Terms of Service

You accept these Terms when you create an account, sign in, or use any part of the Service. If you accept them on behalf of a law firm, a company or another person, you confirm that you are authorized to bind that organization, and the Terms then apply to it as well.

Additional terms may apply to specific parts of the Service (for example, a firm subscription agreement or the terms of a notary provider). Where they conflict with these Terms for that specific part, the additional terms control.

SaferWill is a technology platform. It is not a law firm, it does not practice law, and no part of the Service is legal advice. Using SaferWill does not create an attorney-client relationship between you and SaferWill.

We provide software that helps you assemble, execute and store legal documents. We do not choose your beneficiaries, we do not tell you which instrument fits your estate, and we do not represent you before any court or authority.

Where the Service connects you with a licensed Florida attorney or a law firm, that attorney or firm is independent. Any attorney-client relationship is between you and them, on their terms, subject to their professional judgment and their own rules of professional conduct. SaferWill does not supervise, direct or interfere with that judgment, and we are not responsible for the legal advice they give.

Your estate is specific to you. If your situation involves anything unusual — blended families, business interests, property outside Florida, tax planning, a contested prior instrument, or questions about capacity — consult an attorney before you sign.

To use the Service you must:

• be at least 18 years old;
• have the legal capacity to enter into a contract and, where you are creating a testamentary document, the capacity the law requires to execute it;
• provide accurate identity information and keep it up to date;
• use the Service for your own documents, or for documents you are lawfully authorized to manage for someone else.

Some features are limited by role. Attorneys, firm administrators and court users get access to functions that depend on credentials we or the firm verify (for example, a bar number). We may suspend access to those functions if the credential cannot be verified or stops being valid.

Florida law does not allow every document to be executed remotely, and it does not allow every person to execute one. Section 7 explains the screening this creates.

You are responsible for everything that happens under your account. Keep your credentials secret, enable multi-factor authentication where the Service offers it, and tell us immediately at admin@saferwill.com if you believe your account has been used without your permission.

Do not share your account. Documents held here can dispose of property and delegate authority over another person's money and medical care; an account shared for convenience is an authorization we cannot tell apart from a legitimate one.

Every meaningful action in the Service is written to an audit trail linked to the account that performed it. That record is part of what makes a document defensible later, and it cannot be edited by you or by us.

Depending on your role and your plan, the Service can:

• assemble a draft document from the answers you give, using automated tools including AI;
• route that draft to a licensed attorney or firm for review and approval;
• run the eligibility screening described in section 7;
• coordinate execution before a certified remote online notary;
• seal the executed document into immutable storage and keep an auditable record of every access;
• give you and the people you authorize controlled access to it, and issue certified copies;
• deposit the document with the appropriate Florida court when the law requires it.

We may add, change or remove features. If a change materially reduces a function you rely on, we will give you reasonable notice through the Service or by email.

Certain documents cannot be finalized without the approval of a licensed attorney, and the Service will not let them proceed to execution until that approval is recorded on the same version you are signing.

When a document is managed by an attorney or a firm, both the attorney and you must approve the current version before it can be sealed. If either of you requests changes, the document returns to draft and the approvals are cleared: an approval always refers to a specific version, never to a document in general.

Fees charged by an attorney or a firm for their professional work are theirs, are agreed between you and them, and are separate from what you pay SaferWill for the platform.

Florida Statutes section 732.521 and following restrict who may execute an electronic will remotely. Before you can use the remote pathway, the Service asks you a short set of questions about guardianship, judicial determinations of incapacity, cognitive condition and undue influence.

If the screening indicates that the remote pathway is not available to you, the Service will block it. That is not a judgment about you and it is not reversible by support: it is the statute. You may still execute your document in person, with witnesses physically present.

You must answer the screening truthfully. Answers given to unlock a pathway you are not entitled to can invalidate the resulting document and may carry consequences beyond this agreement.

By using the Service you consent to receive and sign records electronically, under the federal E-SIGN Act and Florida's Uniform Electronic Transaction Act (FS 668.50). This covers these Terms, notices, receipts, the documents you create, and the records of their execution.

To use the Service you need a device with a current browser, an internet connection, a working email address, and the ability to download and keep PDF files. For remote notarization you also need a working camera and microphone.

You may withdraw consent to electronic records by writing to admin@saferwill.com, but the Service cannot function without it: withdrawal ends your ability to create or execute documents electronically. It does not affect the validity of anything already executed.

Remote online notarization (RON) is performed by a notary commissioned under Florida law (FS 117.201 and following) through a certified provider integrated with the Service. The notary is an independent officer; they verify identity, supervise the signing session and complete their own certificate. We do not control their determinations.

The RON provider records the audio-video session and retains that recording for the period the statute requires (at least ten years under FS 117.245). We keep the record of the session that ties it to the document.

A document is only executed when the signing session is completed successfully. An interrupted or failed session leaves the document unsigned, and the fee for the attempt may still apply.

Where the Service acts as the electronic custodian of an executed document, it does so under FS 732.524 and 732.525. In practice that means:

• the executed document is stored in write-once storage and cannot be altered or deleted, by you or by us;
• every access is logged, and the log is chained cryptographically so that a later alteration of the record can be detected;
• we maintain the custody of the document, and the systems that hold it, for the period the law requires;
• we furnish copies to the people the statute entitles to them, and only to them.

Immutability cuts both ways. Once a document is sealed, we cannot edit it, unseal it or delete it at your request — that is the property that makes it hold up in court. A change of mind is handled the way the law handles it: by executing a new instrument that revokes or amends the old one.

