Skip to main content

Well Planned Legal Documents

Menu
Start Your Documents

Terms of Service

Last Updated: 18 August 2026

IMPORTANT — NO LEGAL ADVICE. Well Planned Legal Services, LLC is not a law firm, does not provide legal advice, and is not a substitute for the advice of a licensed attorney. The Website is an automated, self-help document assembly service: you choose and purchase the document you want, and an online questionnaire then fills in and conforms that document based on the factual information and preferences you enter. The Website does not choose a document for you, evaluate your circumstances, or recommend what you need. The documents and information made available through the Website are self-help materials provided for general informational purposes only. Your use of the Website and any document you obtain through it does not create an attorney-client relationship between you and Well Planned Legal Services, LLC or any of its personnel. If you need advice about your particular situation, consult a licensed Oklahoma attorney. See Section 9 (No Legal Advice; No Attorney-Client Relationship) below for the full disclaimer.

1. Acceptance of These Terms

These Terms of Service (“Terms“) are a binding agreement between you and Well Planned Legal Services, LLC (“Company,” “we,” “us,” or “our“). They govern your access to and use of [WEBSITE DOMAIN NAME] and all content, documents, templates, downloads, features, and services we make available on or through it (together, the “Website“), whether you access it as a visitor or a registered account holder.

Please read these Terms carefully. By accessing or using the Website, creating an account, or purchasing or downloading any document or template, you accept and agree to be bound by these Terms and by our Privacy Policy, which is incorporated into these Terms by reference. If you do not agree, do not access or use the Website.

2. Eligibility

The Website is offered only to users who are at least 18 years of age and who reside in the United States. By using the Website, you represent and warrant that you are at least 18 years old, that you are able to form a legally binding contract, and that your use of the Website complies with all applicable laws. If you do not meet these requirements, you must not use the Website.

The estate-planning documents sold through the Website are intended for use only within the State of Oklahoma. We do not represent that any document is valid or appropriate for use in any other state. If and when the Website is expanded to additional states, this Section and the relevant documents will be updated.

3. Description of the Services

The Website provides an automated, self-help document assembly service. You select and purchase the specific document or documents you want (each, a “Form“). After you have selected your Form, you complete an online questionnaire (the “Intake“), and our document automation system uses the answers you provide to fill in and assemble the Form you selected. The Forms and the questionnaire logic are designed to conform to Oklahoma law as of their stated revision date.

You choose which Form to purchase. The Intake does not select a document for you and does not determine which document you need; it runs only after you have chosen your Form, and its sole function is to collect your information and preferences and to conform the language of your selected Form accordingly — for example, by reflecting the number of grantors, matching pronouns and verb agreement, or including provisions such as specific gifts that you elect to make. The Intake questions ask only for factual information or your preferences. Any inclusion, omission, or adjustment of language in your document is the automatic result of the Form you selected and the answers you entered, not individualized legal advice or a recommendation.

We provide the Forms and the automated assembly service only. We do not review your answers or your documents, do not recommend which Form or option is right for you, do not apply the law to your individual circumstances, and do not complete, execute, or file any document for you. You are solely responsible for selecting your Form, for the accuracy and completeness of your answers, and for reviewing, executing, and using any document you obtain.

Our document assembly service is provided using a third-party document automation platform, Gavel (operated by Gavel, Inc. or its successor). When you complete the Intake, the information you enter is collected and processed through that platform in order to generate your document. Your use of the Website and the Intake is therefore also subject to Section 5 (Your Information and Third-Party Processing) and to our Privacy Policy.

4. Accounts and Account Security

To purchase or download documents, you may need to register for an account. You agree that all information you provide is and will remain accurate, current, and complete. You are responsible for safeguarding your username, password, and other credentials, for all activity that occurs under your account, and for maintaining the confidentiality of your credentials. Your account is personal to you, and you agree not to share it or allow anyone else to access the Website using your credentials. Notify us immediately at info@wellplannedlegal.com of any unauthorized use of your account or any other breach of security.

We may disable any account or credential at any time, in our sole discretion, including if we believe you have violated these Terms.

5. Your Information and Third-Party Processing

To generate your document, the Website collects the information you provide through the Intake, which may include sensitive personal and financial information such as your full legal name, family and beneficiary details, asset information, and other estate-planning information. You acknowledge and agree that this information is collected and processed both by us and by our third-party document automation provider, Gavel, in order to operate the questionnaire and assemble your document.

