Terms & Conditions

The following Terms of Use constitute a legally binding agreement between you and/or your organization (“You”) and Advanced Planning Solutions Ltd. (“APS,” “We,” “Us,” or “Our”). These Terms of Use, together with all related documents, including our Privacy Notice (collectively, the “Agreement”), govern your access to and use of the Cloud Estate Plan™ software and its affiliated services. These services include but are not limited to, document drafting, website functionality, cloud-based features, Artificial Intelligence, and any other services provided in connection with Cloud Estate Plan™ (collectively “Services” or “Platform”).

 

This Agreement applies to all users who meet and comply with the requirements outlined in this Agreement. Unauthorized use of any the Platform or Services constitutes a violation of these Terms of Use.

 

PLEASE READ THESE TERMS OF USE CAREFULLY. By accessing or using the Platform or Services or by clicking “Accept” when prompted, you acknowledge that you have read, understood, and agree to be bound by these Terms of Use and our Privacy Notice, which is incorporated by reference.

 

By using our services, you represent and warrant that you are of legal age and have the authority to enter into this Agreement on behalf of yourself or your organization. If you do not meet these requirements, you must not access or use Cloud Estate Plan™ or any of its services.

 

‌1. Changes to the Terms of Use 

We reserve the right to modify or update these Terms of Use at any time, at our sole discretion. Any changes will take effect immediately upon being posted on this page and will apply to all subsequent access to and use of Cloud Estate Plan services. By continuing to use the Platform or Services after any such changes are posted, you acknowledge and agree to be bound by the revised Terms.

 

We encourage you to review this page periodically to stay informed of any updates, as they are legally binding upon you.

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2. Access to Services, Software Updates, and Account Security

Your applicable subscription agreement governs access to Cloud Estate Pla™ and its services. We reserve the right, at our sole discretion and without prior notice, to modify, suspend, or discontinue any part of the Platform, including services, features, or content. APS is not liable for any unavailability of the Platform, regardless of the cause or duration (including but not limited to interruptions in service).

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The Services are provided as they exist at the time of your purchase or subscription. Your license entitles you solely to the version of the software and services available at that time. While we may, at our discretion, release updates, enhancements, or modifications to improve functionality, performance, or security, such updates are not guaranteed and should not be expected. Any updates that are made available may be delivered automatically or require manual installation and may be subject to additional terms and conditions. Continued access to new features or future versions may require a separate subscription, renewal, or extra fees.

 

By using the Services, you acknowledge that the software may evolve over time and that your access is limited to the version and features available at the time of your original purchase unless otherwise agreed in writing. We are under no obligation to provide ongoing updates, upgrades, or support beyond what is explicitly stated in your subscription or licensing terms.

 

Certain Services may require you to register and provide personal information. You agree that all information you submit is accurate, current, and complete and that our Privacy Notice governs it. You consent to all actions we take concerning your information in accordance with that policy. Providing false, misleading, or incomplete information constitutes a violation of these Terms of Use.

 

If you are assigned or create login credentials—such as a username, password, or other identifiers—you are responsible for maintaining their confidentiality and for all activities that occur under your account. Sharing login credentials with individuals outside your organization or with non-subscribed users is strictly prohibited. Individual subscribers must not share their credentials under any circumstances. Any such sharing constitutes a material breach of these Terms.

 

We reserve the right to disable or revoke any account credentials, whether chosen by you or assigned by us, at any time and for any reason, including if we believe you have violated any provision of these Terms of Use.

 

3. Privacy

All information obtained throughout Your tenure with Us is subject to Our Privacy Policy. By using Cloud Estate Plan™ and its services, you consent to all actions taken by us concerning your information in compliance with our Privacy Policy posted to our website.

 

4. Grant of License

Subject to the terms and conditions of this Agreement, APS grants you a revocable, personal, non-exclusive, and non-transferable license to access and use the services and features included in the applicable Cloud Estate Plan™ service subscription as agreed upon by you. Access will be provided through methods determined solely by APS.

