LegalZoom.com Inc v. Rocket Lawyer Incorporated

Filing 38

DECLARATION of Hong-An Vu with Exhibits 1-33 In Support of Rocket Lawyer's Opposition to Motion for Summary Judgment MOTION for Summary Judgment 31 filed by Defendant Rocket Lawyer Incorporated. (Vu, Hong-An)

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Forrest A. Hainline III (SBN 64166)
[e-mail]
Hong-An Vu (SBN 266268)
[e-mail]
GOODWIN PROCTER LLP
Three Embarcadero Center, 24th Floor
San Francisco, California 94111
Tel.: [phone]
Fax.: [phone]
Michael T. Jones (SBN 290660)
[e-mail]
GOODWIN PROCTER LLP
135 Commonwealth Drive
Menlo Park, California 94025-1105
Tel.: [phone]
Fax.: [phone]
Attorneys for Defendant
ROCKET LAWYER INCORPORATED

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UNITED STATES DISTRICT COURT

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CENTRAL DISTRICT OF CALIFORNIA

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WESTERN DIVISION

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LEGALZOOM.COM, INC., a Delaware
corporation,
Plaintiff,

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v.
ROCKET LAWYER
INCORPORATED, a Delaware
corporation,
Defendant.

Case No. 2:12-cv-09942-GAF-AGR
DECLARATION OF HONG-AN VU
IN SUPPORT OF ROCKET
LAWYER'S OPPOSITION TO
MOTION FOR SUMMARY
JUDGMENT
Date:
Time:
Judge:
Courtroom:

October 21, 2013
9:30 a.m.
Judge Gary A. Feess
740
255 East Temple Street
Los Angeles, CA 90012
Action Filed: November 20, 2012

DECLARATION OF HONG-AN VU

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I, Hong-An Vu, declare as follows:

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1.

I am an associate at Goodwin Procter LLP, counsel of record for

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defendant and counterclaimant Rocket Lawyer Incorporated (“Rocket Lawyer”). I

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submit this declaration in support of Rocket Lawyer’s Opposition to the Motion for

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Summary Judgment filed by LegalZoom.com, Inc. (“LegalZoom”). I am over the

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age of 18 years. Unless otherwise indicated, I have personal knowledge of the

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matters stated herein and, if called upon to do so, I could and would competently

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testify to them under oath.
2.

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Attached hereto as Exhibit 1 are excerpts of LegalZoom’s S-1 filing

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with the Securities Exchange Commission dated May 10, 2012, where LegalZoom

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represented that it had approximately two million customers.
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Between November 2012 and the date of this declaration, I have been

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printing screenshots of the website www.Rocketlawyer.com. The following are true

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and correct copies of www.Rocketlawyer.com, taken on the dates provided:
(a)

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Attached hereto as Exhibit 2 is a true and correct copy of a

screenshot of Rocket Lawyer’s free immigration forms, taken on December 3, 2012.
(b)

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Attached hereto as Exhibit 3 is a true and correct copy of a

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screenshot of the Rocket Lawyer’s free legal dictionary, taken on September 21,

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2013.
(c)

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Attached hereto as Exhibit 4 is a true and correct copy of a

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screenshot of the free articles available on Rocketlawyer.com, taken on December 7,

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2012.
(d)

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Attached hereto as Exhibit 5 is a true and correct copy of a

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screenshot of the Pro Legal Plan free trial registration page, taken on December 6,

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2012.

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LIBA/2432384.4

(e)

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Attached hereto as Exhibit 6 is a true and correct copy of a

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screenshot of the Basic Legal Plan free trial registration page, taken on December 6,

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2012.

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(f)

Attached hereto as Exhibit 7 is a true and correct copy of a

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screenshot of the FAQ regarding Rocket Lawyer’s free trial plans, taken on

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September 9, 2013.

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(g)

Attached hereto as Exhibit 8 is a true and correct copy of a

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screenshot of the option to enroll in a free trial of the pro legal plan at the end of the

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document interview for the incorporation process, taken on December 3, 2012.

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(h)

Attached hereto as Exhibit 9 is a true and correct copy of a

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screenshot of one of Rocket Lawyer’s disclosures of state fees available on

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Rocketlawyer.com prior to the incorporation interview program, taken on

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August 27, 2013.

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(i)

Attached hereto as Exhibit 10 is a true and correct copy of a

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screenshot of Rocket Lawyer’s disclosure of state and county fees in the

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incorporation interview, taken on December 3, 2012.

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(j)

Attached hereto as Exhibit 11 is a true and correct copy of a

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screenshot of a payment page at the end of an incorporation interview, disclosing

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fees and other formation services purchased by a user but evidencing no charges for

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Rocket Lawyer’s processing and filing of incorporation forms when enrolled in a

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free trial of the Pro Legal Plan, taken on December 3, 2012.

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(k)

Attached hereto as Exhibit 12 is a true and correct copy of

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Rocket Lawyer’s current On Call Terms and Conditions, which have been in effect

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since February 2013, taken on September 9, 2013.

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(l)

Attached hereto as Exhibit 13 is a true and correct copy of

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Rocket Lawyer’s On Call Terms and Conditions that were in effect between

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November 28, 2012 and February 2013.

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4.

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of a search on Google.com for “legal documents,” taken on September 9, 2013.
5.

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Attached hereto as Exhibit 14 is a true and correct copy of a screenshot

Attached hereto as Exhibit 15 is a true and correct copy of a screenshot

of a search on Google.com for “incorporation,” taken on August 28, 2013.
6.

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Attached hereto as Exhibit 16 are screenshots of Lawdepot.com with

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similar services to those of Rocket Lawyer and LegalZoom, taken on August 28,

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2013.

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7.

Between November 2012 and the date of this declaration, I have been

printing screenshots of the website www.Legalzoom.com. The following are true
and correct copies of the www.Legalzoom.com, taken on the dates provided:
(a)

Attached hereto as Exhibit 17 is a true and correct screenshot of

LegalZoom’s package of real estate documents, taken August 26, 2013.
(b)

Attached hereto as Exhibit 18 is a true and correct copy of a

screenshot of LegalZoom’s personal plan, taken September 5, 2013.
(c)

Attached hereto as Exhibit 19 is a true and correct copy of a

screenshot of LegalZoom’s business plan, taken September 5, 2013.
(d)

Attached hereto as Exhibit 20 is a true and correct copy of a

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screenshot of LegalZoom’s “how it works” page showing its postal mail, hard-copy

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process, taken August 26, 2013.

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(e)

Attached hereto as Exhibit 21 is a true and correct copy of a

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screenshot from archive.org of LegalZoom’s website from January 16, 2010,

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showing an advertisement for incorporation without mentioning state fees, taken on

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September 9, 2010.

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(f)

Attached hereto as Exhibit 22 is a true and correct copy of a

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screenshot from archive.org showing LegalZoom’s website from January 16, 2010,

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confirming that state fees were charged with LegalZoom’s incorporation service,

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taken on September 9, 2010.

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(g)

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Attached hereto as Exhibit 23 is a true and correct copy of a

screenshot of LegalZoom’s pricing for incorporation, taken on September 14, 2013.
(h)

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Attached hereto as Exhibit 24 is a true and correct copy of

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LegalZoom’s Supplemental Terms of Service for Corporate Center, printed on

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September 11, 2013.
(i)

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Attached hereto as Exhibit 25 is a true and correct copy of

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LegalZoom’s webpage relating to incorporation that contains a statement regarding

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its “A” rating with the Better Business Bureau, taken on September 6, 2013.

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Attached hereto as Exhibit 26 is a true and correct screenshot of an

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article with simultaneous advertisements for Rocket Lawyer’s and LegalZoom’s

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incorporation services, where LegalZoom has published that it has an “A” Rating

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with the Better Business Bureau, taken on September 6, 2009.

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Attached hereto as Exhibit 27 is a true and correct copy of the better

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Business Bureau’s website, www.la.bbb.org, showing no “A” rating for

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LegalZoom.com, Inc., taken on September 6, 2013.

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10.

Attached hereto as Exhibit 28 is an article dated March 12, 2013

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relating to the Better Business Bureau’s expulsion of the Los Angeles Organization,

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printed on September 9, 2013.

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Attached hereto as Exhibit 29 is a true and correct copy of the email

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communication I had with the Better Business Bureau relating to the expulsion of

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the Los Angeles Organization, the revocation of ratings, and the notification to

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businesses about the revocation of ratings, available at

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http://losangeles.bbb.org/article/better-business-bureau-expels-los-angeles-

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organization-for-failure-to-meet-standards-40711.

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12.

Attached hereto as Exhibit 30 is a true and correct copy of an article

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dated September 16, 2011, found at

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http://upstart.bizjournals.com/news/wire/2011/09/16/legalzoom-introduces-

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subscription-based-access-to-attorneys.html?page=all, containing statements made
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by LegalZoom regarding its decision to begin to offer legal plans in 2011, printed on

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August 26, 2013.

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Attached hereto as Exhibit 31 is a true and correct copy of a blog entry

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from June 2013, found at http://iterationz.com/2013/06/25/creating-a-formal-

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business-structure-with-the-help-of-online-legal-services/, printed on September 14,

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2013, comparing Rocketlawyer.com and LegalZoom.com

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Attached hereto as Exhibit 32 is a true and correct copy of the image of

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the analysis of LegalZoom’s incorporation page, found at

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http://iterationz.files.wordpress.com/2013/06/legalzoom1_2.png.

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Attached hereto as Exhibit 33 is a true and correct copy of the image of

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the analysis of LegalZoom’s incorporation page, found at

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http://iterationz.files.wordpress.com/2013/06/rocketlawyer1_4.png.

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I declare under penalty of perjury under the laws of the State of California
that the foregoing is true and correct. Executed on this 23rd day of September, 2013.

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/s/ Hong-An Vu
HONG-AN VU

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EXHIBIT 1

EXHIBIT 1

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TABLE OF CONTENTS
LEGALZOOM.COM, INC. INDEX TO CONSOLIDATED FINANCIAL STATEMENTS Years Ended December 31, 2009,
2010 and 2011
Table of Contents
As filed with the Securities and Exchange Commission on May 10, 2012
Registration No. 333-

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

FORM S-1
REGISTRATION STATEMENT
Under
The Securities Act of 1933

LegalZoom.com, Inc.
(Exact name of Registrant as specified in its charter)
Delaware
(State or other jurisdiction of
incorporation or organization)

7370
(Primary Standard Industrial
Classification Code Number)

95-4752856
(I.R.S. Employer
Identification Number)

101 North Brand Boulevard, 11th Floor
Glendale, California 91203
[phone]
(Address, including zip code, and telephone number, including area code, of Registrant's principal executive offices)
John Suh
Chief Executive Officer
LegalZoom.com, Inc.
101 North Brand Boulevard, 11th Floor
Glendale, California 91203
[phone]
(Name, address, including zip code, and telephone number, including area code, of agent for service)
Please send copies of all communications to:
C. Thomas Hopkins, Esq.
Louis P.A. Lehot, Esq.
Sheppard, Mullin, Richter & Hampton LLP
1901 Avenue of the Stars, Suite 1600
Los Angeles, California 90067
[phone]

Fred Krupica
Chief Financial Officer
Chas Rampenthal, Esq.
General Counsel and Secretary
LegalZoom.com, Inc.
101 North Brand Boulevard, 11th Floor
Glendale, California 91203
[phone]

Approximate date of commencement of the proposed sale to the public:
effective.

Steven B. Stokdyk, Esq.
Latham & Watkins LLP
355 South Grand Avenue
Los Angeles, California 90071
[phone]

As soon as practicable after this Registration Statement becomes

EXHIBIT 1 -6-

Table of Contents

BUSINESS
We believe that everyone deserves access to quality legal services so they can benefit from the full protection of the law. Our mission is to be
the trusted destination where small businesses and consumers address their important legal needs and to be our customers' legal partner for life.
Overview
LegalZoom is the leading online provider of services that meet the legal needs of small businesses and consumers in the United States. We
believe that we are transforming the small business and consumer legal services market by leveraging the power of technology and people. Our
online legal platform enables us to deliver services at scale with a compelling combination of quality, customer care and value. Our services include
a portfolio of interactive legal documents that are personalized by our customers through our dynamic online processes, as well as subscription
legal plans and registered agent services.
We developed our easy-to-use, online legal platform to make the law more accessible to small businesses and consumers. Our scalable
technology platform enables the efficient creation of personalized legal documents, automates our supply chain and fulfillment workflow
management, and provides customer analytics to help us improve our services. For small businesses and consumers who want legal advice, we offer
subscription legal plans that connect our customers with experienced attorneys who participate in our legal plan network.
We have served approximately two million customers over the last 10 years. In 2011, nine out of ten of our surveyed customers said they would
recommend LegalZoom to their friends and family, our customers placed approximately 490,000 orders and more than 20 percent of new California
limited liability companies were formed using our online legal platform. We believe the volume of transactions processed through our online legal
platform creates a scale advantage that deepens our knowledge and enables us to improve the quality and depth of the services we provide to our
customers.
The Small Business and Consumer Legal Services Market
The Law Provides Numerous Benefits and Protections
The law provides numerous benefits and protections to businesses and consumers. Businesses use patents and trademarks to protect their
intellectual property and help them achieve the full potential of their ideas and innovations. Entrepreneurs incorporate their businesses to shield
personal assets, limit liabilities and help raise capital. Consumers use wills, trusts and other estate planning tools to ensure their assets are
distributed according to their wishes, to minimize tax liabilities and to avoid or limit probate process and expenses. The law also provides a
framework for resolving disputes and navigating life's challenges, including bankruptcy and divorce.
Significant Legal Services Market for Small Businesses and Consumers
According to the U.S. Census Bureau, in 2009, there were approximately 26 million small businesses with fewer than ten employees. We estimate
that in 2010, approximately two million new businesses were formed in the United States. According to the U.S. Bureau of Economic Analysis, legal
services in the United States in 2010 represented a $266 billion market. We estimate that in 2011 approximately $97 billion of legal services were
provided to small businesses and consumers, based on a study conducted on our behalf by L.E.K. Consulting LLC.
Small Businesses and Consumers Have Many Unmet Legal Needs
Despite the enormous amount spent on legal services, we believe that small businesses and consumers have not been adequately served by
the options traditionally available to them. Every year, small businesses enter into legal contracts and become entangled in disputes, many of which
require legal services to address. Consumers experience important life events that affect their families, including the
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Table of Contents
birth of a child, marriage, divorce and death, all of which can also give rise to diverse needs for legal services.
Making the right choices with respect to legal matters can be difficult, especially for those with limited time and resources. The U.S. legal
system consists of overlapping jurisdictions at the city, county, state and federal levels, each of which has its own evolving laws and regulations.
Businesses may be subject to additional laws, regulations and legal issues applying specifically to the industries in which they operate. In addition,
the policies and procedures associated with the creation, filing and certification of legal documents are often arcane and confusing.
When in need of legal help, small businesses and consumers lack an efficient and reliable way to find high quality, trustworthy attorneys with
the appropriate experience to navigate this complex legal system and handle their specific needs. Small businesses and consumers often do not
understand their legal needs or know where to start looking for an attorney. Some are wary of attorneys in general, and others may have heard from
friends or family about negative experiences with attorneys or the legal system.
The high and unpredictable cost of traditional legal services also presents challenges for many small businesses and consumers. In 2011, the
average billing rate for small and midsize law firms was $318 per hour, according to ALM's 2012 Survey of Billing and Practices for Small and Midsize
Law Firms. Attorneys are frequently unable to predict the time required to address a client's legal matter, sometimes billing thousands of dollars to
research a legal issue they have not previously encountered. This can be particularly true of generalist attorneys that offer many disparate legal
services to members of their local communities. Unlike attorneys at large global law firms or specialty boutiques who handle high volumes of similar
matters and develop expertise in specific domains, generalists can find it difficult to efficiently address a client's particular legal issue due to their
lack of specialized expertise. Due to the high and unpredictable costs of traditional legal services, many small businesses and consumers limit their
use of attorneys and instead often attempt to resolve legal issues without assistance.
As a result of these factors, many small businesses and consumers often are unsure of or dissatisfied with the legal services available to them,
and many either elect not to seek help or take no action to address their important legal needs.
Most Online Legal Services Fail to Address the Needs of Small Businesses and Consumers
The use of technology and the Internet to address the inefficiencies in the small business and consumer legal services market has been limited
to date. Available online services include distribution of standardized legal forms that are generally incapable of meeting the specific needs of a
particular small business or consumer. Many legal form distributors do not provide tools for customers to make informed decisions or connect with
experienced attorneys. While many solo attorneys and small law firms maintain their own websites, and other websites aggregate attorney listings or
feature attorney advertisements, these attorney and firm websites, online directories, and online advertisements generally do little to assure that
small businesses and consumers receive the quality, customer care and value they deserve.
Our Opportunity
We founded LegalZoom with a vision of combining the power of online technology with deep legal experience to create a scalable online legal
platform that would fundamentally transform the way legal services are delivered to small businesses and consumers. We believe we are uniquely
positioned to continue transforming the small business and consumer legal services market through the use of technology. Furthermore, there is a
significant opportunity to expand the legal services market by making
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Table of Contents
the benefits and protection of the law more accessible to small businesses and consumers. We are taking advantage of this opportunity by
providing the following benefits to our customers:
•

Quality. Our deep legal knowledge, portfolio of interactive legal documents and subscription legal plans enable us to provide quality
services designed to meet the specific needs of our customers.

•

Customer Care. We provide all of our customers with end-to-end support and strive to deliver an exceptional customer experience.
We guarantee customer satisfaction, and if our customers are not satisfied with our services for any reason, we will attempt to correct
the situation, or provide a refund or credit.

•

Value. We believe that fixed, transparent pricing offers superior value compared to traditional hourly billing.

Our Strengths
Our key strengths include:
•

Leading Brand. We are the leading, nationally recognized legal brand for small businesses and consumers in the United States, with
60% aided brand awareness based on a survey we conducted using United Sample, Inc. in January 2012. We believe that we are
redefining the small business and consumer legal services market and that the strength of our brand is enabling us to expand this
market.

•

Deep Legal Knowledge. We have a deep understanding of the legal needs of small businesses and consumers based on over
10 years of experience serving our customers.
–

–

•

Extensive Legal Experience. We leverage our legal knowledge and team of experienced, in-house attorneys, often in
consultation with outside attorneys from across the United States, to design, review and maintain our services. We
update and enhance our interactive legal documents based on changes in the law at the federal, state, county and
local levels, review by our in-house and external attorneys, feedback from government agencies like secretary of state
offices and county clerks, court rule changes and customer feedback. For customers who want legal advice, our legal
plans offer access to a variety of experienced attorneys licensed in their jurisdiction to address their specific legal
needs.
Powerful Scale Advantage. In 2011, our customers placed approximately 490,000 orders. As of December 31, 2011, we
had approximately 228,000 subscribers in our legal plans and other subscription services. The high volume of
transactions we handle and feedback we receive from customers and government agencies at the federal, state and
local levels give us a scale advantage that deepens our knowledge and enables us to further develop additional
services to address our customers' needs and refine our business processes.

Exceptional Customer Experience. Customer care is central to our culture and we are highly focused on providing exceptional
customer experiences.
–

Ease of Use. Our online legal platform was designed to be easy for our customers to navigate and use. Our customers
have access to live customer care representatives, and subscribers to our legal plans may consult with an experienced
attorney licensed in their jurisdiction. We actively monitor our service levels, fulfillment speed and quality to maintain
the highest level of customer care.

