Legata Law PLLC
Electronic Legata Documents Custodianship Terms

 

Last Updated:  February 9, 2026

Overview

You, the testator and owner of an estate in the Legata^TM service, have allowed Legata, Inc. to assist you in the creation of your estate planning documents. (“Legata”). In your Legata document vault, you can keep Legata-generated estate planning documents that you signed electronically or that you signed manually and then scanned and uploaded, in addition to electronic copies of other documents, photographs, recordings, images, etc. that you want to keep safe. Legata is committed to safeguarding all of the documents and other files that you store in the Legata Vault.

For your electronic Will and other documents that you generate and sign electronically through the Legata service, Legata Law PLLC (the “Custodian”) will act as the official custodian. In Washington and several other states, this role is called a “qualified custodian” and a testator must have a qualified custodian in order for an electronic Will to be self-proving. (“Self-proving” means that the Will is accompanied by a state-compliant witness attestation that eliminates the need for witnesses to testify in court about the Will’s authenticity. Making a Will self-proving is optional but is included in Wills generated through Legata to speed up the probate process.) If your state requires a qualified custodian or has statutory requirements if one is designated (a “QC-Mandatory State”), the Custodian (or a successor qualified custodian) will be the exclusive custodian of your electronic Will and will perform the duties specified under your state’s laws. But even if a qualified custodian isn’t required in your state, the Custodian will store and manage your electronic estate planning documents using its qualified custodian practices, as described in these Custodianship Terms, which will help ensure that your documents remain secure, accessible, and legally valid whenever you or your loved ones need them. If an applicable QC-Mandatory State requires that a qualified custodian be an individual, the Custodian will be a designated individual at Legata Law PLLC.

These Electronic Legata Document Custodianship Terms (these “Custodianship Terms”) set forth the terms and conditions under which the Custodian will act as a custodian for the electronic record of the electronic Will and other estate planning documents that you create and electronically sign through the Legata service and related electronic signature platform, together with any affidavits, identification documents or other ancillary documents or images affixed to or logically associated with those electronically signed documents (collectively, “Electronic Legata Documents”), in accordance with the laws of Washington and other states regarding qualified custodians. Your Electronic Legata Documents are and will remain your property, not the property of the Custodian.

References in these Custodianship Terms to the “your state’s laws” (or a similar phrase) or “Applicable Laws” means the statutes, rules or regulations or judicial and administrative case law that are binding in the applicable jurisdiction. Depending on the jurisdiction and the question at issue, this may mean the state in which you were physically located when you executed the applicable document, the state in which you resided or were domiciled at the time of execution, the state in which you reside at the time of your death, the state in which your Will is probated, or more than one of the above. If the Custodian must determine which state is the correct jurisdiction (e.g., because the Custodian is required to deliver documents to a court upon your death), the Custodian will make the determination in good faith given the facts and circumstances known to the Custodian at the time.

Term of the Custodian’s Services

The Custodian will act as custodian of the electronic record of each of your Electronic Legata Documents from the date that the Custodian receives it until the earliest of (i) the date on which you or the Custodian terminate the Custodian’s custodial services as provided in these Custodianship Terms (and the law of your QC-Mandatory State, if applicable) and (ii) with respect to an electronic Will in a QC-Mandatory State, the date on which the Custodian otherwise ceases to be a qualified custodian of such electronic Will under the law of such state (the “Term”). Except as otherwise expressly provided in these Custodianship Terms or in Applicable Laws, the Custodian will perform its duties described in these Custodianship Terms only during the Term.

Custodian’s Responsibilities

The Custodian will perform the following obligations, in addition to those described elsewhere in these Custodianship Terms:

• The Custodian will maintain custody of your Electronic Legata Documents at all times during the Term, using a tamper-evident technology that is designed to detect and display any changes to the electronic record. In doing so, the Custodian will employ the measures described in Data Protection/Security Measures

• The Custodian will comply with the confidentiality, data privacy and restricted use obligations described in Confidentiality and Data Privacy

• After the Custodian learns of your death, the Custodian will deliver the electronic record containing your Will (or, if required by your state, a certified paper copy of it) to your executor (or, if your executor is not an appropriate recipient under your state’s laws, the probate court or other required recipient(s) designated by your state’s laws), together with any other documents or records your state requires the Custodian to deliver. For example, when delivering your electronic Will, the Custodian will also provide an affidavit about its custodianship. If your state requires custodians to deliver documents or records only if asked (e.g., by order of the probate court or a request from the executor), then the Custodian will wait for a court or person with the proper authority to make a request. In any event, the Custodian will deliver only the required records and documents, prepared and delivered in accordance with your state’s laws.