Depending on the subscription chosen, the services may include access to APS’s proprietary document drafting software and related tools (collectively, the “Software”). This license includes the right to use associated templates, forms, clauses, and other drafting content (collectively, the “Documents”) for the purposes outlined below and in accordance with this Agreement. This license is issued as a single, individual license to an individual customer and does not constituted a "site license" to an organization or the organization's employees or contractors.

 

The Software and Documents may be used solely for drafting customized legal documents for clients of you or your organization while delivering legal services, and only within jurisdictions where you or your organization is licensed and in good standing.

For clarity, the Software and Documents may not be used for any other purpose, including but not limited to providing legal services to clients not formally retained by you. The Software and Documents may not be sublicensed, shared, or resold in any form to third parties, including other individuals or law firms.

 

5. Use of APS Services and User Accountability

To the fullest extent permitted by applicable law, in no event shall APS, its affiliates, licensors, service providers, employees, agents, managers, members, officers, or directors be liable for any damages of any kind under any legal theory arising out of or in connection with your use of, or inability to use, any APS service, any linked websites, or any content provided therein. This disclaimer includes, without limitation, any direct, indirect, special, incidental, consequential, or punitive damages, such as personal injury, pain and suffering, emotional distress, loss of revenue, loss of profits, loss of business or anticipated savings, loss of use, loss of goodwill, or loss of data, whether caused by tort (including negligence), breach of contract, or otherwise, even if foreseeable.

 

We are not responsible for the creation, drafting, or accuracy of any materials, documents, or information generated by using our services. Once you utilize Cloud Estate Plan™ to produce any content, you assume full responsibility for the resulting output.

Under no circumstances shall APS be held liable for any errors, omissions, or consequences—including but not limited to malpractice, legal disputes, or financial loss—arising from the use of our services or reliance on any information provided. This indemnification applies even if the information made available through our Platform is later found to be incorrect, incomplete, or outdated.

 

APS and its services may include content provided by third parties, including other users, contributors, licensors, aggregators, or external service providers. All statements, opinions, articles, responses, and other materials—excluding content officially provided by APS—are solely the views and responsibility of the individuals or entities that submitted them. These materials do not necessarily reflect the views of APS.

 

APS does not guarantee the accuracy, completeness, or reliability of third-party content and assumes no responsibility or liability for any such materials, including any loss or damage that may arise from your reliance on them.

 

You acknowledge and agree that APS and Cloud Estate Plan™ are intended to assist in the drafting process and do not constitute legal advice or a substitute for professional judgment. It is your sole responsibility to review, verify, and ensure the accuracy and appropriateness of all outputs before, during, and after use.

 

6. Intellectual Property Rights

APS services, content, information, features, and facets (including but not limited to software, text, displays, images, video, audio, design, selection, and documents) are owned by APS, its licensors, or other providers of such material. They are protected by the United States and international copyright, trademark, patent trade secret, and other intellectual property or proprietary laws.

 

Under no circumstance should you reproduce, distribute, modify, create derivative works of, publicly display, publicly perform, republish, download, store, or transmit any of the material of APS services except for the goal of using our services for their intended purpose – namely document drafting and its related facets.

 

If you print, copy, modify, download, or otherwise use or provide any other person with access to any part of APS in violation of the Terms of Use, your right to access and use the Platform will be terminated immediately. At our discretion, you may be required to return or delete any materials derived from the Platform. No ownership, license, or rights in or to APS or its content are transferred to you, and all rights not explicitly granted remain the sole property of the provider. Any use of APS services not expressly permitted by these Terms of Use or by a separate agreement with the provider constitutes a breach and may violate intellectual property laws and internal compliance standards.

 

7. User Content

APS may, at its sole discretion, allow users to post, upload, submit, or share content (“User Content”) within the Platform. By submitting any User Content through any APS service, you grant APS a worldwide, irrevocable, perpetual, non-exclusive, transferable, royalty-free license (with the right to sublicense) to use, display, copy, adapt, modify, distribute, and otherwise utilize such content within or in connection with the Platform and its services.

