Terms & Conditions
Advisors EP LLC Last updated: September 14, 2026
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We are not attorneys
Advisors EP LLC ("COMPANY") is not a law firm. Our employees and contractors are not licensed attorneys. We give no legal advice, create no legal documents, and do not act in the capacity of an attorney as part of any engagement.
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Nothing on our website, in our platform, or in any communication from us is legal advice.
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Who these terms cover
COMPANY — Advisors EP LLC FIRM — the financial advisor or advisory firm
PARTNER — the third-party estate planning platform that produces documents
CLIENT — the individual end user whose plan is prepared
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How the service works
CLIENT's estate plan is produced by PARTNER, a third-party professional services provider and scrivener service. PARTNER is not CLIENT's attorney.
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The plan is based on the information CLIENT provides. Its accuracy depends entirely on the accuracy of CLIENT's responses. CLIENT must disclose truthfully all facts relating to their estate, relationships, heirs, and finances for COMPANY or FIRM to perform the services.
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CLIENT agrees to respond promptly to requests for relevant information or documentation.
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Fees and compensation
COMPANY, FIRM, and CLIENT agree to a flat fee for a Will-Based or Trust-Based Estate Plan, and to the listed rates for additional services.
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The billing method and amount must be agreed before COMPANY begins work. Additional work requested after pricing has been agreed may be subject to additional charges.
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FIRM and CLIENT understand that a portion of the fee is paid by COMPANY to PARTNER for its services, and that COMPANY is also compensated for its own work.
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Prices may change
Prices and services are subject to change. COMPANY reserves the right to change pricing or discontinue a service at any time, and will make reasonable efforts to notify FIRM and CLIENT.
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Revisions after your plan is prepared
One round of revisions is included, and must be requested within 90 days of the initial documents being completed.
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All revisions must be submitted together. Once COMPANY has submitted changes and PARTNER has made them, a fee of $200 applies to any further revisions.
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Cancellation and refunds
COMPANY may withdraw from a service if FIRM or CLIENT does not pay fees when due, or does not respond to reasonable requests for information and documentation.
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If FIRM or CLIENT fails to communicate, provide required information, or complete what is needed within a reasonable period, COMPANY and its affiliates may:
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After 365 days, cease to provide services without refund; or
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Continue at the previously agreed rate, with FIRM or CLIENT subject to additional fees.
FIRM or CLIENT may opt out of services at any time. A refund will be issued after deducting fees and expenses already incurred. Refunds will not exceed $1,500 per Trust-Based Estate Plan or $800 per Will-Based Estate Plan once services have begun.
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Confidentiality
COMPANY provides confidential information only to employees and to third-party professional legal, financial, and technical advisors (and to COMPANY's corporate affiliates and their personnel) who:
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need to know it in connection with the purpose; and
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have agreed to protect it from unauthorized disclosure.
Each party agrees to use confidential information only for the purpose for which it was shared.
How we handle your personal information is described separately in our Privacy Policy.
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Your account
You are responsible for keeping your sign-in credentials secure and for activity under your account. Multi-factor authentication is required for advisor and staff accounts.
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Tell us immediately at support@advisorsep.com if you believe your account has been accessed without your permission.
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Acceptable use
You agree not to:
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Use the platform for anything unlawful
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Attempt to access another firm's or another client's information
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Interfere with the platform's operation or security
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Upload anything containing malware
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Copy or resell our materials without written permission
Text messages
If you opt in to text messages, you’ll receive one-time passcodes when you sign in, and — if you’ve agreed to them — reminders about your plan and appointments, no more than 14 of those a month.
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Message and data rates may apply. Reply HELP for help or STOP to opt out. You can change your mobile number or stop text messages at any time in your account settings.
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Carriers are not liable for delayed or undelivered messages.
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We do not send marketing or promotional text messages. See our Privacy Policy for how we handle your mobile number.
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Our materials
The content, templates, tools, and materials we provide belong to COMPANY or our licensors. Advisors may use our co-branded marketing materials to promote their own services while their account is active.
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Limitation of liability
To the fullest extent permitted by law, COMPANY is not liable for indirect, incidental, or consequential damages arising from the services.
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COMPANY's total liability will not exceed the fees paid for the service in question.
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Nothing here limits liability that cannot be limited by law.
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Changes to these terms
We may update these terms. Changes are posted here with a new date. Continuing to use the service after a change means you accept it.
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Governing law
These terms are governed by the laws of the State of Florida, without regard to its conflict of law rules.
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Contact
Advisors EP LLC support@advisorsep.com 321-285-1600