Terms of Service

1. Not a Law Firm

IntroAlignment is not a law firm and does not provide legal advice. We are a legal architecture consulting practice that prepares documents, coordinates filings, and provides strategic guidance on legal structures. Nothing on this website, in any document we prepare, in any Architecture Summary or Blueprint we deliver, or in any communication from IntroAlignment or its AI systems — including JORDAN and HAZEL — constitutes legal advice, creates a legal strategy, or should be relied upon as a substitute for advice from a licensed attorney.

For matters requiring licensed legal counsel — including but not limited to trust drafting and execution, court filings, litigation, tax advice, and jurisdiction-specific regulatory compliance — we coordinate with licensed attorneys on your behalf as directed. You remain solely responsible for retaining independent legal counsel for all matters requiring it and for all decisions you make based on information provided by IntroAlignment.

2. No Attorney-Client Relationship

No attorney-client relationship exists or is formed between you and IntroAlignment at any time, under any circumstances. Submitting an inquiry, receiving a Sovereign Architecture Summary or Blueprint, making a payment, accessing the client portal, or engaging in any communication with IntroAlignment or its representatives does not create an attorney-client relationship, a fiduciary relationship, or any duty of care beyond that of a document preparation and consulting service.

An engagement relationship is established only upon execution of a written engagement agreement signed by both parties. Until such an agreement is executed, IntroAlignment has no obligation to provide services and you have no obligation to pay for them.

3. Services Provided

IntroAlignment provides the following categories of services. The specific scope, deliverables, timeline, and fees for each engagement are defined in your written engagement agreement prior to commencement of work:

• Sovereign Architecture Blueprints — Strategic planning documents mapping recommended legal structures based on your situation and goals
• Entity formation coordination — Preparation and filing coordination for LLCs, corporations, and related entities in Wyoming, South Dakota, Nevada, Delaware, and other jurisdictions
• Registered agent services — Provision of registered agent services in jurisdictions where IntroAlignment is formally registered as a commercial registered agent
• Document preparation — Drafting of operating agreements, templates, and related documents intended for review and execution by a licensed attorney
• Dynasty trust coordination — Structural design and coordination with licensed trust attorneys for trust drafting and execution
• Legal architecture education — Courses and educational content on wealth protection structures, entity architecture, and generational wealth planning
• Compliance monitoring — Tracking of filing deadlines, renewal dates, and compliance calendars for entities under management
• Membership stewardship — Ongoing architecture review, JORDAN and HAZEL access, and compliance management under Guardian, Architect, and Sovereign membership tiers

All documents prepared by IntroAlignment are drafts intended for review and execution by a licensed attorney. IntroAlignment does not represent that any document is legally sufficient without attorney review and expressly disclaims any representation that any document will be legally effective, enforceable, or appropriate for your specific jurisdiction or circumstances.

4. No Guarantee of Outcomes

IntroAlignment makes no representation, warranty, or guarantee — express or implied — that any legal structure, entity, trust, or architecture we design, coordinate, or recommend will achieve any particular legal, tax, financial, or asset protection outcome. Legal structures operate within a complex, evolving, and jurisdiction-specific regulatory environment. Results depend on individual circumstances, proper execution by licensed attorneys, ongoing compliance, judicial interpretation, regulatory changes, and numerous factors entirely outside IntroAlignment's control.

No employee, contractor, AI system, or representative of IntroAlignment is authorized to guarantee any legal, tax, or financial result. Any such representation, if made, is unauthorized, not binding on IntroAlignment, and should be reported to us immediately at jordan@introalignment.com.

Asset protection structures, while designed to reduce exposure, may be subject to fraudulent transfer claims, judicial piercing, or regulatory challenge under applicable law. IntroAlignment makes no representation that any structure is immune from legal challenge.

5. Limitation of Liability

To the maximum extent permitted by applicable law, IntroAlignment's total cumulative liability to you for all claims arising out of or related to our services — whether in contract, tort, negligence, strict liability, or any other legal theory — shall not exceed the lesser of: (a) the total fees you paid to IntroAlignment in the twelve (12) months immediately preceding the event giving rise to the claim, or (b) CAD $10,000.

