Last Updated: July 23, 2026

1. ACCEPTANCE OF THESE TERMS

These Terms of Use and Terms of Service (“Terms”) are entered into by and between you and NextGen Wills Powered by vLawsity (“Company,” “NextGen Wills,” “we,” “our,” or “us”). These Terms govern your access to and use of:

• Our website at www.NextGenWills.com
• All related subdomains
• Our mobile and web applications
• Our AI-powered estate planning tools
• Our document creation and storage services
• Our nonprofit referral platform
• Our advisor upload tools
• Our concierge support services
• Any other features, products, or services we provide (collectively, the “Services”)

By accessing or using the Services, or by clicking to accept these Terms, you acknowledge that:

• You have read, understand, and agree to be bound by these Terms
• You agree to our Privacy Policy
• You are legally able to enter into a contract
• You are at least 18 years old
• You reside in the United States
• If you do not agree to these Terms, you must not use the Services.

 

2. WHO WE ARE

NextGen Wills Powered by vLawsity is a legal-technology platform offering:

• DIY estate planning document creation
• AI-assisted document analysis
• Secure online storage
• Optional concierge support
• Optional nonprofit referral tools
• Optional advisor upload tools

We are not a law firm and do not provide legal advice.

 

3. ELIGIBILITY

To use the Services, you must:

• Be at least 18 years old
• Reside in the United States or its territories
• Have the legal capacity to enter into a binding agreement
• Agree to these Terms and our Privacy Policy

If you do not meet these requirements, you may not use the Services.

 

4. CHANGES TO THESE TERMS

We may update or modify these Terms at any time. Changes are effective immediately when posted. We will:

• Update the “Last Updated” date
• Provide notice of material changes (e.g., email, banner, or in-app notice)

Your continued use of the Services after changes are posted means you accept the updated Terms. If you do not agree, you must stop using the Services.

 

5. ADDITIONAL POLICIES

Your use of the Services is also governed by:

• Our Privacy Policy
• Any additional terms applicable to specific features (AI tools, NPO Platform, advisor tools, subscription plans)
• Any instructions or guidelines posted within the Services

These additional terms become part of this agreement.

 

6. DEFINITIONS

• Site – Any website made available by NextGen Wills.
• Services – All tools, features, software, AI systems, documents, templates, forms, platforms, and offerings provided by NextGen Wills.
• User / You – Any individual or entity accessing or using the Services.
• Member – A User who has created an account associated with a unique email address.
• Estate Plan Content – Information you provide to generate estate planning documents.
• Account Content – Documents or data you upload or store in your private account.
• AI Features – Artificial intelligence tools used for document analysis, data extraction, conversational support, and workflow enhancement.
• Advisor – A financial advisor, attorney, or professional uploading documents on behalf of a client.
• NPO Platform – The nonprofit referral, benefit-administration, and charitable-designation platform.
• Donor Data – Personal information about Users who designate charitable gifts to NPOs.
• Referral Program – Discount code system used by NPOs.
• Document Materials – All templates, forms, instructions, and self-help resources.
• Intellectual Property Rights – All proprietary rights including copyrights, trademarks, patents, and trade secrets.

 

7. ENTIRE AGREEMENT

These Terms, together with our Privacy Policy and any additional terms incorporated by reference, constitute the entire agreement between you and NextGen Wills regarding your use of the Services.

 

8. CONTACT INFORMATION

[email protected]

 

9. LEGAL SERVICES DISCLAIMER

NextGen Wills is not a law firm and does not provide legal advice. Our documents are self-help DIY legal forms. We do not:

• Review your answers for legal accuracy
• Apply law to your specific circumstances
• Guarantee compliance with state law
• Provide attorney-client privilege
• Provide legal representation

You must consult a licensed attorney for legal advice.

 

10. AUTOMATED ERROR REVIEW DISCLAIMER

Our automated checks only review:

• Completeness
• Spelling
• Internal consistency
• They do not review:
• Legal accuracy
• Validity
• State compliance
• Tax implications
• Conflicts with other documents

You are responsible for reviewing your final documents.