If your User Content includes personal information (e.g., names, images, or other identifiable data), it will be handled by applicable data protection laws and our Privacy Policy. APS does not claim ownership of your User Content, and these terms do not limit your rights to use or share your content.

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You are solely responsible for any content you contribute to APS or Cloud Estate Plan™. By submitting content, you confirm that:

• You either own the content or have the necessary rights and permissions to share it and grant the above license; and

• Your content and its use by APS will not infringe on any third-party rights, including intellectual property, privacy, or publicity rights, nor violate any laws or regulations.

• You acknowledge and accept full responsibility for any content you submit, including all associated legal obligations and consequences resulting from its use or distribution.

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8. Trademarks and Registered Intellectual Property

The APS and Cloud Estate Plan™ name, logo, and all associated product and service names, designs, and slogans are trademarks of APS or its affiliates and licensors. Except where explicitly permitted—such as within draftable documents where APS has granted express authorization—these marks may not be used without prior written consent from APS. All other names, logos, product and service names, designs, and slogans featured on the Platform are the property of their respective owners.

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9. Prohibited Uses

You may use the Platform and Services only for lawful purposes and in accordance with these Terms of Use. By accessing or using the Platform, you agree not to:

• Use the Platform and Services in any way that violates applicable federal, state, local, or international laws or regulations (including, without limitation, laws related to unauthorized professional practices);

• Exploit, harm, or attempt to exploit or harm minors, including by exposing them to inappropriate content or requesting personally identifiable information;

• Transmit or facilitate the sending of unauthorized advertising or promotional materials, including “junk mail,” “chain letters,” “spam,” or similar solicitations;

• Impersonate APS, an APS employee, another user, or any other person or entity;

• Engage in conduct that restricts or inhibits anyone’s use or enjoyment of the Platform or that could harm APS or its users or expose them to liability.

 

Additionally, you agree not to:

• Use the Platform in any manner that could disable, overburden, damage, or impair its functionality or interfere with others’ ability to use it, including real-time features;

• Copy, modify, lift, steal, reverse engineer, decompile, disassemble, rent, sell, lease, or sublicense any part of the Platform;

• Use automated tools (such as bots, spiders, or scrapers) to access, monitor, or copy content from the Cloud Estate Plan™ Platform without prior written consent;

• Use manual processes to copy or monitor content for unauthorized purposes;

• Introduce malicious software, including viruses, Trojan horses, worms, or other harmful code;

• Attempt to gain unauthorized access to any part of the Platform, its servers, or connected systems;

• Launch or participate in denial-of-service (DoS) or distributed denial-of-service (DDoS) attacks;

• Otherwise interfere with the proper operation and security of APS and its services.

 

A violation of any of the aforementioned, along with any other prohibited use(s) listed before or after this section, breaks our Terms of Use agreement.

 

10. External Sources and Sites

The Platform may contain links to external websites and resources provided by third parties. These links are offered solely for your convenience, including those found in advertisements such as banner ads and sponsored content. APS has no control over the content of these external sites and assumes no responsibility for them, including any loss or damage that may result from your use of them.

 

If you choose to access any third-party websites linked through the Services or the Platform, you do so at your own risk and are subject to the terms and conditions of those external sites.

 

11. Geographical Restrictions

APS is operated from the state of Ohio, United States, and is intended for use by individuals located within the United States. We do not guarantee that the Platform or its content is appropriate, accessible, or compliant with laws outside the United States. Accessing the Platform from outside the United States is done at your initiative, and you are solely responsible for ensuring that your use complies with all applicable local laws and regulations.

It is your responsibility to verify that any information, tools, or resources provided through APS services are accurate, complete, and legally appropriate for your specific jurisdiction—including all U.S. states and territories. Legal and regulatory requirements can vary significantly, and APS does not guarantee compliance with the laws of any particular state or country. Always consult qualified professionals or legal counsel to confirm the suitability of any content for your intended use.