Note: these Custodianship Terms use the terms “certified paper copy” and “affidavit,” but your state may use a different name. For example, your state may call a certified paper copy a complete converted copy, a notarized paper copy, a certified paper original, or the like.

• The Custodian will post any surety bond and maintain any insurance required by state law.

Data Protection/Security Measures

Just as Legata does for documents stored in the Legata service, the Custodian will maintain your Electronic Legata Documents using secure, industry-standard information security technology designed to maintain the privacy and security of the electronic records associated with your Electronic Legata Documents; protect them against tampering and unauthorized destruction, alteration or access; provide reliable long-term retention; ensure that electronic signatures and notarizations remain valid; and detect and display any change to the electronic record.  Security measures include encrypted storage, restricted access, audit tracking, and redundant backups. The Custodian will maintain electronic and conceptual separation between different testators and their respective electronic records.

The Custodian will continue to perform its obligations under this section for as long as it retains any copies of your Electronic Legata Documents, even after the Term ends.

Accessing Your Documents

Through the Legata Service.  As long as you have an active Legata subscription, you may access, download and print copies of your Electronic Legata Documents, and update or revoke them, through the Legata service. Through your estate settings, you may also give access to your documents, with the access/edit/download permissions you choose, to your named executor, trustees, beneficiaries, and other interested parties and your service providers (such as your attorney or financial advisor). During the Term, the Legata service will designate the Custodian as a service provider for your Legata estate, so that the Custodian can be notified of changes to your Electronic Legata Documents and receive updated versions.

By Request to the Custodian. Upon written request by you (or depending on the state, the court or other authorized person), the Custodian will (i) provide (or allow you to download, if applicable) the electronic record containing your electronic Will or other requested Electronic Legata Document; (ii) send a paper copy of your electronic Will or other requested Electronic Legata Document; and/or (iii) create and send a certified paper copy of your electronic Will or other requested Electronic Legata Document and records affixed to or logically associated with it, in the format and with any affidavit or declaration required by your state with respect to that kind of document. The Custodian may charge a fee for the creation of a certified paper copy, as well as for delivery costs.

Most Recent Version Only. Any requests to the Custodian for access to, electronic or paper copies of, or information about an Electronic Legata Document will apply only to the most recent version of that document. The Custodian will not provide access, copies or information about any superseded or archived versions that the Custodian maintains for recordkeeping purposes. However, you and the people you authorize can access all revoked and archived versions of your Electronic Legata Documents through the Legata service.

Confirmation of Identity. Before releasing any documents, Legata or the Custodian (as the case may be) will verify identity and authority to protect your privacy and security.

Change or Revocation of Documents

To change or revoke your electronic Will or other Electronic Legata Document that is in the custody of the Custodian, in whole or in part, you must follow your state’s laws for the change or revocation of the applicable document and, if applicable, for notification to a custodian. State law varies widely on what you need to do in order to change or revoke your electronic Will or other estate planning document, so you should take care to follow the applicable requirements exactly, especially if your state is a Mandatory QC State. See also Deletion or Destruction of Documents, below.

During the Term, Legata will designate the Custodian as a service provider with access to your Legata estate, so that it can receive updated Electronic Legata Documents that you create and be notified of any revocation or archiving of an Electronic Legata Document. If you designate an Electronic Legata Document as revoked or archive it in the Legata service, the Custodian will mark the document accordingly. However, deleting, changing or archiving your documents in the Legata service may not constitute a legal notification to the Custodian about revocation. If your state’s laws require you to notify the Custodian directly, you must do so, with the information and documents required by your state’s laws, at the email address for the Custodian specified below.