 

11. HIPAA DISCLAIMER

NextGen Wills is not a HIPAA-regulated entity. Medical information you upload is not treated as Protected Health Information (PHI). We do not:

• Guarantee HIPAA compliance
• Verify medical information
• Guarantee provider acceptance
• Ensure compliance with state medical privacy laws
• Ensure proper execution or delivery of HIPAA forms

You must provide HIPAA forms directly to your healthcare providers.

 

12. PROPERTY INFORMATION & DEED PREPARATION DISCLAIMER

We do not:

• Perform title searches
• Verify ownership
• Confirm authority to transfer property
• Check for liens or encumbrances
• Guarantee legal descriptions or parcel numbers
• Guarantee county recording compliance
• Guarantee deed validity
• Provide tax advice related to property transfers

You must verify all deed information before signing or recording.

 

13. USER ACCOUNTS & SHARED ACCESS

You must:

• Provide accurate information
• Maintain control of your login
• Accept responsibility for all account activity

Shared access is at your own risk.

 

14. ESTATE PLAN CONTENT & ACCOUNT CONTENT

You retain ownership of your content. You represent and warrant that:

• All information provided is accurate to the best of your knowledge.
• You have the authority to provide personal information relating to any third party included in your estate plan.
• You have obtained any permissions or consents required by applicable law.

You may not upload:

• Harmful or illegal content
• Content violating privacy or intellectual-property rights
• Personal information about minors except as reasonably necessary for estate planning purposes and where you have authority to provide such information
• Medical or financial information belonging to others without authorization
• False or misleading information

We may remove content that violates these Terms.

 

15. ADVISOR UPLOADS

Advisors must:

• Obtain client consent
• Verify client identity
• Upload accurate information
• Comply with privacy laws

Advisors indemnify NextGen Wills for any claims arising from advisor uploads.

 

16. CONCIERGE SERVICE AUTHORIZATION

By requesting concierge assistance, you authorize our personnel to:

• Access your account
• Make changes at your direction

Concierge personnel do not provide legal advice.

 

17. USE OF ARTIFICIAL INTELLIGENCE

We may utilize AI Features within the Services for purposes including:

• Document analysis
• Data extraction
• Information classification
• Customer support assistance
• Workflow enhancement
• Call-center and communication functions
• Internal operational processes
• Error detection and quality-control reviews

AI Features may generate inaccurate, incomplete, outdated, or incorrect information.

AI Features cannot:

• Detect legal conflicts
• Detect tax consequences
• Guarantee document validity
• Replace professional legal advice
• Guarantee legal compliance

You remain solely responsible for reviewing and validating all AI-generated outputs, recommendations, summaries, analyses, and documents before relying on them.

Personal information used in connection with AI Features is governed by our Privacy Policy.

 

18. NPO PLATFORM & DONOR DATA

If you designate a charitable gift or participate in an authorized nonprofit program:

• Limited Donor Data may be shared with the designated nonprofit as described in our Privacy Policy.
• Nonprofits must comply with contractual restrictions governing data use.
• Nonprofits may not sell Donor Data obtained through the Services.
• Nonprofits may use shared information only for authorized administrative, stewardship, or verification purposes.
• You may opt out of eligible information-sharing programs as permitted under our Privacy Policy.

The scope of information shared with nonprofits is governed by the Privacy Policy, which is incorporated into these Terms by reference.

 

19. INTELLECTUAL PROPERTY RIGHTS

All content is owned by NextGen Wills. You may not:

• Copy
• Modify
• Distribute
• Reverse engineer
• Create derivative works

 

20. DMCA NOTICE

Copyright concerns may be sent to: [email protected] Subject: DMCA Notice

 

21. LIMITED LICENSE

You receive a limited, revocable license to use the Services for personal use only.

