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Welcome to the supplemental terms of service for LegalZoom.com, Inc. (“LegalZoom”) subscription products and subscription packages (collectively, the “Subscriptions”) and certain benefits or services provided by third parties and offered through LegalZoom (collectively, the “Third-Party Services”). These terms shall be referred to as “Supplemental Terms of Service for Subscriptions and Third-Party Services” or “Subscription Terms”. Certain services may be sold as standalone products, or bundled with other products such as a legal plan (a “Legal Plan Bundle”), a Basic or Full Service Compliance Package, or LifePlan benefits. Legal Advantage Plus and Business Advantage Pro are subject to the terms of LegalZoom’s Legal Plan Contract. These Subscription Terms were formerly known as the “Supplemental Terms of Service for Advantage Subscriptions and Third-Party Services” and may still be referenced under that name on the www.legalzoom.com website.
In addition to the other LegalZoom terms, these Subscription Terms constitute a legal agreement between you and LegalZoom detailing the terms of your use of Subscriptions and Third-Party Services. The Subscription Terms are effective on the date you accept them by purchasing or accepting a promotional trial of a Subscription, or by purchasing a package that includes Third-Party Services (the “Effective Date”). Please read these Subscription Terms carefully.
These Subscription Terms address benefits that may or may not be included in your specific package. The sections discussing benefits included in your package apply to you. Refer to your Welcome Email or My Account page for a complete list of your included benefits. If you are unsure which benefits are included in your package, contact Customer Care at firstname.lastname@example.org.
LegalZoom works with partners and affiliates whose websites are linked with LegalZoom and controlled by parties other than LegalZoom (each a “Third-Party Site“). LegalZoom is not responsible for and does not endorse the availability, contents, products, services, or use of any Third-Party Site, any website accessed from a Third-Party Site, or any changes to those sites. LegalZoom does not guarantee the content or quality of the products or services provided by Third-Party Sites. If you have purchased a package that includes a Third-Party Service, the third party may contact you by email or phone with instructions on how to access your benefits, and you may be required to accept additional terms that are located on the Third-Party Site.
a. License. LegalZoom grants you a nonexclusive, nontransferable worldwide right to use the legal forms library (the “Library”) during the time period you have purchased and, for subscription memberships, while your membership remains in good standing (collectively, the “Membership Term”), subject to these Subscription Terms. This license allows you to access, download, use, and edit forms in the Library for your personal use. You may not: (i) license, sublicense, sell, resell, transfer, assign, distribute, or otherwise make available to any third party the Library or any of its contents; or (ii) modify, reproduce, reverse engineer, or make derivative works based on, referring to, or exploiting the Library, its contents, or its source code, except for modifications to the forms for your personal use. All rights not expressly granted to you are reserved by LegalZoom and its licensors.
b. No Guarantee. LegalZoom does not guarantee that any form provided in the Library is suitable for a particular purpose, or that any form included or referenced in the Library is accurate, reliable, complete or timely. The forms included or referenced in the Library are for information purposes only, and should not be relied upon as legal advice. The Library serves as a venue to view and download the forms.
c. Not Legal Advice. LegalZoom is not a law firm and does not provide legal advice or representation. The legal forms library is not a substitute for the advice of an attorney.
a. Filing Fees. You are responsible for paying government fees.
b. Responsibility to Provide Information and Payment. You must complete an Annual Reports questionnaire at least 15 business days before filing your due date.
c. Compliance Alerts. We will reach out to you up to five times to remind you of an upcoming filing. We may also contact you about missed filings or changes to your entity's status with state-filing authorities. You are responsible for informing LegalZoom of changes to your contact information.
d. Eligibility. To qualify for our state-filing service, your entity must be in good standing with the state.
e. Exclusions. Local, industry-specific, licensing, and tax requirements are not included as part of this state filing service, unless specified otherwise in your package.
f. Guarantee. LegalZoom guarantees that if we miss a deadline for a filing included as part of our state filing service, we will pay the penalty. If the filing cannot be completed because of your inaction or error, or because you did not pay the filing fee, this guarantee will not apply. If your entity is not in good standing with the state before the filing deadline, this guarantee will not apply. This guarantee does not apply to the filing of your federal and state business income tax returns by independent tax professionals.