We use commercially reasonable measures, and rely on our providers’ security measures, to protect the information you submit; however, no online service is completely secure, and you provide your information at your own risk. Our collection, use, storage, retention, and disclosure of the information you provide, and the role of our third-party providers, are described in our Privacy Policy, which is incorporated into these Terms by reference. Your use of any third-party provider’s features may also be subject to that provider’s own terms and privacy policy. You are responsible for the accuracy and completeness of the information you enter, and you agree not to submit information about any person without authority to do so.

6. Purchases, Fees, and Refunds

6.1 Fees and Payment

Prices for documents and other paid features are stated on the Website and are in U.S. dollars. You agree to pay all applicable fees and taxes for any purchase you make. Payments are processed by our third-party payment processor, Stripe, and your use of that processor is subject to its terms and privacy policy. We do not store full payment card numbers. We reserve the right to correct pricing errors and to change our prices at any time; the price in effect at the time of your purchase applies to that purchase.

6.2 Delivery

Purchased documents are delivered electronically, as downloadable files, immediately or shortly after your payment is processed. You are responsible for downloading and saving your files and for maintaining your own backup copies.

6.3 Refund Policy

Because our documents are digital products delivered electronically and are usable immediately upon download, all sales are final and fees are non-refundable once a document has been accessed, downloaded, or otherwise made available to you, except where a refund is required by applicable law or expressly stated otherwise. If you believe you were charged in error or experienced a technical problem that prevented delivery, contact us at info@wellplannedlegal.com within 3 days of your purchase and we will review your request.

7. License to Use Documents; Intellectual Property

The Website and its contents — including all templates, forms, text, instructions, graphics, logos, and the selection and arrangement of that content — are owned by the Company or its licensors and are protected by United States and international copyright, trademark, and other intellectual property laws.

When you purchase a document, we grant you a limited, non-exclusive, non-transferable, revocable license to download and use that document for your own personal, non-commercial estate-planning purposes. Except as reasonably necessary to complete and use the document for your own purposes, you may not:

  • resell, redistribute, sublicense, publish, or share the templates or any download;
  • use the Website or any template for any commercial purpose, including preparing documents for or selling documents to third parties;
  • remove or alter any copyright, trademark, or other proprietary notice; or
  • use any robot, scraper, or other automated means to access, copy, or monitor the Website or its content.

All rights not expressly granted are reserved by the Company. Company names, logos, and marks appearing on the Website are trademarks of the Company or their respective owners and may not be used without prior written permission.

8. User Accounts, Reviews, and Other Contributions

The Website may allow you to submit reviews, comments, ratings, or other content (“User Contributions“). You are solely responsible for your User Contributions and for ensuring they are lawful and accurate. By posting a User Contribution, you grant us and our affiliates and service providers a non-exclusive, royalty-free, worldwide, perpetual, and irrevocable license to use, reproduce, modify, display, and distribute that content in connection with operating and promoting the Website.

You represent and warrant that you own or control the rights to your User Contributions and that they do not violate these Terms or the rights of any third party. You agree not to post any User Contribution that:

  • is unlawful, defamatory, obscene, harassing, hateful, or otherwise objectionable;
  • infringes any copyright, trademark, or other intellectual property or privacy right;
  • contains any personal legal details of yourself or others that you do not wish to be public, or that you are not authorized to share;
  • impersonates any person or misrepresents your affiliation with any person or entity; or
  • contains software viruses or any code designed to disrupt or damage the Website.

We may remove or refuse to post any User Contribution, and may suspend or terminate the account of anyone who violates these standards, in our sole discretion and without notice. We do not routinely review User Contributions before they are posted and assume no liability for content posted by users.

9. No Legal Advice; No Attorney-Client Relationship

THE WEBSITE, THE INTAKE QUESTIONNAIRE, AND ALL DOCUMENTS AND MATERIALS PROVIDED THROUGH IT ARE NOT LEGAL ADVICE. Well Planned Legal Services, LLC is not a law firm and does not practice law. We provide a self-help, automated document assembly service and general information only. You choose which document to purchase; the Intake questions and the logic that fills your chosen document operate automatically from the factual information and preferences you provide. They do not constitute legal advice, a legal opinion, or a recommendation about which document or option you need, and they are not a substitute for the advice of a licensed attorney. We do not review your particular facts, do not recommend which document or option is right for you, and do not apply the law to your individual circumstances. No human reviews your answers or your document for legal sufficiency.

