TimelyLegacy

Terms of Service

1. Acceptance of these Terms

Thanks for using Timely Legacy. These General Terms of Service ("General Terms"), along with any applicable Additional Terms (defined below) (collectively, the "Terms"), govern your use and access to the products, services, software, platform, and websites (collectively, "Services") provided by Timely Legacy and its affiliates (collectively, "Timely Legacy"). By using our Services, you agree to be bound by these General Terms as well as our Privacy Policy. If you are using our Services as an employee or agent of an organization, you agree to these Terms on behalf of that organization.

By accessing and using Timely Legacy's website, products, and services, you confirm that you have read and agree to these Terms of Service. Additionally, you consent to comply with all applicable laws and regulations, including the requirement to arbitrate any disputes related to our site and services. If you do not agree to these Terms of Service, please do not use this website. All content on this website is protected by relevant copyright and trademark laws.

‍1.1 Definitions:

‍The following definitions apply in these Terms of Service:

1.2 Eligibility: Must be at least 18 years old

‍By signing up for the Services, you confirm that you are at least 18 years old. If you are under 18, you are not permitted to use the Services for any reason. We reserve the right to modify our eligibility criteria at any time and may deny access to the Services to anyone for any reason or no reason. It is your responsibility to ensure that these Terms comply with all applicable laws, rules, and regulations (collectively, “Laws”). Your right to use the Services is revoked if these Terms, your use of the Services, or any part of the Services violates any Laws.

Additional terms and policies

Your use of our site, any Services we offer, and our provision of those Services to you may also be governed by additional terms or policies, such as our Privacy Policy and any specific terms and conditions applicable to the particular service you use, purchase, or engage with. By using any of our Services, you confirm that you have read and agree to be bound by these additional terms and policies, as well as these Terms of Service.

Legal Disclaimer: Timely Legacy is Not a Substitute for Legal Advice

Timely Legacy is not a law firm and does not provide legal advice. The automated services and tools offered by Timely Legacy are designed for self-help purposes, primarily in the form of "fill in the blank" forms. When you purchase or download a form from our Site, the Terms of Service apply. You acknowledge that your use of these forms is not legal advice, nor does it constitute the practice of law. Our services are not a replacement for professional legal advice, and if your situation requires specific legal guidance or is too complex for our tools, you should consult a licensed attorney in your jurisdiction.

No attorney-client relationship or any special relationship is established between you and Timely Legacy or any of its employees or affiliates. Any information you provide is not protected under attorney-client privilege or as attorney work product. By using our services, you are representing yourself in any legal matter.

This review does not cover legal sufficiency, nor do we provide legal conclusions, advice, or recommendations regarding your legal rights, remedies, or strategies. Timely Legacy is not a law firm and does not perform the services typically provided by an attorney. The tools, forms, and templates offered by Timely Legacy are not a substitute for legal advice or services from a licensed attorney.

Our online tools and materials are intended to assist you in preparing, executing, and storing your own legal documents. We strive to ensure that these documents and resources are current and accurate, but they are not guaranteed to be up-to-date or legally sufficient. The law varies by jurisdiction and can be subject to different interpretations, making it a highly personal matter. Our services do not include the customization of documents to your specific needs, nor do we apply the law to your particular situation. If you need tailored legal advice, you should seek assistance from a licensed attorney.

If at any point before using any legal document, you believe that Timely Legacy has provided you with legal advice, opinions, or recommendations regarding your legal rights, remedies, or strategies, you should not use the document. Any use of such documents is at your own risk.

Payments

By using Timely Legacy's services, you agree to our payment terms. Some services may require a fee. If you choose to use these paid services, you agree to our pricing, payment, billing, and refund policies. We may introduce new services or adjust fees for existing services at any time. You authorize Timely Legacy to charge your credit card for any fees related to your use of our services, including taxes and other applicable charges.