Under no circumstances shall IntroAlignment be liable for any of the following, even if advised of the possibility of such damages:

• Indirect, incidental, consequential, special, exemplary, or punitive damages
• Lost profits, lost revenue, lost savings, or loss of business opportunity
• Loss of data or information
• Business interruption or loss of goodwill
• Damages arising from reliance on AI-generated content without independent attorney review
• Damages arising from state or government processing delays, errors, or system failures beyond our control
• Damages arising from a client's failure to implement, maintain, or comply with recommended structures
• Damages arising from changes in law, regulation, or judicial interpretation after delivery of our services

Some jurisdictions do not allow the exclusion of certain warranties or limitation of certain damages. In such jurisdictions, our liability is limited to the maximum extent permitted by law.

6. Warranty Disclaimer

ALL SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, COMPLETENESS, TITLE, OR NON-INFRINGEMENT. INTROALIGNMENT DOES NOT WARRANT THAT ANY DOCUMENT, STRUCTURE, STRATEGY, OR RECOMMENDATION WILL BE FREE FROM LEGAL CHALLENGE, REGULATORY SCRUTINY, ADVERSE JUDICIAL INTERPRETATION, OR THAT IT WILL ACHIEVE ANY PARTICULAR OUTCOME.

7. Refund and Cancellation Policy

All refund and cancellation requests must be submitted in writing to jordan@introalignment.com within 30 days of the triggering event. Requests submitted after 30 days will not be considered. Government filing fees paid to state authorities are non-refundable under all circumstances.

Sovereign Blueprint ($149–$497): Fully refundable within 2 business days of purchase if no work has commenced. Once JORDAN has generated your Blueprint, the deliverable has been produced and no refund is available.

Architecture Design ($997–$2,997): A 50% non-refundable deposit is required to commence work. The remaining balance is due upon delivery. Cancellation after work has commenced forfeits the deposit. Cancellation after delivery forfeits the full fee.

Full Sovereign Build ($5,000–$15,000): Payment schedule and cancellation terms are defined in your individual engagement agreement. A minimum cancellation fee of 25% of the total engagement fee applies to any cancellation after work has commenced, regardless of stage.

Entity Formation ($349–$449 plus government fees): Non-refundable once the state filing has been submitted. Government filing fees are non-refundable in all circumstances. If a filing is rejected by the state for reasons within IntroAlignment's control, we will refile at no additional charge.

Registered Agent Services ($199–$299/year): Non-refundable once the service period has commenced. Cancellation takes effect at the end of the current annual service period. No partial-year refunds.

Guardian Membership ($97/month or $970/year): Monthly: cancel anytime, effective end of current billing period, no partial refunds. Annual: non-refundable after 30 days from billing date.

Architect Membership ($297/month or $2,970/year): Monthly: cancel anytime, effective end of current billing period. Annual: non-refundable after 30 days from billing date.

Sovereign Membership ($997/month or $9,970/year): Monthly: cancel anytime, effective end of current billing period. Annual: non-refundable after 30 days from billing date.

Education Courses ($197–$347): Refundable within 7 days of purchase if no course content has been accessed. Non-refundable once course content has been accessed.

IntroAlignment reserves the right to assess each refund request on its individual merits. Chargebacks initiated without first submitting a written refund request to IntroAlignment will be contested and may result in suspension of services.