 

12. Artificial Intelligence Disclaimer

The Services and the Platform may include access to and use of various artificial intelligence (AI)-powered features, tools, software, services, documentation, and content (collectively, “AI Products”). These may include, but are not limited to, automated content generation, data analysis, scheduling suggestions, and other intelligent functionalities.

By using any AI-powered features within APS Services, you acknowledge and agree to the following:

• All AI-generated content is provided “as is” for informational or assistive purposes only. APS makes no representations or warranties regarding the accuracy, completeness, legality, reliability, or suitability of any AI-generated output.

• You are solely responsible for reviewing, verifying, and validating any AI-generated content or recommendations before relying on or acting upon them. This responsibility includes ensuring compliance with all applicable laws, regulations, and professional standards in your jurisdiction, including within the United States and any other relevant territories.

• AI-generated content does not constitute legal, financial, medical, or other professional advice, nor is it a substitute for human judgment. You should consult qualified professionals as needed.

• APS, its affiliates, licensors, and service providers expressly disclaim all liability for any errors, omissions, misinterpretations, or adverse outcomes resulting from the use of AI-generated content, including but not limited to legal, financial, operational, or reputational consequences.

 

You agree not to use AI Products to:

• Generate or facilitate content that may (a) harm or promote harm to others (e.g., self-harm, discrimination, bullying), (b) be pornographic, (c) infringe upon the rights of others (e.g., intellectual property, privacy), (d) be hateful or dehumanizing, or (e) engage in regulated activities (e.g., political campaigning, lobbying).

• Violate any applicable law or promote unlawful activity.

• Deceive or mislead others (e.g., phishing, scams, misinformation).

• Solicit or rely on AI for professional advice.

• Modify, reverse engineer, sublicense, resell, or exploit AI Products.

• Override safety or privacy mechanisms.

• Upload or transmit malicious content.

• Build or train competing AI models or services.

 

Prompts and outputs may be reviewed using automated and manual methods for abuse prevention and content filtering. APS reserves the right to investigate and take appropriate action, including content removal, account suspension or termination, and reporting to law enforcement where applicable.

 

By using AI-powered features, you accept full responsibility for any outcomes and agree to hold APS and its affiliates harmless from any claims, liabilities, or damages arising from such use. All use of AI Products is also subject to the user conduct provisions outlined elsewhere in this Agreement.

 

13. Disclaimer of Warranties

APS services are not intended to provide legal advice or serve as a solicitation for legal services. The information from our services should not be considered an invitation to form an attorney-client relationship. Users should not rely on any content provided here as a substitute for legal advice and are encouraged to consult qualified legal counsel licensed in their jurisdiction.

 

Using APS services does not create an attorney-client relationship between you and APS, its affiliates, or any of its representatives. Communicating with APS, including via email or other electronic means, does not constitute a formal relationship. APS and its affiliates do not enter attorney-client relationships through this Platform or any related digital communication.

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Do not send confidential or sensitive information through APS or any of its services. Online communications, including those over the Internet or via email, may be insecure and subject to interception. Transmitting such information may risk waiving attorney-client or work-product privileges, even where a formal legal relationship exists.

 

Your use of APS and any content or services accessed through it is at your own risk. We do not guarantee that files or content available for download will be free from viruses or other harmful components. You are responsible for implementing appropriate safeguards, including antivirus protection and data backups.

 

To the fullest extent permitted by law, APS disclaims all liability for any loss or damage caused by distributed denial-of-service attacks, malware, or other harmful materials that may affect your devices or data due to your use of the Platform or any linked content.

 

Cloud Estate Plan® is built and operates, in part, on third-party Platforms, including but not limited to Gavel.io (“Third-Party Platforms”). You acknowledge and agree that the availability, functionality, and performance of Cloud Estate Plan may be dependent on the operation of such Third-Party Platforms, which are outside of APS’s control.

APS makes no representations or warranties regarding the uninterrupted availability, functionality, or security of any Third-Party Platform or its integration with Cloud Estate Plan®. To the fullest extent permitted by applicable law, APS shall not be liable for any damages, losses, costs, or other consequences arising out of or related to (i) the performance or non-performance of any Third-Party Platform, (ii) service interruptions, errors, or changes caused by such Platforms, or (iii) any limitations or restrictions imposed by them.

