Legacy Portal Agreement

Coming soon. The Legacy Vault is not open for subscriptions yet. This agreement is published in advance so you can read the terms before launch. It applies to you only if you subscribe after the Legacy Vault opens, and no payment is taken before then.

Read this first — three things in plain English: (1) Legacy Portal, LLC is not a law firm and provides no legal services or advice; although its principal, Thomas Asbury, is a licensed Florida attorney, he provides all Legacy Portal services in a non-lawyer capacity through the company, and no attorney-client relationship or privilege is created. (2) We store encrypted copies of the files you upload — keep your signed originals; we are not a qualified custodian of electronic wills under Fla. Stat. §§ 732.521–732.526 and post no bond under § 732.525 because we do not act as one. (3) Your subscription renews automatically: your payment method goes on file at signup and is charged each billing cycle until you cancel, which you can do online at any time.

This Subscription & Vault Agreement (the "Agreement") is between you and Legacy Portal, LLC ("Legacy Portal," "we," "us"), operator of the Legacy Vault (the "Service"). By clicking "I agree" or subscribing, you accept this Agreement.

1. The Service

Legacy Portal provides an individual online vault where each subscriber may upload, organize, store, and retrieve digital copies of documents, images, videos, and other files — personal, family, or business — with designee and alert features. The Service is storage and organization only. We do not review your files for legal sufficiency, tell you which documents you need, or prepare documents.

2. Eligibility and account

You must be at least 18 and able to enter a contract. You are responsible for the accuracy of your account information, the security of your credentials, and all activity in your vault. Notices are sent to the email address on your account; keep it current.

3. Plans, fees, and introductory pricing

Current plans and prices are published at checkout. Clients of Asbury Law receive the vault included for the first three months of an estate plan engagement and included for the duration of any Attorney on Retainer membership; otherwise, after any introductory period your plan renews at its regular published rate. A valid payment method is required at signup. We may change prices prospectively with at least 30 days' notice to your account email.

4. Automatic billing authorization

Recurring-charge authorization. By subscribing, you authorize Legacy Portal and its payment processor to store your payment method and automatically charge it the subscription fee, plus applicable taxes and any fees due under this Agreement, at the start of each billing cycle, continuing until you cancel. For annual plans we send a renewal reminder at least 15 days before the renewal charge. You may update your payment method or cancel online at any time; cancellation stops future charges but does not refund the current cycle except as stated in Section 9.

5. Failed payments, grace period, and late fee

Timeline	What happens
Days 1–10	Grace period. Full access continues; we retry your payment and email reminders. No fee.
Day 11	A one-time late fee of $9 is added and your vault becomes read-only until the balance is paid.
Day 30	Your account is suspended: login is locked and designee alerts pause. Files are retained per Section 8.

Reinstatement. Pay the past-due amounts plus the $9 late fee at any time during read-only status or suspension and full access resumes.

6. Retrieval during delinquency

Component	Amount
Base retrieval fee	$49
Storage-recovery fee	+ $10 for each full month the account has been delinquent

Retrieval fees compensate storage actually consumed while unpaid and never exceed the cost of reinstatement. No retrieval fee applies to voluntary cancellation in good standing.

7. Your content and our license

Your files are yours. You grant us only the limited license necessary to host, encrypt, back up, display to you, and deliver your files as you direct. We do not sell your content, mine it, or use it for advertising or AI training.

8. Retention and deletion after suspension

For 12 months after suspension your files remain stored and retrievable under Section 6 and your account remains reinstatable. After 12 months we send a final deletion notice; if you do not reinstate or complete a retrieval within 30 days, your files become eligible for permanent deletion. Minimal account and billing records may be retained as required by law.

9. Cancellation and free export window

Cancel online at any time; cancellation is effective at the end of the current paid cycle. For 30 days after a voluntary cancellation in good standing you may export all of your files free of charge. Fees already paid are non-refundable except where required by law or stated here. If we discontinue the Service we give at least 60 days' notice and a free export window.

10. Designees, alerts, and conditional access

You may designate backup administrators, trusted contacts, and beneficiaries and set each person's role. Alerts notify designees that a file exists or has been updated — never its contents. Designee access occurs only through the mechanism you configure: your in-app authorization, or presentation of verification you specify in advance (for example, a certified death certificate together with identity verification). We may decline access where verification is incomplete or fraud is suspected.

11. Security

Files are encrypted in transit and at rest with zero-access encryption on a Swiss-domiciled provider governed by Swiss data-protection law, with administrative and technical safeguards appropriate to a private storage service. No system is perfectly secure; protect your credentials and enable available account-security features. The vault is a technical and contractual security measure; it does not shield materials from a valid legal process.

12. Acceptable use

You may not store unlawful content, malware, or content you have no right to possess, or probe or disrupt the Service.

13. Disclaimers

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE." TO THE FULLEST EXTENT PERMITTED BY LAW WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. LEGACY PORTAL DOES NOT PROVIDE LEGAL SERVICES AND MAKES NO REPRESENTATION ABOUT THE LEGAL EFFECT, VALIDITY, OR SUFFICIENCY OF ANY DOCUMENT YOU STORE.

14. Limitation of liability

TO THE FULLEST EXTENT PERMITTED BY LAW, OUR TOTAL AGGREGATE LIABILITY IS LIMITED TO THE AMOUNTS YOU PAID US IN THE 12 MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM, AND WE ARE NOT LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOSS OF DATA YOU FAILED TO MAINTAIN ORIGINALS OR BACKUPS OF.

15. Governing law and venue

Florida law governs, without regard to conflict-of-laws rules. Exclusive venue lies in the state or federal courts located in Duval County, Florida.

16. Changes

Material changes are emailed to your account address at least 30 days before they take effect; continued use after the effective date is acceptance.

17. Contact

Legacy Portal, LLC · 245 Riverside Ave, Suite 100, Jacksonville (Duval County), FL 32202 · Tom@Asbury-Law.com

Clickwrap acknowledgment (presented at signup, unchecked by default): "I have read and agree to the Legacy Portal Subscription & Vault Agreement, including the automatic-billing authorization in Section 4 and the delinquency, retrieval-fee, and deletion schedule in Sections 5–8. I understand Legacy Portal, LLC is not a law firm, provides no legal services, that no attorney-client relationship or privilege is created, and that it stores copies only — I will keep my original documents."

Legacy Portal, LLC · A separate company affiliated with Asbury Law through common ownership · Not a law firm · No legal services or advice