If you register with Timely Legacy, you can cancel your account at any time. Canceling the account does not initiate any refund of any payments already made. So please refer to the Return Policy to initiate any such requests. Once that is processed, you can proceed to delete your account. To delete your account and all data, please login to your account, navigate to your account Settings page and click on the Delete Account button.

Subscriptions, Renewals, and Billing

Timely Legacy offers services as one-time purchases or on a subscription basis. If you choose a subscription, your initial payment covers an "Initial Service Period," usually one year. Your subscription will automatically renew each year, and your payment method will be charged upon renewal.

We may send a reminder before your subscription renews, but this is not guaranteed. Failure to receive or read this reminder does not entitle you to a refund.

To cancel your subscription's automatic renewal, you must do so through your account at least one day before the renewal date. No refunds will be given for any remaining time in a subscription.

We may change the renewal price at any time with notice. The new price will apply to the next renewal. If you do not agree to the new price, you must cancel your subscription before the renewal date.

You authorize Timely Legacy to store your payment information and charge your payment method for renewals. If the payment fails, we may suspend or terminate your access to the services.

User Responsibilities and Content

You are responsible for all content you create, upload, or share on Timely Legacy ("Your Information"). Ensure Your Information is accurate, complete, and legal. You keep ownership of Your Information but grant us and others permission to use it as described, without affecting your rights to grant other licenses.

If you're using Timely Legacy on behalf of a client, you must have their permission and authority to manage their content. You are in charge of how you interact with other users and share access to your account. Timely Legacy may monitor these interactions but isn’t liable for any issues.

You can create an account for yourself, and a spouse or legally recognized domestic partner ("Spouse"). If you create an account for a Spouse, you must have their permission. The primary account owner is the person who created the account. In case of a divorce or separation, a secondary user can contact support to create their own account, which might involve fees.

Timely Legacy’s Services are for the individual named in the documents. Unauthorized creation of documents may affect their legal validity, and Timely Legacy is not responsible for any such issues.

You own your estate planning documents ("Estate Plan Content") and other content you upload to Timely Legacy ("Account Content"). You can remove your content from our servers anytime and must follow our content guidelines.

Do not post content that:

You confirm your content and use of Timely Legacy complies with all laws and doesn’t infringe on others’ rights. Timely Legacy is not responsible for any content posted or shared by you or other users.

Ownership

Timely Legacy owns all rights to the Services and their materials, including software, text, logos, patents, trademarks, copyrights, photos, audio, video, and music ("Timely Legacy Content"). All Intellectual Property Rights related to these materials are owned by Timely Legacy and its licensors. You cannot sell, license, rent, modify, distribute, copy, or create derivative works from any Timely Legacy’s content. Unauthorized use of these materials is strictly prohibited.

Limited license

Timely Legacy grants you a limited, non-exclusive, non-transferable, and revocable license to use the Services in accordance with these Terms of Service. You agree not to download, view, copy, print, replicate, or modify the Document Materials beyond what is necessary for personal use or to ensure the document’s accuracy. This license is subject to your compliance with these terms, and Timely Legacy retains all rights not expressly granted. We may terminate this license at any time, with or without cause.

By ordering or downloading Forms, you agree that they are for your personal or business use only, or for use with your client. You may not sell or redistribute the Forms without Timely Legacy's explicit written consent.

If you violate any of these Terms of Service, this license will terminate automatically without notice. Upon termination, you must immediately destroy any downloaded or printed Document Materials and stop using the Services. Unauthorized use of any Document Materials may violate copyright, trademark, privacy, publicity, and communication laws.

No Unlawful or Prohibited Use

You must use our Services in accordance with the laws of your jurisdiction(s). The availability of our Services does not authorize you to use them in any way that violates local laws and regulations. By using our Services, you are responsible for ensuring that neither you nor anyone accessing your account violates any applicable laws. Timely Legacy may refuse membership or suspend or terminate your account at its sole discretion and without prior notice if necessary.