No attorney-client relationship is created between you and Well Planned Legal Services, LLC or any of its owners, employees, or contractors by your use of the Website, your purchase or download of any document, or your communications with us. The law changes and applies differently to different situations. Whether a particular document is appropriate for you, and whether it is properly completed and executed, depends on facts we do not evaluate. For advice about your specific situation, you should consult a licensed Oklahoma attorney. Estate-planning documents also carry formal execution requirements under Oklahoma law (for example, witnessing and notarization); you are responsible for following the signing instructions provided with each document and for ensuring your document is validly executed.

10. Prohibited Uses

You agree to use the Website only for lawful purposes and in accordance with these Terms. You agree not to:

  • use the Website in any way that violates any applicable federal, state, local, or international law or regulation;
  • use the Website or any template to provide legal services to, or prepare documents for, any third party;
  • attempt to gain unauthorized access to, interfere with, or disrupt the Website, its servers, or any connected systems;
  • introduce any virus, malware, or other harmful code, or launch any denial-of-service attack;
  • use any automated means to access, scrape, or copy the Website or its content; or
  • engage in any conduct that restricts or inhibits any other person’s use of the Website or that may harm the Company or its users.

11. Third-Party Links and Content

The Website may contain links to third-party websites, resources, or services that we do not own or control. We provide these links for convenience only and are not responsible for the content, products, or practices of any third party. If you access a third-party site, you do so at your own risk and subject to that party’s terms.

12. Disclaimer of Warranties

THE WEBSITE, ITS CONTENT, AND ALL DOCUMENTS AND SERVICES OBTAINED THROUGH IT ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED. TO THE FULLEST EXTENT PERMITTED BY LAW, THE COMPANY DISCLAIMS ALL WARRANTIES, INCLUDING THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE WEBSITE WILL BE UNINTERRUPTED, SECURE, OR ERROR-FREE, THAT DEFECTS WILL BE CORRECTED, OR THAT ANY DOCUMENT WILL BE SUITABLE FOR YOUR PARTICULAR PURPOSE OR VALID FOR YOUR PARTICULAR CIRCUMSTANCES.

THE FOREGOING DOES NOT AFFECT ANY WARRANTIES THAT CANNOT BE EXCLUDED OR LIMITED UNDER APPLICABLE LAW.

13. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, IN NO EVENT WILL THE COMPANY OR ITS AFFILIATES, LICENSORS, SERVICE PROVIDERS, OR THEIR RESPECTIVE OFFICERS, DIRECTORS, EMPLOYEES, OR AGENTS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, DATA, GOODWILL, OR OTHER INTANGIBLE LOSSES, ARISING OUT OF OR RELATING TO YOUR USE OF, OR INABILITY TO USE, THE WEBSITE OR ANY DOCUMENT OBTAINED THROUGH IT, WHETHER BASED IN CONTRACT, TORT, OR ANY OTHER LEGAL THEORY, EVEN IF FORESEEABLE.

TO THE FULLEST EXTENT PERMITTED BY LAW, THE COMPANY’S TOTAL LIABILITY TO YOU FOR ALL CLAIMS ARISING OUT OF OR RELATING TO THESE TERMS OR THE WEBSITE WILL NOT EXCEED THE AMOUNT YOU PAID TO THE COMPANY IN THE SIX MONTHS BEFORE THE CLAIM AROSE. THE FOREGOING DOES NOT AFFECT ANY LIABILITY THAT CANNOT BE EXCLUDED OR LIMITED UNDER APPLICABLE LAW.

Because the documents produced through the Website are assembled automatically from the answers you provide, the accuracy, completeness, and suitability of any document depend on the accuracy and completeness of your answers. You are solely responsible for the information you enter, for reviewing the assembled document, and for confirming that it reflects your intentions and complies with any legal requirements that apply to you, including execution requirements. We are not responsible for any document that is inaccurate, incomplete, invalid, or unsuitable as a result of the answers you provided or your failure to execute it properly.

14. Indemnification

You agree to defend, indemnify, and hold harmless the Company, its affiliates, licensors, and service providers, and their respective officers, directors, employees, contractors, and agents, from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys’ fees) arising out of or relating to your violation of these Terms, your User Contributions, or your use of the Website or any document obtained through it.

15. Governing Law; Binding Arbitration

15.1 Governing Law

These Terms and any dispute arising out of or relating to them or the Website are governed by the laws of the State of Oklahoma and, where applicable, the Federal Arbitration Act, without regard to conflict-of-law principles.

