Terms and Conditions

    AI WEALTH COUNSEL LLC
    Terms and Conditions
    aiwealthcounsel.com

    Effective Date: June 2026
    Governing Law: State of Wyoming, United States of America

    These Terms and Conditions form a legally binding agreement. Please read them carefully. By accessing our website or engaging our services, you agree to be bound by these Terms. If you do not agree, do not use our website or services. These Terms do not constitute legal advice.

    1. Parties and Acceptance

    These Terms and Conditions ("Terms") govern the relationship between AI Wealth Counsel LLC, a Wyoming limited liability company ("AWC," "we," "us," or "our"), and any person or entity ("you" or "User") who accesses our website at aiwealthcounsel.com ("Website") or engages our services as a client law firm ("Client"). By accessing the Website or executing a Service Agreement with AWC, you confirm that you have read, understood, and agree to be bound by these Terms, our Privacy Policy, and any applicable Service Agreement. If you accept on behalf of a law firm or other entity, you represent that you have authority to bind that entity.

    2. Description of Services

    AWC provides client acquisition systems for estate planning, probate, trust, and elder law firms in the United States. Our services consist of building a configured client acquisition system on a hosted platform, hosting that system for the duration of the engagement, providing technical support and maintenance as set out in the applicable Service Agreement, and delivering performance reports on the schedule defined in that agreement.

    2.1 What AWC Does Not Provide

    Our services expressly exclude, and AWC makes no representations regarding, the following:

    • Management of advertising campaigns, ad spend, or marketing strategy
    • Staffing, receptionist services, or human intake agents
    • Legal advice, legal services, or any attorney-client relationship
    • Any guarantee of lead volume, consultations booked, client conversions, or revenue
    • Case management, billing, or post-engagement legal workflow
    • Compliance with state bar rules, rules of professional conduct, or attorney advertising regulations, which remain solely the Client’s responsibility

    AI Wealth Counsel LLC is not a law firm and does not provide legal advice. No communication from AWC creates an attorney-client relationship. Clients remain solely responsible for their own compliance with applicable rules of professional conduct, state bar regulations, and client confidentiality obligations.

    3. Client Obligations

    Clients engaging our services agree to:

    • Provide accurate, complete, and timely information during onboarding
    • Designate a staff member to monitor incoming leads and respond during business hours
    • Ensure their intake content and all system communications comply with applicable state bar rules and advertising regulations
    • Obtain all consents required from their own prospects for automated email and text communications, including compliance with the Telephone Consumer Protection Act and applicable state law
    • Promptly notify AWC of material changes to their services, calendar, qualifying criteria, or contact information
    • Not resell, sublicense, or transfer access to the system to any third party
    • Maintain the confidentiality of any login credentials provided by AWC
    • Pay all fees as set out in the Service Agreement

    4. Fees and Payment

    AWC’s fees consist of a one-time build fee, due upon execution of the Service Agreement and before build work begins, and a recurring monthly hosting and support fee, billed in advance. The specific fees for each service tier are set out in the Service Agreement. AWC may adjust monthly fees upon thirty (30) days’ written notice to active Clients.

    Invoices not paid within fifteen (15) days of the due date may result in suspension of services, and invoices not paid within thirty (30) days may result in termination and decommissioning of the Client’s account. Build fees are non-refundable once build work has commenced. Monthly fees prepaid for a period after termination may be refunded on a pro-rata basis at AWC’s discretion. Clients are responsible for any applicable taxes.

    5. Intellectual Property

    AWC retains all intellectual property rights in its system architecture, workflow templates, methodology, processes, know-how, website content, marketing materials, brand, trademarks, and logos. Clients receive a limited, non-exclusive, non-transferable license to use the hosted system during the term of the Service Agreement, which terminates when the agreement ends.

    Clients retain ownership of their firm name, logo, branding, practice-specific content, and the lead and prospect data generated through their system. AWC receives a limited license to use Client content solely to configure and operate the system on the Client’s behalf. If you provide AWC with feedback or suggestions, AWC may use them without restriction or compensation.