You decide who may access your document while you are alive. You can invite a person by email, and you can revoke that access at any time. An invited person who does not have an account will be asked to create one; access is never anonymous.

Before a document can be sent to notarization, the Service requires at least one trusted recipient on it. That is a custody requirement, not an upsell: a document nobody can reach is a document that fails at the moment it is needed.

We also disclose documents when a court of competent jurisdiction orders it, or when a person entitled under FS Chapter 732 requests it and their entitlement is verified. We verify court orders before acting on them, and the access is logged like any other.

Florida law requires the custodian of a will to deposit it with the clerk of the court having venue of the estate within ten days of receiving information that the testator has died (FS 732.901). When we are the custodian and we receive verified information of the death, we do that.

Telling us about a death, with the documentation we ask for, is what starts that process. Until it is verified, we treat the document as we would any other: private, and closed.

Prices are shown in the Service before you commit to a charge. Payments are processed by our payment provider; we do not store your full card details. Charges are in US dollars and, unless stated otherwise, exclude taxes.

Certain actions are charged individually — for example, assigning an attorney to a document, notarization, or an additional certified copy. Subscriptions renew for the period shown until you cancel, and cancellation takes effect at the end of the paid period.

The first certified copy of a document held in custody is free, as FS 732.524(8) requires. Subsequent certified copies are charged at the price shown at the time you request them. A certified copy is issued and counted when it is generated, which is why we deliver it immediately.

Except where the law requires otherwise, fees for work already performed — a completed notarization session, a copy already issued, an attorney review already delivered — are not refundable.

Everything you put into the Service — your answers, your documents, files you upload — remains yours. We claim no ownership over it.

You give us the limited licence we need to run the Service for you: to store your content, process it, display it back to you and to the people you authorize, transmit it to the attorney, notary or court the flow requires, and keep the copies our custody and backup obligations demand. That licence exists for those purposes only and ends when our retention obligations end.

We do not use the content of your documents to train AI models, and we do not sell it.

The Service itself — the software, the templates, the design and the brand — belongs to SaferWill or its licensors. Your subscription is a right to use it, not a transfer of it.

Drafts are generated by automated systems, including large language models, from templates and from the answers you provide. Automated output can be wrong, incomplete or unsuitable for your situation.

That is the reason for the review step. You are responsible for reading your document before you approve it, and where an attorney review is required, the document does not proceed without it. Do not sign a document you have not read.

You agree not to:

• impersonate another person, or create or execute a document you are not authorized to create or execute;
• submit false identity, screening or credential information;
• use the Service to defraud, coerce or exercise undue influence over anyone;
• attempt to access documents, accounts or firm data that are not yours;
• probe, scan, overload or interfere with the Service or its security, or attempt to bypass access controls or audit logging;
• scrape the Service, or use it to build a competing product;
• upload malware, or content that is unlawful.

Some of the conduct above is a crime in Florida, and the audit trail is designed to survive as evidence of it.

The Service depends on third parties: cloud infrastructure and storage, a payment processor, one or more remote notarization providers, identity verification and email delivery. Their availability and their acts are outside our control, and their handling of your data is described in our Privacy Policy.

Links to third-party sites are provided for convenience. We do not endorse them and we are not responsible for their content.

You may stop using the Service and close your account at any time. We may suspend or terminate access if you breach these Terms, if we are required to by law, or if your use creates a security or legal risk to other users.

Closing your account does not delete documents already executed and held in custody. Our duty as custodian is owed under the statute and to the people the statute protects, not only to the account holder, and it survives the account.

Drafts that were never executed are deleted according to our retention schedule after the account closes.

The Service is provided as is and as available. To the maximum extent permitted by law, we disclaim all implied warranties, including merchantability, fitness for a particular purpose and non-infringement.

We do not warrant that a document created with the Service will achieve a particular legal outcome, will be admitted by a particular court, or will not be contested. Whether an instrument is valid depends on facts about you and about its execution, some of which are outside our knowledge and control.

To the maximum extent permitted by law, neither party is liable for indirect, incidental, special, consequential or punitive damages, or for lost profits, lost opportunity or lost goodwill.

To the maximum extent permitted by law, our total liability arising out of or relating to the Service is limited to the greater of the amounts you paid us for the Service in the twelve months before the event giving rise to the claim, or one hundred US dollars.

Nothing in these Terms limits liability that cannot be limited by law, including liability for fraud or for willful misconduct.

You agree to indemnify and hold harmless SaferWill and its officers, employees and agents from claims, damages and reasonable legal costs arising out of your breach of these Terms, your misuse of the Service, or your submission of false information to it.

These Terms are governed by the laws of the State of Florida, without regard to conflict-of-law rules. The exclusive venue for any dispute is the state or federal courts located in Miami-Dade County, Florida, and both parties consent to their jurisdiction.

Before filing, please write to admin@saferwill.com with a description of the problem and what you want. Most disputes are a misunderstanding about what the Service did, and the audit trail usually settles it in days.

We may update these Terms. When we do, we change the effective date at the top and, for material changes, notify you through the Service or by email before they take effect. Continuing to use the Service after that date means you accept the updated Terms.

If a provision is found unenforceable, the rest stays in force. Our failure to enforce a provision is not a waiver of it. You may not assign these Terms without our consent; we may assign them to a successor in connection with a merger or sale of assets. These Terms, together with the Privacy Policy and any additional terms, are the entire agreement between us about the Service.

SaferWill — Miami, FL, US. Questions about these Terms: admin@saferwill.com.