1. Introduction and Acceptance

These Terms and Conditions (“Terms“) govern your access to and use of the website located at wealthattorneys.com, the members-only portal located at members.wealthattorneys.com, all subdomains, mobile applications, educational content, training videos, certifications, and related services (collectively, the “Platform” or “Services“) operated by [Wealth Attorneys, LLC / Insert Legal Entity Name] (“Wealth Attorneys,” “we,” “us,” or “our“).

By accessing, browsing, registering for an account, purchasing a membership, or otherwise using the Platform, you (“you,” “User,” or “Member“) acknowledge that you have read, understood, and agree to be bound by these Terms, our Privacy Policy, and any additional terms referenced herein. If you do not agree to these Terms, you must not access or use the Platform.

Notice of Binding Arbitration and Class Action Waiver. These Terms contain a binding arbitration clause and a class action waiver. Please review Section 22 carefully, as it affects your legal rights.

2. About the Platform

Wealth Attorneys is a professional network and educational platform that equips licensed attorneys with training, tools, frameworks, and infrastructure to integrate financial services—including estate planning, asset protection, tax planning, and business-entity structuring—into their existing legal practice. The Platform delivers its content primarily through:

• On-demand training and educational videos;
• Written course materials, templates, and reference materials;
• Certification programs, including the Wealth Attorney® certification;
• Member community features; and
• Related professional development resources.

The Platform is intended solely for licensed attorneys and law firm owners. It is not intended for, marketed to, or available for use by members of the general public seeking legal services.

3. Definitions

• “Account” means a registered user profile created to access the Platform.
• “Certification” means the Wealth Attorney® designation conferred upon Members who complete required training and meet eligibility requirements.
• “Content” means all materials made available through the Platform, including videos, courses, written materials, audio recordings, graphics, software, trademarks, and other proprietary materials.
• “Member” means a User who has registered for an Account and, where applicable, paid required fees.
• “Member Content” means any material that a Member submits, uploads, or posts to the Platform.
• “Subscription” means a recurring or term-based purchase that grants access to specified portions of the Platform.

4. Eligibility

To register for or maintain a Member Account, you must, at all times:

1. Be at least eighteen (18) years of age and capable of forming a legally binding contract;
2. Hold an active license to practice law in at least one U.S. jurisdiction and be in good standing with the relevant state bar(s);
3. Own, operate, or be a principal of a law firm or solo legal practice;
4. Comply with all applicable rules of professional conduct, advertising rules, fee-sharing rules, and other ethical obligations imposed by your licensing jurisdiction(s); and
5. Where required to access the financial-services-related portions of the Platform, hold (or be in the process of obtaining) the appropriate financial professional licensure required to lawfully offer such services in your jurisdiction.

We reserve the right to verify eligibility at any time and to refuse, suspend, or terminate Membership at our sole discretion.

5. Account Registration and Security

When you create an Account, you agree to:

• Provide accurate, current, and complete information, including your name, bar admission jurisdiction(s), bar number, firm name, and contact information;
• Promptly update your information to keep it accurate;
• Maintain the confidentiality of your login credentials;
• Use only your own Account and not share login credentials with any other person, including other attorneys, paralegals, staff, or family members; and
• Notify us immediately at [support@wealthattorneys.com] of any unauthorized access or suspected compromise of your Account.

You are responsible for all activity that occurs under your Account. We are not liable for any loss or damage arising from your failure to comply with these security obligations.

6. Certification and the Path to Becoming a Wealth Attorney®

The Platform provides a structured certification pathway. Eligibility to use the Wealth Attorney® designation requires that you:

1. Maintain an active law license in good standing and operate your own law firm;
2. Obtain the appropriate financial professional license(s) required to offer financial services in your jurisdiction; and
3. Successfully complete the certification curriculum and any examinations or evaluations administered by Wealth Attorneys.

Certification is granted at our sole discretion based on completion of the curriculum and continued compliance with these Terms. Certification may be revoked at any time if a Member’s law license lapses, is suspended, or is revoked, if the Member fails to maintain required financial licensure, or if the Member violates these Terms.

