Terms of Service

TrustGuard is a document management and review tool for people who already have estate planning documents created by an attorney. It helps you upload, understand, and stay on top of your existing estate plan.

By creating an account and using TrustGuard, you agree to the following:

• You must be at least 18 years old to use TrustGuard.
• Your account is personal to you. Do not share your login credentials with anyone else.
• You are responsible for the documents you upload. Only upload documents that you own or have legal authority to access.
• You understand that AI-generated content may contain errors. While we work hard to make our AI analysis accurate, it is not perfect. Always verify important details with your attorney or by reviewing your original documents.

• Your documents belong to you. Uploading documents to TrustGuard does not transfer any ownership or rights to us.
• You grant us permission to process your documents using our AI system in order to provide you with the services described above (summaries, checklists, reviews, and revision drafts).
• You can delete your documents and data at any time. See our Privacy Policy for details on how we handle deletion.

TrustGuard uses Anthropic's Claude AI to analyze your documents and generate summaries, checklists, and other content. You should know:

• AI-generated summaries and analyses are provided as a convenience to help you understand your documents, not as a replacement for professional legal review.
• The AI may occasionally misinterpret document language, miss important details, or produce inaccurate summaries. This is a limitation of the technology.
• We do not guarantee the accuracy, completeness, or legal sufficiency of any AI-generated content.
• Do not make legal or financial decisions based solely on TrustGuard's AI output. Always consult your attorney.

TrustGuard helps you stay on top of the estate plan your attorney already drafted, and helps you draft a clear message to send your attorney when something may need updating. Regarding that relationship:

• Any attorney you work with is an independent professional, not an employee or agent of TrustGuard.
• Legal work is performed and billed by your own attorney, directly. If you decide to make changes to your estate plan, your attorney does that work and bills you for it at their own rates. TrustGuard does not perform legal work and is not a party to your engagement with your attorney.
• TrustGuard does not charge a fee on, or take a cut of, your attorney's legal work. Your TrustGuard subscription is separate from anything you pay your attorney. We do not sit between you and your attorney on payment.
• We do not guarantee the quality of any attorney's work. We encourage you to confirm your attorney's credentials and standing directly with their state bar before engaging them.

Please do not use TrustGuard to:

• Upload documents you do not have the right to access.
• Attempt to access other users' accounts or data.
• Use the service in any way that could harm other users or our systems.
• Misrepresent AI-generated content as professional legal advice to others.

We reserve the right to suspend or close accounts that violate these terms.

We strive to keep TrustGuard available and reliable, but we cannot guarantee uninterrupted access. We may occasionally need to take the service offline for maintenance or updates. We will try to provide advance notice when possible.

To the fullest extent permitted by law, TrustGuard and its operators are not liable for any damages arising from your use of the service, including but not limited to:

• Reliance on AI-generated summaries or analysis.
• Decisions made based on information presented in TrustGuard without consulting an attorney.
• Temporary unavailability of the service.
• Actions taken by any attorney you work with.

We may update these terms from time to time. If we make significant changes, we will notify you by email and update the date at the top of this page. Your continued use of TrustGuard after changes take effect means you accept the updated terms.

If you have questions about these terms, reach out to us at hello@trytrustguard.com.