a. License. LegalZoom grants you a nonexclusive, nontransferable worldwide license to access and use the Compliance Calendar during the Membership Term, subject to these Subscription Terms. You shall not: (i) license, sublicense, sell, resell, transfer, assign, distribute, or otherwise make available to any third party the Compliance Calendar or any of its contents; or (ii) modify, edit, reproduce, reverse engineer, alter, enhance, make derivative works based on or referring to, or in any way exploit the Compliance Calendar, its content, or its source code. All rights not expressly granted to you are reserved by LegalZoom and its licensors.
b. Compliance Alerts. The Compliance Calendar may generate email or SMS text message reminders of filing deadlines and other important dates. LegalZoom is not liable for your failure to view or read the message or inability to receive the message. The Compliance Calendar is made available to you to help you identify and comply with important deadlines. Compliance with any deadlines, whether or not referenced or communicated by email or SMS text message, is always your sole responsibility.
a. License. LegalZoom grants you a nonexclusive, nontransferable worldwide license to access and use the Minutes Manager during the Membership Term, subject to these Subscription Terms. You shall not: (i) license, sublicense, sell, resell, transfer, assign, distribute, or otherwise make available to any third party the Minutes Manager or any of its contents; or (i) modify, edit, reproduce, reverse engineer, alter, enhance, make derivative works based on or referring to, or in any way exploit the Minutes Manager, its content, or its source code. All rights not expressly granted to you are reserved by LegalZoom and its licensors.
b. No duty to keep records. Minutes Manager serves as a venue to record specific information. LegalZoom does not store Minutes Manager records indefinitely, but will retain Minutes Manager records for a minimum of five years from the date last edited by you.
a. Benefits. The Vault Service allows customers to electronically store copies of certain qualifying executed LegalZoom documents (each a “Vault Document”).
b. No Original Documents. Do not send your original documents (each an “Original Document”) to LegalZoom. Customers using the Vault Service are encouraged to retain Original Documents and provide LegalZoom with copies of Original Documents that will serve as Vault Documents. Customers should preserve Original Documents in a secure location. The Vault Service provides a record of, but does not serve as a repository for, Original Documents. LegalZoom will not accept Original Documents as Vault Documents. If LegalZoom believes that it has received Original Documents, it will make reasonable efforts to return those Original Documents to you. However, if you submit an Original Document and LegalZoom retains it as part of the Vault Service, it will be deemed a copy and preserved electronically as a Vault Document only. LegalZoom is not liable for preservation of Original Documents.
c. Reservation of Rights. LegalZoom may store Vault Documents in any format, including hard or electronic copies. If you provide LegalZoom with a hard copy Vault Document, you acknowledge that LegalZoom may create an electronic copy of that Vault Document and destroy the hard copy. References to “photocopy" and “copy” in LegalZoom materials, including the Site, emails, letters, guides, and brochures, do not imply that LegalZoom retains hard copies of Vault Documents. The terms “copy” and “electronic copy” are used interchangeably throughout these Subscription Terms.
a. Consultation Services. If you have purchased a package that includes access to tax consultation services provided by Accounting Fulfillment Services, LLC aka 1-800Accountant.com (“1-800Accountant”) , the following provisions apply to you:
1) Benefits. 1-800Accountant consultation services include telephone consultations of up to 30 minutes each, limited to tax-related matters, with a 1-800Accountant representative. A customer is limited to one consultation on each new tax matter.
2) Limitations. Your access to 1-800Accountant consultation services will terminate automatically when your Subscription is cancelled or terminated.
b. Business Income Tax Preparation Services. If you have purchased a package that includes 1-800Accountant business income tax preparation services (the “Tax Preparation Services”), the following provisions apply to you:
1) Benefits. As part of the Tax Preparation Services and unless specified otherwise in your purchase, 1-800Accountant will prepare and file one federal and, where applicable, one state business income tax return for you (or one federal and state personal tax return for pass-through entities). 1-800Accountant will also file all required (as determined by 1-800Accountant) corresponding forms, schedules, and attachments. 1-800Accountant will complete these filings electronically where available.
2) Limitations. You may purchase tax preparation and filing services for additional members, managers, or partners from 1-800Accountant separately for an additional fee.
c. Compliance Filing Services. If you have purchased a package that includes preparation and filing of specified tax-related forms by 1-800Accountant, the following provisions apply to you:
1) Filing Fees. You are responsible for paying government filing fees.