By using the Platform, you agree to hold APS harmless from any claims arising from the use or malfunction of any Third-Party Platform that supports the operation of our Services.

 

APS, its content, and any services or materials provided through the Platform are offered “as is” and “as available” without warranties of any kind, express or implied. We make no representations or guarantees regarding the accuracy, reliability, security, or availability of our services or its content. We do not warrant that the Platform will be error-free, uninterrupted, or free of harmful components or that it will meet your expectations or requirements.

To the maximum extent allowed by law, APS disclaims all warranties, including but not limited to implied warranties of merchantability, fitness for a particular purpose, and non-infringement. Nothing in this disclaimer affects rights or warranties that cannot be excluded or limited under applicable law.

 

14. Legal Disclaimer

The information contained Cloud Estate Plan™ and accompanying services are general in nature and to be used only by attorneys. Issues of state law may contradict any information contained within. Accordingly, Cloud Estate Plan™ should not be relied upon without first confirming that the legal requirements in a particular state are satisfied. The software, web site, instructional materials, and accompanying resources are not intended to be a substitute for research, continuing legal education, or a thorough knowledge of the law.  In using any aspect Cloud Estate Plan™, our Services, the software Platform, web site, or any accompanying resources, the user agrees to assume all responsibility for the validity of the information contained therein.

 

15. License Fees, Taxes, and Third-Party Charges

Access to certain features or services offered through APS services may require the payment of license or subscription fees, as outlined in the applicable Subscription Agreement or pricing schedule. By subscribing to or using any paid services, you agree to pay all applicable fees in accordance with the terms presented at the time of purchase or renewal.

All fees are quoted and payable in U.S. dollars unless otherwise specified. Fees are non-refundable except as expressly stated in the applicable Agreement or as required by law.

You are solely responsible for determining and paying any applicable taxes, duties, levies, or similar governmental charges—such as sales, use, value-added, or withholding taxes—arising from your use of APS services, excluding taxes based on our net income. If APS is required by law to collect or remit such taxes on your behalf, APS will add those amounts to your invoice and must be paid by you unless you provide a valid exemption certificate from the appropriate authority.

 

APS is not responsible for any third-party fees or charges incurred in connection with your use of the Platform. These fees include, but are not limited to, fees charged by internet service providers, mobile carriers, payment processors, financial institutions, or other external services. You are solely responsible for all such costs and for ensuring that your use of APS complies with the terms and conditions of any third-party services you engage in.

Failure to pay applicable fees, taxes, or third-party charges may result in the suspension or termination of your access to APS and its services.

 

16. Indemnification

You agree to defend, indemnify, and hold harmless APS, its affiliates, licensors, service providers, and each of their respective officers, directors, employees, contractors, agents, suppliers, successors, and assigns from and against any claims, liabilities, damages, judgments, awards, losses, costs, expenses, or fees (including reasonable attorneys’ fees) arising out of or related to your violation of these Terms of Use or your use of the Platform. These violations include, but are not limited to, any unauthorized use of APS content, services, or features or any use of information obtained through the Platform that is inconsistent with these Terms.

 

17. Governing Law, Jurisdiction, and Arbitration

All matters related to APS, including these Terms of Use and any disputes or claims arising from or connected to them—whether contractual or non-contractual—shall be governed by and construed in accordance with the internal laws of the State of Ohio, without regard to any choice or conflict of law principles from Ohio or any other jurisdiction.

Any legal action, suit, or proceeding arising out of or relating to these Terms of Use or your use of APS services, including claims related to intellectual property infringement, shall be instituted exclusively in the state or federal courts located in Cuyahoga County, Ohio. By using the Platform, you irrevocably consent to the jurisdiction of these courts and waive any objections to venue, jurisdiction, or the application of inconvenient forum doctrines.

To the fullest extent permitted by law, you also agree not to initiate or participate in any legal proceedings against APS or its affiliates in any jurisdiction outside the United States. APS expressly disclaims any obligation to respond to or defend against claims brought in foreign courts or under foreign laws.