Certification does not: (a) constitute legal accreditation or specialization recognized by any state bar unless separately credentialed; (b) guarantee any specific business, professional, or financial outcome; or (c) replace your independent obligation to comply with your jurisdiction’s rules of professional conduct.

7. License to Access Content

Subject to your compliance with these Terms and payment of any applicable fees, Wealth Attorneys grants you a limited, non-exclusive, non-transferable, non-sublicensable, revocable license to access and view the Content solely for your own internal professional development and use within your law practice.

You may not:

• Download, copy, scrape, record, screen-capture, broadcast, livestream, or otherwise reproduce video Content except where an explicit download function is provided;
• Share, distribute, transmit, sell, license, or sublicense any Content to any third party, including other attorneys, employees of your firm, or members of the public;
• Display Content publicly or in any group setting outside your personal use;
• Modify, translate, create derivative works of, reverse engineer, decompile, or disassemble any Content or Platform technology;
• Use Content to develop, train, or improve any artificial intelligence model, machine learning system, or competing educational product;
• Remove, alter, or obscure any copyright, trademark, watermark, or proprietary notice; or
• Use the Content for any purpose that violates applicable law or rules of professional conduct.

This license terminates automatically upon termination of your Account or breach of these Terms.

8. Intellectual Property Rights

8.1 Ownership

All Content and the Platform itself—including but not limited to text, graphics, video recordings, audio, software, course curricula, methodologies, frameworks, templates, the look and feel of the Platform, and all related intellectual property rights—are owned by Wealth Attorneys or its licensors and are protected by U.S. and international copyright, trademark, trade secret, and other intellectual property laws.

8.2 Trademarks

Wealth Attorney® is a registered trademark of Wealth Attorneys. The Wealth Attorneys name, logo, and associated marks (the “Marks“) may not be used without our prior written permission, except as expressly authorized in Section 8.3.

8.3 Limited Trademark License for Certified Members

Certified Members in good standing are granted a limited, non-exclusive, revocable license to use the Wealth Attorney® designation and approved Marks solely to identify themselves as a certified member of the network, in accordance with brand guidelines made available within the member portal. This license terminates immediately upon revocation of Certification or termination of Membership, at which point all use of the Marks must cease.

8.4 Feedback

If you provide suggestions, ideas, or feedback regarding the Platform, you grant Wealth Attorneys a perpetual, irrevocable, royalty-free, worldwide license to use, modify, and incorporate such feedback without compensation or attribution.

9. Member Content

You retain ownership of any Member Content you submit (e.g., forum posts, comments, testimonials, written submissions). By submitting Member Content, you grant Wealth Attorneys a worldwide, non-exclusive, royalty-free, sublicensable, perpetual license to use, reproduce, modify, display, and distribute such Member Content in connection with operating and promoting the Platform.

You represent and warrant that:

• You have all rights necessary to submit the Member Content;
• The Member Content does not infringe any third party’s rights;
• The Member Content does not contain confidential information of any client or third party;
• The Member Content does not violate any applicable rule of professional conduct, including rules governing client confidentiality, attorney advertising, or solicitation; and
• The Member Content is not false, defamatory, misleading, harassing, or unlawful.

We reserve the right—but assume no obligation—to review, remove, or refuse to publish any Member Content at our sole discretion.

10. Fees, Subscriptions, Renewals, and Refunds

10.1 Fees

Access to certain Platform features requires payment of fees as described at the point of purchase. All fees are quoted in U.S. dollars and are exclusive of applicable taxes, which are your responsibility.

10.2 Auto-Renewal

Unless otherwise stated, Subscriptions automatically renew at the end of each billing cycle at the then-current rate, charged to the payment method on file. You may cancel auto-renewal at any time through your Account settings; cancellation takes effect at the end of the current billing period.

10.3 Refunds

Unless expressly stated otherwise at the point of sale or required by applicable law, all fees are non-refundable. Specific refund terms (for example, a satisfaction guarantee for a particular course) will be disclosed at the point of purchase and form part of these Terms.