–

High Customer Satisfaction. In 2011, our net promoter score, or NPS, was 65% based on a survey of our customers,
which places us at the upper end of customer satisfaction
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Table of Contents
ratings, comparable to Amazon.com, the highest rated Internet company with a score of 76%, and Apple, the highest
rated hardware company with a score of 71%, according to the Satmetrix 2012 Net Promoter Benchmark Study. NPS is
a commonly used metric to gauge customer satisfaction and is calculated based on customer responses to the
question, "How likely are you to recommend a particular service or company to your friends or family?" The
percentage of "detractors," or customers who respond with a rating of 6 or less, is subtracted from the percentage of
"promoters," or customers who respond with a 9 or 10, to yield NPS. Attorneys in our legal plan network have NPS
averaging 65%, based on our survey of customers who have used our legal plan. This is more than ten times higher
than attorneys outside our legal plan network, who yielded NPS averaging 4%, according to surveys we conducted
through United Sample, Inc. in January and April 2012. If a customer is not completely satisfied with our services for
any reason, we will attempt to correct the situation, or provide a refund or credit.
•

Advanced Systems and Processes. We have developed advanced systems and processes to efficiently deliver services at scale that
meet the specific needs of our customers.
–

–

•

Scalable Technology Platform. Over the past decade, we have invested extensively in developing our scalable
technology platform. Our technology allows us to efficiently serve thousands of small businesses and consumers
every day.
Integrated Workflow Management. Our integrated workflow management consists of our online questionnaires,
document automation and customer relationship management, supply chain and fulfillment systems. Our integrated
workflow management systems enable us to deliver efficient, personalized services at scale to our customers.
Additionally, our systems allow us to seamlessly connect our customers with an experienced attorney participating in
our legal plan network. Our supply chain and fulfillment systems integrate external and internal technologies, enabling
intelligent workflow management while increasing processing speed and efficiency.

Accessible Services. We provide our customers access to our online legal platform, fixed, transparent pricing and legal plans to
address their specific legal needs. Our online legal platform allows customers to access our services from their home, office or
anywhere they have an Internet connection. Our fixed, transparent pricing is often more affordable when compared to traditional
hourly billing. For example, we offer a basic will to consumers for as low as $69, and we offer basic corporate formation services to
consumers looking to form a business for as low as $99 plus government filing fees. Our subscription legal plans allow our customers
to avoid the often difficult process of finding and meeting with an attorney.

Our Strategy
The key elements of our strategy include:
•

Expand and Improve Our Services. We have been providing interactive legal document services for over 10 years, and we plan to
expand and improve the services we offer our customers to better address their legal needs and deepen our relationships with them.
We have a quality program led by a team of experienced in-house attorneys that leverages the professional knowledge of attorneys
across the United States to review, assess, maintain and improve our interactive legal documents. In 2011, we implemented selfscheduling and ratings review systems for legal plan subscribers as well as a legal knowledge base to share information and best
practices for attorneys who participate in our legal plan network. We also recently opened a research and development center in San
Francisco to further focus on enhancing our existing services, accessing new markets and developing new services.
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Table of Contents
•

Leverage and Grow Our Subscription Legal Plans. We intend to offer our subscription legal plans to a wider group of customers
by making them available in additional states, bundling them with more of our services, and offering them on a standalone basis. We
plan to invest in marketing campaigns to promote our subscription legal plans. Our aim is to reach a broader group of customers
through our legal plans, including those who are unsure of their legal needs or who want the added comfort of speaking with an
attorney.

•

Expand Internationally. We plan to replicate our U.S. model abroad in the near term, as we believe that our online legal platform
represents a compelling value proposition to small businesses and consumers globally. We plan to partner with legal services
providers outside of the United States to expand our operations internationally. We believe that the strength of our brand, focus on
customer care, deep understanding of the legal needs of small businesses and consumers, and scalable technology will help us
successfully enter markets outside of the United States.

•

Continue to Build a Trusted Brand and Drive Awareness of Our Services. We will continue to build a trusted brand by delivering a
compelling combination of quality, customer care and value. We plan to enhance our marketing activities to build our brand and
increase awareness of our services. We plan to continue to make significant investments in marketing campaigns, including through
online, television and radio advertising to enhance our ability to acquire new customers and increase customer retention.

Our Services
Through our online legal platform, we offer a variety of services to meet the specific needs of small businesses and consumers. We have built
our services seeking to be each customer's legal partner for life.
Interactive Legal Documents
We offer a broad portfolio of interactive legal documents that our customers can tailor to their specific needs through our dynamic online
processes and scalable technology. Our interactive legal documents are designed for use, as appropriate, at the federal level as well as in all 50
states, the District of Columbia and approximately 2,900 U.S. counties. Our interactive legal documents are created by our customers via an easy
three-step process. First, our customers complete an online questionnaire that uses conditional, rules-based logic to personalize questions based on
earlier responses. Customer responses to the questionnaires often prompt our systems to automatically offer additional complementary services to
our customers, such as Employer Indentification Number obtainment and registered agent services for our small business customers. Second, we
check customer responses for spelling, grammar and completeness. After our review is completed, our proprietary LegalZip software generates a
final document tailored, as applicable, to the appropriate federal, state, or local jurisdiction. Last, we complete the services by printing and shipping
the final document and further instructions to our customer. If applicable, we also handle any filing of the customer's completed documents with the
appropriate government agency. Our system automatically notifies customers of the status of their order as the documents progress through the
workflow cycle, including confirmation of filing with government agencies.
Our primary interactive legal document services include the following:
Small Business Services

LLC Formation
Incorporation
Trademark
DBA/Fictitious Business Name
Copyright
Non-Profit Corporation
Provisional Application for Patent

Consumer Services

Last Will and Testament
Power of Attorney
Living Will
Living Trust
Uncontested Divorce
Name Change

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Subscription Legal Plans
For small businesses and consumers who want legal advice, we offer legal plans that connect subscribers with experienced attorneys licensed
in their jurisdiction to address their specific legal needs. Most of the attorneys who participate in our legal plan network practice at small law firms.
We pay the participating independent law firms in our legal plan network a monthly fee per paid customer subscription to provide attorney
consultations to our customers. We typically enter into one-year contractual agreements with law firms participating in our legal plan network, with
the option to renew for successive one-year periods. In order to be considered for participation in our legal plan network, independent attorneys
must satisfy certain quality standards established by us and be highly focused on customer care. We regularly assess our customers' satisfaction
with the attorneys who participate in our legal plan network and remove attorneys that fail to satisfy our customers. Our small business and
consumer subscription legal plans are currently available in 40 states and the District of Columbia.
Subscription to a legal plan provides the following benefits to our customers:
•

Free attorney consultations of up to 30 minutes on new legal matters;

•

Review of LegalZoom interactive legal documents and other legal documents up to 10 pages in length;

•

Discounts on other LegalZoom services;

•

25% discount on additional services provided by legal plan network attorneys;

•

Annual estate planning check-up (for consumer legal plans);

•

Revisions and electronic storage of applicable LegalZoom estate planning documents; and

•

Unlimited access to our forms library.

Our small business legal plans are currently priced at $29.99 per month and our consumer legal plans are currently priced at $14.99 per month.
Subscription Registered Agent Services
Business entities are often required by state law to appoint and maintain a registered agent in their state of formation to receive service of
process and official government communications. For our business formation customers, we offer subscriptions currently priced at $159 per year.
Other Services
We offer other services to our customers, including unlimited access to our forms library, electronic storage of applicable LegalZoom
documents and document revisions. We also introduce our customers to relevant services and products through our relationships with leading
credit card companies, commercial banks and other companies serving our customer base.
Our Technology
We have developed technology that enables us to efficiently process thousands of daily orders, as well as facilitate interactions between our
customers and the attorneys who participate in our legal plan network.
The key components of our technology include:
•

Dynamic Online Questionnaire. Our interactive legal documents are generated by our customers through our dynamic online
processes. Our customers complete a comprehensive, branching questionnaire that uses conditional, rules-based logic to personalize
questions each based on earlier responses.
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•

Document Automation. Our technology includes complex automation systems that utilize customer responses to generate a
document based on specific customer input.

•

Customer Relationship Management. Our technology integrates and manages e-mail and telephone customer notifications and
enables customers to remain informed about order status. For example, we automatically notify our customers about the status of
their order as interactive legal documents move through our workflow and when we receive confirmation of filing with government
agencies.

•

Supply Chain and Fulfillment. Our supply chain and fulfillment systems integrate external and internal technologies, enabling
intelligent workflow management between our locations, while increasing processing speed and efficiency.

•

Infrastructure. Our website is hosted on hardware and software co-located at a third-party facility in Los Angeles, California. We
currently have a data center located in a third-party facility in Seattle, Washington that could power the limited operation of our
website in case of disaster. Within the next year, we plan to relocate this disaster recovery site to Austin, Texas and will increase its
scope to cover the website and fulfillment systems. We have designed our websites to be highly available, secure and cost-effective
using a variety of proprietary software and freely available and commercially supported tools. We can scale to accommodate
increasing numbers of customers by adding relatively inexpensive industry-standard hardware. We use encryption technologies and
certificates for secure transmission of personal information between our customers and our website. Maintaining the integrity and
security of our websites is critical and we have a dedicated security team that promotes industry best practices and drives
compliance with data security standards.

We devote a substantial portion of our resources to developing new technologies and features and improving our technologies. As of
December 31, 2011, we employed approximately 60 engineers, developers, project managers and support technicians who focus on the design and
development of new features and products, as well as the development and maintenance of our websites, network infrastructure and internal
operations systems. Additionally, we engage with third parties for additional development support as needed.
Customer Care
Customer care is central to our culture and we are highly focused on providing exceptional customer experiences. All of our employees are
trained to focus on our customers and deliver quality customer service. Our customers have access to live customer care representatives and
subscribers to legal plans may consult an experienced attorney. As of December 31, 2011, we had 98 customer care representatives located in the
United States and 60 attorneys who participate in our legal plan network. As part of our customer relationship management, our customer care
representatives proactively contact our customers by phone and email to resolve any issues that may arise during the order fulfillment process as
soon as possible in order to timely fulfill an order. Customer satisfaction is a key component of our value proposition. We offer our customers a
satisfaction guarantee for our interactive legal document services. If a customer is not completely satisfied with our services for any reason, we will
attempt to correct the situation, or provide a refund or credit. We actively monitor our service levels, fulfillment speed and quality to maintain the
highest level of customer care, including the NPS scores of our services and of attorneys who participate in our legal plan network.
Sales and Marketing
Our key marketing efforts include:
•

Customer Acquisition and Brand Marketing. Our customer acquisition and brand marketing includes search engine marketing,
television and radio advertising, search engine optimization, online display advertising, e-mail, affiliate marketing and outbound
sales. We routinely monitor
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return on investment to optimize our customer acquisition and marketing initiatives. We have a long history of advertising on
television and radio to drive traffic and enhance customer acquisition. For television, we plan our campaigns at the network, creative
and programming level by analyzing data from our past campaigns. For radio, we have successfully used exclusive radio
endorsements featuring prominent radio personalities. In addition, we use remarketing efforts such as online retargeting and
shopping cart abandonment e-mail campaigns. All of our marketing leverages the brand we have developed from customer referrals
and our public relations efforts.
•

Conversion Marketing. Our conversion marketing efforts are focused on converting website visitors to paying customers through
optimization of our website user workflows, questionnaire, and navigation experience. We also test and continuously optimize the
visual design, messaging and promotion offers to improve conversion. Outbound sales calls and trial offers of our legal plans have
also proved to be effective ways for us to acquire new customers.

•

Retention Marketing. Our retention marketing is focused on establishing and maintaining long-term relationships with our
customers through personalized marketing of our services, including telephone outreach, e-mail marketing and continuous customer
care.

Research and Development
We are making substantial investments in research and development to increase innovation and develop new services to meet our customers'
legal needs. Our research and development efforts are focused on enhancing our existing services, accessing new markets and developing new
services. In 2011, we opened a research and development center in San Francisco that has enhanced our ability to focus on developing new
services. Our research and development team works closely with both our marketing and technology teams to evaluate and react to customer
demand.
Competition
We face intense competition from law firms and solo attorneys, legal document providers (including online providers) and national legal plan
providers. We expect such competition to continue to increase. In addition, the competitive landscape can shift rapidly as new companies enter
markets in which we compete and existing companies broaden their offerings. This is particularly true for online services, where barriers to entry are
lower.
Our primary competition comes from small law firms and solo attorneys. Many of our customers have in the past used law firms or solo
attorneys to address their legal needs. Attorneys are generally able to provide direct legal advice that we cannot offer due to regulations regarding
the unauthorized practice of law, and firms may develop a competing online legal service division. Our primary online competitors for our interactive
legal documents services include BizFilings, RocketLawyer, and The Company Corporation. We compete in the registered agent services business
primarily with CT Corporation and Corporation Services Company. Our primary competitors for our legal plans include Hyatt Legal Plans (a MetLife
company), ARAG and LegalShield. Hyatt Legal Plans and ARAG primarily focus their marketing to larger employer groups, while LegalShield
primarily focuses its marketing to individuals.
We believe competitive factors for our services include ease of use, breadth of offerings, brand name recognition, reputation, price, quality and
customer service. To attract customers, some online competitors are offering free or low-priced entry-level services that may affect our pricing
strategy.
Intellectual Property
Our success depends on our proprietary technology. We protect this proprietary technology by relying on a variety of intellectual property
mechanisms including copyright, trade secret and trademark laws, and restrictions on disclosure and other methods. For example, we frequently file
applications for copyrights, trademarks and service marks in order to protect our intellectual property. As of March 31, 2012, we have
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Types of Immigration Forms | Rocket Lawyer

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Types of Immigration Forms
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Whether you are an immigrant looking to become a citizen, an immigrant looking to get a
job in the United States, or an employer or sponsor of an immigrant, you will need to
complete various government forms. Here is a list of the most common forms, with brief
explanations of their uses.

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Forms

Employment Eligibility Verification (I-9)
Employers are required to have new employees complete an Employment Eligibility
Verification form in order to confirm that the employees are legally allowed to work in the
US. After the employer verifies the identity and eligibility of an employee, he/she must keep
the completed I-9 form on file. Employees must show original identification documents— or
receipts for replacement documents— within three days of their new employment,
otherwise they can be terminated.

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Affidavit of Support (I-134)
The petitioning sponsor of a visa applicant must fill out the Affidavit of Support form to
show that the intended immigrant (a family member or intended employee) will have
enough financial support upon arrival in the US, and therefore will not become a “public
charge”, that is, dependent on the US government for living expenses.
Immigrant Petition for Alien Worker (I-140)
Employers are required to petition on behalf of any alien employees for that alien worker to
become a permanent resident. The I-140 form must be filed within 180 days after the
approval of a Labor Certification. In the case of EB-1 priority workers (such as aliens with
extraordinary abilities, or important professors, researchers, multinational executives and
managers), an Immigrant Petition for Alien Worker can be filed without the Labor
Certification.
Application to Register Permanent Residence or Adjust Status (I-485)
Aliens must use this form when applying to adjust their status to that of a permanent US
resident. Permanent Resident Cards, or “green cards”, are an important step towards
becoming a US citizen. The US Citizenship and Immigration Service does background checks
on all I-485 applicants, and once the Adjustment of Status application is accepted, the
applicant must stay in the US until their Permanent Residence application is accepted or
rejected. While their residency application is under review, the applicant can apply for
Advance Parole to travel outside the US or for Employment Authorization Documents to
start work.

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Asylum Status in the U.S.
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Report of Medical Examination and Vaccination Record (I-693)
When submitting an Application to Adjust Status, aliens seeking permanent residence must
submit a Report of Medical Examination and Vaccination Record completed by a designated
civil surgeon. This examination is meant to prove that the applicant cannot be disqualified
from US residency on the grounds of public health.
Application for Employment Authorization (I-765)
Certain aliens living temporarily in the US can file an Application for Employment
Authorization to request an Employment Authorization Document. This document, also
known as a Work Permit, proves to employers that the holder is allowed to work in the US
for a certain period of time. Aliens already authorized to work in the US can also use the I765 to apply for documented evidence of this authorization.
Application to Replace Permanent Resident Card (I-90)
To replace a lost, stolen, damaged or expired Permanent Resident Card, file an Application
to Replace Permanent Resident Card. The applicant's permanent resident status will not be
affected if they don’t apply immediately for a replacement, but it is a good idea to file the I90 as soon as possible in order to deter fraud, especially if the card was stolen.
If the applicant qualifies, they may apply for citizenship rather than for green card renewal.
However, if they are a conditional resident and their status has expired, they should not use
the I-90.
Application for Naturalization (N-400)
The Application for Naturalization is available to eligible Permanent Residents who wish to
apply for US citizenship. In order to file the Application for Naturalization, permanent
residents must have resided continuously in the US for 5 years, have lived either in their
state or within a USCIS district for at least 3 months, and be able to speak/read/write English
and prove an understanding of US history and government. Once residents meet these and
other qualification requirements, they may file the N-400 Application for Naturalization,
after which they will be scheduled for an Interview, including a background check, and a
Naturalization Test.
Laws on this topic may vary from state to state. This content is not meant to provide you with complete information
and it is not intended to be legal or tax advice. It is recommended that you consult with your own attorney, accountant
or other advisor regarding your specific situation.

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Plain Language Legal Dictionary

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Complete Plain Language Legal Dictionary
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Rocket Lawyer is committed to making the law simpler, more affordable, and available to
everyone. In the spirit of this goal, we've created the Plain Language Legal Dictionary.
What is the Plain Language Legal Dictionary? Simple. It's a collection of over a thousand
common legal terms defined in simple, everyday language. We cut out the legalese so anyone
can make sense of their agreements, contracts, and documents. 
If you've come across a term you don't quite understand, click the letter it starts with above. If
your term isn't in there, let us know. We'd be happy to add it. 

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It only takes about 10 minutes to complete.

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Free Legal Help and Information
Rocket Lawyer offers free legal help and information on a wide variety of topics, including business
formation, estate planning, family issues, and many more.

Affidavits
You might not know what an affidavit is, but you've probably signed a few
already. An affidavit is basically a way to verify the truth of something. When you
sign one, you're taking an oath that what the affidavit says is true.
Affidavits often come into play in court when witnesses can't appear in person,
but there are many common affidavit forms you might need for personal
reasons, like when you lose official documents and certificates and need a
workaround. For example, an affidavit of birth verifies your birth if you lose your
birth certificate. An affidavit of support form comes in handy when you have a
relative moving to the U.S. from another country. It declares that you're
financially responsible for them until they get on their own two feet, and an ID
theft affidavit helps protect you from charges run up on your account. From
marriage to residence to name change, affidavits provide sworn verification for a
wide range of topics.
For all the particulars on affidavits, check out some of the articles below. Also, if
you're unsure about signing an affidavit form you might want to consider seeking
professional help. We're happy to help you find a lawyer if you feel like you need
a second opinion.
Sample Affidavit
What is an Affidavit?
Which Affidavit Do You Need?

Bill of Sale
While a bill of sale is fairly straightforward document, there are a few things you
should when you’re considering starting a bill of sale. First, know what it is you’re
planning on selling; you can sell nearly anything with a bill of sale, so long as it
isn’t property (such as an apartment complex or your house). Next, if you’re
selling a vehicle, you want to make sure to use a vehicle-specific document, such
as our car bill of sale or boat bill of sale. The reason is that for automobiles and
other vehicles, there are special provisions you’ll need to fill out, such as noting
your odometer reading or entering a valid vehicle identification number (or VIN).
We have all the information you need to know before completing a bill of sale.
Whether you want to learn common mistakes to avoid, what a conditional bill of
sale is, or even just look at a bill of sale example, we’ve got you covered. 