Data Privacy

The Custodian will comply with the following obligations of confidentiality, restricted use and data privacy, in addition to those described elsewhere in these Custodianship Terms:

• The Custodian will keep your Electronic Legata Documents confidential both during and after the Term. Except as otherwise required by Applicable Laws, the Custodian will provide access to, copies of, or information about your Electronic Legata Documents only to you, your legally authorized representative, any other person(s) that you authorize in a legally sufficient writing (which, depending on your state, may require execution with the formalities of a Will), and courts or officials with proper authority.  After your death, the Custodian will provide your Electronic Legata Documents, or information about them, only to your executor or other legally authorized representative, the probate court or other court or official with proper authority (if and as required by Applicable Laws) and, as permitted by your state’s laws, to your spouse/life partner, beneficiaries, trustees, or other interested parties. Remember, though, that you and those you authorize through the account settings of your Legata estate can always access your Electronic Legata Documents through the Legata service.

• The Custodian will retain, use, and disclose Electronic Legata Documents and information contained in them solely for the following purposes (the “Business Purposes”): (i) performing its obligations and enforcing its rights under these Custodianship Terms; (ii) complying with Applicable Laws and requests from courts and other governmental or regulatory officers and agencies; (iii) responding to, investigating or defending claims, such as a claim that the submission or processing of particular Electronic Legata Documents violates Applicable Laws or the rights of a third party; (iv) protecting the rights, property, or personal safety of the Custodian, Legata or others; and (v) as otherwise provided in these Custodianship Terms.

• These Custodianship Terms are your instructions for processing your Electronic Legata Documents and any related data that is defined as “personal data” or “personal information” under Applicable Laws (“Personal Data”). The Custodian will not (i) retain, use, or disclose your Electronic Legata Documents or Personal Data for any purpose other than the Business Purposes (including any other commercial purpose) or outside of the direct business relationship between the Custodian, you and Legata, except as otherwise expressly permitted by these Custodianship Terms and Applicable Laws; (ii) sell and/or share any of your Personal Data (as such terms are defined in Applicable Laws) without your prior written consent or instruction; (iii) combine your Personal Data with any data it processes on behalf of any other party, except as expressly contemplated in these Custodianship Terms; or (iv) use your Personal Data to engage in cross-context behavioral advertising. The Custodian does not receive or process any Personal Data as consideration for any services the Custodian provides. The Custodian shall ensure that any Personal Data in deidentified form qualifies and remains qualified as deidentified information (as defined by Applicable Laws), shall make no attempt to re-identify any data subject to whom such Personal Data relates, and shall take reasonable measures to prevent such reidentification.

• For the purposes of these Custodianship Terms, each of the Custodian and you are responsible for complying with Applicable Laws regarding data privacy. The Custodian will notify you if it determines that it can no longer meet its obligations under any Applicable Laws requiring such notification. If and as required by Applicable Laws, you have the right (i) to take reasonable and appropriate steps to ensure that the Custodian uses Electronic Legata Documents and Personal Data in a manner consistent with its obligations under Applicable Laws and (ii) upon reasonable written notice, to take reasonable and appropriate steps to stop and remediate the Custodian’s unauthorized use of Electronic Legata Documents or Personal Data.

• The Custodian will delete Electronic Legata Documents as provided in Deletion or Destruction of Documents

• You consent to the collection, use, processing, disclosure and retention of Electronic Legata Documents and Personal Data as contemplated by these Custodianship Terms, including the provision by Legata to the Custodian of your Electronic Legata Documents and Personal Data as necessary to fulfill the Business Purposes.

Deletion or Destruction of Documents

The Custodian will delete, destroy, overwrite or otherwise render unreadable (“delete”) the electronic record of your Electronic Legata Documents in accordance with Applicable Laws.

Deletion Request by You.  Upon your written direction that meets the requirements of your state, the Custodian will delete the electronic record of the Electronic Legata Document(s) that you specify. Your request may be a request to delete the electronic record or a request to revoke the document, depending on the circumstances and your state’s laws. Your state may require that your written instruction to delete or revoke a document, such as your electronic Will, be executed with the same formalities required for its execution.

At the Custodian’s Initiative.  The Custodian will not delete your Electronic Legata Documents during the Term except as required by law. The Custodian may delete your Electronic Legata Documents after the Term, if and as allowed by law.

If your state is a QC-Mandatory State and the Custodian is still serving as your qualified custodian at the time of your death, the Custodian will not delete your Electronic Legata Documents until allowed to do so under Applicable Laws. For example, QC-Mandatory States require a qualified custodian to wait a specified number of years after the testator’s death or (depending on the state) after the Will has been submitted to probate, the estate administration has been completed, the custodian ceases to have custody of the electronic Will, or the Will was executed before deleting an electronic Will.