10.4 Price Changes

We may change fees at any time on prospective notice. Continued use of paid Services after a price change constitutes acceptance of the new fees.

10.5 Failed Payments

If a payment fails, we may suspend or terminate access to paid features until payment is successfully collected.

11. Important Disclaimers Regarding the Nature of the Services

11.1 Educational Purposes Only

All Content provided through the Platform—including training videos, courses, templates, frameworks, and written materials—is provided for educational and professional development purposes only. Content is not, and is not intended to be, legal advice, financial advice, tax advice, accounting advice, or investment advice to you, your firm, or any client.

11.2 No Attorney-Client Relationship

Your use of the Platform does not create an attorney-client relationship between you and Wealth Attorneys, its principals, its instructors, or any of its affiliates. Wealth Attorneys does not represent you, your firm, or your clients in any legal matter. You should not rely on any Content as a substitute for your own independent legal research, judgment, and professional analysis.

11.3 No Financial-Adviser Relationship

The Platform does not provide investment, securities, tax, or financial-planning advice to Members or to any of their clients, and using the Platform does not create a fiduciary, advisory, broker-dealer, or any similar relationship.

11.4 Your Professional Responsibility Remains Your Own

You are solely responsible for:

• Complying with all applicable rules of professional conduct in every jurisdiction in which you are licensed, including but not limited to rules governing competence, conflicts, confidentiality, fee-sharing, referrals, advertising, solicitation, the unauthorized practice of law, and the offering of non-legal services;
• Determining whether and how any Content, framework, or strategy is appropriate for use with any particular client or matter;
• Obtaining and maintaining any licenses, registrations, or authorizations (including financial professional licensure) required to lawfully provide services in your jurisdiction; and
• Ensuring that any advice you give to your clients is given in your own independent professional judgment and based on the specific facts of the matter.

11.5 Templates and Forms

Any templates, forms, sample documents, or checklists provided through the Platform are general models intended as starting points for further customization by a qualified attorney. They have not been reviewed for use in any specific jurisdiction or matter and should never be used without independent professional review and modification.

11.6 No Guarantee of Results

We make no representation, warranty, or guarantee that use of the Platform will result in any specific level of client acquisition, revenue, profit, professional advancement, or other outcome. Results vary based on individual effort, market conditions, jurisdiction, prior experience, and many other factors outside our control. Any earnings or business-growth examples shared by us or by other Members are illustrative only and not a promise of similar results.

12. Prohibited Conduct

You agree not to, and not to permit any third party to:

1. Use the Platform in violation of any applicable law, regulation, or rule of professional conduct;
2. Use the Platform to provide legal services in any jurisdiction in which you are not licensed;
3. Reproduce or distribute Content in any manner not expressly permitted by these Terms;
4. Use any robot, spider, scraper, or other automated means to access the Platform;
5. Attempt to gain unauthorized access to any portion of the Platform or to other Members’ Accounts;
6. Introduce any virus, malware, or other malicious code to the Platform;
7. Interfere with or disrupt the integrity or performance of the Platform;
8. Use the Platform to harass, intimidate, defame, or impersonate any person;
9. Mislead any client, prospective client, or third party regarding your credentials, certifications, or affiliation with Wealth Attorneys;
10. Sell, transfer, or assign your Account; or
11. Use the Platform to develop or operate a competing product or service.

13. Third-Party Services and Links

The Platform may contain links to, or integrations with, third-party websites, products, software, or services, including financial-services providers, custodians, software platforms, and licensing or compliance vendors. Such third parties are independent of Wealth Attorneys, and we do not control, endorse, or assume responsibility for their content, terms, privacy practices, or services. Any transaction or dealing with a third party is solely between you and that third party.

14. Confidentiality

The Platform may grant you access to non-public proprietary information, including unreleased curricula, business methodologies, internal frameworks, member communications, and the identities and business practices of other Members (“Confidential Information“). You agree to: (a) keep Confidential Information strictly confidential; (b) use it only for the purposes contemplated by these Terms; and (c) not disclose it to any third party, including other lawyers in your firm who are not separately Members, without our prior written consent. The obligations in this Section survive termination of your Membership.