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Power of Attorney
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Absolute and Conditional Bill of Sale
Bill of Sale 101: What You Need to Know
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Bill of Sale for Car
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Sample Bill of Sale Form
Types of Bill of Sale Forms
Vehicle Bill of Sale Purposes
When to Use a Bill of Sale

Divorce and Legal Separation
If you're going through a legal separation or divorce, the law probably seems like
another tough thing to deal with. In truth, it's the key to a speedy resolution. Each
divorce and legal separation is different, but understanding how the process
works can help bridge gaps and keep the focus on what's most important.
Laws vary by state, but legal separation is often the first step. Legal separation
usually involves filing a Marriage Separation Agreement with the court to outline
the terms of your separation. It's a temporary arrangement that protects each
spouse and determines basic rights and responsibilities until divorce proceedings
are finalized.
After legal separation, divorce is the formal termination of your relationship.
Divorce is easiest when you and your spouse can agree on the conditions. Filling
out a Divorce Worksheet is a good way to understand everything involved and
see whether you're on the same page. If you can agree on the general conditions,

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most states allow you to enter into a Divorce Settlement Agreement and file for a
no-fault divorce. If there are issues that keep you from reaching an agreement,
it's a good idea to consider mediation or finding a lawyer.
There are also special steps to take if you don't know where your spouse is.
Following legal separation and divorce, ongoing child custody and credit issues
may pop up. To learn more and find state-by-state information, check out our
articles on legal separation and divorce.

Division of Property in a Divorce
Divorce Forms Vary Based on State and Situation
How to Find a Divorce Lawyer for Your Situation
Manage your Credit and Debt After Divorce

Topics
Divorce
Legal Separation
No-Fault Divorce

Driving and Automotive
Your car is more than just a way of getting around. It's a major investment and a
valuable asset, not to mention a whole lot of fun to drive. And whether you're
looking to buy, sell, insure, fix or protect your vehicle, we can help you get
everything covered from a legal perspective so that you can get back behind the
wheel.
A lot of your initial paperwork when buying or selling a car is easily handled at
the DMV--like transferring the title and such--but when you're doing the
transaction on your own, using a vehicle bill of sale can help make sure the buyer
and seller are on the same page about the car. Other forms can help protect you
and your vehicle like an auto repair contract, which keeps everything on the up
and up with your mechanic. In some more detailed cases you might consider
speaking with an attorney to make sure all your bases are covered.
Below you'll find a few articles that will walk you through some common
situations, like how to file an accident claim with your insurance company, and
how lemon laws can protect you from an unlucky auto purchase. And if you feel
like you need to find a lawyer for any driving and automotive concerns, we're
always happy to assist.

Topics
Accidents and Collisions
Buying and Selling a Car
DMV Information
Driving Violations

Family
Protecting and supporting family members is your number one priority. We're
here to help you set up the safeguards that will allow you to focus on what's
important--enjoying life surrounded by the people you love and care about.
When you decide to tie the knot, there are a few things you might want to take
care of early so that you can just enjoy this exciting time with family and friends.
Basic legal forms can help smooth out the transition. Like, before joining forces
with your partner a prenuptial agreement form helps clear up property
arrangements, who's responsible for what, how the finances break down and
who takes care of which bills. And if you're taking on your partner's name, a
name change notification letter spreads the news to employers and others.
After you start a family, you might need certain forms to take care of your
children, like a child care authorization form allowing a child caregiver to make
decisions on health and other major decisions while you're at work, and a child
care contract for when you invite a nanny into your family.
Personal records are also good to get squared away as you organize family
affairs. For example you might need a birth certificate request form or a marriage
certificate request letter if you've misplaced these documents. You might need
them so you can apply for a passport or insurance policy down the road.
If you're looking for details on something in particular, you might want to browse
the family law articles below. And, as always, if we can help you find a lawyer, just
say the word.
Sample Transcript Request

Topics
Children
Disaster Resources
Legal Name Change
Military and Veteran Issues
Personal Records
Senior Care

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Health and Medical
There's nothing more important than your health. Whether you're considering a
medical procedure of some sort, about to visit the hospital or if you simply want
your medical records transferred, we can help you cover the legal basics so that
you get back to more important matters.
Managing your health means communicating with a lot of different people, from
medical professionals and hospitals to insurance agencies and the government.
Legal forms can help you sort through everything so that you can get back to the
business of your health and life. For example, a medical records request can help
you get your records if you're changing doctors or moving, and a medical records
transfer form comes in handy when you want them delivered from your doctor
to a specialist. And then you've got forms like a letter to appeal a medical claim
denial in case you need an explanation in writing from a doctor or insurance
agency.
If you think you'll be visiting the hospital or a clinic, you might want to think
ahead and consider putting together a living will to allow yourself some peace of
mind, and a hospital visitation authorization gives permission to certain people to
visit you during your recovery.
For more health and medical info, try the articles below. And if you feel the need
to find a lawyer to answer more specific questions, just let us know.
How to Get Medical Records
How to Transfer Medical Records

Topics
Health Insurance
Medical Malpractice
Medical Records
Medicare and Medicaid
Personal Injury
Workers' Compensation

Immigration
Our country was founded by hardworking and dedicated individuals. And what
makes our nation so unique is that somewhere along the line, our family trees go
back to other countries. If you have a loved one or friend, or it's you who's
looking to become a citizen of the U.S., we can help send you in the right legal
direction to make that dream come true.
To get the ball rolling, try browsing through our free immigration legal forms. The
petition for alien relative is the first step in the process if you already have
someone with residency. This form is filled out by a U.S. citizen or green card
holder on behalf of the relative who wishes to immigrate. You might also
consider a birth certificate request letter or a marriage certificate request letter
to verify your own citizenship for the petition. An affidavit of support form also
comes in handy when you have a relative moving to the U.S. from another
country. It basically declares that you're financially responsible for them until
they're ready to be on their own. When petitioning for someone who works for
your business or household to become a resident, the immigrant petition for
alien worker may be the form to go with.
If you're just looking around for information at this point, feel free to browse the
immigration articles below. And if you'd like to find a lawyer to answer more
detailed immigration questions, just say the word and we can make that happen.

Topics
Green Cards
Immigrant Legal Issues
International Adoption
Visas

Intellectual Property
Great ideas can turn the world around. So when your great idea comes--whether
it's an invention, a design or even the formula for a new soft drink--you'll want to
assert your intellectual property rights to protect it from unauthorized use and
allow yourself the freedom to bring it to life.
What is intellectual property? Because you can't lock your ideas and expression in
a safe, laws are in place to help put your inspiration in motion. Most commonly,
intellectual property refers to copyrights, trademarks and patents. Whether
you're a musician, graphic designer, writer, filmmaker, engineer, or an inventor,
you'll want to protect the creations that keep you in business. Like anything of
value, intellectual property can even be bought and sold.
Creative people need space to work. Protecting the right to your ideas grants you
the breathing room to develop, market and sell them. Patents, for example,
register your inventions with the government and give you exclusive legal rights.
As you get further along in the process, you'll want to speak with an attorney
about a patent to make sure you get it right. But Provisional Patent Application
forms are a good, simple start. If you've developed a logo, a catchphrase or some
other form of branding, you can register a trademark. Write a hit song or the next
great novel? Register a copyright to lock it down in your name.

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For nuts and bolts on intellectual property protection, browse the articles below.
And as always, just let us know if we can help you find a lawyer.

Cease and Desist Letter Template
Photography Contract Template
Protecting Trademarks, Patents and Service Marks
What is Intellectual Property?
When Photographers Need a Photo Release or Use of Likeness

Topics
Copyright
Patent
Trademark

Law Practice Management
Legal professionals are not only motivated to practice law at a high level but also
to manage a business. Whether you're solo or part of a team, we can help you
manage your legal practice so you can spend more time assisting your clients
and making their lives easier.
People seeking legal help frequently access our legal form download pages, but
we also have a handful for attorneys, like the attorney engagement letter for
contracting legal services to businesses or individuals. Attorneys often use our
templates to create a wide range of documents for their own clients--the power
of attorney and employment agreement forms are good examples to check out.
Attorneys also sign up for the Rocket Lawyer On Callâ?¢ network to boost client
leads. It's free, and it connects you with the millions of visitors on our site looking
for legal assistance and advice. Also, you can set up one of our free professional
profile pages to promote your reputation and make it easier for people in need
of your legal help to find your services.
If you have any more questions about how Rocket Lawyer can help you expand
and manage your law practice, check out the articles below. And if we can help
with anything, feel free to contact us.
Benefits of an Online Law Practice
How to Build a Successful Online Law Practice
How to Create an Attorney Website
How to do Lawyer Marketing Online
How to Get Legal Clients Online

Legal Dictionary
A little research goes a long way. And if you're curious to learn a little more about
something in the legal arena, our legal dictionary can send you in the right
direction so that you can clear things up quickly and get back to the real world.
You probably come across legal terms fairly often, but here and there you want
to stop and learn what they really mean. For example, you might be interested in
learning more about some legalese you come across it in an official document,
application or legal agreement. In that case, browse our A to Z legal dictionary
below, which can explain terms like "cause," "option" and "probate," and help
translate them into plain talk. If you receive a legal notice that's hard to
understand, you might want to speak with an attorney before taking any kind of
action, but a quick legal terms search can often put your mind at ease.
As always if you'd like someone to explain these things further or if you decide to
seek professional help for a particular matter, just let us know. We're happy to
help you find a lawyer.
Complete Plain Language Legal Dictionary

Topics
Legal Terms by Letter

Legal Document Templates
There's nothing wrong with shortcuts, especially when you want to save yourself
time and money with a legal matter. In some complicated situations, we usually
suggest speaking with an attorney, but there's a long list of everyday situations
when you can use legal document templates to make it legal. And we're here to
help you get them done and out the door quickly.
For personal and business stuff, it's a good rule of thumb to keep a few legal
documents handy. Employers that do a lot of hiring might want to use the same
employment application template and non disclosure agreement template to
keep things consistent, and if you're into buying and selling stuff there's the bill
of sale template. If you're searching for a particular name of legal document
template based on your needs, it's likely we have something that works. If not,
just drop us a line.
But how do you get started? Filling out legal forms on the fly can be intimidating.
Our easy legal document template tools ask you questions and we populate the
forms, so it's a cinch to find the legal document template you need, plow through
the specifics and get back to what you enjoy doing.

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Below you'll find legal documents and articles that give you a rundown on the
document itself, an easy to understand example and where to get started. Just let
us know if anything is confusing, and if you feel like you need to find an attorney
to help with something specific, we're always happy to help with that too.
Bill of Sale for Car
Bill of Sale Template
Cease and Desist Letter Template
Employment Application Template
Liability Release Template
Minutes Template
Non Disclosure Agreement Template
Photography Contract Template
Promissory Note Template
Purchase Agreement Template
Release of Liability Template
Sample Affidavit
Sample Business Plan
Sample Bylaws
Sample Confidentiality Agreement
Sample Employment Contract
Sample Eviction Notice
Sample Power of Attorney
Sample Resignation Letter
Sample Transcript Request
Sample Will
Stock Certificate Template

Marriage
Marriage can be one of life's most exciting adventures. Whether you're a newbie
at this whole thing or if you've been down this road before, figuring out the legal
details early on allows you to just tie that knot and enjoy this exciting time.
There are a number of basic marriage legal forms that can help smooth out the
transition from single life to matrimony. For starters, before teaming up with
your partner a prenuptial agreement form can help clear up who's responsible
for which bills and how the finances break down. And if you're taking on your
partner's name, a name change notification letter helps spread the good news to
employers and others.
After the wedding you might still have questions when applying for credit or
buying property together, and for the more detailed matters, you might want to
speak with an attorney. But on your own you can use simple forms like a
personal financial statement for credit applications and estate planning, or a
marriage certificate request letter if you misplace the original. To protect you and
your partner through the stages of life, a last will and testament can ensure that
everyone is taken care of down the road.
Browse through our articles on marriage for more information, and just let us
know if we can help you find a lawyer if you still have questions.

Topics
Common Law Marriage
Domestic Partnerships
General
Marriage Certificate
Prenuptials

Online Legal Services
Just about everything can be done online these days. You file taxes, request a
birth certificate and apply for a passport online, and you can do most of your
legal stuff on the web too. Some situations could come up where you might want
to think about speaking with an attorney, but when it comes to online legal
services, we can help set you up with the forms, legal document templates,
official letters and such that you need to get things squared away quickly.
You'd be surprised how much red tape can be skipped over with a few clicks.
Independent contractors and businesses, for example, might just need a general
contract for services to engage another business or individuals for a particular
project. For life's changes, you can find free legal forms like a living will to protect
your property in case something happens to you, and a prenuptial agreement to
get your finances all sorted out before tying the knot.
But forms are just the tip of the iceberg for online legal services. Rocket Lawyer's
eSignature service means you can sign something right on the computer without
having to print, sign, fax, mail and all that.
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online legal services. If you find that whatever you're working on needs a little
more TLC, just let us know and we can help you find a lawyer.

Topics
Online Legal Forms
Signing and Notorizing

Personal Finance
Everybody wants financial independence. And whether you're well into your
career or just starting to put money away, covering all the legal bases allows you
to spend more time building your savings and enjoying the fruits of your labor.
Successful personal finance planning begins with keeping track of the money that
comes in and the money that goes out. There are a number of legal forms
available to help you maintain, verify and manage your personal finance records.
Like if you're applying for credit or loans, you might be asked to fill out a personal
financial statement, and insurance companies will ask for a home inventory
worksheet to cover your valuables. Not only do these records aid transactions,
they also help you stay on top of your money.
When unloading and transferring assets, some legal forms keep everything on
the up and up. Selling your car to someone? You'll need an automobile bill of sale
form to make it official. Want to transfer your 401K? Just send a 401K rollover
request form to the administrator.
For more pointers on taking control of your finances, browse a few of the
personal finance articles below. We're always happy to help you find a lawyer to
handle more detailed questions.
Bill of Sale 101: What You Need to Know
Bill of Sale FAQs
Purchase Agreement Template

Topics
Bankruptcy
Credit
Home Mortgage Loans
Personal Loans
Unemployment

Real Estate
Whether it's your home-sweet-home, your place of work, or your livelihood,
chances are real estate plays a big part in your life. We're here to help make real
estate easy for everyone from property managers, to renters, to buyers and
sellers.
If you're a property manager, you're probably in constant need of real estate
legal forms and documents like rental applications and real estate leases. These
documents can keep things running smoothly for you and solidify great
landlord/tenant relationships. On the tenant side, Tenant Maintenance Request
and Sublease Agreement forms make your communications official, while making
sure those leaky faucets get fixed. Our personalized forms cover many needs,
but we can also help you speak with an attorney for real estate legal advice.
If you're buying or selling, you might to set up a quick transfer of property using a
Quit Claim Deed, or make a home-buying checklist with Home Evaluation
Worksheet. Below you'll find some helpful articles on real estate law and other
topics of interest. And if we can help you find a lawyer, just let us know.

Forms for Hiring Employees or Contractors
Understanding Work-for-hire, Consulting and Employment Agreements
What is Workers' Compensation?

Topics
Buying and Selling a Home
Foreclosure
Landlord
Renting and Leasing
Tenant Resources

Small Business
Being an entrepreneur can be the best job in the world. When you've got a
dream for a small business (whether you're starting from scratch, expanding a
family business or looking to incorporate your company), it's worthwhile to take
the time to do it right.
By nature, most small business owners are risk takers, but taking the right legal
steps can both help your company prosper and limit your liability. When your
small business's plan is in place and you're ready to cut the ribbon or launch the
website, it's essential to select the appropriate business entity. Will it be a sole
proprietorship (which means you're personally on the hook for any liabilities), a
partnership, an LLC, or an s-corporation? And what kind of tax implications will
the structure have? You can find a lot of small business answers here.

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Once people are lining up to use your business, you'll want to keep the legal stuff
from getting in the way of what you love doing. Learn more about small business
fundamentals like hiring employees, keeping corporate records and collecting
debts. We're also glad to help out with personalized business legal forms.
For more ideas and inspiration, browse the small business topics below. We're
always happy to help you find a lawyer to answer more complicated small
business questions.

Get Free Legal Help with Business Formation and Starting a Business
How to Apply for an Employer Identification Number (EIN - SS4) Online
How to Buy or Rent Office Space for Your Business
What kind of insurance is right for your small business?

Topics
Business Financing
Business Formation
Business Taxes
Corporate Records
Debt Collection
Employment
General
Online Business Issues
Sales
Workplace Safety

Small Claims and Litigation
Small claims courts were invented for just that--minor issues that still need a little
legal structure to get resolved. Whether someone owes you money or if you're
dealing with an eviction or some other kind of sticky disagreement, we can help
you prepare and file your matter in a small claims court so that everything gets
resolved and you can move on with your life.
Small claims courts want you to at least try to make nice with the other party
outside of court, but if that's not happening you can sign an affidavit saying that
you tried your best. Then, you might want to download our free small claims
worksheet. This small claims form takes you step-by-step through the process so
that you have all your ducks in a row before filing with a small claims court. If you
go to litigation and get a chance to tell your side of the story to a judge, you'll
want to back up your claim with some evidence. Assuming the judgement falls in
your favor, we have a free demand for money owed form that can help speed up
the process of you getting what you deserve.
Browse the articles below for more free information and guidance on the small
claims and litigation process. Know that while small claims court is an efficient
way to minor matters, you'll probably need an attorney for most other types of
litigation.  We can help you find a lawyer in your area who understands what
you're going through.
Collecting Your Judgment
How to File a Suit in Small Claims Court
Small Claims Court Dollar Limits by State

State-by-State LLC, Corporations, and Non-Profits
State LLC, Corporations, and Non-Profits
How LLCs Get Taxed; Choosing a Tax Structure for Your LLC
LLC vs. S-Corp
Next Steps: Why Your Limited Liability Company Needs an LLC Operating
Agreement
Why start an LLC? Limited Liability Company Advantages and Disadvantages

Topics
Choose your state

Taxes
Taxes are an inevitable part of your financial world. But with a little legwork, tax
season can come and go without a hitch. If you have some legal questions about
the IRS or filing your return, you might want to consider speaking with a tax
attorney. We're here if you need us to make that connection so that you can
resolve things and get back to doing what you enjoy.
To help you stay organized, certain tax forms are good to have handy, like the W2 form if you run a business with employees or have someone who works for
you, and the 1099 form for reporting miscellaneous income. For filing, you can
always download the common 1040-ES form for individuals or the 1120-W form if
you're incorporated.
Life changes like marriage and children can affect your tax status, and
incorporating your business can help you save a bundle in the long run, so it
really pays to do your tax-time homework. As you go along, you could be faced

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with an audit, which is basically where the IRS examines your financial records to
make sure you filed your tax return correctly. In those situations it's a good move
to check in with an accountant or tax attorney to guide you through the process.
Below you'll find some tax articles that can help answer your questions. And, as
always, if we can help you find a lawyer just say the word.