2) Benefits. 1-800Accountant will prepare and file the tax-related forms specified in your order, as well as (as determined by 1-800Accountant) all corresponding forms, schedules, and attachments. 1-800Accountant will complete these filings electronically where available.
3) Responsibility to Provide Information and Payment. If additional information is required to complete a filing, you must provide it to 1-800Accountant at least 15 days before the filing due date. 1-800Accountant may reach out to you by email, text message, or phone.
1) LegalZoom does not provide tax advice or services. Tax professionals made available through 1-800Accountant are third-party independent contractors who agree to provide tax services directly to you, not through LegalZoom. LegalZoom does not guarantee the substance of the tax professionals’ advice. 1-800Accountant is not affiliated with attorneys made available through Legal Plans.
2) Consultations scheduled through the LegalZoom member center for 1-800Accountant services are transmitted via 1-800Accountant’s proprietary software. 1-800Accountant makes this service available for your convenience. LegalZoom is not liable for any interruptions or delays in this service.
1) You will be contacted by Dun & Bradstreet and, if your entity is already formed, you will receive a unique numeric identifier for your business (“DUNS Number”) through Dun & Bradstreet, Inc. If your entity is not yet formed, you will receive your DUNS Number following formation.
2) After you receive your DUNS Number, you will receive real-time notifications of changes to your file that may affect your business credit score.
3) After you receive your DUNS Number, you will receive alerts related to major company events such as suits, liens, and judgments.
b. Limitations. Your access to DBCC Services will terminate automatically on the earlier to occur of: (i) the cancellation of the Legal Plan Bundle or Subscription; or (ii) the termination of LegalZoom’s agreement with Dun & Bradstreet.
a. Access to the Cloud Service. You may use the Cloud Services on a non-exclusive basis, solely in strict compliance with these Terms and all applicable laws.
b. Service Provider. You acknowledge and agree that LegalZoom does or may work with third-party sub-providers (each a “Cloud Service Provider”) of our choice to provide some or all of the Cloud Services.
c. Your Account. Only you may use your Cloud Services. You must keep your account and passwords confidential and not authorize any third party to access or use the Cloud Service on your behalf, unless we provide an approved mechanism for such use. LegalZoom and our Cloud Service Provider will not be liable for any loss or damages arising from any unauthorized use of your account.
You represent and warrant that: (a) you have all the rights in the Content necessary for you to use the Cloud Services and to grant the rights in this Cloud Storage Services Section; and (b) the storage, use or transmission of the Content doesn’t violate any law or these Terms.
You will: (a) be solely responsible for the nature, quality and accuracy of the Content; (b) ensure that the Content (including the storage or transmission thereof) complies with these Terms and any and all applicable laws, and regulations; (c) promptly handle and resolve any notices and claims relating to the Content, including any notices sent to you by any person claiming that any Content violates any person’s rights, such as takedown notices pursuant to the Digital Millennium Copyright Act and any other notices; and (d) maintain appropriate security, protection, and backup copies of the Content, which may include your use of additional encryption technology to protect the Content from unauthorized access. LegalZoom will have no liability of any kind as a result of the deletion of, correction of, destruction of, damage to, loss of or failure to store or encrypt any Content.
e. Unauthorized Use. You must immediately notify LegalZoom in writing of any unauthorized use of: (a) any Content, (b) any account, or (c) the Cloud Services that come to your attention. In the event of any such unauthorized use by a third party that obtained access through you, you will take all steps necessary to terminate such unauthorized use. You will provide LegalZoom with such cooperation and assistance related to any such unauthorized use as LegalZoom may request.
f. Data Limits. LegalZoom reserves the right to limit the amount of Content you may store on the Cloud Services.
g. Content Stored in the United States. The Cloud Services are provided from the United States. By using and accessing the Cloud Services, you understand and consent to the storage and processing of the Content and any other personal information in the United States. LegalZoom and our Cloud Service Provider reserve the right to store and process personal information outside the United States, and will use commercially reasonable efforts to provide you with notice of any such changes in the processing location.