15.2 Binding Arbitration

Please read this section carefully. Except for the matters described in Section 15.4, you and the Company agree that any dispute, claim, or controversy arising out of or relating to these Terms or the Website, including its formation, interpretation, breach, or termination, will be resolved by final and binding arbitration rather than in court. Arbitration will be administered by the American Arbitration Association (“AAA“) under its Consumer Arbitration Rules then in effect, and will take place in Oklahoma City, Oklahoma, or, at your election, by telephone or video or based on written submissions. The arbitrator’s award may be entered as a judgment in any court of competent jurisdiction. This arbitration agreement is governed by the Federal Arbitration Act and, to the extent applicable, the Oklahoma Uniform Arbitration Act, Title 12, Oklahoma Statutes, Sections 1851 through 1881.

15.3 Class Action Waiver

YOU AND THE COMPANY AGREE THAT EACH MAY BRING CLAIMS AGAINST THE OTHER ONLY IN AN INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS OR REPRESENTATIVE PROCEEDING. The arbitrator may not consolidate more than one person’s claims or preside over any form of a representative or class proceeding.

15.4 Exceptions and Court Venue

Either party may bring an individual claim in small-claims court if it qualifies, and either party may seek injunctive or equitable relief in court to protect its intellectual property rights. For any dispute not subject to arbitration, you agree that the exclusive venue will be the state or federal courts located in Oklahoma County, Oklahoma, and you consent to the personal jurisdiction of those courts.

16. Time Limit for Claims

ANY CLAIM ARISING OUT OF OR RELATING TO THESE TERMS OR THE WEBSITE MUST BE COMMENCED WITHIN ONE (1) YEAR AFTER THE CLAIM ACCRUES; OTHERWISE, THE CLAIM IS PERMANENTLY BARRED, EXCEPT WHERE A LONGER PERIOD IS REQUIRED BY APPLICABLE LAW. 

17. Changes to These Terms

We may revise these Terms from time to time in our sole discretion. Changes are effective when posted, and your continued use of the Website after we post revised Terms means you accept the changes. Changes to the arbitration provisions in Section 15 will not apply to any dispute of which the parties had actual notice before the change was posted. We will update the “Last Modified” date at the top of these Terms when we make changes, and we encourage you to review the Terms periodically.

18. Changes to and Availability of the Website

We may modify, suspend, or discontinue all or part of the Website at any time, in our sole discretion and without notice. We are not liable if all or any part of the Website is unavailable at any time or for any period. Content on the Website may be out of date at any given time, and we are under no obligation to update it.

19. Termination

We may suspend or terminate your access to all or part of the Website at any time, with or without cause and with or without notice, including for any violation of these Terms. Upon termination, the licenses granted to you end, and the provisions of these Terms that by their nature should survive — including Sections 5, 7, 9, 12, 13, 14, 15, 16, and 20 — will survive.

20. General Provisions

20.1 Entire Agreement

These Terms, together with our Privacy Policy and any other terms expressly incorporated by reference, constitute the entire agreement between you and the Company regarding the Website and supersede all prior and contemporaneous agreements and understandings, whether written or oral, regarding the Website.

20.2 Severability

If any provision of these Terms is held to be invalid, illegal, or unenforceable, that provision will be eliminated or limited to the minimum extent necessary so that the remaining provisions of these Terms will continue in full force and effect.

20.3 Waiver

No waiver by the Company of any term or condition of these Terms is a further or continuing waiver of that term or any other term, and the Company’s failure to assert any right or provision under these Terms does not constitute a waiver of that right or provision.

20.4 Assignment

You may not assign or transfer these Terms, by operation of law or otherwise, without our prior written consent. We may assign these Terms at any time without notice or consent. These Terms bind and benefit the parties and their permitted successors and assigns.

20.5 Notice

We may provide notice to you by email, by posting on the Website, or by other reasonable means. You may provide notice to us at info@wellplannedlegal.com or 5601 NW 72nd St., Suite 260J, War Acres, OK 73132.

20.6 Force Majeure

We are not liable for any delay or failure to perform resulting from causes beyond our reasonable control, including acts of God, natural disasters, labor disputes, failures of third-party services or utilities, or governmental action.

21. Contact Us

The Website is operated by Well Planned Legal Services, LLC, 5601 NW 72nd St., Suite 260J, War Acres, OK 73132. Questions, comments, and requests regarding these Terms should be directed to info@wellplannedlegal.com.