Topics
Audits
Business Taxes
Estate Taxes
Personal Taxes

Travel
Travel, for many people, is a great excuse to relax a little, learn a few things and
get away from it all. Whether your upcoming trip is all about business, education
or escape, getting the legal boxes checked before you head out can allow you to
spend more time enjoying the experience and some much needed time away.
Depending on your destination and the length of your stay, travel plans can
require valid documentation and other official forms for international visits.
Because laws vary from country to country, make sure you've got everything
covered before you take off on your adventure. If you need a visa application for
an extended stay or job overseas, for example, or if you need to apply for a
passport or report a lost or stolen one, there are legal forms that can put the
wheels in motion and make the whole process easier.
For more details on the legal ins and outs of travel, check out some of the articles
below. And if we can help you find a lawyer to answer your more detailed
questions, feel free to let us know.  
Studying Abroad - Visas and Other Legal Requirements
Visas for U.S. Citizens Who Wish to Travel or Work Overseas

Topics
Passports
Travel Emergencies
Traveler's Health

Wills and Estate Planning
It's never too early to start planning for life's big changes. When you're ready to
think about the possibility of death or incapacity, creating a Will and an estate
plan is the best way to take care of your family. Even if you don't have a lot to
pass on, it will be easier on everyone if your wishes are known.
The first piece of most estate plans is a Will. We all know Wills let everyone know
who gets your stuff, but Wills are also crucial for protecting your family from
unnecessary expenses, estate taxes, potential disagreements, and helping
determine the custody of your children. If you don't have a Will, the state
determines how your property is distributed and who cares for your kids.
Don't separate Wills and estate planning in your mind, because an estate plan
should be more than just a Will. For example, a Living Will is another important
document that spells out your wishes for medical treatment when you can't
make decisions yourself. Especially in difficult end-of-life scenarios, it'll help your
family know exactly what you want.
A Power of Attorney is another estate planning essential. It specifies who can fill
your fiduciary shoes -- signing checks, deeds, official documents, etc. -- if you
can't do it yourself. As with most Wills and estate planning, courts will appoint
someone to make these decisions if you don't. There are also an array Trusts that
can have tax benefits and give you more control over how your assets are
distributed.
To dive deeper into Wills and estate planning, check out these articles. If you
have any questions about estate planning, we're also happy to help you find a
lawyer in your area who can help.
General Power of Attorney vs. Special Power of Attorney
Legal Will vs. Estate Plan
Living Will vs. Durable Healthcare Power of Attorney

Topics
Estate Administration
Last Will and Testament
Life Insurance
Living Trusts
Living Wills, Health Care Power of Attorney, and Advance Directive
Power of Attorney

Working with a Lawyer
Professional help is sometimes the best way to get something done. So when you
decide that working with an attorney is the answer, you're smart to get all of your
ducks in a row before settling on the right person. We can help answer any

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questions about the process and of course connect you with the right lawyer for
your particular need. As always, our goal is to help you get from point A to point
B so you can get back to your life.
Some situations are pretty cut and dry, making our legal forms a good option for
taking care of business. In other cases, you might want to think about speaking
with an attorney who can answer all of your questions and give you advice
tailored to your situation. We can help you find a local lawyer in minutes.  
If it's your first time working with an attorney, feel free to browse the articles
below to get an understanding of what to expect. And if you need an attorney, we
can always help you find a lawyer.
Do You Actually Need a Lawyer?
Firing Your Lawyer
Frequently Asked Questions About Malpractice
How Lawyers Bill for Their Services
How Much Do Lawyers Cost?
How to Choose the Right Lawyer for You
How to Find a Lawyer
How to Get Free Legal Aid in Your State
How to Hire a Lawyer
Things Your Lawyer Expects from You
What if You Can't Afford a Lawyer?
What is Pro Se Legal Representation?
What is the Attorney-Client Privilege?
What is Unbundling? Is It Right for You?
What to Expect From an On Call Lawyer
What to Expect When Working With a Lawyer
What You Should Consider When Hiring a Lawyer
What Your Lawyer Should Communicate to You

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Incorporate Online - Online Business Incorporation Service

Page 2 of 2

RocketLawyer UK
Copyright 2013 Rocket Lawyer Incorporated. RocketLawyer.com TM provides information and software only. This site is not a "lawyer referral service" and does not provide or
participate in any legal representation. Use of RocketLawyer.com and RocketLawyer On Call TM is subject to our Terms and Conditions and the On Call Terms of Service.

EXHIBIT 9 -34-

http://www.rocketlawyer.com/center/incorporation.rl

8/27/2013

EXHIBIT 10

EXHIBIT 10

[phone] or
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Incorporation: Interview
Company Setup

Company Details

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Review

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State Filing Option
Have questions? Call us at 888-627-1186 for help.

Alabama Non-Profit
State Filing Options:
Standard filing ($208)

Standard processing time in Alabama is 6 to 8 weeks.The standard filing fee
includes the $128 state filing fee plus $80 in county fees.
Expedited filing ($308)

You will receive electronic copies of your documents in 4 to 5 weeks. Additional
time for mailing of documents may apply.

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I must have lucked out
when I found Rocket
Lawyer. They went above
and beyond to help me
form my LLC and follow
my dreams to help other
people. They really make
me feel like I'm in good
hands.
- Michelle, Las Vegas

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Copyright 2012 Rocket Lawyer Incorporated. RocketLawyer.comTM provides information and software only. This site is not a "lawyer referral service" and does not provide or participate
in any legal representation. Use of RocketLawyer.com and RocketLawyer On Call TM is subject to our Terms and Conditions and the On Call Terms of Service.

EXHIBIT 10 -35-

EXHIBIT 11

EXHIBIT 11

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Personal

Business

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Purchase Summary
Free Trial of Rocket Lawyer Legal Plan

$0.00

1 year of Registered Agent Service

$99.00

Tax ID Service

$40.00

Corporate Kit and Seal

$70.00

State Filing Fee - Alabama

$208.00

Total Amount Due:

$417.00

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EXHIBIT 11 -36-

Copyright 2012 Rocket Lawyer Incorporated. RocketLawyer.com TM provides information and software only. This site is not a "lawyer referral service" and does not provide or
participate in any legal representation. Use of RocketLawyer.com and RocketLawyer On Call TM is subject to our Terms and Conditions and the On Call Terms of Service.

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EXHIBIT 11 -37-

EXHIBIT 12

EXHIBIT 12

Page 1 of 4

Agreement between You and Rocket Lawyer Incorporated
These Terms and Conditions are an agreement (“Agreement”) between you (“Eligible Member”) and Rocket Lawyer Incorporated
("Rocket Lawyer") regarding your use of the Rocket Lawyer On Call® (“On Call”) benefits and features as set forth below. These On Call
Terms and Conditions, and the RocketLawyer.com Terms and Conditions, which covers your use of the information, software, products,
and services contained in or available through the RocketLawyer.com website (and together, the “Agreement”), constitute a legal
agreement between you and Rocket Lawyer regarding your access to, or use of On Call. On Call is offered to you conditioned on your
acceptance of the terms, conditions, and notices contained herein. Your purchase of a Rocket Lawyer Legal Plan constitutes your
acceptance and agreement to all such terms, conditions, and notices. These Terms and Conditions contain a dispute resolution provision
that includes arbitration and that may affect your rights. Please read this entire Agreement carefully.
®
Rocket Lawyer On Call & Legal Plans

You may purchase a monthly or annual Rocket Lawyer Legal Plan. Rocket Lawyer Legal Plans may include certain access to Legal
Information, which includes, but is not limited to, questions, answers, articles and legal forms that are available from time to time on the
RocketLawyer.com website. For Eligible Members (as defined below), Legal Plans may also include access to legal services from Rocket
Lawyer On Call attorneys on the terms and conditions as described herein. You may not transfer or assign your Legal Plan to another
party; provided, however, that certain benefits may allow an Eligible Member to extend coverage to your Eligible Family Members (as
defined below), or your designated business. The "Effective Date" for each Eligible Family Member shall be the date on which the Eligible
Member elects to extend coverage to such family member.
For the purposes of this Agreement:
1. The term “Eligible Member” includes any customer who purchases a Rocket Lawyer Legal Plan.
2. The term "Eligible Family Member" includes: (a) an Eligible Member's spouse or domestic partner; (b) a dependent individual under the
age of 25; (c) a dependent child, regardless of age, who is incapable of sustaining employment by reason of mental or physical disability;
and (d) dependent individuals living in the Eligible Member's home such as a parent or grandparent. Each Eligible Family Member to
whom you extend coverage under this Agreement is considered an Eligible Member under On Call and is bound by the terms of this
Agreement.
3. Eligible Members may have access to pre-negotiated billing rates and service commitments from a nationwide network of attorneys.
Eligible Members may receive the benefits described below from a third party independent attorney or law firm (“Service Provider”), but,
not from any employee or agent of Rocket Lawyer. Rocket Lawyer does not provide legal services directly. All such services are
delivered in connection with a separate relationship between the Service Provider and you, to which Rocket Lawyer is not a party. Each
Service Provider is solely responsible for the legal services provided directly to you, using a separate attorney engagement agreement
between you and the Service Provider. You acknowledge that the services provided will be limited to your specific request and based on
the information you provide to the Service Provider. Further, you understand that any information or advice provided by the Service
Provider does not constitute a guarantee of success in your legal situation.
Benefits & Features
The following services may be available at no charge from your Service Provider:
• A set limit of free legal matter consultations up to thirty (30) minutes for each new legal matter with a Service Provider per year;
• A set limit of legal document review consultations for complete documents up to ten (10) pages in length each:
◦ Legal documents will be eligible for review if such documents meet the 10-page maximum requirement and such documents
have the same font size and style as generated by the RocketLawyer.com website (“Legal Document Requirements”). Legal
documents that do not meet the Legal Document Requirements may be reviewed at the Service Provider’s discounted rate;
• Review of a Simple Will for the Eligible Member and his or her family. A Simple Will is a last will and testament completed on the
Rocket Lawyer site distributing personal property and homestead, not involving trusts, specific bequests, real estate, tax matters,
guardianships, living wills, health care proxies or partitions; and,
• At the Service Providers discretion, such Service Provider may:
◦ write letters on the Eligible Member’s behalf (one letter up to two (2) pages);
◦ make phone calls on the Eligible Member’s behalf (one phone call);
◦ provide assistance with small claims court matters and resolving matters with certain government programs, such as INS and
welfare
Rocket Lawyer will negotiate discounted rates for certain services from Service Providers and publish such pre-negotiated rates and
services on the Rocket Lawyer website, if and when available to Eligible Members. Flat rate services may be available in select states, but
are not guaranteed in any market. If an Eligible Member hires a Service Provider, such Service Provider has contracted to charge the prenegotiated rate for legal services that go beyond the benefits and features above. Depending on the matter this may be a flat rate or where
hourly rates apply, no more than $125.00 per hour, or 40% off the Service Provider’s usual and customary hourly rate, whichever is
greater.
If an Eligible Member is not satisfied with a Service Provider, such Eligible Member may select an alternative Service Provider using the
Lawyer Directory.
Other fee arrangements shall be negotiated directly between the user and the Service Provider, as needed.
Important: Service Providers may require an initial retainer and/or separate attorney engagement agreement prior to delivery of services.
Services Providers may also require additional payment for certain services and out-of-pocket expenses.
Exclusions from On Call
The following items are specifically excluded from the Legal Plans, and are not benefits of On Call:
• Any action that directly or indirectly involves Rocket Lawyer Incorporated or any of its affiliates, directors, agents, employees, or
other Rocket Lawyer Service Providers;
• Any action that directly or indirectly involves any Service Provider; provided, however, that a Service Provider may, at its sole
discretion and risk, represent an Eligible Member in a matter in which another Service Provider is representing another party as legal
counsel;
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• Legal matters in which a Program Sponsor of the Eligible Member in question has an adverse interest, or in which any director,
officer, agent or employee thereof has an adverse interest. For the purposes of this provision, “Program Sponsor” is any company,
organization or affiliation that purchases on behalf of its members a Rocket Lawyer legal plan through wholesale channels, retail
channels or otherwise;
• Any matter involving the laws of jurisdictions outside of the United States or its subdivisions;
• Any matter that, as determined by the Service Provider in the Service Provider’s sole discretion, is frivolous or illegal in nature or
objective;
• Any matter or requested service that, as determined by the Service Provider in the Service Provider’s sole discretion, lacks sufficient
merit to warrant pursuit, or that has been raised an excessive or unreasonable number of times without a change in circumstances;
• Any legal matter involving an alleged violent crime;
• Any matter for which the Eligible Member is currently represented by other legal counsel.
Rocket Lawyer On Call and Users; Disclaimers
Rocket Lawyer On Call is not a lawyer referral service, insurance product or pre-paid legal service of any kind. The RocketLawyer.com
website is an online venue that facilitates communication between potential users of legal services and legal professionals.
RocketLawyer.com offers general information about the law and does not provide any legal advice. Rocketlawyer.com is not a law firm,
and the employees of RocketLawyer.com and participating attorneys of the Q&A product are not acting as your attorney. Your use of
Rocketlawyer.com does not create or constitute an attorney-client relationship between you and Rocket Lawyer, any Rocket Lawyer
employee, or any attorney participating in Rocket Lawyer’s Q&A product. Instead, you are representing yourself in any legal matter you
undertake through RocketLawyer.com’s legal document service. The RocketLawyer.com website is an online venue that facilitates
communication between potential users of legal services and legal professionals.
By using Rocket Lawyer On Call and the Q&A product, you acknowledge that you are initiating contact with prospective Service
Providers. Any communications with Rocket Lawyer do not create an attorney-client relationship with Rocket Lawyer and are not subject
to an attorney’s duty of confidentiality. Any information provided on the site is not a substitute for the advice of an attorney. If any type of
relationship is inadvertently formed between you and a Rocket Lawyer employee or an attorney participating in the Q&A Product, that
relationship is limited to the scope of what was communicated between you and that employee or participating attorney.
Rocket Lawyer does not guarantee that Eligible Members will successfully find legal representation through Rocket Lawyer On Call.
Hiring an attorney is an important decision that should not be based solely upon advertisements. Service Providers may provide certain
information regarding legal practice areas, pricing, and experience on their Lawyer Profiles. The Lawyer Profiles are advertisements and
you should read and interpret them as such. Rocket Lawyer does not investigate, verify or warrant the accuracy of such information. As
stated, Service Providers are third-party independent contractors who are solely responsible for the legal service provided directly to you,
not through Rocket Lawyer, using a separate attorney engagement agreement between you and the Service Provider.
As with all legal situations, you should discuss any concerns you may have regarding the legal representation with your attorney and get
the costs and scope of your agreement for legal representation in writing. Most Services Providers discourage the use of e-mail for
confidential or sensitive information. The Eligible Member is solely responsible for assessing the quality, integrity, and trustworthiness of
all persons with whom the Eligible Member communicates regarding his or her legal needs. Each Service Provider is solely responsible to
the Eligible Member for maintaining the attorney-client relationship and all legal services provided. Each Service Provider reserves the
right to make independent professional judgments regarding the legal representations. Rocket Lawyer has no influence on or involvement
in the professional services of the Service Providers. No representation is made that the quality of the legal services to be performed is
greater than the quality of legal services performed by other attorneys. Results of an attorney’s prior legal representation do not guarantee a
similar outcome.
Rocket Lawyer Legal Plans and Use
You acknowledge and agree that Rocket Lawyer may establish general guidelines regarding On Call, including without limitation, the
maximum number of free legal services you may receive in a given period of time. In addition, you are responsible for all expenses
incurred or other actions that may occur through your use of On Call. You also acknowledge and agree that Rocket Lawyer reserves the
right to modify or amend these general guidelines at any time, in its sole discretion, with or without notice. The details or availability of
On Call in any state is subject to change without notice.
If you are entering into this Agreement on behalf of a company or other legal entity, you represent that you have the legal authority to bind
such entity to these terms, in which case the terms "you" or "your" shall refer to such entity. If you do not have such authority or if you do
not agree with these Terms and Conditions, you may not sign up for or use On Call. If Rocket Lawyer discovers that you do not have
authority to bind the entity for which you have purchased the membership, you will be personally responsible for the obligations in this
Agreement and your Rocket Lawyer account, including without limitation, any payment obligations. Rocket Lawyer is not liable for any
loss or damage resulting from our reliance on any instruction, notice, document or communication, reasonably believed by us to be genuine
and delivered by an authorized representative of your company. If there is reasonable doubt regarding the authenticity of any such
instruction, notice, document, or communication, we may, but are not obliged to, require additional authentication from you. You must
immediately alert Rocket Lawyer of any fraudulent, unauthorized, illegal, or suspicious use of On Call, or any other breach of security or
unauthorized or illegal activity that you reasonably suspect.
Prohibitions on Use
State and federal laws, rules, and regulations shall be referred to as "Laws." The country, state, territory, court, or administrative agency
where a Service Provider is licensed to practice law shall be referred to as "Jurisdiction."
Each Eligible Member can only use the services available through On Call if any such services do not conflict with or violate the Laws of
the Eligible Member’s Jurisdiction(s). Rocket Lawyer does not intend for users to participate in On Call if it is prohibited by the Laws of
the Jurisdiction(s). Any availability of the RocketLawyer.com website and On Call in the Jurisdiction(s) is not an invitation or offer by
Rocket Lawyer to access or use the RocketLawyer.com website and any services in which Rocket Lawyer user's access and usage will
violate any Laws of the Jurisdiction(s). By using the RocketLawyer.com website and the On Call, Eligible Member accepts sole
responsibility for confirming that you or any Eligible Family Member’s use or access to the Rocket Lawyer website and On Call does not
violate any Laws of the Jurisdiction(s). Rocket Lawyer reserves the right to refuse membership, or suspend or terminate a user’s account
immediately and without prior notice at our discretion.
Dispute Resolution By Binding Arbitration: PLEASE READ THIS SECTION CAREFULLY AS IT AFFECTS YOUR RIGHTS.