    6. Confidentiality

    Each party agrees to keep confidential the other party’s non-public business information disclosed in connection with the services, except information that is or becomes public through no fault of the receiving party, was already known before disclosure, is independently developed without use of the other party’s information, or is required to be disclosed by law. AWC’s system architecture, methodology, and pricing are AWC confidential information. A Client’s lead data, firm information, and business details are Client confidential information.

    7. Disclaimer of Warranties

    To the fullest extent permitted by law, our website and services are provided "as is" and "as available" without warranty of any kind. AWC disclaims all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, and non-infringement, as well as any warranty that the services will meet your requirements, produce any particular outcome such as lead volume or revenue, or be uninterrupted, error-free, or completely secure.

    AWC makes no representation that use of its systems will comply with any particular state bar rule or advertising regulation. Clients are solely responsible for their own regulatory compliance.

    8. Limitation of Liability

    To the fullest extent permitted by law, AWC and its members, managers, employees, agents, and contractors shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or for any loss of profits, revenue, data, business opportunities, or goodwill, including damages arising from reliance on the services for regulatory compliance or from third-party platform outages or failures.

    AWC’s total cumulative liability for any claims arising out of or relating to the Service Agreement or these Terms shall not exceed the total fees paid by the Client to AWC in the three (3) months immediately preceding the event giving rise to the claim. Some jurisdictions do not allow certain limitations, in which case AWC’s liability is limited to the fullest extent permitted by law.

    9. Indemnification

    You agree to indemnify, defend, and hold harmless AWC and its members, managers, employees, agents, and contractors from any claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys’ fees) arising out of or relating to your use of the Website or services, your violation of these Terms or any Service Agreement, your violation of any law (including state bar rules and the Telephone Consumer Protection Act), your collection or use of your prospects’ personal information, or any third-party claim related to your firm’s use of AWC’s systems.

    10. Term and Termination

    These Terms remain in effect for as long as you use our Website or maintain an active Service Agreement. A Client may terminate its Service Agreement on thirty (30) days’ written notice to support@aiwealthcounsel.com and remains responsible for fees accrued through the end of the notice period.

    AWC may suspend or terminate services if a Client fails to pay within thirty (30) days of the due date, materially breaches these Terms and does not cure within ten (10) days of notice, uses the systems in violation of law or in a way that exposes AWC to liability, or if AWC ceases to offer the relevant services. On termination, the Client’s license ends and AWC will decommission the account. AWC will make the Client’s data available for export for thirty (30) days after termination, after which it may be permanently deleted. Sections 5, 6, 7, 8, 9, 11, and 12 survive termination.

    11. Governing Law and Dispute Resolution

    These Terms and any dispute arising out of or relating to them or our services are governed by the laws of the State of Wyoming, United States, without regard to conflict of law principles. The parties agree to first attempt to resolve any dispute informally by contacting AWC at support@aiwealthcounsel.com. If the dispute is not resolved within thirty (30) days, it shall be resolved through binding arbitration conducted in Wyoming under the rules of a mutually agreed arbitration organization, with each party bearing its own costs unless the arbitrator decides otherwise.

    You agree that any dispute will be handled on an individual basis and waive any right to bring or participate in a class or representative action. For any matter not subject to arbitration, you consent to the exclusive jurisdiction of the state and federal courts located in Wyoming.

    12. General Provisions

    These Terms, together with the applicable Service Agreement and Privacy Policy, are the entire agreement between the parties and supersede all prior agreements on the subject. AWC may update these Terms by posting a revised version at aiwealthcounsel.com and updating the Effective Date; continued use after posting constitutes acceptance, and active Clients will receive thirty (30) days’ notice of material changes.

    If any provision is held invalid, the remaining provisions remain in effect. AWC’s failure to enforce any provision is not a waiver of it. You may not assign your rights or obligations without AWC’s consent, while AWC may assign these Terms in connection with a merger or sale of assets. AWC is not liable for delays or failures caused by events beyond its reasonable control. Nothing in these Terms creates a partnership, joint venture, agency, or employment relationship.

    13. Contact Information

    For questions regarding these Terms and Conditions, contact us at:

    AI Wealth Counsel LLC
    Email: support@aiwealthcounsel.com
    Website: aiwealthcounsel.com
    Jurisdiction: State of Wyoming, United States of America

    AI Wealth Counsel LLC — Terms and Conditions — Governed by the Laws of the State of Wyoming