Confirmation of Deletion.  When the Custodian deletes any Electronic Legata Document(s), it will send you a confirmation of the deletion, in the format (if any) required by your state’s law.

Recordkeeping Copy.  The Custodian may retain an archive copy of any deleted document if permitted to do so under Applicable Laws. Any such retained records will be clearly designated as “archived” in the Custodian’s systems and used only for recordkeeping, dispute resolution, and regulatory, legal or audit purposes.

Documents in the Legata App.  Note that any deletion request you make to the Custodian does not apply to Legata. You (and any other person you authorize in your estate) can revoke, delete and archive your documents in the Legata service. In that case, Legata retains an archive copy and you can continue to access the archived copy within your estate. If you want Legata to delete the archived copy permanently, you must make a deletion request to Legata. Any such deletion will be subject to Section 6(f) of Legata’s Terms of Service (Return and Deletion of Data).

Termination of Custodianship; Change of Custodian.

Post-Termination Access through Legata Service. Notwithstanding any termination of the Custodian’s services as custodian and regardless of the reason for termination, you (and those you authorize through your estate) can still access, download and print your Electronic Legata Documents through the Legata service for so long as you have a Legata subscription.

Termination in States without Qualified Custodian Requirements. 

If your state is not a QC-Mandatory State, either you or the Custodian may terminate the Custodian’s custodial services by providing the other at least 30 days’ written notice of termination. At the end of the 30-day notice period, the Custodian will cease being a custodian of your Electronic Legata Documents. In addition, the Custodian’s custodial services will automatically terminate if you cease to have an active subscription to the Legata service for any reason. Upon termination, the Custodian will electronically deliver the electronic record of your Electronic Legata Documents to you upon your written request.

Termination in States with Qualified Custodian Requirements. 

If your state is a QC-Mandatory State, then your state’s law will specify a procedure for terminating the services of a qualified custodian and naming a successor qualified custodian. Please note that, if the Custodian’s services as qualified custodian end and you do not have a successor qualified custodian for your electronic Will, or if the required procedures to transfer custody of your electronic Will to a new qualified custodian are not followed, then you (and/or your executor or other interested parties under your Will, at probate) will not be able to demonstrate that your electronic Will has always been in the custody of a qualified custodian. This may result in your Will losing its self-proving status. So if you live in a QC-Mandatory State and the qualified custodian changes, it is important to confirm that your state’s requirements have been met. Generally, in QC-Mandatory States:

• You, the testator, may elect to terminate the Custodian’s services as your qualified custodian by providing advance written notice and otherwise following the procedure specified by your state for terminating the services of a qualified custodian and, if applicable, naming a successor. Note that QC-Mandatory States usually require a termination notice to be executed with the formalities required for executing a Will.

• The Custodian may elect to cease serving as your qualified custodian by following the procedure specified in your state’s laws for terminating its services. Generally, the Custodian will be required to provide you (and, if applicable, the successor qualified custodian) with advance written notice, in addition to following the procedures below.

• If you, the testator, timely designate a successor qualified custodian or the Custodian designates a successor to which you do not timely object, then the Custodian will deliver to the successor custodian the electronic records containing your then-current Electronic Legata Documents. The Custodian will also provide an affidavit about its custodianship, together with any other documents or records required by your state. The successor qualified custodian may also need to provide documents, such as a statement agreeing to serve, to the Custodian.

• If a successor qualified custodian is not appointed by the end of the required notice period, then the Custodian will deliver the electronic record of your Electronic Legata Documents to you (or such other recipients as your state allows) and, if required by your state, a certified paper copy of your electronic Will.

Fees

The Custodian will provide its custodianship services for its then-current fees (if any) and you agree to pay such fees. The payment of Custodian’s fees may be facilitated by Legata.

Notices

The Custodian will send you (the Legata estate owner) notices of termination or other legal notices in writing by email, mail, or overnight courier to the address in your Legata account. (The Custodian will request your then-current email or physical address from Legata.) Any notices to the Custodian must be in writing and sent by email to custodian@legatalaw.com.  Notice will be deemed received on the following business day if sent by e-mail or overnight courier. An email will be deemed confirmed if confirmed verbally, by return email or other writing, or by automated receipt or electronic logs.