EXHIBIT 12 -39-

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Most customer concerns can be resolved quickly and to the customer's satisfaction by calling our customer service department at 1-877-881
-0947. In the unlikely event that our customer service department is unable to resolve a complaint you may have (or if Rocket
Lawyer has not been able to resolve a dispute it has with you after attempting to do so informally), we each agree to resolve those
disputes through binding arbitration, mediation, or small claims court instead of in courts of general jurisdiction. Arbitration, which
is often cheaper, faster, and less formal than a lawsuit in court, uses a neutral arbitrator instead of a judge or jury. Arbitrators can award the
same damages and relief that a court can award. Also, in any arbitration under this arbitration provision in which you seek less than
$75,000 in damages, Rocket Lawyer will pay reasonable attorneys’ fees should you prevail. Rocket Lawyer will not seek attorneys’ fees
from you. However, if you initiate an arbitration in which you seek more than $75,000 in damages, the payment of attorneys’ fees will be
governed by the AAA rules. Any arbitration under this Agreement will take place on an individual basis; class arbitrations and class
actions are not permitted.
Arbitration Agreement
Rocket Lawyer and you agree to arbitrate all disputes and claims between us. This agreement to arbitrate is intended to be broadly
interpreted. It includes, but is not limited to:
• claims arising out of or relating to any aspect of the relationship between us, whether based in contract, tort, statute, fraud,
misrepresentation or any other legal theory;
• claims that arose before this or any prior agreement (including, but not limited to, claims relating to advertising);
• claims that are currently the subject of purported class action litigation in which you are not a member of a certified class; and
• claims that may arise after the termination of this Agreement.
References to "Rocket Lawyer", "you", and "us" include our respective subsidiaries, affiliates, agents, employees, predecessors in interest,
successors, and assigns, as well as all authorized or unauthorized users or beneficiaries of services or devices under this or prior agreements
between us. Notwithstanding the foregoing, either party may bring an individual action in small claims court. This arbitration agreement
does not preclude you from bringing issues to the attention of federal, state, or local agencies, including, for example, the Federal
Communications Commission. Such agencies can, if the law allows, seek relief against us on your behalf. You agree that, by entering into
this Agreement, you and Rocket Lawyer are each waiving the right to a trial by jury or to participate in a class action. This Agreement
evidences a transaction in the interstate commerce, and thus the Federal Arbitration Act governs the interpretation and enforcement of this
provision. This arbitration provision shall survive termination of this Agreement.
A party who intends to seek arbitration must first send to the other, by certified mail, a written Notice of Dispute ("Notice"). The Notice to
Rocket Lawyer should be addressed to General Counsel, Rocket Lawyer Incorporated, 182 Howard Street #830, San Francisco, CA 94105
("Notice Address"). The Notice must (a) describe the nature and basis of the claim or dispute; and (b) set forth the specific relief sought
("Demand"). If Rocket Lawyer and you do not reach an agreement to resolve the claim within sixty (60) calendar days after the Notice is
received, you or Rocket Lawyer may commence an arbitration proceeding. During the arbitration, the amount of any settlement offer made
by Rocket Lawyer or you shall not be disclosed to the arbitrator until after the arbitrator determines the amount, if any, to which you or
Rocket Lawyer is entitled.
The arbitration will be governed by the Commercial Arbitration Rules and the Supplementary Procedures for Consumer Related Disputes
(collectively, "AAA Rules") of the American Arbitration Association ("AAA"), as modified by this Agreement, and will be administered
by the AAA. The AAA Rules are available online at adr.org, by calling the AAA at 1-800-778-7879, or by writing to the Notice Address.
The arbitrator is bound by the terms of this Agreement. All issues are for the arbitrator to decide, including, but not limited to, issues
relating to the scope, enforceability, and arbitrability of the arbitration provision. Unless Rocket Lawyer and you agree otherwise, any
arbitration hearings will take place in a reasonably convenient location for both parties with due consideration of their ability to travel and
other pertinent circumstances. If the parties are unable to agree on a location, the determination shall be made by AAA. If your claim is for
$10,000 or less, we agree that you may choose whether the arbitration will be conducted solely on the basis of documents submitted to the
arbitrator, through a telephonic hearing, or by an in-person hearing as established by the AAA Rules. If your claim exceeds $10,000, the
right to a hearing will be determined by the AAA Rules. Regardless of the manner in which the arbitration is conducted, the arbitrator shall
issue a reasoned written decision sufficient to explain the essential findings and conclusions on which the award is based. Rocket Lawyer
will pay all AAA filing, administration, and arbitrator fees for any arbitration initiated in accordance with the AAA Rules. However, if you
initiate an arbitration in which you seek more than $75,000 in damages, the payment of these fees will be governed by the AAA rules.
The arbitrator may make rulings and resolve disputes as to the payment and reimbursement of fees and expenses at any time during the
proceeding and upon request from either party made within 14 days of the arbitrator's ruling on the merits.
The arbitrator may award declaratory or injunctive relief only in favor of the individual party seeking relief and only to the extent necessary
to provide relief warranted by that party's individual claim. YOU AND ROCKET LAWYER AGREE THAT EACH MAY BRING
CLAIMS AGAINST THE OTHER ONLY IN YOUR OR ITS INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR
CLASS MEMBER IN ANY PURPORTED CLASS OR REPRESENTATIVE PROCEEDING. Further, unless both you and Rocket
Lawyer agree otherwise, the arbitrator may not consolidate more than one person's claims, and may not otherwise preside over any form of
a representative or class proceeding. If this specific provision is found to be unenforceable, then the entirety of this arbitration provision
shall be null and void.
Notwithstanding any provision in this Agreement to the contrary, we agree that if Rocket Lawyer makes any future change to this
arbitration provision (other than a change to the Notice Address) during your Membership, you may reject any such change by sending us
written notice within thirty (30) calendar days of the change to the Arbitration Notice Address provided above. By rejecting any future
change, you are agreeing that you will arbitrate any dispute between us in accordance with the language of this provision.
Further, notwithstanding anything to the contrary, in the case of any conflict between any other terms and conditions of your use of any
Rocket Lawyer website or service, the terms and conditions of this Agreement shall prevail.
Eligible Members and Service Providers:
Rocket Lawyer does not manage disputes between Eligible Members and Service Providers. Eligible Members may notify Rocket Lawyer
if you believe a Service Provider has violated these On Call Terms and Conditions. Eligible Members also have the right to file a
complaint with your state's bar association concerning the conduct of a Service Provider.
Disclosures and Notices
Internal Revenue Service (IRS) Circular 230 Tax Advice Disclosure:

EXHIBIT 12 -40-

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Page 4 of 4

To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. federal tax advice contained
in any communication from Rocket Lawyer (including information provided by a Service Provider offering a free consultation) is and was
not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2)
promoting, marketing, or recommending to another party any matters addressed therein.
Copyright and trademark notices
All contents of the RocketLawyer.com website are Copyright © 2013 Rocket Lawyer Incorporated and/or its suppliers, affiliates and
partners. All rights reserved.

Trademarks
Rocket Lawyer and RocketLawyer.com are trademarks and Rocket Lawyer On Call® is a registered trademark of Rocket Lawyer
Incorporated. The names of actual companies and products mentioned herein may be the trademarks of their respective owners.
TM

TM

General Notices
Notice of changes to these Terms and Conditions will be provided in the manner permitted in by the Rocket Lawyer Terms and Conditions.

Notices and procedure for making claims of copyright infringement
Pursuant to Title 17, United States Code, Section 512(c)(2), notifications of claimed copyright infringement under United States copyright
law should be sent to Service Provider's Designated Agent. ALL INQUIRIES NOT RELEVANT TO THE ABOVE PROCEDURE WILL
RECEIVE NO RESPONSE.
For more information, please review our Terms and Conditions, Privacy Policy, and our FAQ Section.

February 2013
Close

EXHIBIT 12 -41-

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EXHIBIT 13

EXHIBIT 13

Page 1 of 4

Agreement between You and Rocket Lawyer Incorporated
These Terms and Conditions are an agreement (“Agreement”) between you (“Eligible Member”) and Rocket Lawyer Incorporated
("Rocket Lawyer") regarding your use of the Rocket Lawyer On Call® (“On Call”) benefits and features as set forth below. These On Call
Terms and Conditions, and the RocketLawyer.com Terms and Conditions, which covers your use of the information, software, products,
and services contained in or available through the RocketLawyer.com website (and together, the “Agreement”), constitute a legal
agreement between you and Rocket Lawyer regarding your access to, or use of On Call. On Call is offered to you conditioned on your
acceptance of the terms, conditions, and notices contained herein. Your trial membership or purchase of a Rocket Lawyer Legal Plan
constitutes your acceptance and agreement to all such terms, conditions, and notices. These Terms and Conditions contain a dispute
resolution provision that includes arbitration and that may affect your rights. Please read this entire Agreement carefully.
®
Rocket Lawyer On Call & Legal Plans

You may purchase a monthly or annual Rocket Lawyer Legal Plan. Rocket Lawyer Legal Plans may include certain access to Legal
Information, which includes, but is not limited to, questions, answers, articles and legal forms that are available from time to time on the
RocketLawyer.com website. For Eligible Members (as defined below), Legal Plans may also include access to legal services from Rocket
Lawyer On Call attorneys on the terms and conditions as described herein. You may not transfer or assign your Legal Plan to another
party; provided, however, that certain benefits may allow an Eligible Member to extend coverage to your Eligible Family Members (as
defined below), or your designated business. The "Effective Date" for each Eligible Family Member shall be the date on which the Eligible
Member elects to extend coverage to such family member.
For the purposes of this Agreement:
1. The term “Eligible Member” includes any customer who purchases a Rocket Lawyer Legal Plan. Customers who enter into a one week
(seven (7) calendar days) free trial are eligible to receive one (1) free legal matter consultation, as described below.
2. The term "Eligible Family Member" includes: (a) an Eligible Member's spouse or domestic partner; (b) a dependent individual under the
age of 25; (c) a dependent child, regardless of age, who is incapable of sustaining employment by reason of mental or physical disability;
and (d) dependent individuals living in the Eligible Member's home such as a parent or grandparent. Each Eligible Family Member to
whom you extend coverage under this Agreement is considered an Eligible Member under On Call and is bound by the terms of this
Agreement.
3. Eligible Members may have access to pre-negotiated billing rates and service commitments from a nationwide network of attorneys.
Eligible Members may receive the benefits described below from a third party independent attorney or law firm (“Service Provider”), but,
not from any employee or agent of Rocket Lawyer. Rocket Lawyer does not provide legal services directly. All such services are
delivered in connection with a separate relationship between the Service Provider and you, to which Rocket Lawyer is not a party. Each
Service Provider is solely responsible for the legal services provided directly to you, using a separate attorney engagement agreement
between you and the Service Provider. You acknowledge that the services provided will be limited to your specific request and based on
the information you provide to the Service Provider. Further, you understand that any information or advice provided by the Service
Provider does not constitute a guarantee of success in your legal situation.
Benefits & Features
The following services may be available at no charge from your Service Provider:
• A set limit of free legal matter consultations up to thirty (30) minutes for each new legal matter with a Service Provider per year;
• A set limit of legal document review consultations for complete documents up to ten (10) pages in length each:
◦ Legal documents will be eligible for review if such documents meet the 10-page maximum requirement and such documents
have the same font size and style as generated by the RocketLawyer.com website (“Legal Document Requirements”). Legal
documents that do not meet the Legal Document Requirements may be reviewed at the Service Provider’s discounted rate;
• Review of a Simple Will for the Eligible Member and his or her family. A Simple Will is a last will and testament completed on the
Rocket Lawyer site distributing personal property and homestead, not involving trusts, specific bequests, real estate, tax matters,
guardianships, living wills, health care proxies or partitions; and,
• At the Service Providers discretion, such Service Provider may:
◦ write letters on the Eligible Member’s behalf (one letter up to two (2) pages);
◦ make phone calls on the Eligible Member’s behalf (one phone call);
◦ provide assistance with small claims court matters and resolving matters with certain government programs, such as INS and
welfare
Rocket Lawyer will negotiate discounted rates for certain services from Service Providers and publish such pre-negotiated rates and
services on the Rocket Lawyer website, if and when available to Eligible Members. Flat rate services may be available in select states, but
are not guaranteed in any market. If an Eligible Member hires a Service Provider, such Service Provider has contracted to charge the prenegotiated rate for legal services that go beyond the benefits and features above. Depending on the matter this may be a flat rate or where
hourly rates apply, no more than $125.00 per hour, or 40% off the Service Provider’s usual and customary hourly rate, whichever is
greater.
If an Eligible Member is not satisfied with a Service Provider, such Eligible Member may select an alternative Service Provider using the
Lawyer Directory.
Other fee arrangements shall be negotiated directly between the user and the Service Provider, as needed.
Important: Service Providers may require an initial retainer and/or separate attorney engagement agreement prior to delivery of services.
Services Providers may also require additional payment for certain services and out-of-pocket expenses.
Exclusions from On Call
The following items are specifically excluded from the Legal Plans, and are not benefits of On Call:
• Any action that directly or indirectly involves Rocket Lawyer Incorporated or any of its affiliates, directors, agents, or employees;
• Any action that directly or indirectly involves any Service Provider; provided, however, that a Service Provider may, at its sole
discretion and risk, represent an Eligible Member in a matter in which another Service Provider is representing another party as legal
counsel;
EXHIBIT 13 -42-

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12/3/2012

Page 2 of 4

• Legal matters in which a Program Sponsor of the Eligible Member in question has an adverse interest, or in which any director,
officer, agent or employee thereof has an adverse interest. For the purposes of this provision, “Program Sponsor” is any company,
organization or affiliation that purchases on behalf of its members a Rocket Lawyer legal plan through wholesale channels, retail
channels or otherwise;
• Any matter involving the laws of jurisdictions outside of the United States or its subdivisions;
• Any matter that, as determined by the Service Provider in the Service Provider’s sole discretion, is frivolous in nature or objective;
• Any matter or requested service that, as determined by the Service Provider in the Service Provider’s sole discretion, lacks sufficient
merit to warrant pursuit, or that has been raised an excessive or unreasonable number of times without a change in circumstances;
• Any legal matter involving an alleged violent crime;
• Any matter for which the Eligible Member is currently represented by other legal counsel.
Rocket Lawyer On Call and Users; Disclaimers
Rocket Lawyer On Call is not a lawyer referral service, insurance product or pre-paid legal service of any kind. Rocket Lawyer is not a
law firm and does not give legal advice. The RocketLawyer.com website does not create an attorney-client relationship between you and
Rocket Lawyer. The RocketLawyer.com website is an online venue that facilitates communication between potential users of legal
services and legal professionals. By using Rocket Lawyer On Call, you acknowledge that you are initiating contact with prospective
Service Providers. Any communications with Rocket Lawyer do not create an attorney-client relationship with Rocket Lawyer and are not
subject to an attorney’s duty of confidentiality. Any information provided on the site is not a substitute for the advice of an attorney.
Rocket Lawyer does not guarantee that Eligible Members will successfully find legal representation through Rocket Lawyer On Call.
Hiring an attorney is an important decision that should not be based solely upon advertisements. Service Providers may provide certain
information regarding legal practice areas, pricing, and experience on their Lawyer Profiles. The Lawyer Profiles are advertisements and
you should read and interpret them as such. Rocket Lawyer does not investigate, verify or warrant the accuracy of such information. As
stated, Service Providers are third-party independent contractors who are solely responsible for the legal service provided directly to you,
not through Rocket Lawyer, using a separate attorney engagement agreement between you and the Service Provider.
As with all legal situations, you should discuss any concerns you may have regarding the legal representation with your attorney and get
the costs and scope of your agreement for legal representation in writing. Most Services Providers discourage the use of e-mail for
confidential or sensitive information. The Eligible Member is solely responsible for assessing the quality, integrity, and trustworthiness of
all persons with whom the Eligible Member communicates regarding his or her legal needs. Each Service Provider is solely responsible to
the Eligible Member for maintaining the attorney-client relationship and all legal services provided. Each Service Provider reserves the
right to make independent professional judgments regarding the legal representations. Rocket Lawyer has no influence on or involvement
in the professional services of the Service Providers. No representation is made that the quality of the legal services to be performed is
greater than the quality of legal services performed by other attorneys. Results of an attorney’s prior legal representation do not guarantee a
similar outcome.
Rocket Lawyer Legal Plans and Use
You acknowledge and agree that Rocket Lawyer may establish general guidelines regarding On Call, including without limitation, the
maximum number of free legal services you may receive in a given period of time. In addition, you are responsible for all expenses
incurred or other actions that may occur through your use of On Call. You also acknowledge and agree that Rocket Lawyer reserves the
right to modify or amend these general guidelines at any time, in its sole discretion, with or without notice. The details or availability of
On Call in any state is subject to change without notice.
If you are entering into this Agreement on behalf of a company or other legal entity, you represent that you have the legal authority to bind
such entity to these terms, in which case the terms "you" or "your" shall refer to such entity. If you do not have such authority or if you do
not agree with these Terms and Conditions, you may not sign up for or use On Call. If Rocket Lawyer discovers that you do not have
authority to bind the entity for which you have purchased the membership, you will be personally responsible for the obligations in this
Agreement and your Rocket Lawyer account, including without limitation, any payment obligations. Rocket Lawyer is not liable for any
loss or damage resulting from our reliance on any instruction, notice, document or communication, reasonably believed by us to be genuine
and delivered by an authorized representative of your company. If there is reasonable doubt regarding the authenticity of any such
instruction, notice, document, or communication, we may, but are not obliged to, require additional authentication from you. You must
immediately alert Rocket Lawyer of any fraudulent, unauthorized, illegal, or suspicious use of On Call, or any other breach of security or
unauthorized or illegal activity that you reasonably suspect.
Prohibitions on Use
State and federal laws, rules, and regulations shall be referred to as "Laws." The country, state, territory, court, or administrative agency
where a Service Provider is licensed to practice law shall be referred to as "Jurisdiction."
Each Eligible Member can only use the services available through On Call if any such services do not conflict with or violate the Laws of
the Eligible Member’s Jurisdiction(s). Rocket Lawyer does not intend for users to participate in On Call if it is prohibited by the Laws of
the Jurisdiction(s). Any availability of the RocketLawyer.com website and On Call in the Jurisdiction(s) is not an invitation or offer by
Rocket Lawyer to access or use the RocketLawyer.com website and any services in which Rocket Lawyer user's access and usage will
violate any Laws of the Jurisdiction(s). By using the RocketLawyer.com website and the On Call, Eligible Member accepts sole
responsibility for confirming that you or any Eligible Family Member’s use or access to the Rocket Lawyer website and On Call does not
violate any Laws of the Jurisdiction(s). Rocket Lawyer reserves the right to refuse membership, or suspend or terminate a user’s account
immediately and without prior notice at our discretion.
Dispute Resolution By Binding Arbitration: PLEASE READ THIS SECTION CAREFULLY AS IT AFFECTS YOUR RIGHTS.
Most customer concerns can be resolved quickly and to the customer's satisfaction by calling our customer service department at 1-877-881
-0947. In the unlikely event that our customer service department is unable to resolve a complaint you may have (or if Rocket
Lawyer has not been able to resolve a dispute it has with you after attempting to do so informally), we each agree to resolve those
disputes through binding arbitration, mediation, or small claims court instead of in courts of general jurisdiction. Arbitration, which
is often cheaper, faster, and less formal than a lawsuit in court, uses a neutral arbitrator instead of a judge or jury. Arbitrators can award the
same damages and relief that a court can award. Also, in any arbitration under this arbitration provision in which you seek less than
$75,000 in damages, Rocket Lawyer will pay reasonable attorneys’ fees should you prevail. Rocket Lawyer will not seek attorneys’ fees
from you. However, if you initiate an arbitration in which you seek more than $75,000 in damages, the payment of attorneys’ fees will be
governed by the AAA rules. Any arbitration under this Agreement will take place on an individual basis; class arbitrations and class
actions are not permitted.
EXHIBIT 13 -43-

