Legal
Terms of Service
Orderly Affairs Digital, LLC
Last Updated: August 7, 2026
1. Acceptance of Terms
These Terms of Service ("Terms") form a binding agreement between you ("User," "you") and Orderly Affairs Digital, LLC, a Texas limited liability company ("Orderly Affairs," "Company," "we," "us") governing your access to and use of the Orderly Affairs website, web application, and mobile application (collectively, the "Service"). By creating an account or otherwise using the Service, you agree to these Terms and to our Privacy Policy, which is incorporated by reference. If you do not agree, do not use the Service.
You must be at least 18 years old and capable of forming a binding contract to use the Service.
2. Description of the Service
The Service is a digital organizer that helps individuals and families collect, store, and organize information related to family affairs, personal records, and estate planning (for example: contacts, account inventories, document storage, and instructions for family members or designated contacts). The Service is a record-keeping and organizational tool. It is not a law firm, financial institution, insurance provider, or fiduciary.
3. Not Legal, Financial, or Tax Advice
The Service is limited to storing and organizing information and documents you provide, for example contacts, account inventories, and uploaded documents. It does not generate, draft, or prepare wills, powers of attorney, trusts, or any other legally operative document.
We are not attorneys, and Orderly Affairs is not a law firm. Nothing in the Service constitutes legal, tax, financial, or investment advice, and no attorney-client, fiduciary, or advisory relationship is created by your use of the Service. Information, templates, or checklists provided through the Service are for general organizational purposes only. You must consult a licensed attorney, tax advisor, or financial professional in your jurisdiction before making any legal, tax, or estate-planning decisions, including decisions about the validity, execution, or enforceability of any document you store or organize using the Service. Laws governing wills, trusts, powers of attorney, and beneficiary designations vary by state and country and change over time; we do not warrant that any information in the Service is current, complete, or valid in your jurisdiction.
4. Accounts and Eligibility
You are responsible for providing accurate registration information and for maintaining the confidentiality of your login credentials. You are responsible for all activity that occurs under your account, whether or not authorized by you, except to the extent caused by our gross negligence or willful misconduct. Notify us immediately at support@orderly-affairs.com if you suspect unauthorized access to your account.
You may designate one or more additional individuals — for example a spouse, executor, or "legacy contact" — to access some or all of your information under circumstances you configure, such as your death or incapacity, subject to our verification process then in effect. You are solely responsible for the accuracy of any such designation and for ensuring it complies with applicable law. The Service is not a substitute for a validly executed will, trust, power of attorney, or beneficiary designation.
5. Subscription, Fees, and Billing
The Service is offered on a subscription basis, billed either monthly or annually depending on the plan you select. Subscriptions automatically renew at the end of each billing cycle unless canceled in accordance with this section. If we change our prices, we will communicate the change to you before it takes effect on your next billing cycle. All fees are non-refundable, except where required by applicable law. You may cancel your subscription at any time through the Service; cancellation must be submitted before the start of your next billing cycle to avoid being charged for that cycle. Cancellation takes effect at the end of the then-current billing cycle, and you will retain access to the Service through that date.
6. Your Content
"User Content" means any information, documents, or files you upload or enter into the Service. As between you and Orderly Affairs, you retain all ownership rights in your User Content. You grant Orderly Affairs a limited, non-exclusive, worldwide license to host, store, back up, and display your User Content solely as necessary to operate, maintain, and provide the Service to you and to anyone you authorize to access it. This license ends when you delete the relevant content or close your account, subject to standard backup-purge timelines and any retention required by law.
You represent that you have the right to submit your User Content and that doing so does not violate the rights of any third party.
7. Intellectual Property in the Service
The Service, including its software, design, text, graphics, and trademarks (excluding User Content), is owned by Orderly Affairs or its licensors and is protected by intellectual property laws. We grant you a limited, revocable, non-transferable license to use the Service for your personal, non-commercial use in accordance with these Terms. You may not copy, reverse-engineer, resell, or create derivative works from the Service itself.
8. Acceptable Use
You agree not to: (a) use the Service for any unlawful purpose; (b) attempt to gain unauthorized access to the Service, other accounts, or our systems; (c) upload malicious code; (d) scrape or bulk-extract data from the Service; (e) misrepresent your identity or authority to act on behalf of another person; or (f) interfere with the normal operation of the Service.
9. Third-Party Services
The Service may link to or integrate with third-party services such as cloud storage, identity verification, or payment processors. We are not responsible for the content, security, or practices of third-party services, and your use of them is governed by their own terms.
10. Data Security; No Guarantee Against Unauthorized Access
We maintain administrative, technical, and physical safeguards designed to protect the confidentiality and integrity of your information, consistent with industry practice and applicable law, including the Texas Identity Theft Enforcement and Protection Act, Tex. Bus. & Com. Code Ch. 521, and other applicable data breach notification statutes. However, no method of electronic storage or transmission is completely secure, and we cannot and do not guarantee that unauthorized third parties will never defeat those measures or that a security incident, data breach, or "hack" will never occur.
In the event of a security incident affecting your personal information, we will notify you and take other steps required by applicable law, but such notification is not an admission of fault or liability.
To the maximum extent permitted by applicable law, Orderly Affairs is not liable for any loss or damage arising from unauthorized access to, alteration of, or disclosure of your data caused by the criminal or wrongful acts of third parties, including hackers, except to the extent such loss or damage is directly caused by our gross negligence, willful misconduct, or failure to comply with a legal obligation that cannot be disclaimed.