h. Acceptable Use. You must not use the Cloud Services to harm others or the Cloud Services. For example, you must not use the Cloud Services to harm, threaten, or harass another person, organization, or LegalZoom and/or to build a similar service or website. You must not: damage, disable, overburden, or impair the Cloud Services (or any network connected to the Cloud Services); resell or redistribute the Cloud Services or any part of it; use any unauthorized means to modify, reroute, or gain access to the Cloud Services or attempt to carry out these activities; or use any automated process or Cloud Services (such as a bot, a spider, or periodic caching of information stored by LegalZoom) to access or use the Cloud Services. In addition, you promise that you will not and will not encourage or assist any third party to:
LegalZoom and our Cloud Service Provider will make all judgements concerning the applicability of these guidelines in our sole and exclusive discretion. We reserve the right, in our sole discretion, to determine whether and what action to take in response to each violation, and any action or inaction in a particular instance will not dictate or limit our response to a future complaint. We will not assume or have any liability for any action or inaction with respect to any Content.
i. Identification. LegalZoom reserves the right, in its sole discretion, to deactivate, change, and/or require you to change your LegalZoom user ID and any custom or vanity URLs, custom links, or vanity domains you may obtain through the Cloud Services for any reason or for no reason. LegalZoom may exercise such right at any time, with or without prior notice.
j. Updates to the Cloud Services. LegalZoom reserves the right, in its sole discretion, to make necessary unscheduled deployments of changes, updates or enhancements to the Cloud Services at any time. We may add or remove functionalities or features, and we may suspend or stop Cloud Services altogether.
k. Software. If you receive software from us, its use is governed in one of two ways: If you’re presented with license terms that you must accept in order to use the software, those terms apply; if no license is presented to you, these Terms apply. We reserve all other rights to the Software.
We may automatically check your version of the Software. We may also automatically download to your computer or device new versions of the Software.
Any software is licensed, not sold. Unless we notify you otherwise, the software license ends when your Cloud Services end. You must then promptly uninstall the Software, or we may disable it. You must not work around any technical limitations in the Software.
The software is subject to applicable U.S. export laws and regulations. You must comply with all domestic and international export laws and regulations that apply to the software. These laws include restrictions on destinations, end users, and end use. Without limitation, you may not transfer the software or Cloud Services without U.S. government permissions to anyone on U.S. government exclusion lists (see the Commerce Department’s compliance list at http://www.bis.doc.gov/index.php/policy-guidance/lists-of-parties-of-concern. You represent and warrant that you’re no on any of those lists or under the control of or an agent for anyone on those lists or the entities listed above.
l. LegalZoom Proprietary Rights. As between LegalZoom and you, LegalZoom or its licensors own and reserve all right, title, and interest in and to the Cloud Services and all hardware, software and other items used to provide the Cloud Service, other than the rights explicitly granted to you to use the Cloud Services in accordance with these Terms. No title to or ownership of any proprietary rights related to the Cloud Services are transferred to you pursuant to these Terms. All rights not explicitly granted to you are reserved by LegalZoom and our Cloud Service Provider. In the event that you provide the comments, suggestions, and recommendations to LegalZoom with respect to the Cloud Services (including, without limitation, with respect to modifications, enhancements, improvements and other changes to the Cloud Services) (collectively, “Feedback”), you hereby grant to LegalZoom and its Cloud Service Provider a world-wide, royalty free, irrevocable, perpetual license to use and otherwise incorporate any Feedback in connection with the Cloud Services.
n. NO WARRANTY. LEGALZOOM MAKES NO (AND SPECIFICALLY DISCLAIMS ALL) REPRESENTATIONS THAT THE CLOUD SERVICE WILL BE UNINTERRUPTED, ERROR- FREE OR FREE OF HARMFUL COMPONENTS OR THAT THE CONTENT WILL BE SECURE OR NOT OTHERWISE LOST OR DAMAGED.
c. Use. You agree that you will use the services to protect against or prevent actual fraud, unauthorized transactions, claims or other liabilities, and not for any other purpose.