The following uses are specifically prohibited

You may not hack, scrape, or crawl our Services using spiders, robots, or other automated methods without written permission from Timely Legacy. You may not access or attempt to access information that Timely Legacy has not intentionally made available to you through your subscription. Your use of Timely Legacy services does not permit you to resell any content without prior written consent from Timely Legacy.

Risk and Consent

By using Timely Legacy, you agree to our Privacy Policy and consent to the collection, use, and processing of your personal data. This includes capturing keystrokes and page interactions through session replay technology for customer service and improving our products. You acknowledge that your interactions with our site may be recorded for quality assurance. While we use reasonable measures to protect your information from loss or unauthorized access, we cannot guarantee complete security. You accept the risk that unauthorized parties might access or misuse your data.

DMCA Notice

We handle copyright infringement notices and take action against repeat infringers in line with the U.S. Digital Millennium Copyright Act.

 

If you believe that content on our website infringes on your copyright, you can submit a DMCA Notice of Alleged Infringement to our Designated Copyright Agent:

 

Timely Legacy (Kolam Collective LLC, DBA Timely Legacy)
Attn: Legal Department
Email: support@paz.scm.mybluehost.me

Security and Account Access

You are responsible for maintaining the security of your Timely Legacy account. When setting up an account or making transactions, provide accurate and up-to-date information. You will need a username and password, and it is your responsibility to keep your password confidential. You are accountable for all activity on your account, including any shared access. Use shared access at your own risk and do not use someone else's account without their permission. Timely Legacy is not liable for losses due to unauthorized use of your account, and you may be held responsible for any losses Timely Legacy incurs because of someone else’s use of your account

Change of services

We reserve the right to modify or discontinue our Services and features at any time. We may, without prior notice, alter the Services, cease offering certain features, or impose usage limits. We can also suspend or terminate your access to the Services, either temporarily or permanently, with or without notice and without liability. This includes cases where we believe you have violated any part of these Terms of Service or for any other reason.

If your access is terminated, whether for cause or not, you will still be bound by these Terms of Service. Any data, account history, or content stored on our servers may be deleted, altered, moved, or transferred at our discretion, with or without notice and without liability. Timely Legacy does not guarantee or assume any value—monetary or otherwise—related to the data on our servers.

Third-Party Services

Timely Legacy’s services may include links to third-party websites, advertisers, or offers that Timely Legacy doesn’t control. We don’t endorse or take responsibility for these third-party sites, products, or services. If you visit a third-party site through our platform, it’s at your own risk, and our Terms of Service and Privacy Policy don’t apply there. You release Timely Legacy from any liability related to your use of these sites.

If you interact with advertisers on our platform, any transactions or terms are strictly between you and the advertiser. Timely Legacy isn’t responsible for any issues that arise from these dealings.

Timely Legacy may offer services for professionals or affiliates, but our platform is primarily for direct consumers. We aren’t liable if professionals or affiliates use our platform, and we don’t guarantee the accuracy or reliability of information from these services.

You don’t need third-party involvement to get discounts or use Timely Legacy’s services. Timely Legacy isn’t a law firm and doesn’t offer legal advice. We disclaim all liability related to any third-party or affiliate involvement in your process.

YOU INDEMNIFY US

By using our Service, you, along with your heirs, executors, agents, representatives, and assigns, agree to fully release, discharge, and hold harmless Timely Legacy, its partners (including any third-party companies Timely Legacy engages for business formation, registered agent, or other business filing services), your Program Sponsor (if applicable) and its affiliates, as well as their respective officers, employees, directors, and agents, from any and all losses, damages, expenses (including reasonable attorneys' fees), rights, claims, actions, and injuries (including death) arising from or related to your use of the Services. You acknowledge that this release is given voluntarily and with full understanding of its implications.

You also agree to indemnify and hold Timely Legacy, its partners (including any third-party companies engaged for business services), your Program Sponsor (if applicable) and its affiliates, and their respective officers, employees, directors, and agents, harmless from any losses, damages, expenses (including reasonable attorneys' fees), rights, claims, actions, and injuries (including death) resulting from third-party claims related to your use of the Service, any violation of these Terms, or any infringement of another party's rights.