11. Disclaimer of Warranties
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING WITHOUT LIMITATION IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, AND ANY WARRANTY ARISING FROM COURSE OF DEALING OR USAGE OF TRADE. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE, OR THAT ANY DATA WILL NOT BE LOST, CORRUPTED, OR ACCESSED WITHOUT AUTHORIZATION. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF CERTAIN WARRANTIES, SO SOME OF THE ABOVE EXCLUSIONS MAY NOT APPLY TO YOU.
12. Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT WILL ORDERLY AFFAIRS, ITS OFFICERS, DIRECTORS, EMPLOYEES, OR AGENTS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR ANY LOSS OF DATA, PROFITS, REVENUE, OR GOODWILL, ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICE — INCLUDING DAMAGES ARISING FROM UNAUTHORIZED ACCESS TO OR ALTERATION OF YOUR DATA — REGARDLESS OF THE LEGAL THEORY ASSERTED AND EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, OUR TOTAL AGGREGATE LIABILITY TO YOU FOR ALL CLAIMS ARISING OUT OF OR RELATING TO THE SERVICE WILL NOT EXCEED THE GREATER OF (A) THE AMOUNT YOU PAID US IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS ($100).
THESE LIMITATIONS APPLY EVEN IF A REMEDY FAILS OF ITS ESSENTIAL PURPOSE. NOTHING IN THIS SECTION LIMITS LIABILITY THAT CANNOT BE LIMITED UNDER APPLICABLE LAW, INCLUDING LIABILITY FOR OUR OWN GROSS NEGLIGENCE, WILLFUL MISCONDUCT, OR FRAUD.
13. Indemnification
You agree to indemnify, defend, and hold harmless Orderly Affairs and its officers, directors, employees, and agents from any claims, damages, liabilities, costs, and expenses, including reasonable attorneys’ fees, arising out of: (a) your use or misuse of the Service; (b) your violation of these Terms; (c) your violation of any law or the rights of a third party; or (d) User Content you submit — except to the extent caused by our gross negligence or willful misconduct.
14. Term, Suspension, and Termination
We may suspend or terminate your access to the Service if you violate these Terms, pose a security risk, or as required by law. You may cancel your account at any time through the Service or by contacting us. Upon termination, your right to use the Service ends immediately. Provisions that by their nature should survive — including Sections 7, 10 through 13, and 15 through 18 — will survive termination.
15. Death, Incapacity, or Unavailability of the Account Holder
The Service includes features intended to allow designated contacts to access certain information upon your death or incapacity, subject to whatever verification process we require at the time, such as a death certificate, court order, or similar documentation. Orderly Affairs is not responsible for verifying the legal authority of any person requesting access beyond the verification steps disclosed in the Service, and disclaims liability for good-faith reliance on documentation that later proves to be fraudulent, unless caused by our gross negligence or willful misconduct. This feature does not replace a validly executed will, trust, financial power of attorney, or healthcare directive, and does not have independent legal effect.
16. Governing Law; Dispute Resolution
These Terms are governed by the laws of the State of Texas, without regard to its conflict-of-laws principles.
Agreement to Arbitrate. Except for claims that may be brought in small-claims court, or claims for injunctive or equitable relief to protect intellectual property or confidential information, you and Orderly Affairs agree that any dispute, claim, or controversy arising out of or relating to these Terms or the Service will be resolved by binding arbitration rather than in court, administered by the American Arbitration Association (AAA) or JAMS under their respective rules for consumer or commercial arbitration then in effect. The arbitration will be seated in Travis County, Texas, unless you and Orderly Affairs agree otherwise. Judgment on the arbitration award may be entered in any court having jurisdiction.
Class Action Waiver. YOU AND ORDERLY AFFAIRS EACH AGREE THAT ANY PROCEEDING WILL BE CONDUCTED ONLY ON AN INDIVIDUAL BASIS AND NOT AS A CLASS, CONSOLIDATED, OR REPRESENTATIVE ACTION, AND EACH PARTY WAIVES ANY RIGHT TO A JURY TRIAL AND TO PARTICIPATE IN A CLASS ACTION OR CLASS ARBITRATION.
Venue for Non-Arbitrable Disputes. For any dispute not subject to arbitration under this section, the exclusive venue will be the state or federal courts located in Travis County, Texas, and you consent to personal jurisdiction there.
17. Changes to These Terms
We may modify these Terms from time to time. If we make material changes, we will provide notice, for example by email or in-Service notice, before the changes take effect. Continued use of the Service after the effective date constitutes acceptance of the revised Terms.
18. Miscellaneous
Entire Agreement. These Terms, together with our Privacy Policy, constitute the entire agreement between you and Orderly Affairs regarding the Service.
Severability. If any provision is held unenforceable, the remaining provisions remain in full effect, and the unenforceable provision will be modified to the minimum extent necessary to make it enforceable.
No Waiver. Our failure to enforce any provision is not a waiver of our right to do so later.
Assignment. You may not assign these Terms without our consent. We may assign these Terms in connection with a merger, acquisition, or sale of assets.
Force Majeure. We are not liable for delays or failures caused by events beyond our reasonable control.
Notices. We may provide notices to you via the email address or in-Service messaging associated with your account.
19. Contact
5900 Balcones Drive STE 100, Austin, TX 78731
support@orderly-affairs.com