8. Indemnification

You agree to indemnify, defend, and hold harmless IntroAlignment and its principals, officers, employees, contractors, AI systems, licensed attorney partners, registered agents, and affiliates (collectively, "IntroAlignment Parties") from and against any and all claims, demands, actions, damages, losses, liabilities, costs, and expenses — including reasonable legal fees — arising out of or related to:

• Your use of IntroAlignment's services
• Any legal structure, entity, trust, or document we prepare that you implement, execute, fund, or rely upon
• Your violation of these Terms or any applicable law
• Any decision you make based on information or documents provided by IntroAlignment without obtaining independent legal counsel
• Your provision of inaccurate, incomplete, or misleading information to IntroAlignment
• Any claim by a third party arising from structures or entities we have formed or administered on your behalf

9. Governing Law and Dispute Resolution

Canadian clients: These Terms are governed by the laws of the Province of British Columbia, Canada, without regard to conflict of law principles. Disputes shall first be submitted to good-faith mediation before either party may initiate arbitration or litigation. If mediation fails within 30 days, disputes shall be resolved by binding arbitration in Vancouver, British Columbia, under the rules of the British Columbia International Commercial Arbitration Centre (BCICAC).

US clients: For clients resident in the United States, these Terms are governed by the laws of the State of Wyoming, without regard to conflict of law principles. Disputes shall first be submitted to good-faith mediation. If mediation fails within 30 days, disputes shall be resolved by binding arbitration under the rules of the American Arbitration Association (AAA) Commercial Arbitration Rules, conducted remotely or in a mutually agreed location.

All clients: Class action claims and class arbitrations are expressly and irrevocably waived. Each party agrees to bring claims only in their individual capacity. The arbitrator may not consolidate claims of more than one person. Notwithstanding the foregoing, IntroAlignment may seek injunctive or other equitable relief in any court of competent jurisdiction to protect its intellectual property, confidential information, or to prevent irreparable harm.

The prevailing party in any arbitration or litigation shall be entitled to recover reasonable legal fees and costs from the non-prevailing party.

10. Confidentiality

All information shared with IntroAlignment — including financial details, family structure, asset information, legal history, and business plans — is treated as strictly confidential. We disclose client information only in the following circumstances:

• To licensed attorneys coordinating on your engagement, with your knowledge
• To state registered agent authorities as required by applicable law
• To payment processors (Stripe) as necessary to process transactions
• As required by applicable law, court order, or regulatory authority
• With your explicit written consent

IntroAlignment's AI systems process your information within controlled environments to generate architecture documents. Your data is not used to train external AI models and is not shared with third-party AI providers beyond what is necessary to generate your deliverables under appropriate data processing agreements.

11. Registered Agent Services

IntroAlignment provides registered agent services only in jurisdictions where it is formally registered as a commercial registered agent and maintains a physical street address as required by applicable state law. The specific states in which IntroAlignment is currently registered as a commercial registered agent are confirmed in your engagement agreement. Availability is subject to change.

IntroAlignment is not responsible for missed service of process, legal notices, government correspondence, or compliance deadlines resulting from: client-provided incorrect or outdated contact information; a client's failure to maintain current contact information with IntroAlignment; postal or courier failures; state or government system failures or delays; force majeure events; or circumstances otherwise beyond IntroAlignment's reasonable control.

It is your responsibility to maintain current contact information with IntroAlignment at all times. IntroAlignment shall promptly forward all service of process and legal notices received on your behalf to the contact information on file.

12. AI Systems Disclosure

IntroAlignment uses AI systems — including JORDAN (legal architecture analysis) and HAZEL (dynasty advisory) — to assist in generating architecture summaries, document templates, compliance analysis, and educational content. These AI systems are tools that assist human review processes. They are not licensed legal practitioners, do not constitute a law firm, and their output does not constitute legal advice under any circumstances.

All AI-generated content is subject to human review before delivery to clients. AI systems may make errors, omissions, or produce output that is inaccurate, incomplete, or inappropriate for your specific circumstances. You are solely responsible for having all AI-generated documents reviewed by a licensed attorney before relying upon or executing them.

Interactions with JORDAN and HAZEL through the client portal or website are logged and may be reviewed by IntroAlignment staff for quality assurance. These interactions do not create an attorney-client relationship.

13. Electronic Signatures and Agreements

You agree that electronic signatures, electronic acceptances (including clicking "I agree," checking a checkbox, or making a payment after being presented with these Terms), and electronic records are legally binding and enforceable to the same extent as handwritten signatures and paper records, in accordance with the Electronic Commerce Act (BC), the Uniform Electronic Commerce Act (Canada), and the Electronic Signatures in Global and National Commerce Act (E-SIGN, US), as applicable.