No Warranty

THE SERVICES ARE PROVIDED BY TIMELY LEGACY ON AN "AS IS" AND "AS AVAILABLE" BASIS. WE MAKE NO GUARANTEES OR WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, REGARDING THE OPERATION OF OUR SERVICES OR THE INFORMATION, CONTENT, OR MATERIALS PROVIDED.

YOU AGREE THAT USING OUR SERVICES, INCLUDING ANY CONTENT OR ITEMS OBTAINED THROUGH THEM, IS ENTIRELY AT YOUR OWN RISK.

NEITHER TIMELY LEGACY NOR ANYONE ASSOCIATED WITH US MAKES ANY WARRANTY ABOUT THE COMPLETENESS, SECURITY, RELIABILITY, QUALITY, ACCURACY, OR AVAILABILITY OF OUR SERVICES. SPECIFICALLY, WE DO NOT GUARANTEE THAT OUR SERVICES, CONTENT, OR ANY ITEMS OBTAINED THROUGH THEM WILL BE ACCURATE, RELIABLE, ERROR-FREE, OR UNINTERRUPTED. WE ALSO DO NOT WARRANT THAT DEFECTS WILL BE CORRECTED, THAT OUR SERVICES OR THE SERVER HOSTING THEM ARE FREE OF VIRUSES OR HARMFUL COMPONENTS, OR THAT OUR SERVICES WILL MEET YOUR NEEDS OR EXPECTATIONS.

TIMELY LEGACY DISCLAIMS ALL WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, NON-INFRINGEMENT, AND FITNESS FOR A PARTICULAR PURPOSE.

THIS DISCLAIMER DOES NOT AFFECT ANY WARRANTIES THAT CANNOT BE EXCLUDED OR LIMITED UNDER APPLICABLE LAW.

Limitation of Liability

EXCEPT WHERE PROHIBITED BY LAW, YOU AGREE TO HOLD TIMELY LEGACY AND OUR OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS HARMLESS FROM ANY INDIRECT, PUNITIVE, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES OF ANY KIND, REGARDLESS OF HOW THEY OCCUR (INCLUDING ATTORNEYS' FEES AND ALL RELATED COSTS AND EXPENSES OF LITIGATION OR ARBITRATION, WHETHER AT TRIAL OR ON APPEAL, IF ANY, WHETHER OR NOT SUCH LITIGATION OR ARBITRATION IS INITIATED), WHETHER ARISING FROM CONTRACT, NEGLIGENCE, TORT, OR IN CONNECTION WITH THIS AGREEMENT. THIS INCLUDES ANY CLAIMS FOR PERSONAL INJURY OR PROPERTY DAMAGE, ARISING FROM THIS AGREEMENT AND ANY VIOLATION BY YOU OF ANY FEDERAL, STATE, OR LOCAL LAWS, STATUTES, RULES, OR REGULATIONS, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. EXCEPT WHERE PROHIBITED BY LAW, IF TIMELY LEGACY IS FOUND LIABLE, OUR LIABILITY WILL BE LIMITED TO THE AMOUNT PAID FOR THE PRODUCTS AND/OR SERVICES. UNDER NO CIRCUMSTANCES WILL WE BE LIABLE FOR CONSEQUENTIAL OR PUNITIVE DAMAGES. PLEASE NOTE THAT SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF PUNITIVE, INCIDENTAL, OR CONSEQUENTIAL DAMAGES, SO THIS LIMITATION MAY NOT APPLY TO YOU.

Dispute Resolution

PLEASE REVIEW THIS SECTION CAREFULLY AS IT IMPACTS YOUR RIGHTS.

Most issues can be resolved quickly by contacting our Customer Service Department at support@paz.scm.mybluehost.me.