No Attorney-Client Relationship

The Custodian is acting as custodian for the electronic record of your Electronic Legata Documents, on the terms and conditions described in these Custodianship Terms. The Custodian does not provide legal advice or legal services by acting as custodian and, except as may be provided in a separate engagement agreement for legal services between you and Legata Law PLLC, does not represent you as a lawyer. No attorney-client relationship, fiduciary relationship or other special relationship is created through the Custodian’s provision and your use of the Custodian’s services as custodian of your Electronic Legata Documents. Communications between you and the Custodian regarding the custodian services are not protected by attorney-client privilege or as attorney work product.

Dispute Resolution and Arbitration Agreement

It is the Custodian’s goal to resolve any dispute, claim, or controversy arising from or relating to these Custodianship Terms or the Custodian’s services as custodian (a “Dispute”), including any Dispute regarding whether an alleged breach of these Custodianship Terms actually occurred and any Dispute regarding the applicability, enforceability, or validity of this dispute resolution provision, through discussion, and then by mediation if necessary, and then by binding arbitration if necessary. There are very limited exceptions for certain types of Disputes. Mediation is an informal dispute process where a neutral mediator facilitates negotiation between the parties. In arbitration, a neutral arbitrator (not a judge or a jury) adjudicates or finds the facts in dispute and gives the final decision (technically called an “award”). Arbitration has a simpler discovery process and is subject to very limited review by the courts and arbitration awards are normally not appealable. As a result, arbitration is normally faster and less expensive than going to court.  This section (the “Dispute Resolution and Arbitration Agreement”) describes the process and requirements for Dispute resolution. If you don’t understand the meaning or extent of the Dispute Resolution and Arbitration Agreement, you should seek the opinion of independent counsel.

• Negotiation of Dispute. In the event of a Dispute, you and the Custodian will first work together in good faith, for a period of at least 60 days, to resolve the matter without an adversarial proceeding (including escalating the dispute to higher levels of management if necessary).

• Mandatory Mediation. If the Dispute is not resolved to the mutual satisfaction of you and the Custodian within 60 days after you or the Custodian notified the other of the Dispute, you and the Custodian will select a neutral mediator and attempt to resolve the Dispute through mediation under the mediation rules of the American Arbitration Association (“AAA”). Each party shall pay its own fees, costs and expenses (including any attorneys’ fees) in connection with the mediation, except that the costs of the mediator shall be divided equally between you and the Custodian.

• Mandatory Binding Arbitration. If the Dispute is not resolved to the mutual satisfaction of you and the Custodian within 60 days after notice of the Dispute shall be exclusively and finally resolved through binding arbitration, as follows:

• The arbitration shall be conducted in accordance with the AAA’s Consumer Arbitration Rules, including any applicable emergency arbitration provisions; provided that these Terms may modify the AAA rules expressly or by necessary implication.

• Either you or the Custodian may initiate this mandatory arbitration by providing a written arbitration demand to the other in accordance with the AAA rules and forms.

• The arbitration shall be conducted by a single neutral arbitrator selected by mutual agreement of you and the Custodian. If a neutral arbitrator cannot be mutually agreed on within 10 business days after the demand for arbitration (or such longer period as you and the Custodian may agree), the AAA shall appoint an arbitrator in accordance with the AAA rules.

• The arbitration shall be conducted in the English language in Seattle, Washington, unless you and the Custodian agree to conduct the arbitration by telephone, video conference or written submissions. If the claim is for $10,000 or less, you may choose whether the arbitration will be conducted solely on the basis of documents submitted to the arbitrator, through a telephonic or video hearing, or by an in-person hearing.

• The arbitrator shall issue a written opinion with the findings of fact and conclusions of law relied upon in rendering its decision and award. The decision and award rendered by the arbitrator shall be final and binding. Judgment on the arbitrator’s decision and award may be entered in any court having jurisdiction thereof.

• Payment of all filing, administration, and arbitrator fees (collectively, the “Arbitration Fees”) will be governed by the AAA rules, unless otherwise provided in this Dispute Resolution and Arbitration Agreement. To the extent any Arbitration Fees are not specifically allocated to either the Custodian or you under the AAA rules, the Custodian and you shall split them equally; provided that if you are able to demonstrate to the arbitrator that you are economically unable to pay your portion of such Arbitration Fees or if the arbitrator otherwise determines for any reason that you should not be required to pay your portion of any Arbitration Fees, the Custodian will pay your portion of the Arbitration Fees. In addition, if you demonstrate to the arbitrator that the costs of arbitration will be prohibitive as compared to the costs of litigation, we will pay as much of the Arbitration Fees as the arbitrator deems necessary to prevent the arbitration from being cost-prohibitive as compared to the costs of litigation. Any payment of attorneys’ fees will be governed by the AAA rules.