22. PROHIBITED ACTIVITIES

You may not:

• Scrape data
• Use bots
• Reverse engineer
• Upload harmful content
• Impersonate others
• Misuse AI
• Attempt unauthorized access
• Interfere with the Services

 

23. PAYMENT, BILLING & SUBSCRIPTIONS

You agree to:

• Provide accurate billing information
• Allow automatic renewals
• Pay all charges

All sales are final unless stated otherwise.

 

24. SMS TERMS

By providing your number, you consent to receive SMS messages. Reply STOP to opt out.

 

25. SESSION REPLAY & TRACKING

We may use technologies such as Hotjar, FullStory, Microsoft Clarity, and similar tools to improve usability, troubleshoot problems, maintain service reliability, and enhance customer experience.

These technologies are not intended to capture or record estate-planning content, uploaded documents, or other sensitive information contained within private estate-planning workflows.

Use of these technologies is governed by our Privacy Policy.

 

26. ACCESS TO DECEASED MEMBER ACCOUNTS

Authorized representatives may request access with proper documentation.

26A. PRIVACY RIGHTS AND DATA REQUESTS

Your privacy rights, including rights of access, correction, deletion, appeal, and advertising-related opt-out requests, are governed by our Privacy Policy.

We may require reasonable identity verification before processing requests.

26B. DATA RETENTION

We retain information in accordance with our Privacy Policy, applicable legal requirements, dispute-resolution needs, fraud-prevention requirements, document-retention practices, and operational recordkeeping obligations.

 

27. TAX & FINANCIAL ADVICE DISCLAIMER

We do not provide:

• Tax advice
• Financial advice
• Investment advice

Consult licensed professionals.

 

28. GEOGRAPHIC RESTRICTIONS

The Services are intended for U.S. users only.

 

29. DISPUTE RESOLUTION & ARBITRATION AGREEMENT

Before initiating arbitration, both parties agree to attempt informal resolution by providing written notice of the dispute.

Any dispute arising out of or relating to these Terms or the Services shall be resolved through final and binding arbitration administered by the American Arbitration Association (“AAA”) under its Consumer Arbitration Rules.

The arbitration shall be conducted on an individual basis and not as a class, representative, or consolidated action.

You waive any right to a jury trial or to participate in a class-action lawsuit.

Either party may seek temporary injunctive relief in a court of competent jurisdiction to protect intellectual property rights, confidential information, or platform security.

You may opt out of this Arbitration Agreement by providing written notice within thirty (30) days after first accepting these Terms.

 

30. CALIFORNIA CONSUMER NOTICE

California residents may contact: California Department of Consumer Affairs (800) 952-5210 www.dca.ca.gov

 

31. CALIFORNIA ARBITRATION DISCLOSURE

Required disclosures include:

• Arbitration replaces court
• No jury trial
• Limited discovery
• Binding decisions
• Class actions prohibited

 

32. DISCLAIMER OF WARRANTIES

The Services are provided “as is” and “as available.” We do not guarantee:

• Accuracy
• Completeness
• Availability
• Security
• Error-free operation

 

33. LIMITATION OF LIABILITY

Our total liability is limited to the amount you paid in the last 12 months.

 

34. INDEMNIFICATION

You agree to indemnify NextGen Wills for claims arising from:

• Your use of the Services
• Your content
• Advisor uploads
• NPO interactions
• Violations of these Terms

 

35. GOVERNING LAW

These Terms are governed by the laws of New York.

35A. VENUE FOR COURT PROCEEDINGS

To the extent any dispute is not subject to arbitration, or for actions seeking injunctive relief, the parties’ consent to the exclusive jurisdiction and venue of the state and federal courts located in New York.

 

36. SEVERABILITY

Invalid provisions will be modified or removed; the rest remain in effect.

 

37. NO WAIVER

Failure to enforce a provision does not waive it.

 

38. ASSIGNMENT

You may not assign your rights; we may assign ours.

 

39. ENTIRE AGREEMENT

These Terms constitute the entire agreement between you and NextGen Wills.

40. CONTACT INFORMATION

[email protected]