However, if Timely Legacy cannot resolve a dispute informally, both parties agree to resolve the matter through binding arbitration with JAMS Alternative Dispute Resolution (“JAMS”). The arbitration will follow JAMS’s Commercial Arbitration Rules and Supplementary Procedures for Consumer Related Disputes. It will be held in your local county, or another mutually agreed location. Before starting arbitration, the party seeking it must send a written notice of dispute by certified mail.

Send any notices to Timely Legacy (Kolam Collective LLC, DBA Timely Legacy, Subject: Dispute Activity, or sent email to support@paz.scm.mybluehost.me with the subject of Dispute Activity and your full name. Notices to you will be sent to the address in Timely Legacy’s records or another address we can identify.

Disputes must be resolved on an individual basis and cannot be part of a class, consolidated, or representative action. Class arbitrations, class actions, private attorney general actions, and consolidations with other arbitrations are not permitted.

Exceptions to the arbitration agreement include:

Timely Legacy may modify these dispute resolution and arbitration provisions in the future. We will notify you of any changes according to the “Modifications” section in this agreement. You can reject changes by emailing support@paz.scm.mybluehost.me, Subject: Reject terms of service, within thirty (30) days of receiving the modification notice. Please note that if you reject these changes, your access to our services may be discontinued, as you will no longer be in full agreement with our terms of service.

Controlling law and jurisdiction

These Terms of Service and any disputes arising out of or related to your use of our Services will be governed by and construed in accordance with the laws of the State of Maryland, without regard to its conflict of law principles. By using our Services, you consent to the exclusive jurisdiction and venue of the state and federal courts located in Maryland for any legal proceedings related to these Terms.

Tax and Financial Advice Disclosure

The information or materials you receive from Timely Legacy, including those from our employees, contractors, partners, sponsors, advertisers, or licensors, are for informational purposes only. Timely Legacy does not review the information you provide for legal adequacy, make legal conclusions, offer legal advice, or apply the law to your specific situation. Neither Timely Legacy nor its Services are designed to provide personalized financial or tax advice. You agree that any information accessed through our Services is not intended as investment advice and should not be used or treated as such.

North Carolina Residents

If you are a North Carolina resident, please note the following provisions for your transactions with Timely Legacy:

Accessing a deceased member’s account

At Timely Legacy, we are dedicated to protecting the privacy and security of our members’ information. In the event of a member’s passing, we can provide access to their account if you have a valid legal document proving your authority to act on their behalf. If you have the necessary legal documentation, please reach out to our support team for assistance in accessing the account.

Notifications

Timely Legacy may provide notifications to you in various ways, including via email, postal mail, or by posting notices on our website. The method and form of notifications will be determined at our discretion, including for legal requirements, marketing, requested contact, or other business purposes.

We are not liable for any issues caused by automatic filtering or blocking of our notifications by your email provider or network. To help ensure you receive our communications, please add support@paz.scm.mybluehost.me to your email address book. For any questions, concerns, or to update your contact information, please reach out to our support team.

Modifications

We may revise these Terms of Service from time to time, and the most current version will always be posted on our website. If we make any significant changes, we will notify you and update the "Last Updated" date at the bottom of these Terms. By continuing to access or use the Site or Services after the revisions have been posted or after you’ve been notified, you agree to be bound by the revised Terms. We encourage you to periodically review the Terms to ensure you fully understand them. If the updated Terms are not acceptable to you, your only option is to stop using the Site and Services. If at any time you disagree with these Terms, please do use the Services.

Severability

This document represents the complete agreement between you and Timely Legacy. If any part of it is found to be invalid, the rest of the provisions will still apply. This Agreement, along with any amendments and any additional agreements you enter into with Timely Legacy related to the Service, forms the entire understanding between you and Timely Legacy regarding the Services. Should any provision of this Agreement be deemed invalid by a court with proper jurisdiction, the remaining provisions will continue to be effective.

No waiver of any term in these Terms of Service will be considered a continuing or further waiver of that term or any other term. Timely Legacy's decision not to enforce any right or provision under these Terms of Service does not constitute a waiver of that right or provision.

Last updated: April 2, 2026

Scroll to Top