• The arbitrator shall have no authority to award consequential damages, punitive damages or other damages not measured by the prevailing party’s actual damages, except as may be required by statute. Any award shall be limited to monetary damages and shall include no injunction or direction to any party other than the direction to pay a monetary amount.

• The existence, content, and results of the arbitration, and any documents, briefs, correspondence or written opinion or decisions related to it, shall be strictly confidential and may not be disclosed to third parties without the written consent of both you and the Custodian, except as required by law or as necessary to enforce an arbitration decision.

• Exclusions. Notwithstanding the foregoing, (i) either you or the Custodian shall be free to seek injunctive relief in a court of competent jurisdiction for breach of confidentiality obligations or misappropriation of intellectual property rights (the determination of whether a breach of confidentiality or misappropriation has occurred shall be decided by the court); and (ii) you and the Custodian can alter any of the dispute resolution requirements set forth in this Section by mutual written agreement.

• Governing Law. These Custodianship Terms and any arbitration or other Disputes hereunder shall be governed by the laws of the state of Washington, without giving effect to choice of law principles; provided, however, that the Federal Arbitration Act shall govern any Disputes regarding validity, interpretation, construction, applicability and enforcement of this Arbitration Agreement. The United Nations Convention on Contracts is excluded and not applicable.

• No Jury or Bench Trial; No Class Action. You waive any right to assert any claims against the Custodian as a representative or member in any class or representative action and you waive your right to a jury or bench trial before any court or tribunal. Unless both you and the Custodian expressly agree, the arbitrator will not be allowed to consolidate more than one person’s claims in the arbitration proceeding.

You agree that the dispute resolution procedures described above, including mediation and binding arbitration, are the sole means for resolving any Dispute. You agree that you are waiving your right to bring any claim in court, including in a jury trial, or to participate in a class or consolidated action. Your rights will be determined by an arbitrator, not a judge or jury, and only on an individual basis.

You can find the AAA’s rules, forms and fees on its website at https://www.adr.org/rules-forms-and-fees/.

Miscellaneous Terms

• Severability. If any provision of these Custodianship Terms is found to be invalid, illegal, or unenforceable, then (i) it and any related provisions will be interpreted to best accomplish the unenforceable provision’s essential purpose; and (ii) the parties shall negotiate reasonably and in good faith to modify these Custodianship Terms so as to effect their original intent as closely as possible in a mutually acceptable manner in order that the transactions contemplated hereby be consummated as originally contemplated to the greatest extent possible. All other provisions of these Custodianship Terms will remain in full force and effect.

• Entire Agreement. These Custodianship Terms constitutes the entire agreement between you and the Custodian with respect to the matter contained herein and supersedes all prior and contemporaneous agreements and understandings with respect thereto. There are no agreements, representations or warranties of any kind except as expressly set forth herein or referenced within these Custodianship Terms.

• Waiver. No waiver of any provision of these Custodianship Terms will be effective unless it is in writing and signed by the waiving party, and no such waiver will constitute a waiver of any other provision or of the same provision on another occasion.

• Assignment. You may not assign your rights or obligations under these Custodianship Terms without the Custodian’s prior written consent. Any purported assignment or delegation in violation of this Section will be null and void.

• Successors and Assigns. These Custodianship Terms are binding upon and inure to the benefit of the parties and their respective successors, representatives, heirs and permitted assigns.

• Headings. The section headings contained herein are for convenience only and shall not in any way affect the interpretation or enforceability of any provision hereof

• Force Majeure. The Custodian shall be excused from performance and shall not be liable for any delay or failure to perform caused by circumstances beyond its reasonable control.

Modifications to Custodianship Terms

The Custodian may modify these Terms at any time. The updated version will be posted at https://legata.com/custodianship-termsand the “Last Updated” date at the top of these Custodianship Terms will be updated to reflect the date the revised Custodianship Terms were posted. Your continued use of the Custodian’s custodian services after the effective date of the modifications constitutes your acceptance of the modified Custodianship Terms.

Questions?

If you have questions, please contact the Custodian at custodian@legatalaw.com or Legata at support@legata.com.