15. Privacy

Your use of the Platform is also governed by our Privacy Policy, which is incorporated into these Terms by reference. Please review it to understand how we collect, use, and disclose information.

16. DMCA / Copyright Complaints

We respect the intellectual property rights of others. If you believe Content on the Platform infringes your copyright, please send a notice in compliance with the Digital Millennium Copyright Act (“DMCA“) to our designated agent:

Designated DMCA Agent [Name] [Address] [Email: dmca@wealthattorneys.com] [Phone]

Your notice must include all information required under 17 U.S.C. § 512(c)(3). Knowingly making a material misrepresentation in a DMCA notice may subject you to liability for damages under 17 U.S.C. § 512(f).

17. Disclaimer of Warranties

THE PLATFORM AND ALL CONTENT ARE PROVIDED “AS IS” AND “AS AVAILABLE,” WITHOUT WARRANTY OF ANY KIND, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE. To the maximum extent permitted by applicable law, Wealth Attorneys disclaims all warranties, including but not limited to implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, accuracy, completeness, and uninterrupted or error-free operation.

Without limiting the foregoing, we do not warrant that:

• The Platform will meet your specific requirements or business goals;
• The Platform will be uninterrupted, timely, secure, or error-free;
• Any Content is accurate, complete, current, reliable, or suitable for any particular purpose, jurisdiction, or client matter; or
• Defects in the Platform will be corrected.

Some jurisdictions do not allow the exclusion of certain warranties. To the extent such an exclusion is not permitted, the relevant warranty is limited to the minimum scope and duration permitted by applicable law.

18. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT WILL WEALTH ATTORNEYS, ITS AFFILIATES, OR ITS OFFICERS, DIRECTORS, EMPLOYEES, INSTRUCTORS, OR AGENTS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS, LOST REVENUE, LOST DATA, LOST BUSINESS OPPORTUNITIES, OR PROFESSIONAL DISCIPLINE, ARISING OUT OF OR RELATED TO YOUR USE OF—OR INABILITY TO USE—THE PLATFORM, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE TOTAL AGGREGATE LIABILITY OF WEALTH ATTORNEYS TO YOU FOR ANY AND ALL CLAIMS ARISING OUT OF OR RELATED TO THESE TERMS OR THE PLATFORM WILL NOT EXCEED THE GREATER OF (A) THE AMOUNTS YOU PAID TO WEALTH ATTORNEYS IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS ($100).

The limitations in this Section apply regardless of the form of action, whether in contract, tort (including negligence), strict liability, or otherwise. Some jurisdictions do not allow the exclusion or limitation of certain damages; in such jurisdictions, our liability is limited to the minimum extent permitted by law.

19. Indemnification

You agree to defend, indemnify, and hold harmless Wealth Attorneys and its affiliates, officers, directors, employees, instructors, and agents from and against any and all claims, demands, actions, losses, liabilities, damages, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to:

1. Your use or misuse of the Platform;
2. Your breach of these Terms;
3. Your violation of any law or rule of professional conduct;
4. Any service you provide to, or representation you make to, any client or third party;
5. Your Member Content; or
6. Your infringement of any third party’s rights.

We reserve the right to assume the exclusive defense and control of any matter otherwise subject to indemnification, in which case you agree to cooperate fully.

20. Term and Termination

These Terms remain in effect for so long as you access or use the Platform. We may suspend or terminate your Account or access to any portion of the Platform at any time, with or without cause and with or without notice, including for any breach of these Terms or for loss of eligibility under Section 4.

Upon termination:

• Your right to access the Platform and all Content ceases immediately;
• Any limited trademark license under Section 8.3 terminates immediately, and you must cease all use of the Marks and the Wealth Attorney® designation;
• Sections that by their nature should survive (including Sections 7 (last sentence), 8, 9, 11, 14, 16–19, and 21–25) survive termination.

Unless otherwise required by law or expressly stated in writing, no refund will be issued upon termination for breach.