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Page 3 of 4

Arbitration Agreement
Rocket Lawyer and you agree to arbitrate all disputes and claims between us. This agreement to arbitrate is intended to be broadly
interpreted. It includes, but is not limited to:
• claims arising out of or relating to any aspect of the relationship between us, whether based in contract, tort, statute, fraud,
misrepresentation or any other legal theory;
• claims that arose before this or any prior agreement (including, but not limited to, claims relating to advertising);
• claims that are currently the subject of purported class action litigation in which you are not a member of a certified class; and
• claims that may arise after the termination of this Agreement.
References to "Rocket Lawyer", "you", and "us" include our respective subsidiaries, affiliates, agents, employees, predecessors in interest,
successors, and assigns, as well as all authorized or unauthorized users or beneficiaries of services or devices under this or prior agreements
between us. Notwithstanding the foregoing, either party may bring an individual action in small claims court. This arbitration agreement
does not preclude you from bringing issues to the attention of federal, state, or local agencies, including, for example, the Federal
Communications Commission. Such agencies can, if the law allows, seek relief against us on your behalf. You agree that, by entering into
this Agreement, you and Rocket Lawyer are each waiving the right to a trial by jury or to participate in a class action. This Agreement
evidences a transaction in the interstate commerce, and thus the Federal Arbitration Act governs the interpretation and enforcement of this
provision. This arbitration provision shall survive termination of this Agreement.
A party who intends to seek arbitration must first send to the other, by certified mail, a written Notice of Dispute ("Notice"). The Notice to
Rocket Lawyer should be addressed to General Counsel, Rocket Lawyer Incorporated, 182 Howard Street #830, San Francisco, CA 94105
("Notice Address"). The Notice must (a) describe the nature and basis of the claim or dispute; and (b) set forth the specific relief sought
("Demand"). If Rocket Lawyer and you do not reach an agreement to resolve the claim within sixty (60) calendar days after the Notice is
received, you or Rocket Lawyer may commence an arbitration proceeding. During the arbitration, the amount of any settlement offer made
by Rocket Lawyer or you shall not be disclosed to the arbitrator until after the arbitrator determines the amount, if any, to which you or
Rocket Lawyer is entitled.
The arbitration will be governed by the Commercial Arbitration Rules and the Supplementary Procedures for Consumer Related Disputes
(collectively, "AAA Rules") of the American Arbitration Association ("AAA"), as modified by this Agreement, and will be administered
by the AAA. The AAA Rules are available online at adr.org, by calling the AAA at 1-800-778-7879, or by writing to the Notice Address.
The arbitrator is bound by the terms of this Agreement. All issues are for the arbitrator to decide, including, but not limited to, issues
relating to the scope, enforceability, and arbitrability of the arbitration provision. Unless Rocket Lawyer and you agree otherwise, any
arbitration hearings will take place in a reasonably convenient location for both parties with due consideration of their ability to travel and
other pertinent circumstances. If the parties are unable to agree on a location, the determination shall be made by AAA. If your claim is for
$10,000 or less, we agree that you may choose whether the arbitration will be conducted solely on the basis of documents submitted to the
arbitrator, through a telephonic hearing, or by an in-person hearing as established by the AAA Rules. If your claim exceeds $10,000, the
right to a hearing will be determined by the AAA Rules. Regardless of the manner in which the arbitration is conducted, the arbitrator shall
issue a reasoned written decision sufficient to explain the essential findings and conclusions on which the award is based. Rocket Lawyer
will pay all AAA filing, administration, and arbitrator fees for any arbitration initiated in accordance with the AAA Rules. However, if you
initiate an arbitration in which you seek more than $75,000 in damages, the payment of these fees will be governed by the AAA rules.
The arbitrator may make rulings and resolve disputes as to the payment and reimbursement of fees and expenses at any time during the
proceeding and upon request from either party made within 14 days of the arbitrator's ruling on the merits.
The arbitrator may award declaratory or injunctive relief only in favor of the individual party seeking relief and only to the extent necessary
to provide relief warranted by that party's individual claim. YOU AND ROCKET LAWYER AGREE THAT EACH MAY BRING
CLAIMS AGAINST THE OTHER ONLY IN YOUR OR ITS INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR
CLASS MEMBER IN ANY PURPORTED CLASS OR REPRESENTATIVE PROCEEDING. Further, unless both you and Rocket
Lawyer agree otherwise, the arbitrator may not consolidate more than one person's claims, and may not otherwise preside over any form of
a representative or class proceeding. If this specific provision is found to be unenforceable, then the entirety of this arbitration provision
shall be null and void.
Notwithstanding any provision in this Agreement to the contrary, we agree that if Rocket Lawyer makes any future change to this
arbitration provision (other than a change to the Notice Address) during your Membership, you may reject any such change by sending us
written notice within thirty (30) calendar days of the change to the Arbitration Notice Address provided above. By rejecting any future
change, you are agreeing that you will arbitrate any dispute between us in accordance with the language of this provision.
Further, notwithstanding anything to the contrary, in the case of any conflict between any other terms and conditions of your use of any
Rocket Lawyer website or service, the terms and conditions of this Agreement shall prevail.
Eligible Members and Service Providers:
Rocket Lawyer does not manage disputes between Eligible Members and Service Providers. Eligible Members may notify Rocket Lawyer
if you believe a Service Provider has violated these On Call Terms and Conditions. Eligible Members also have the right to file a
complaint with your state's bar association concerning the conduct of a Service Provider.
Disclosures and Notices
Internal Revenue Service (IRS) Circular 230 Tax Advice Disclosure:
To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. federal tax advice contained
in any communication from Rocket Lawyer (including information provided by a Service Provider offering a free consultation) is and was
not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2)
promoting, marketing, or recommending to another party any matters addressed therein.
Copyright and trademark notices
All contents of the RocketLawyer.com website are Copyright © 2012 Rocket Lawyer Incorporated and/or its suppliers, affiliates and
partners. All rights reserved.

EXHIBIT 13 -44-

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12/3/2012

Page 4 of 4

Trademarks
Rocket Lawyer and RocketLawyer.com are trademarks and Rocket Lawyer On Call® is a registered trademark of Rocket Lawyer
Incorporated. The names of actual companies and products mentioned herein may be the trademarks of their respective owners.
TM

TM

General Notices
Notice of changes to these Terms and Conditions will be provided in the manner permitted in by the Rocket Lawyer Terms and Conditions.

Notices and procedure for making claims of copyright infringement
Pursuant to Title 17, United States Code, Section 512(c)(2), notifications of claimed copyright infringement under United States copyright
law should be sent to Service Provider's Designated Agent. ALL INQUIRIES NOT RELEVANT TO THE ABOVE PROCEDURE WILL
RECEIVE NO RESPONSE.
For more information, please review our Terms and Conditions, Privacy Policy, and our FAQ Section.

November 2012
Close

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12/3/2012

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Child Medical Consent (United States) Form - LawDepot

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https://www.lawdepot.com/contracts/DCSMain2.00/?code=MDCNST&file=ORDERYEAR7ExpBB.xml&contract=medicalcon... 8/28/2013

Child Medical Consent (United States) Form - LawDepot

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EXHIBIT 16 -55-

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EXHIBIT 17

EXHIBIT 17

Real Estate Leases pricing | LegalZoom.com

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EXHIBIT 17 -56-

http://www.legalzoom.com/real-estate-leases/real-estate-leases-pricing.html

8/26/2013

EXHIBIT 18

EXHIBIT 18

Personal Legal Plan | legalzoom.com

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EXHIBIT 18 -57-

https://www.legalzoom.com/attorneys-lawyers/legal-plans/personal

9/5/2013

Personal Legal Plan | legalzoom.com

Page 2 of 3

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EXHIBIT 18 -58-

https://www.legalzoom.com/attorneys-lawyers/legal-plans/personal

9/5/2013

Personal Legal Plan | legalzoom.com

Page 3 of 3

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EXHIBIT 18 -59-

https://www.legalzoom.com/attorneys-lawyers/legal-plans/personal

9/5/2013

EXHIBIT 19

EXHIBIT 19

Business Legal Plan | legalzoom.com

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EXHIBIT 19 -60-

https://www.legalzoom.com/attorneys-lawyers/legal-plans/business

9/5/2013

Business Legal Plan | legalzoom.com

Page 2 of 3

Annual Legal Checkup
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EXHIBIT 19 -61-

https://www.legalzoom.com/attorneys-lawyers/legal-plans/business

9/5/2013

Business Legal Plan | legalzoom.com

Page 3 of 3

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EXHIBIT 19 -62-

https://www.legalzoom.com/attorneys-lawyers/legal-plans/business

9/5/2013

EXHIBIT 20

EXHIBIT 20

How It Works | legalzoom.com

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EXHIBIT 20 -63-

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Incorporation Services - Incorporate a Business | LegalZoom.com

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EXHIBIT 22 -65-

https://www.legalzoom.com/legal-incorporation/incorporation-overview-a.html

9/22/2013

Incorporation Services - Incorporate a Business | LegalZoom.com

Sitemap

Trademark vs. Copyright

Articles

Small Business Resources

Page 2 of 2

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© LegalZoom.com, Inc. All rights reserved.
Disclaimer: Communications between you and LegalZoom are protected by our Privacy Policy but not by the attorney
-client privilege or as work product. LegalZoom provides access to independent attorneys and self-help services at
your specific direction. We are not a law firm or a substitute for an attorney or law firm. We cannot provide any kind
of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection
of forms or strategies. Your access to the website is subject to our Terms of Use. LegalZoom.com, Inc., 101 N Brand
Blvd, 11th Floor, Glendale, CA 91203 is a registered and bonded legal document assistant, #0104, Los Angeles
County (exp. 12/13).

View Site Directory

EXHIBIT 22 -66-

https://www.legalzoom.com/legal-incorporation/incorporation-overview-a.html

9/22/2013

EXHIBIT 23

EXHIBIT 23

Company Incorporation Pricing | LegalZoom.com

Page 1 of 2

Sign In or Create Account | Check Order Status | Contact Us | Our Satisfaction Guarantee

Speak to a Customer Care Specialist: [phone]

Back to overview

[phone]
LegalZoom has an incorporation package to fit your specific business needs. Each package is backed by a
100% Satisfaction Guarantee. Get started now with no obligation and choose your package at checkout.

+ state fee

Basic Incorporation Package

■ Preliminary clearance of your
corporation's name

■ Filing of Articles of Incorporation
■ Personalized bylaws, including
provisions protecting officers
and directors from liability

■ Resolutions of the first meeting
of the Board of Directors

■ $50,000 Peace of Mind
Guarantee

+ state fee

+ state fee

Basic Incorporation Package
+ Popular Options

All-inclusive Rush
Package

Includes everything in the
Economy package plus:

Includes everything in the
Standard package plus:

■ Deluxe Corporate Kit embossed
with your company name

■ Official corporate seal
■ 20 custom stock certificates with
stock transfer ledger

■ Medical expense plan forms
■ MyPRGenie online PR and

■ Priority Rush service (7-10
business day)

Monday–Friday
5:00am - 8:00pm PT
Saturday and Sunday
7:00am - 4:00pm PT

■ Overview
■ Pricing Overview
■ Package Details
■ 3-Step Process
■ Incorporation Education
■ FAQ
■ Glossary

■ Over 40 essential business
forms on CD-ROM, including
employment and independent
contractor agreements

■ Federal Tax ID (EIN)
application

■ S Corporation election at your

social media suite

■ $50,000 Peace of Mind
Guarantee

option

■ Two-day delivery of final
package

With 2 million customers, your satisfaction
is 100% guaranteed.

■ 30-day trial to Business
Advantage Pro attorney plan†

■ $50,000 Peace of Mind
Guarantee

■ QuickBooks Online
Accounting Software —
3 months FREE
View more package details

View more package details

View more package details

Get started now and choose your package at checkout

Calculate Your State Filing Fee: (required)*
For more information on business filing fees, click here.

Select a State
Economy / Standard

(select state)

Express Gold

(select state)

*Pricing does not include post-incorporation requirements such as annual report fees, statement of officers fees or corporate
taxes. Please see the Incorporation Education Center for examples of these fees. You may also contact the state, an accountant
or LegalZoom for more information about these fees.
**Once your corporation becomes legally effective, your card will automatically be charged $159.00. Service renews annually
thereafter for the same fee until canceled. For full terms and conditions, click here.
+Except in Georgia, any required newspaper publication fees are not included.

EXHIBIT 23 -67-

http://www.legalzoom.com/legal-incorporation/incorporation-pricing.html

9/14/2013

Company Incorporation Pricing | LegalZoom.com

Page 2 of 2

++In South Carolina, an additional $75 will be charged as attorney certification and walk-in filing.
† Available in most states. After the 30-day trial period, benefits to the Business Legal Plan (also Business Advantage Pro)
continue automatically for $29.99 per month. For states where Business Advantage Pro is not available, benefits to Business
Advantage Standard continue automatically for $7.99. You can cancel by calling [phone]. For full details, see the Legal
Plan Contract and Advantage Terms of Service.

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Disclaimer: Communications between you and LegalZoom are protected by our Privacy Policy but not by the attorney-client privilege or as work product. LegalZoom provides access to
independent attorneys and self-help services at your specific direction. We are not a law firm or a substitute for an attorney or law firm. We cannot provide any kind of advice, explanation, opinion,
or recommendation about possible legal rights, remedies, defenses, options, selection of forms or strategies. Your access to the website is subject to our Terms of Use. LegalZoom.com, Inc., 101
N Brand Blvd, 11th Floor, Glendale, CA 91203 is a registered and bonded legal document assistant, #0104, Los Angeles County (exp. 12/13).

EXHIBIT 23 -68-

http://www.legalzoom.com/legal-incorporation/incorporation-pricing.html

9/14/2013

EXHIBIT 24

EXHIBIT 24

Supplemental Terms of Service for Corporate Center | legalzoom.com

Page 1 of 5

Sign In or Create Account | Check Order Status | Contact Us | Our Satisfaction Guarantee

Speak to a Customer Care Specialist: [phone]

In addition to the LegalZoom.com, Inc. ("LegalZoom") Terms of Service that govern your use of the LegalZoom website, these
supplemental terms of service (the "Supplemental Terms" or the "Agreement") constitute a legal agreement between you and
LegalZoom detailing the terms of your use of the LegalZoom Corporate Center (the "Center") and certain subscription-based
services, some or all of which may be offered or accessible through the Center (the "Subscription Services"). LegalZoom hereby
provides you with Subscription Services and with access to the Center, for a fixed term of either one month, one year, or two years
(the "Term"), at the level associated with the Subscription Services you purchased or your status as an entity formed by LegalZoom
(your "Level of Access"). This Agreement is effective as of the date you accept its terms by clicking on the link below.
THIS AGREEMENT - TOGETHER WITH ALL UPDATES, ADDITIONAL TERMS, LICENSES, AND ALL OF THE LEGALZOOM
TERMS, RULES, AND POLICIES - COLLECTIVELY CONSTITUTE THE "AGREEMENT" BETWEEN YOU AND LEGALZOOM. YOU
MUST ACCEPT AND ABIDE BY THESE TERMS AS PRESENTED TO YOU: CHANGES, ADDITIONS OR DELETIONS ARE NOT
ACCEPTABLE AND LEGALZOOM MAY REFUSE ACCESS TO THE CENTER OR DENY USE OF SUBSCRIPTION SERVICES
FOR NONCOMPLIANCE WITH ANY PART OF THIS AGREEMENT.
1. Description of Center and Subscription Services. LegalZoom licenses you to access and use the Center and the Subscription
Services during the Term, which services may include (but are not limited to) Registered Agent Services and Minutes Manager.
Unless explicitly stated otherwise, any new features that augment or enhance the current Center or Subscription Services, including
the release of new Subscription Services, shall be subject to these Terms of Service. LegalZoom may subcontract any Subscription
Services or any work, obligations, or other performance required under Subscription Services without your consent.
To use the Center and the Subscription Services offered therein, you must obtain access to the World Wide Web, either directly or
through devices that access web-based content, and pay any service fees associated with such access. You are responsible for
providing all equipment necessary to make such connection to the World Wide Web, including a computer and Internet access.

General Terms
Product & Service Terms
Legal Plan Contract
Supplemental Terms of
Service for Advantage
Subscriptions
Supplemental Terms of
Service for Corporate
Center
Trademark Search
Disclosure

Media Terms

2. License Grants. LegalZoom grants you a non-exclusive, non-transferable worldwide right to use the Center at your Level of
Access during the Term, subject to these Supplemental Terms. You grant to LegalZoom the non-exclusive, worldwide, right to use,
copy, store, transmit, and display the information entered into the Center solely to the extent necessary to allow access to the Center
as requested by you for the purpose of providing the Subscription Services. You shall not: (i) license, sublicense, sell, resell, transfer,
assign, distribute, or otherwise make available to any third party the Center or any content therein; or (ii) modify, edit, reproduce,
reverse engineer, alter, enhance, make derivative works based on or referring to, or in any way exploit the Center, its content, or its
source code, except for modifications based on access and use of the Center specifically authorized by these Supplemental Terms.
All rights not expressly granted to you are reserved by LegalZoom and its licensors.
3. Limitation of Availability. The Center may not be accessible, in whole or in part, in all areas, and LegalZoom does not guarantee
the accessibility, in whole or in part, of the Center to all users. Certain Levels of Access, or access to all or part of the Center, may be
contingent on the purchase and maintenance of certain Subscription Services. If you're not sure whether or not full or partial access
to the Center is available in your area, or if certain functions or content is accessible at your Level of Access, you can email us at
[e-mail]
or call us at 800-773-0888.
4. General Practices Regarding Use and Storage. You acknowledge that LegalZoom may establish general practices and limits
concerning use of the Center and the Subscription Services, including without limitation the maximum number of days that data,
schedules, calendars, or other uploaded content will be retained by the Center, the maximum number of messages that may be sent
from or received by an account on the Center, the maximum size of any message that may be sent from or received by an account
on the Center, the maximum disk space that will be allotted on LegalZoom's servers on your behalf, and the maximum number of
times (and the maximum duration for which) you may access the Center in a given period of time. You agree that LegalZoom has no
responsibility or liability for the deletion or failure to store any messages, other communications, or other content maintained or
transmitted by the Center. You acknowledge that LegalZoom reserves the right to change these general practices and limits at any
time, in its sole discretion, with or without notice.
5. Your Information. All information provided by you to the Center (either directly or through other parties) shall remain the sole
property of you or such third parties, as applicable, unless you are notified specifically in advance. You, not LegalZoom, have sole
responsibility for the accuracy, quality, integrity, legality, reliability, appropriateness, and copyright of your information, and
LegalZoom is not be responsible or liable for the deletion, correction, destruction, damage, loss, or failure to store any such
information. LegalZoom reserves the right to withhold, remove, and/or discard your information without notice for any breach,
including, without limitation, your non-payment. On termination, your right to access or use the Center, the Subscription Services,
and your information as contained therein will cease immediately, and LegalZoom will have no obligation to maintain or forward any
of your information.
You are responsible for all directions, orders, notifications, expenses incurred, or other actions that may occur through your use of
the Center or the Subscription Services. You must immediately alert us of any fraudulent, unauthorized, illegal, or suspicious use of
the Subscription Services, the Center or any other breach of security or unauthorized or illegal activity that you reasonably suspect.
6. Authority to Enter Agreement. If you are entering into these Supplemental Terms on behalf of a company or other legal entity, you
represent that you have the legal authority to bind such entity to these terms, in which case the terms "you" or "your" shall refer to
such entity. If you do not have such authority or if you do not agree with these Supplemental Terms, you may not sign up for or use
the Subscription Services or the Center. If after your purchase we find that you do not have authority to bind the entity for which you
ordered, you will be personally responsible for the obligations in these Supplemental Terms and the order you placed, including
without limitation, the payment obligations. We shall not be liable for any loss or damage resulting from our reliance on any
instruction, notice, document, or communication reasonably believed by us to be genuine and originating from an authorized
representative of your company. If there is reasonable doubt about the authenticity of any such instruction, notice, document, or
communication, we may, but are not obliged to, require additional authentication from you.
7. Payment.
a. Subscription Fees.
If you purchase a Subscription Service, you agree to pay all charges to your account made therefor, including but
not limited to applicable taxes and fees for the use of additional features not included as part of your Subscription
Service. You will be charged in accordance with the billing terms in effect at the time the fee or charge becomes
payable. For any Subscription Services you purchase that are charged in full upon purchase, you agree that for
each renewal term of such Subscription Service (each a "Renewal Term"), the amount due for the next Renewal
Term will be due and immediately payable in full as of the first day of such Renewal Term. For each Subscription
Service, your charge remains for each Term no matter if you access the Center or Site, or check any messages
on either, during any Term. In other words, EVEN IF YOU DO NOT USE THE SUBSCRIPTION SERVICE OR
ACCESS THE CENTER, YOU WILL BE RESPONSIBLE FOR ANY SUBSCRIPTION FEES UNTIL YOU CANCEL
YOUR SUBSCRIPTION OR IT IS OTHERWISE TERMINATED. For more information regarding canceling your
Subscription Services, see the "Termination or Cancellation" section below.
b. Billing.
Payment for the initial term of a Subscription Service (the "Initial Term") is due at the time of purchase.
If you have not opted for automatic renewal of your Subscription Service, Renewal Terms will be invoiced
approximately two months before the start date of such Renewal Terms, with date due set no later than the first

EXHIBIT 24 -69-

https://www.legalzoom.com/legal/product-service-terms/supplemental-terms-of-service-for-corporate-center

