third-party services is also governed by those providers’ own terms and privacy policies. We are not responsible for third-party services or for the acts or omissions of those providers.

7. QuickBooks and Other Financial Integrations

If you connect QuickBooks Online or another financial platform to the Services, you authorize Infinite Will to access information from that connected account as necessary to support the applicable workflow or service.

You remain responsible for reviewing and confirming invoices, customer data, payment information, line items, accounting settings, and other financial records before final use or reliance. Infinite Will does not guarantee the completeness, accuracy, or timeliness of information imported from or transmitted to any third-party accounting platform.

8. Acceptable Use

You may not:

• use the Services in violation of any law or the rights of others;
• interfere with or disrupt the integrity, security, or performance of the Services;
• attempt to gain unauthorized access to the Services or related systems;
• use the Services to transmit malicious code, fraudulent content, or abusive material; or
• copy, scrape, reverse engineer, or misuse the Services except as allowed by law or with our written permission.

9. Intellectual Property

The Services, including their content, software, branding, workflows, and design, are owned by Infinite Will or its licensors and are protected by applicable intellectual property laws.

Subject to these Terms, we grant you a limited, non-exclusive, non-transferable, revocable right to access and use the Services for your personal or internal business use in connection with the Services we provide.

10. Suspension and Termination

We may suspend or terminate access to the Services at any time, with or without notice, if we believe:

• you have violated these Terms;
• your use creates legal, security, or operational risk;
• a required third-party provider has suspended or restricted access; or
• suspension is necessary to protect us, our clients, users, or systems.

You may stop using the Services at any time.

11. Disclaimers

THE SERVICES ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS TO THE MAXIMUM EXTENT PERMITTED BY LAW.

INFINITE WILL DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT.

WE DO NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE, OR THAT ANY INFORMATION OBTAINED THROUGH A THIRD-PARTY INTEGRATION WILL BE COMPLETE, ACCURATE, OR CURRENT.

12. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, INFINITE WILL AND ITS AFFILIATES, OWNERS, EMPLOYEES, CONTRACTORS, AND AGENTS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, GOODWILL, OR BUSINESS OPPORTUNITY, ARISING OUT OF OR RELATING TO THE SERVICES OR THESE TERMS.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, OUR TOTAL LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATING TO THE SERVICES OR THESE TERMS WILL NOT EXCEED THE GREATER OF (A) THE AMOUNT YOU PAID TO US FOR THE SPECIFIC SERVICES GIVING RISE TO THE CLAIM IN THE TWELVE MONTHS BEFORE THE CLAIM AROSE OR (B) ONE HUNDRED U.S. DOLLARS ($100).

13. Indemnification

You agree to defend, indemnify, and hold harmless Infinite Will and its affiliates, owners, employees, contractors, and agents from and against claims, liabilities, damages, losses, costs, and expenses, including reasonable attorneys’ fees, arising out of or relating to your use of the Services, your violation of these Terms, or your violation of applicable law or the rights of a third party.

14. Governing Law

These Terms are governed by the laws of the State of Utah, without regard to conflict-of-law principles, unless otherwise required by applicable law.

15. Changes to These Terms

We may update these Terms from time to time. If we make material changes, we may provide notice by posting the updated Terms on this page or by other reasonable means. Your continued use of the Services after updated Terms become effective constitutes your acceptance of the revised Terms.

16. Contact Us

If you have questions about these Terms, please contact:

Infinite Will

50 W Broadway Ste 333 PMB 49891

Salt Lake City, UT 84001

privacy@infinitewill.com