21. Governing Law

These Terms, and any dispute arising out of or related to them or the Platform, are governed by and construed in accordance with the laws of the State of Arizona, without regard to its conflict-of-laws principles. Subject to Section 22, the state and federal courts located in [County], Arizona will have exclusive jurisdiction over any dispute not subject to arbitration.

22. Dispute Resolution; Binding Arbitration; Class Action Waiver

PLEASE READ THIS SECTION CAREFULLY. IT AFFECTS YOUR LEGAL RIGHTS.

22.1 Informal Resolution

Before initiating any formal dispute, you agree to first contact us at [legal@wealthattorneys.com] with a written description of the dispute and the relief sought, and to negotiate in good faith for at least sixty (60) days.

22.2 Binding Arbitration

If informal resolution fails, any dispute, claim, or controversy arising out of or relating to these Terms or the Platform shall be resolved exclusively by final and binding arbitration administered by the American Arbitration Association (“AAA”) under its Commercial Arbitration Rules, except that either party may seek injunctive or other equitable relief in court to protect intellectual property rights.

Arbitration will take place in [County], Arizona, before a single arbitrator. The arbitrator’s award is final and binding and may be entered in any court of competent jurisdiction.

22.3 Class Action Waiver

YOU AND WEALTH ATTORNEYS AGREE THAT EACH MAY BRING CLAIMS AGAINST THE OTHER ONLY IN AN INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, COLLECTIVE, OR REPRESENTATIVE ACTION. The arbitrator may not consolidate more than one person’s claims and may not preside over any form of representative or class proceeding.

22.4 Opt-Out

You may opt out of arbitration by sending written notice to [legal@wealthattorneys.com] within thirty (30) days after first accepting these Terms. The notice must include your full name, address, Account email, and a clear statement that you wish to opt out. Opting out will not affect any other terms of this agreement.

23. Modifications to the Terms

We may modify these Terms from time to time. The “Last Updated” date at the top of this document reflects the most recent revisions. Material changes will be communicated by posting the updated Terms on the Platform and, where appropriate, by additional notice (such as email or in-product notification). Your continued use of the Platform after the effective date of any modification constitutes your acceptance of the modified Terms. If you do not agree to the modifications, you must stop using the Platform.

24. Communications and Electronic Notices

By creating an Account, you consent to receive electronic communications from us, including transactional emails, service announcements, and administrative messages. You may opt out of marketing communications at any time as described in those communications, but you may not opt out of transactional or administrative messages necessary for the operation of the Platform.

You agree that any notices, agreements, disclosures, or other communications we send to you electronically will satisfy any legal requirement that such communications be in writing.

25. General Provisions

25.1 Entire Agreement

These Terms, together with the Privacy Policy and any additional terms expressly incorporated, constitute the entire agreement between you and Wealth Attorneys regarding the Platform and supersede all prior or contemporaneous understandings.

25.2 Severability

If any provision of these Terms is held invalid, illegal, or unenforceable, that provision will be modified to the minimum extent necessary to make it enforceable, and the remaining provisions will continue in full force and effect.

25.3 Waiver

No failure or delay by us in exercising any right under these Terms constitutes a waiver of that right. No waiver is effective unless in writing and signed by an authorized representative.

25.4 Assignment

You may not assign or transfer these Terms, by operation of law or otherwise, without our prior written consent. We may assign these Terms freely. Any attempted assignment in violation of this Section is void.

25.5 Force Majeure

We are not liable for any failure or delay in performance to the extent caused by events beyond our reasonable control, including natural disasters, acts of war or terrorism, civil unrest, governmental action, labor disputes, internet or telecommunications outages, or pandemics.

25.6 Relationship of the Parties

You and Wealth Attorneys are independent contractors. Nothing in these Terms creates any partnership, joint venture, agency, fiduciary, employment, or attorney-client relationship between the parties.

25.7 Headings

Section headings are for convenience only and do not affect the interpretation of these Terms.

25.8 Export and Sanctions Compliance

You represent and warrant that you are not located in, and are not a national of, any country subject to a U.S. government embargo and that you are not on any U.S. government list of restricted parties.

By accessing or using the Platform, you acknowledge that you have read, understood, and agree to be bound by these Terms and Conditions.