9/11/2013

Supplemental Terms of Service for Corporate Center | legalzoom.com

Page 2 of 5

day of the Renewal Term (the "Billing Date"). The Billing Date will be based on the date of your original purchase.
For example, if your purchase date was June 5th, your Billing Date will be July 5th if you have a monthly Term or
the next June 5th if you have an annual Term. If your purchase date is the 29th day of February, your Billing Date
for renewals in non leap-years only will fall on the 28th. If you have chosen a monthly Term and your purchase
date is on the 29th through 31st day of any month, your Billing Date for renewals in months with fewer days will
fall on the last day of the month.
If you have opted for automatic renewal of your Subscription Service, your Subscription Service will renew
automatically at the end of the Initial Term and at the end of each Renewal Term thereafter unless and until you
give notice of your intention to cancel automatic renewal or terminate your Subscription Service pursuant to this
Agreement. If you do not give us notice of either such intention, your credit card will be charged for the Renewal
Term of your Subscription Service on your Billing Date. LegalZoom may adjust your Billing Date in subsequent
Renewal Terms without notice. This will be reflected by a charge to your account on a pro-rated basis according
to the number of days that have passed since the Billing Date of your latest renewal charge. Unless otherwise
notified in advance by LegalZoom pursuant to this Agreement, the renewal charge will be equal to the original
purchase price for the Subscription Service.
c. Notice of Automatic Renewal.
If you have opted for automatic renewal of your Subscription Service, we may send a reminder email to the email
address of record for your account before your Billing Date. You acknowledge and agree that this notice is
provided as a courtesy only, and we are not obligated or required to provide such notice. You acknowledge and
agree that (i) your failure to read, (ii) your inability to receive, or (iii) the failure of LegalZoom to send the email
does not create any liability on the part of LegalZoom or any third-party service provider.
d. Cancellation of Automatic Renewal.
To cancel the automatic renewal of a Subscription Service, you must notify LegalZoom of your intent to cancel by
calling our Customer Care Center at [phone]. LegalZoom agrees that when it receives notice of this
cancellation under the conditions stated above, no further charges will be billed to your credit card automatically.
Instead, invoices for Renewal Terms will be sent approximately two months before the Billing Date of the Renewal
Term, with date due set no later than that Billing Date. Note that cancelling automatic renewal for a Subscription
Service will not terminate your Subscription Service.
e. Promotional Trial Subscriptions.
We sometimes offer certain customers free trial or other promotional subscriptions, which are subject to these
Supplemental Terms except as otherwise stated in the promotional offers. At any time before the end of a trial
Term, you can cancel your subscription by calling us at [phone]. AT THE COMPLETION OF A TRIAL
TERM, UNLESS YOU CHOOSE TO CANCEL, YOUR SUBSCRIPTION WILL RENEW AUTOMATICALLY AND
YOUR CREDIT CARD WILL BE CHARGED TO BEGIN YOUR INITIAL TERM.
8. Changes to Subscription Services and Center.
a. General Changes.
LegalZoom may change, modify, add, remove, suspend, cancel or discontinue any aspect of a Subscription
Service or the Center, including the functionality, content, and/or availability of any features of such Subscription
Service or the Center, at any time in the sole discretion of LegalZoom. We may also impose limits on certain
features and services or restrict your access to all or part of the Center or your Subscription Service without notice
or liability at any time.
b. Fee Adjustments.
LegalZoom may increase its fees for any Subscription Services effective the first day of a Renewal Term by giving
you notice of the new fees at least thirty (30) days before the beginning of the Renewal Term. If you have and do
not cancel automatic renewal as provided in Section 7 or terminate your subscription pursuant to Section 11, you
will be deemed to have accepted the new fee for that Renewal Term and any subsequent Renewal Terms (unless
the fees are increased in the same manner for a subsequent Renewal Term). Reductions in fees become effective
on the next Renewal Term without any pro rata for the Term covered under the prior fee schedule.
9. Registered Agent Services.

a. Service Provider.
You acknowledge and agree that we do or may work with third-party providers and sub-providers (each, a
"Registered Agent") of our choice to provide some or all of the Registered Agent Services. You acknowledge and
agree that any such Registered Agent may provide Registered Agent Services to you.
b. Service of Process
You authorize your Registered Agent to receive service of process, including any notices of legal proceedings,
other legal notices, or official government communication (collectively, the "Mail"), on your behalf. If available in
your area or at your Level of Access, you further authorize your Registered Agent to scan and upload the Mail
received on your behalf into your account at the Center. From the Center, or by phone or email, you may direct
your Registered Agent to perform the following actions in respect of your Mail (and when you so direct your
Registered Agent, you authorize it to do so):

i. forward to an address you specify;
ii. forward to another account;
iii. shred or recycle the envelope and its contents;
iv. unsubscribe or opt in to mailing lists; or
v. perform any other actions that your Registered Agent may offer.

c. Not a Mailing Address.
Unless otherwise specified in this Agreement, your Registered Agent's services are limited to the receipt and
forwarding of items covered by the respective statute, rule, regulation, or contract, and do not include the
provision of a business or mailing address independent of such statute, rule, regulation, or contract. Your
Registered Agent has no obligation to forward any items received pursuant to any unauthorized use of your
Registered Agent's address (the "Registered Address") and neither your Registered Agent nor LegalZoom
assumes liability to you or any other party for loss of such items. You assume all liability for such losses
regardless of whether you had approved or initiated the unauthorized use. Your Registered Agent may seek
reimbursement from you for any and all costs incurred in connection with the unauthorized use of the Registered
Address. Your Registered Address is for the primary purpose of fulfilling state statutes for "Service of Process"
and such address may be used only to receive Mail on your behalf. Unless otherwise specified, the primary
business address you list on any filed document needs to reflect the primary business address your company
operates from, regardless of what state that address is in.
d. Representation of Registered Address.
You agree not to represent or misleadingly suggest, whether orally, in writing, photographically, or otherwise, that
the Registered Address is your place of business, your location of operations or business records, or is a physical
address at which third parties can find you. You may not list the Registered Address in your company's public

EXHIBIT 24 -70-

https://www.legalzoom.com/legal/product-service-terms/supplemental-terms-of-service-for-corporate-center

9/11/2013

Supplemental Terms of Service for Corporate Center | legalzoom.com

Page 3 of 5

media, including business cards, brochures, websites, or emails.
e. Misdirected Mail.
You acknowledge that your Registered Agent delivers mail to users; it does not warrant that mail will never be
misdelivered. You acknowledge that in such cases neither LegalZoom nor your Registered Agent is liable to the
intended recipient. Your Registered Agent will make its best efforts to notify both the intended recipient and the
unintended recipient immediately on discovery of the error and seek immediate retrieval of the item from the
unintended recipient.
f. Customer-Returned Mail.
If you refuse or fail to accept Mail forwarded to you from your Registered Agent pursuant to this Agreement, you
will bear any costs of return shipping and re-induction of the Mail. At the request of LegalZoom or your Registered
Agent, you must sign for or otherwise acknowledge your acceptance of all Mail sent to you by your Registered
Agent.
g. Customer Responsibility to Provide Accurate and Updated Information.
It is your responsibility to contact LegalZoom with changes to your contact information and business status (such
as dissolved or inactive) within 30 days of the change. Failure to do so may result in the termination of your
services. You acknowledge that neither LegalZoom nor your Registered Agent is liable to you for damages
resulting from your failure to update or provide accurate information to LegalZoom.
10. Termination or Cancellation.
a. By LegalZoom.
i. LegalZoom may terminate your use of all or part of the Center or your Subscription Service at any time
in its sole discretion; provided, however, that, as your sole remedy, we will refund to you any prepaid
fees actually paid specifically related to that Subscription Service or part thereof.
ii. If your Registered Agent Service is terminated under 10(a)(i), LegalZoom reserves the right to resign,
with proper notice if required by state law, as your registered agent. Reasons for termination and
resignation may include (but are not limited to): 1) your failure to provide accurate, complete, and
current information as requested or required by LegalZoom or your Registered Agent, 2) the inability to
locate you after reasonable and diligent efforts are made, 3) your failure to pay, or 4) suspected illegal
activity.
iii. Your right to use a Subscription Service is subject to any limits established by LegalZoom or by your
credit card issuer. If payment cannot be charged to your credit card or your charge is returned for any
reason, including charge back, LegalZoom reserves the right, in its sole and absolute discretion, to
suspend or terminate your access and account, thereby terminating this Agreement and all obligations
of LegalZoom hereunder. If a charge made to your credit card is declined, LegalZoom may suspend
your access to such Subscription Service and make up to five (5) attempts to bill that card over a thirty
(30) day period.
If you wish to reactivate your account after such suspension or termination, there will be no setup or
reactivation fees; provided, however, accounts terminated for non-payment will be reactivated only on
receipt of the full amount past due and a written request to reinstate the account.

b. By Subscriber.

i. If you make a cancellation request within thirty (30) days of the date on which you ordered your
Subscription Service (the "Cancellation Period"), LegalZoom will refund the full amount charged for
such Subscription Service. At the end of the Cancellation Period, you may cancel your Subscription
Service by calling our Customer Care Center at [phone]. After such cancellation, your
Subscription Service will remain active until the end of then-applicable Term.
ii. If you are using a free trial to access Subscription Services, you can cancel at any time before the end
of your trial Term by calling us at [phone]. If you do not cancel before the end of your trial
Term, your subscription will renew automatically and your credit card will be charged to begin your
Initial Term. After such cancellation, your Subscription Service will remain active until the end of thenapplicable Term.

c. Services after Termination.
After termination of your Subscription Service, either by you or by LegalZoom:
i. You will not be able to access the Subscription Service offerings in the Center; provided, however, that
any access rights to the Center granted you through a separate channel (e.g., through another
Subscription Service or your status as an entity formed by LegalZoom) will remain in full force and
effect unless and until separately terminated or cancelled.
ii. LegalZoom or your Registered Agent will ship any Mail (via lowest-cost carrier) to you until the end of
the then-current Term.

d. Your Obligations on Termination.
After termination and the end of the then-applicable Term, you agree that:
i. You will no longer incur charges in respect of your subscription.
ii. If you no longer wish to use the Registered Agent Services in any jurisdiction, you must assign
another registered agent in that jurisdiction, and must pay all fees related to changing your agent
(including appointment and/or registration fees). In addition, you must notify both LegalZoom and your
Registered Agent that you have properly changed registered agents by the next Billing Date, either by
phone or email, and provide both LegalZoom and your Registered Agent with satisfactory written proof
that the Registered Agent is no longer listed as your registered agent. If, however, you no longer wish
to use the Registered Agent Services because you are discontinuing your business operations
(voluntarily or otherwise), you must properly dissolve, cancel, withdraw, or otherwise properly
terminate your entity. You must also notify both LegalZoom and your Registered Agent that you have
properly discontinued business operations by the next Billing Date, either by phone or email, and
provide both LegalZoom and your Registered Agent with proof of your dissolution, cancellation,
withdrawal, or termination of your entity. If you fail to provide both LegalZoom and your Registered
Agent with satisfactory written proof of your resignation of the Registered Agent as your registered
agent or of your discontinuation of business operations, you will continue to incur charges for
Registered Agent Services until such proof is provided.
iii. Any Mail that your Registered Agent receives on your behalf as your registered agent will be marked
"Return to Sender" if it is first class mail or destroyed if it is not. You waive and release your
Registered Agent from compliance with any obligation to forward or re-mail Mail received after your
subscription has been terminated and specifically agree that your Registered Agent has no obligation
to forward or re-mail Mail to you except as expressly stated in this Agreement. You agree to hold
LegalZoom, your Registered Agent and the affiliates of each harmless from any claim to the contrary.

EXHIBIT 24 -71-

https://www.legalzoom.com/legal/product-service-terms/supplemental-terms-of-service-for-corporate-center

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Page 4 of 5

iv. You acknowledge that you have sole responsibility for notifying senders (including all
government agencies) of a registered agent address other than your Registered Address.
v. In the event this Agreement is terminated (other than by reason of your breach), LegalZoom
will make available to you a file of your Center content ("Customer Data") within 30 days of
termination if you so request at that time. You agree and acknowledge that LegalZoom has no
obligation to retain the Customer Data and may delete such Customer Data more than 30 days
after termination.

11. No Guarantee. LegalZoom makes no guarantee that all necessary alerts, reminders, filings, requirements, or regulations are
incorporated, included, or referenced in the Center or provided by email, or that the information provided by the Center or by email is
accurate, reliable, complete, or timely. Furthermore, laws, regulations, and administrative requirements often change, and their
application and impact vary from company to company and industry to industry. Accordingly, neither the Center nor any email
communication is intended to provide or substitute for accounting, legal, business, tax, or other professional advice or services. They
are offered for information purposes only and the Center serves only as a venue for individuals to record specific information. The
Center, any email communications, and the information contained in any of these are not and should not be construed or relied on as
legal advice. Compliance with all laws and regulations remains your sole and absolute responsibility. Before taking any business or
legal action based on information from the Site, the Center, or any email communication, you should consult with a financial or legal
professional to verify deadlines and determine whether such actions are appropriate for you based on your personal or business
needs. No representations or warranties, express or implied, are given regarding the legal or other consequences resulting from the
use of the Center or the Subscription Services.
12. Indemnification. You specifically indemnify LegalZoom and hold us harmless from any and all liability, claims, damages, losses,
or causes of actions arising from our inspection of your Mail or from the release of information regarding you or your use of the
Subscription Services to any local, state, or national agency or to the USPS, or to a private party whose subpoena you fail to contest
as specified by us. Except as provided herein, we will preserve the confidentiality of your Mail's contents with respect to third parties
and will not use or disclose information contained in your Mail other than to carry out the purposes for which you disclosed that
information.
You agree to protect, defend, indemnify, and hold LegalZoom harmless from and against any and all claims, causes of action,
liabilities, judgments, penalties, losses, costs, damages, and expenses (including attorneys' fees and all related costs and expenses
of litigation at arbitration, or at trial or on appeal, if any, whether or not litigation or arbitration is instituted) suffered or incurred by us,
including, without limitation, any claim for personal injury or property damage, arising from:
(i) this Agreement;
(ii) the Subscription Services provided to you;
(iii) your use of the Subscription Services, including without limitation any copyright infringement claims that could arise from
your Registered Agent scanning Mail or other documents;
(iv) the failure of any third party, USPS, or any commercial delivery or courier service, to provide delivery or courier services
accurately and on time;
(v) loss, damage, or destruction of your Mail by any cause whatsoever whether or not attributable to our negligence or
intentional act; and
(vi) any violation by you of any federal, state, or local laws, statutes, rules, or regulations.
For purposes of this Agreement, the indemnified parties shall include LegalZoom and its owners, affiliates, subsidiaries, parents,
shareholders, members, successors, assigns, representatives, franchisees, officers, directors, agents, attorneys, and employees.
13. Limitation of Liability.
a. Registered Agent Services.
i. YOU AGREE AND ACKNOWLEDGE THAT NEITHER LEGALZOOM NOR YOUR REGISTERED
AGENT IS LIABLE FOR ANY DAMAGE TO MAIL OR LOSS OF MAIL DURING OR AFTER MAILING
OR SHIPMENT TO YOU. NEITHER LEGALZOOM NOR YOUR REGISTERED AGENT IS
RESPONSIBLE FOR MAIL FOR WHICH THERE IS NO RECORD OF RECEIPT BY EITHER OF US.
Any additional insurance in excess of the standard amount insured by carriers, if any, must be
authorized and paid for in advance by you. You acknowledge and agree that neither LegalZoom nor
your Registered Agent has any responsibility or obligation to insure any Mail or shipments sent to you.
ii. NEITHER LEGALZOOM NOR YOUR REGISTERED AGENT SHALL BE LIABLE TO YOU OR ANY
THIRD PARTY FOR ANY LOSS OR INJURY ARISING OUT OF OR CAUSED, IN WHOLE OR IN
PART, BY NEGLIGENT ACTS OR OMISSIONS IN COMPILING, COLLECTING, PROCESSING,
COMMUNICATING, OR DELIVERING MAIL OR HANDLING PHYSICAL OR DIGITAL DOCUMENTS,
DIRECTLY OR INDIRECTLY. YOU AGREE AND ACKNOWLEDGE THAT THE TOTAL AMOUNT OF
OUR LIABILITY, IF ANY, FOR ANY AND ALL CLAIMS, CAUSES OF ACTION, DAMAGES, LOSSES,
OR JUDGMENTS ARISING OUT OF OR RELATED TO THIS AGREEMENT AND THE
SUBSCRIPTION SERVICES OR THE CENTER SHALL NOT EXCEED $100.00 WITHOUT REGARD
TO THE NATURE OF THE CLAIM, LOSS, OR DAMAGE INCURRED. NEITHER LEGALZOOM NOR
YOUR REGISTERED AGENT SHALL BE LIABLE FOR ANY OTHER LOSS, CLAIM, DAMAGE, OR
INJURY ARISING OUT OF, RELATED TO, OR IN ANY WAY CONNECTED WITH THIS
AGREEMENT OR THE PROVISION OF ANY SUBSCRIPTION SERVICES PURSUANT TO THIS
AGREEMENT.
b. Alerts.
Any alerts included as part of our Subscription Services may include reminders in the Center or by email of filing
deadlines or other important dates. Your failure to view or read the message or inability to receive the message
does not create any liability on the part of LegalZoom. The Compliance Calendar is made available to you so you
can identify and comply with important deadlines. Compliance with any deadlines, whether or not referenced or
communicated in the Center or by email, is always your sole responsibility. LegalZoom will not be liable for any
loss of good standing of an entity for any reason.
14. Internal Revenue Service (IRS) Circular 230 Tax Advice Disclosure. To ensure compliance with requirements imposed by the
IRS under Circular 230, we inform you that any U.S. federal tax advice contained in any communication from LegalZoom (including
information contained in the Center) is and was not intended or written to be used, and cannot be used, for the purpose of (1)
avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters
addressed therein.

Updated: December 28, 2012

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EXHIBIT 24 -72-

https://www.legalzoom.com/legal/product-service-terms/supplemental-terms-of-service-for-corporate-center

9/11/2013

Supplemental Terms of Service for Corporate Center | legalzoom.com

Page 5 of 5

or recommendation about possible legal rights, remedies, defenses, options, selection of forms or strategies. Your access to the website is subject to our Terms of Use. LegalZoom.com, Inc., 101
N Brand Blvd, 11th Floor, Glendale, CA 91203 is a registered and bonded legal document assistant, #0104, Los Angeles County (exp. 12/13).

EXHIBIT 24 -73-

https://www.legalzoom.com/legal/product-service-terms/supplemental-terms-of-service-for-corporate-center

9/11/2013

EXHIBIT 25

EXHIBIT 25

Business Incorporation - LegalZoom.com

Page 1 of 1

Sign In or Create Account | Check Order Status | Contact Us | Our Satisfaction Guarantee

Speak to a Customer Care Specialist:

[phone]

Home | Business Formations | Incorporation

Overview

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Why LegalZoom?

Why Choose LegalZoom for Your Business Incorporation?

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Incorporation
Media Endorsements

Overview
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Preliminary name search to confirm your business
name is available.

3-Step Process

Provisions to help limit liability of company directors

Why LegalZoom?

Company-specific bylaws and resolutions

Bill Handel
Radio host of
"Handel on the Law"
Ray Lucia
Radio host of "The
Ray Lucia Show"

100% Satisfaction Guarantee

Education Center

Dan Patrick
Radio host of "The
Dan Patrick Show"

Total Customer Support

Incorporation Education

Our service is designed and maintained by a team of
experienced attorneys.

FAQ
Glossary

Learn more about
our guarantee

Our satisfied customers speak out:
"I received help from ALL levels. If I had to do everything
myself in order to get my business off the ground...I might
have had a STROKE!!!"
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Free Incorporation Guide

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Disclaimer: Communications between you and LegalZoom are protected by our Privacy Policy but not by the attorneyclient privilege or as work product. LegalZoom provides access to independent attorneys and self-help services at your
specific direction. We are not a law firm or a substitute for an attorney or law firm. We cannot provide any kind of
advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of
forms or strategies. Your access to the website is subject to our Terms of Use. LegalZoom.com, Inc., 101 N Brand
Blvd, 11th Floor, Glendale, CA 91203 is a registered and bonded legal document assistant, #0104, Los Angeles
County (exp. 12/13).

See the September Issue

View Site Directory

EXHIBIT 25 -74-

http://www.legalzoom.com/legal-incorporation/incorporation-services.html

9/6/2013

EXHIBIT 26

EXHIBIT 26

EXHIBIT 26 -75-

EXHIBIT 27

EXHIBIT 27

LegalZoom.com Business Review in Glendale, CA - BBB

Page 1 of 1

Better Business Bureau®

In Los Angeles

BBB BUSINESS REVIEW
What is a BBB Business Review?