d. No Warranty. THE SERVICES ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS. LEGALZOOM, CSIDENTITY CORPORATION, AND THEIR DATA PROVIDERS MAKE NO REPRESENTATIONS OR WARRANTIES, EXPRESS OR IMPLIED, WITH RESPECT TO THE SERVICES AND DISCLAIM ANY EXPRESS OR IMPLIED WARRANTIES WITH RESPECT THERETO. WITHOUT LIMITING THE FOREGOING, LEGALZOOM, CSIDENTITY CORPORATION, AND THEIR DATA PROVIDERS DO NOT GUARANTEE OR WARRANT THE ACCURACY, TIMELINESS, COMPLETENESS, CURRENTNESS, MERCHANTABILITY, NON-INFRINGEMENT, OR FITNESS FOR A PARTICULAR PURPOSE OF THE SERVICES AND SHALL NOT BE LIABLE FOR ANY LOSS OR INJURY ARISING OUT OF OR CAUSED IN WHOLE OR IN PART BY USE OF THE SERVICES OR THE DATA THEREIN.
We are not a credit repair organization, or similarly regulated organization under other applicable laws, and do not provide credit repair advice.
e. Our credit monitoring offerings monitor only the credit file associated with the purchasing consumer, and do not monitor, compare or cross-reference the credit file associated with the purchasing consumer to any other credit file(s) maintained by the applicable credit bureau(s).
f. Fair Credit Reporting Act. The Fair Credit Reporting Act allows you to obtain from each credit reporting agency a disclosure of all the information in your credit file at the time of the request. Full disclosure of information in your file at a credit reporting agency must be obtained directly from such credit reporting agency. The credit reports provided or requested through our Site are not intended to constitute the disclosure of information by a credit reporting agency as required by the Fair Credit Reporting Act or similar laws.
Under the Fair Credit Reporting Act you are entitled to receive an annual free disclosure of your credit report from each of the national credit reporting agencies. To request your free annual report under the FCRA, you must go to www.annualcreditreport.com. You can also contact the central source to request this free annual disclosure by calling toll free (877) 322-8228 or by using the mail request form available at the central source Website.
You are entitled to receive a free copy of your credit report from a credit reporting agency if:
In addition, if you reside in the state of Colorado, Maine, Maryland, Massachusetts, New Jersey, or Vermont, you are entitled to receive a free copy of your credit report once a year and if you reside in the state of Georgia, you are entitled to receive a free copy of your credit report twice a year. For Illinois residents, credit reporting agencies are required by law to give you a copy of your credit record upon request at no charge or for a nominal fee. Otherwise, a consumer reporting agency may impose a reasonable charge for providing you with a copy of your credit report.
The Fair Credit Reporting Act provides that you may dispute inaccurate or incomplete information in your credit report. YOU ARE NOT REQUIRED TO PURCHASE YOUR CREDIT REPORT FROM ANY OF THE CREDIT BUREAUS IN ORDER TO DISPUTE INACCURATE OR INCOMPLETE INFORMATION IN YOUR REPORT OR TO RECEIVE A COPY OF YOUR REPORT FROM EQUIFAX, EXPERIAN OR TRANSUNION, THE THREE NATIONAL CREDIT REPORTING AGENCIES, OR FROM ANY OTHER CREDIT REPORTING AGENCY.
It may be the policies of Equifax, Experian and/or TransUnion to provide a complimentary copy of the consumer credit report under circumstances other than those described above. If you wish to contact Equifax, Experian or TransUnion to obtain a copy of your credit report directly from such agency or if you wish to dispute information contained in an Equifax, Experian or TransUnion credit report file, please contact such entities as follows:
a. Law firm. Your relationship with LegalZoom Legal Service, Ltd., a UK law firm, is governed by the LegalZoom Legal Services Ltd. Limited Scope Representation Agreement.
b. Billing. LegalZoom.com, Inc. will process payment pursuant to these Subscription Terms for your subscription bundle.
For any automatically renewing Subscriptions, your Subscription will renew at the end of the initial Membership Term (the “Billing Date”) and at the end of each successive Membership Term, until you notify us that you want to terminate your Subscription under these Subscription Terms or your Subscription is otherwise terminated. If you do not notify us, your credit card will automatically be charged for the renewal term of your Subscription on your Billing Date. If your purchase date is on the 29th through 31st day of any month, your Billing Date for renewals in months with fewer days will fall on the last day of the month. LegalZoom may adjust your Billing Date in subsequent renewal periods without notice. This will be reflected by a charge to your account on a prorated basis according to the number of days that have passed since the Billing Date of your latest renewal charge. Unless LegalZoom otherwise notifies you in advance under these Subscription Terms, the renewal charge will be equal to the original purchase price for the Subscription. LegalZoom may obtain automatic updates for any expiring credit cards you have provided.