Your engagement agreement, once executed electronically, constitutes a binding contract. You agree to retain a copy of all electronically executed agreements for your records.

14. Intellectual Property

All Sovereign Architecture Summaries, Blueprints, Architecture Designs, document templates, course content, educational materials, AI system outputs, and any other materials created or delivered by IntroAlignment are and remain the intellectual property of IntroAlignment, licensed to you for your personal use only in connection with your own legal architecture.

You may not reproduce, distribute, resell, sublicense, publicly display, or use IntroAlignment materials to provide services to third parties without prior written permission from IntroAlignment. Any materials you provide to IntroAlignment in connection with your engagement remain your property. You grant IntroAlignment a limited license to use such materials solely to deliver your contracted services.

15. Force Majeure

IntroAlignment shall not be liable for any delay or failure to perform its obligations under these Terms or any engagement agreement where such delay or failure results from circumstances beyond IntroAlignment's reasonable control, including but not limited to: acts of God; natural disasters; pandemic or public health emergencies; government actions, regulations, or orders; state or federal government filing system outages or delays; internet or telecommunications failures; cyberattacks or data breaches affecting third-party systems; labor disputes; or any other event that could not reasonably have been anticipated or prevented.

In the event of a force majeure event, IntroAlignment will notify you as soon as reasonably practicable and will resume performance as soon as the circumstances permit. Government filing fees paid prior to a force majeure event remain non-refundable.

16. Sanctions Compliance

IntroAlignment is committed to full compliance with all applicable sanctions laws and regulations, including those administered by the Office of Foreign Assets Control (OFAC) of the US Department of the Treasury, the Government of Canada's sanctions programs, and applicable provincial regulations. IntroAlignment does not provide services to individuals, entities, or jurisdictions subject to applicable sanctions. By engaging IntroAlignment's services, you represent and warrant that you are not a sanctioned person or entity and that the use of our services does not violate any applicable sanctions law.

17. Third Party Beneficiaries

These Terms are for the sole benefit of you and IntroAlignment and do not create any rights in any third party. No third party shall have the right to enforce any provision of these Terms. The only exception is IntroAlignment's licensed attorney partners and contractors, who may enforce provisions directly applicable to the protection of confidential information.

18. Waiver

IntroAlignment's failure to enforce any provision of these Terms on any occasion does not constitute a waiver of that provision or of IntroAlignment's right to enforce it on any future occasion. No waiver of any provision of these Terms is effective unless made in writing and signed by an authorized representative of IntroAlignment.

19. Severability

If any provision of these Terms is found by a court or arbitrator of competent jurisdiction to be invalid, illegal, or unenforceable, that provision shall be modified to the minimum extent necessary to make it enforceable, or if it cannot be modified, severed from these Terms. The remaining provisions shall continue in full force and effect and shall be construed to give maximum effect to the original intent of the parties.

20. Entire Agreement

These Terms, together with your executed engagement agreement and any applicable service addenda or order forms, constitute the entire agreement between you and IntroAlignment with respect to our services. They supersede all prior and contemporaneous communications, representations, negotiations, understandings, and agreements — whether written or oral — between you and IntroAlignment relating to the subject matter hereof.

21. Modifications

IntroAlignment reserves the right to modify these Terms at any time. Material changes will be communicated to active clients via email to the address on file at least 14 days before the effective date of the change. Non-material changes take effect upon posting. Continued use of our services after the effective date of any modification constitutes your acceptance of the updated Terms. If you do not agree to a material modification, you may terminate your engagement by providing written notice before the effective date.

22. Contact

For all questions, concerns, refund requests, or legal notices regarding these Terms:

IntroAlignment — Legal
jordan@introalignment.com
Part of The Sovereign Economy

These Terms were last reviewed and updated in March 2026. IntroAlignment recommends that you retain a copy of these Terms for your records.