LegalZoom.com
[phone]
View Additional Phone Numbers
101 N Brand Blvd 11th Fl, Glendale, CA 91203-2639
http://www.legalzoom.com

BBB is currently updating its files on all businesses in the Greater Los
Angeles area and pending that review, a BBB rating is unavailable.
However, this business is Accredited by BBB, which means that the
business has committed to meeting our standards.
BBB Business Reviews may not be reproduced for sales or promotional purposes.

BBB Accreditation
A BBB Accredited Business since 11/01/2001
BBB has determined that LegalZoom.com meets BBB accreditation standards, which include a commitment to make a good faith effort to
resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB
services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made
a determination as to the business' product quality or competency in performing services.

Customer Complaints Summary
46 complaints closed with BBB since March 10, 2013
Complaint Type

Total Closed Complaints

Advertising / Sales Issues

6

Billing / Collection Issues

9

Delivery Issues

6

Guarantee / Warranty Issues

4

Problems with Product / Service

21

Total Closed Complaints

46

Additional Information
Business started: 07/12/1999

Business Category
Legal Forms, Divorce Assistance, Legal Services Plans
Alternate Business Names
LegalZoom.Com.Inc.
Industry Tips
Legal Service Plans

© 2013 Better Business Bureau®, Inc. | #13156151
In Los Angeles

EXHIBIT 27 -76-

http://www.bbb.org/los-angeles/business-reviews/legal-forms/legalzoomcom-in-glendale-ca-13156151

9/6/2013

EXHIBIT 28

EXHIBIT 28

Better Business Bureau Expels Los Angeles Organization for Failure to Meet Standards - BBB News Center

Page 1 of 1

Better Business Bureau Expels Los Angeles Organization for Failure to Meet
Standards
3/12/2013
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Arlington, VA (March 12, 2013) – BBB of the Southland, the Better Business Bureau that served the greater Los Angeles marketplace, has been expelled from the national
organization, has lost its right to use the BBB name and logo, and was cut off from services provided by the Council of Better Business Bureaus (CBBB), the umbrella
organization.
“For 100 years, the Better Business Bureau has been the leader in advancing marketplace trust between businesses and consumers through industry self-regulation,” said
Carrie A. Hurt, President and CEO of CBBB. “We hold businesses to high standards for honesty, transparency, fairness and integrity, and we hold ourselves to those same
standards. Over a period of more than two years, BBB of the Southland failed to resolve concerns about compliance with several standards required of BBBs, including
standards relating to accreditation, reporting on businesses, and handling complaints.”
Hurt first shared the news in an interview yesterday with ABC’s Brian Ross, whose “20/20” investigation more than two years ago found that BBB of the Southland was
accrediting companies without checking their credentials to be sure they were eligible. In a “sting” type operation, a blogger working with ABC filled out an application for the
terrorist organization Hamas, which briefly appeared on the local website as a BBB Accredited Business with an A+ rating. Hurt told Ross that his original story was “painful,”
but that it helped the organization realize that the local group, even though it was the largest in the BBB network, had to change or be expelled. “When you are a standardsbased organization, there is no such thing as ‘too big to fail,’” Hurt told Ross.
“BBB is not abandoning the LA market,” Hurt said emphatically. “We have been preparing for this possibility for months, and the entire BBB system is dedicated to building a
strong, standards-based Better Business Bureau in the Los Angeles market. We have established a ‘virtual BBB’ with experienced staff from across the country to serve
businesses in Los Angeles and to serve consumers from anywhere who do business with Los Angeles area companies. That’s our short-term plan. In the long-term, we will
build a strong, standards-based BBB that consumers can depend upon and that businesses large and small can participate in with pride.”
“We have a new website at la.bbb.org that allows consumers to file complaints and businesses to register with BBB,” Hurt noted. “The website will be updated frequently as
new information is available. We will also publish an e-newsletter for those who want to be updated on a regular basis. We appreciate the patience of businesses and
consumers while we rebuild.”
Hurt emphasized that current Accredited Businesses in Los Angeles can maintain their accreditation and continue to use the BBB seal during the transition. They will be
asked to recommit to BBB’s “Code of Business Practices” and agree to resolve complaints in a timely manner. Consumers can access a “Directory of BBB Accredited
Businesses in the Greater Los Angeles Market” online, as well. BBB Accredited Businesses will be receiving a letter inviting them to continue their affiliation with BBB.
BBBs must meet nine BBB Performance and Accountability Standards, including 67 specific requirements relating to organizational elements such as financial, governance
and technology, as well as BBB-specific elements such as accreditation of businesses. The BBB Operating Committee (BOC), made up of experienced BBB CEOs, is
charged with overseeing operations of the 113 BBBs across the U.S. and Canada, and is responsible for setting and enforcing standards so that BBBs are reviewed and
held accountable by their peers.
The specific concerns about BBB of the Southland are part of a confidential, internal review. After an exhaustive and fair governance process, including two in-person
hearings, the BOC voted to expel BBB of the Southland for recurrent noncompliance with BBB standards. After BBB of the Southland exercised its right to appeal to the
CBBB board of directors, the board voted to uphold the BOC’s decision, which is final. The former BBB of the Southland is required to stop using the BBB name and logo,
effective immediately.
Los Angeles area businesses that are currently BBB Accredited can continue to use the BBB seal during the transition. More information is available at la.bbb.org, and
additional information will be available in the coming days and weeks. Anyone interested can sign up for an e-newsletter that will provide periodic updates.
ABOUT BBB:
For 100 years, Better Business Bureau has been helping consumers find businesses, brands and charities they can trust. In 2012, consumers turned to BBB more than 124
million times for Business Reviews on more than 4.5 million companies and Charity Reports on 11,000 charities, all available for free at www.bbb.org. The Council of Better
Business Bureaus is the umbrella organization for 113 local, independent BBBs across the United States and Canada, as well as home to its national programs on dispute
resolution and industry self-regulation.
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EXHIBIT 28 -77-

http://losangeles.bbb.org/article/better-business-bureau-expels-los-angeles-organization-for-failure-to-meet-standards-40711

9/9/2013

EXHIBIT 29

EXHIBIT 29

Gmail - BBB LA Ratings

Page 1 of 2

Hong-An Vu< [e-mail]>

BBB LA Ratings
la-help < [e-mail]>
To: Hong-An Vu <[e-mail]>

Wed, Sep 11, 2013 at 9:11 AM

Hong,

Yes, we have communicated with BBB Accredited Businesses about the expulsion, the rebuilding of BBB Business Reviews and
more.

Karen S.
Council of Better Business Bureaus, Inc.
And BBB Serving Greater Los Angeles

[e-mail]
3033 Wilson Boulevard, Suite 600
Arlington, VA 22201

From: Hong-An Vu [mailto:[e-mail]]
Sent: Wednesday, September 11, 2013 11:21 AM
To: la-help
Subject: Re: BBB LA Ratings

Karen,
Thank you for this information. I believe this expulsion occurred in March 2013 based on the article in your news section, is this correct? Also, can
you please let us know if you notified businesses of the temporary removal of ratings?

Thank you again,
Hong-An

On Wed, Sep 11, 2013 at 7:57 AM, la-help <[e-mail]> wrote:
Good morning,

With the recent expulsion of the Better Business Bureau of the Southland from the BBB system, your BBB is re-creating BBB
Business Reviews, including ratings, for all businesses in the Los Angeles area. We hope to be able to offer BBB ratings later this
month.

Thank you,

Karen S.
Council of Better Business Bureaus, Inc.
And BBB Serving Greater Los Angeles

[e-mail]
3033 Wilson Boulevard, Suite 600
Arlington, VA 22201

EXHIBIT 29 -78-

https://mail.google.com/mail/u/0/?ui=2&ik=a30f0a5e7a&view=pt&search=inbox&msg=1410dca977fc48a0&dsqt=1

9/11/2013

Gmail - BBB LA Ratings

Page 2 of 2

From: Hong-An Vu [mailto:[e-mail]]
Sent: Monday, September 09, 2013 1:40 PM
To: la-help
Subject: BBB LA Ratings

To whom it may concern:
I was looking up LegalZoom, Incorporated on the BBB website and I noticed that you currently do not have ratings for businesses in the Los
Angeles area, including LegalZoom. Is there a reasons why there are no ratings for businesses in the Los Angeles area? When where the ratings
removed from the businesses in the Los Angeles area? Also, were businesses notified about the revocation of the rating system?
Thank you for your assistance on this matter.

Hong­An

EXHIBIT 29 -79-

https://mail.google.com/mail/u/0/?ui=2&ik=a30f0a5e7a&view=pt&search=inbox&msg=1410dca977fc48a0&dsqt=1

9/11/2013

EXHIBIT 30

EXHIBIT 30

LegalZoom Focuses on Entrepreneuers With Subscription Service

Search Upstart

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September 16, 2011, 6:58am EDT

LegalZoom Takes New Twist to Old Profession

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LegalZoom will offer unlimited attorney consultations to small businesses for $29.99 per month. LegalZoom
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LegalZoom first deviated from the traditional law firm model a decade ago when it introduced online legal document services. Now the company is breaking even further from the mold by offering subscription-based access to
attorneys, a move aimed largely at small-business owners and entrepreneurs.
Today, the Glendale, California-based company plans to announce the launch of attorney services, providing lawyers to its clients for one-on-one review of all legal documents created through LegalZoom. Clients will also now have
the option to purchase yearlong subscriptions for unlimited access to continued legal advice.
The monthly rate for personal legal services will be $14.99, while subscriptions for small businesses will cost $29.99 a month.
“Your average shopkeeper, local family restaurant, and that young entrepreneur right out of college starting a business…can get unlimited consultations with an attorney over the course of a year for the price that most lawyers charge
for an hour,” CEO John Suh said.
LegalZoom finds itself among an increasing number of companies shaking up the legal industry with alternatives to the traditional partner-structured law firms. Just last month, online legal firm Rocket Lawyer landed $18.5 million in
venture funding, and similarly unconventional firms like Axiom, Paragon, and FSB Legal have gained traction in various regions across the country.
And while the companies aim to disrupt the status quo in the legal industry, at least one high-profile lawyer isn't the least bit wary of the market's recent evolution. On the contrary, criminal defense attorney Mark Geragos of Geragos &
Geragos in California has always thought the subscription model "made sense" and said he's interested to see whether it works.
"Clearly there has been a tectonic shift in the legal market in terms of pricing and how you charge clients," said Geragos, who has defended the likes of Michael Jackson, Winona Rider, and Gary Condit. "So anything you can do that
adds value is a step in the right direction."
Attorneys Brian Lee, Brian Liu, Eddie Hartman, and Robert Shapiro (part of O.J. Simpson’s defense team in 1995) launched LegalZoom in 1999, and 13 years later, the company reports having nearly 2 million customers and more
than $100 million in funding. The firm is currently profitable on more than $100 million in annual revenue and reportedly eyeing an initial public offering sometime in 2012.
Speaking at an event this week in New York City, Suh touted the new subscription service as evidence that improving technology can yield more affordable attorney services. The idea is that the price of legal help will come down as
consultations become more efficient (the execs believe their new system will eliminate most of the research attorney’s must now conduct for each new case) and access becomes more universal—which is where the Internet comes into
play.
“Technology is an enabler, but the primary goal is quality,” Suh said. “We think this will fundamentally change and reshape the legal industry."
Geragos believes that if LegalZoom lives up to its promise to provide basic legal services and advice, the company's prices—less than $400 per year for small businesses—would be a "bargain" compared to rates at most law firms. But
attorneys at those traditional firms shouldn't fret changes like these, he said, because lower prices will simply mean more people choosing to pursue their help.
"Part of the current problem in the law industry is that the middle class has been priced out of effective legal representation, especially in the civil arena," said Geragos—and he isn't the only one who noticed.
Suh said the same thing two days earlier in New York.
"Forget the fear-based notion of technology replacing lawyers, because that’s completely down the wrong path," he said. "Think of it as lawyers embracing technology to create greater access to the law and extend legal services to the
over 100 million Americans to whom it is currently out of reach.”

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• LegalZoom Takes New Twist to Old Profession: LegalZoom hopes to change the legal industry by offering subscriptions for unlimited attorney consultations. It's the latest alternative to a traditional law firm model many
young companies simply can't afford.
• Mobile Ad Firm Lands $200 Million: Mobile advertising has yet to attract big spending from advertisers. But tech companies are positioning themselves for the onslaught, with Softbank investing $200 million in InMobi today.
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EXHIBIT 31

EXHIBIT 31

Creating a formal business structure with the help of online legal services – Iteration Z

Page 1 of 8

Iteration Z
Software Product Management and Development Services
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About
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September 14, 2013

Creating a formal business structure with the
help of online legal services
A Quick History
I created two companies before I set up Iteration Z, both in the late 90′s. One experience involved
purchasing an existing local brick-and-mortar business, while the other was in the technology realm
– a niche web hosting company with a subscription-based business model. In both cases, I chose
the S-Corp as the formal business structure. Though my business partner and I were most interested
in creating an LLC, the local business was service-based, and required special licensing from the
State of California. Unfortunately for us, the laws about licensing were outdated enough that a
license couldn’t be issued to an LLC because that business structure didn’t exist when the laws were
written. When it came time to set up the second company, it seemed easiest to follow the same path
I’d already walked. I worked with a lawyer, and even in the case of the cleaner setup of a new
company, it still cost us somewhere in the range of $2000 in legal fees – lots more for the purchase
of the existing business. Fast forward to 2013, though, and I had different options.
Introducing the Competitors
When I decided to move forward with Iteration Z, this time I knew I wanted to create an LLC, for a
few reasons. I’m the only founder this time around, it’s easier to set up than a corporation is, and
there’s generally less administrative work required by the State to maintain an LLC. The best part
was that I didn’t need to work with a lawyer, because of companies like RocketLawyer.com and
LegalZoom.com. I spoke with each company about what I needed done, and I chose RocketLawyer
after hearing from both. The prices each company quoted me were comparable, and though
RocketLawyer was cheaper than LegalZoom, that wasn’t the determining factor for me. The design
of the website and the customer service were the tipping points. In fact, in the end, I signed up for
additional premium services with RocketLawyer as a result of my positive experiences with their
website and their staff.

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Design Comparison
I’ll discuss design first. Note, I’m only going to compare a single page in the process, so this is not
intended to be an exhaustive review of both products. I do believe first impressions are everything,
though, so analyzing the first step in any workflow process/funnel is one of the more important
areas to focus on. One other note – I’ve lettered the issues I discuss below so they correlate with
the markup I created of each web page in Balsamiq Mockups.
LegalZoom

Image 1 – Click to view full size
A – While I’m generally an advocate of simple UI designs that use a white background,
LegalZoom’s site design represents a case where I don’t think it works well. In this design, there’s
nothing that tells me what is important to read, so I have to read everything or I risk missing
something that might be important, and study after study has shown that users do not read much of
the text on web pages. They visually scan for the first thing (not the best thing – the first thing) that
registers in their brain as being associated with the task they want to achieve. I’m no different than
the average web user in this case, and I did not want to read the details on the first page. My eyes
went to the drop-down fields and I chose my answers and moved on.

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Image 2 – Click to
view full size
B – Now, notice the orange help icons in Image 1. I ignored these, because I knew the answers to
the questions and didn’t think I needed any help. Had I clicked on the first one, though, I’d have
seen the pop-up shown in Image 2. LegalZoom had hidden the fact that an option I chose was
going to cost me more money inside a pop-up help box. To be fair, I could un-check the option at
the end of the process, but I nonetheless feel this is a misleading way to present services. There are
two other smaller, more nitpicky things I don’t like about this design.
C – First, there’s the question at the top right – Why form an LLC? Conceivably, if I’ve already
started to fill out the form, I have already made this choice and don’t need that information. The
screen real estate could be used more widely.
D – Second, while I’m glad it’s easy to see how to talk to a human if I want to, the stock image of
the call center operator with the headset feels a bit cheesy and outdated.
RocketLawyer

Contrast this with RocketLawyer’s design.

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Image 3 – Click to view full size
E – RocketLawyer also uses a simple background design that is largely white, but they alter their
font sizes and introduce a subtle gray background in the center of the page that helps break up the
content into pieces that are digestible.
F – More importantly, they put the most vital element of the page on the top left, where my eye is
naturally going to look first. This design communicates to me that I don’t really have to pay
attention to the rest of the screen if I don’t want to – I can enter my responses in the two drop-down
fields and go. However, if I’m more comfortable talking to a human, it’s easy for me to see how to

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do that, and if I want to know more about how the whole process works, the large numbers tell me
where to find that information.
G – Also, RocketLawyer has put a pricing guide on this page, so I know before I start the process
where the charges are likely going to come from. Granted, they use this as an opportunity to knock
their “competitor” on price, but at least they’re not hiding pricing from me.
H – RocketLawyer also has a small section with related articles, the first of which addresses the
question, ‘LLC or S-Corp?’ Again, conceivably, I have made the decision already, but the presence
of that question doesn’t bother me nearly so much in this design. Why not? Because it’s presented
in a larger list of articles that are related to what I’m doing. That tells me two things. First, because
the article is the first among a list of articles, it feels more like a preview of what is likely to be a
pretty deep library of articles, and that is interesting to me. Second, it’s a design pattern that has
become more and more prevalent on the Internet, and that is the presentation of sophisticated
context-sensitive content. It signals to me this company has invested in its technology.
I – The one thing I don’t get is the use of pink as an accent color in the red navigation bar. Maybe
it’s just my taste, but I think white or a very light gray would be better.
The Support Experience
I’ll close with a brief note of the experiences I had with each company’s support staff. When I
began the process on LegalZoom, which I tried out first, I went fairly far into the online interview,
but stopped because there was a question I had to answer that I wasn’t yet sure of. I saved my draft
and moved on to some other work. Then I got a phone call – and an email – and another phone call
– and another email. They were all prompts to come back and finish setting up my LLC. Even
after returning the phone call and explaining my situation, the calls and emails kept coming, and it
wasn’t long before I felt a little bit stalked. So, I went to RocketLawyer and started the process
with them.
When I got to a point where I was again unsure of the answer to a question in the interview, this
time, I called RocketLawyer. I got better answers to my questions, one of which had to do with
whether I should file for expedited service with the State of CA or not. Jeff, my account guy,
explained that the State of CA takes a pretty darn long time to process the paperwork, and whether I
should expedite or not depended on how quickly I wanted to do business. He went on to explain
that often, RocketLawyer can get a Federal Employer’s ID Number quickly, and I could use that to
begin other processes, such as getting a business license in my city, and opening a bank account,
which would allow me to essentially do business while I waited for the State to stamp the
paperwork and send it back to me.
With my questions resolved and a quick discussion about overall price and options, Jeff took over
and did the rest of the setup for me on his end, so I didn’t even have to finish the online interview.
He had a FEIN for me the same day, sent me some standard documents I’d need for my records,
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and I hadn’t spent hundreds of dollars more to expedite the process unnecessarily. I think the fact
that I remember my account guy’s name a month after interacting with him says a lot all on its own.
I walked away feeling like this was not only a technology company dedicated to delivering a great
service on the Web, it was also a company that understood customer service, and really, what more
can you ask for? Oh, and the price was probably about a quarter of what I’d spent last time I set up
a company, because I didn’t have to shell out for expensive lawyer fees.
~Melissa
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Filed Under: Customer Service, Design, Product Management, Review, UXTagged With: Business
Structure, Customer Service, LegalZoom, RocketLawyer
« Getting off the Ground
An analysis of home page UI for a subscription recipe service »

Comments

1.

mgena says:
June 26, 2013 at 2:36 pm
Reblogged this on Melissa Gena and commented:
I’m moving my product related posts over to iterationz.com. Head there to check out my
comparison between RocketLawyer and LegalZoom.
Reply

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