You must pay LegalZoom the fees associated with your Subscription. Additional discounts may be available for members purchasing multiple months up front or as part of certain promotions.
Use of Service
LegalZoom is not liable for the deletion of or failure to store any content maintained or transmitted by any Subscription benefit.
LegalZoom may subcontract any obligations required under a Subscription without your consent.
You are responsible for all expenses incurred or other actions that may occur through your use of a Subscription. You must alert us immediately of any fraudulent, unauthorized, illegal, or suspicious use of a Subscription or Subscription benefits, or any other breach of security or unauthorized or illegal activity that you reasonably suspect.
a. General Changes. LegalZoom may discontinue the offering of a Subscription, including the functionality, content, or availability of any features of Subscriptions or Third-Party Services, at any time in its sole discretion. We may also impose limits on features and services or restrict your access to all or part of the Subscription. However, you have the right to cancel your membership should we materially decrease benefits.
If we add new features to a Subscription, including releasing new forms in the Library or adding Third-Party Services, the new features will be subject to these Subscription Terms.
If you add a product or service to your subscription, LegalZoom has the discretion to charge you a prorated portion of the costs to align your renewal date with your current subscription. LegalZoom will provide you notice before doing so.
b. Fee Adjustments. LegalZoom may increase Subscription fees by notifying you of new fees at least 30 days before the beginning of a renewal term. The new fees will be effective on the first day of the renewal term. If you do not cancel your subscription, you will be deemed to have accepted the new fees for the renewal term and subsequent renewal terms (unless the fees are increased in the same manner for a subsequent renewal term). Reductions in fees become effective on the first day of the next renewal term without a pro rata adjustment for the period covered under the prior fee schedule.
c. Renewal Term Adjustments. LegalZoom offers subscriptions of various lengths. LegalZoom may increase the renewal term from monthly, quarterly, or otherwise, to quarterly, annually, or otherwise at our discretion by notifying you of the new renewal term at least 30 days before the beginning of a renewal term. If you do not cancel your subscription, you will be deemed to have accepted the new renewal term moving forward (unless the renewal term is changed in the same manner for a subsequent renewal term).
d. Discontinuation and Replacement of Subscriptions. Should LegalZoom cease to offer your subscription, we can discontinue your subscription, continue to provide it to you, or provision a replacement (similar or comparable product) at the then-current price. Additional fees may be charged for such replacement subscription. LegalZoom will notify you of new fees at least 30 days before they become effective
Termination or Cancellation
a. LegalZoom may terminate your use of all or part of the Subscriptions or Third-Party Services in its sole discretion. As your sole remedy, we will refund to you any prepaid fees specifically related to the current term of that Subscription or Third-Party Service.
b. If you do not pay on the Billing Date, as described in the Billing section above, you can correct your credit card information and pay the outstanding amounts before the one-month anniversary of your Billing Date. If you have not made any payment on your Subscription by the one-month anniversary of your Billing Date, LegalZoom may suspend your service and terminate that Subscription.
c. Your right to use a Subscription is subject to any limits established by LegalZoom or by your credit card issuer. If payment cannot be charged to your credit card or your charge is returned for any reason, including through a chargeback, LegalZoom may, in its sole and absolute discretion, suspend or terminate your access and account, which will terminate these Subscription Terms and our obligations under them. If a charge made to your credit card is declined, LegalZoom may make up to five attempts to bill that card over a thirty-day period.
d. If you wish to reactivate your account after a termination, there will be no setup or reactivation fees. However, if your account was terminated for nonpayment, it will be reactivated only after LegalZoom receives the full amount past due. If an expired account is reactivated, the new term begins on the reactivation date.
a. You may examine these Subscription Terms for ten days after you have received them. If during this period you decide that you are not satisfied with the Subscription Terms, you may have any prepaid amounts refunded, and these Subscription Terms will be considered voided as if they had not been issued.
b. You may cancel your Subscription at any time by calling our Customer Care Center at (888) 310-0151. After you have cancelled, your Subscription will remain active until the end of then-current period.
Updated: February 22, 2018