 

At APS’s sole discretion, any dispute arising out of or relating to these Terms of Use or your use of services—including disputes regarding interpretation, enforcement, validity, breach, or termination—may be submitted to final and binding arbitration. Such arbitration shall be conducted in accordance with the Rules of Arbitration of the American Arbitration Association and governed by the laws of the State of Ohio. You agree to comply with the arbitration process if elected by APS and acknowledge that the arbitrator’s decision shall be final and enforceable in any court of competent jurisdiction.

 

18. Waiver and Severability

No waiver by APS of any term or condition outlined in these Terms of Use shall be deemed a continuing waiver of such term or condition, nor shall it be considered a waiver of any other term or condition, whether similar or different. Any failure by APS to enforce a right or provision under these Terms shall not be construed as a waiver of that right or provision, nor shall it affect APS’s ability to enforce such right or provision at any time in the future.

If any provision of these Terms of Use is determined by a court or other tribunal of competent jurisdiction to be invalid, unlawful, or unenforceable for any reason, that provision shall be modified or limited to the minimum extent necessary to make it valid and enforceable, or, if such modification is not possible, deemed severed from the Terms of Use. The remaining provisions shall continue in full force and effect and shall not be affected or impaired in any way.

 

19. Termination Clause

APS reserves the right, in its sole discretion and without prior notice, to suspend, disable, or terminate your access to all or part of the Platform at any time and for any reason, including but not limited to:

• Violation of these Terms of Use or any other applicable agreement or policy.

• Engaging in illegal, fraudulent, abusive, or unauthorized activity.

• Interference with the security, integrity, or functionality of the Platform or its services.

• Infringement of intellectual property or other proprietary rights.

• Providing false, misleading, or incomplete information during registration or use of the Platform.

• Any conduct that, in APS’s judgment, harms or may harm other users, the Platform, or its reputation.

 

Termination may include the removal of your access credentials, the deletion of your account, and the permanent removal of any content or data associated with your use of our services. APS shall not be liable to you or any third party for any termination of your access or the deletion of your data except as required by applicable law.

You acknowledge and agree that any suspected fraudulent, abusive, or unlawful activity may be referred to appropriate law enforcement authorities, and APS reserves the right to cooperate fully with such investigations.

 

Upon termination, all rights granted to you under these Terms of Use will immediately cease, and you must promptly discontinue all use of the Platform and any content obtained through it.

 

20. Entire Agreement and Miscellaneous

These Terms of Use, together with the Privacy Policy, Subscription Agreement, and any other applicable legal or policy documents referenced herein, constitute the complete and exclusive Agreement between you and APS regarding your access to and use of the Platform. They supersede all prior and contemporaneous understandings, agreements, representations, and warranties—whether written or oral—relating to the Platform and its content. No other communications or materials, unless expressly incorporated into these Terms of Use, shall be considered part of this Agreement.

 

Nothing in these Terms of Use creates any agency, partnership, joint venture, or employment relationship between you and APS, and you may not make any representations on behalf of or bind APS in any manner.

 

You may not assign or transfer your rights or obligations under these Terms of Use without prior written consent from APS. Any attempted assignment in violation of this provision shall be null and void. APS may freely assign or transfer its rights and obligations under these Terms of Use without restriction.

 

Failure by APS to enforce any provision of these Terms of Use shall not be deemed a waiver of that provision or any other rights under these Terms of Use. If any provision is found to be invalid, illegal, or unenforceable by a court of competent jurisdiction, the remaining provisions shall remain in full force and effect.

 

These Terms of Use shall survive the termination of your access to the Platform to the extent necessary to enforce any rights or obligations that by their nature should survive, including but not limited to provisions related to intellectual property, disclaimers, limitations of liability, indemnification, and dispute resolution.

 

21. Comments and Concerns

This website is operated by APS.

For all other inquiries—including feedback, comments, technical support requests, or general communications related to the Platform—please contact us at: support@cloudestateplan.com.