Terms of Service

By accessing or using the NESTplatform ("Platform"), you agree to be bound by these Terms of Service ("Terms"), which include our Privacy Policy (Section 8). If you do not agree, do not use the Platform. Clients are asked to accept these Terms expressly the first time they sign in, and again whenever we make material changes.

NEST is operated by Rinelli Law Group("Firm," "we," "us," or "our") to facilitate estate planning services in the State of California, United States of America.

• U.S. residents only.The Platform and the Firm's services are offered only to residents of the United States. We do not offer services to, target, or monitor individuals located in the European Union, the European Economic Area, the United Kingdom, or any other jurisdiction outside the United States. If you live outside the United States, please contact the Firm directly instead of using the Platform.
• Age. To engage the Firm and sign a trust, will, or retainer agreement you must be at least 18 years old (or legally emancipated). If the information you provide indicates that you or your spouse are under 18, your case is flagged and your attorney is notified to review whether the Firm can represent you before any documents are prepared.
• Children's information. The Platform is not directed to children under 13 and we do not knowingly collect personal information directly from them. Information about your minor children (for example, names and dates of birth) is provided by you, as their parent or guardian, solely to prepare your estate plan.

NEST provides a guided digital intake process for living trust estate planning, including:

• A structured intake questionnaire guided by Chloe, an AI-powered digital assistant.
• Secure document collection and storage.
• Electronic execution of a retainer agreement pursuant to applicable law.
• Case status tracking and communication between client and attorney.
• Scheduling of attorney consultations and in-person Notary Public appointments.

All legal services — including the review of intake information, preparation of trust documents, and legal advice — are provided exclusively by licensed attorneys at Rinelli Law Group. The Platform is a technology tool that facilitates, but does not replace, the attorney-client relationship.

Chloe, the AI digital assistant embedded in this Platform, provides general educational information about estate planning concepts only. Chloe is not an attorney and does not provide legal advice. Specifically, Chloe:

• Will not interpret laws or statutes as applied to your specific situation.
• Will not make legal decisions on your behalf (e.g., per stirpes vs. per capita distribution).
• Will defer all specific legal questions to a licensed attorney at Rinelli Law Group.

Use of this Platform does not create an attorney-client relationship with NEST or its technology providers. An attorney-client relationship is established only upon execution of a retainer agreement with Rinelli Law Group and confirmation of payment.

In accordance with the California Business and Professions Code § 6125 et seq. and the California Rules of Professional Conduct, all legal work is performed by California State Bar–licensed attorneys.

With your consent, you may sign and receive records electronically in accordance with the Electronic Signatures in Global and National Commerce Act (ESIGN Act), 15 U.S.C. § 7001 et seq., and the Uniform Electronic Transactions Act (UETA), Cal. Civ. Code § 1633.1 et seq. Your electronic signature is legally binding to the same extent as a handwritten signature.

• Your consent covers your retainer agreement and the related records and notices for your matter.
• You may request a paper copy of any record at no charge by contacting us at info@nest-ai.us.
• You may withdraw your consent at any time by notifying us in writing; your matter will then continue with paper documents and in-person signatures, which may cause delays.
• To access and keep these records you need a current web browser, an active email account, and software that can open PDF files.

When you sign, we record the exact text you agreed to, your typed name, a cryptographic hash, the timestamp (UTC), your IP address and browser information, for audit and legal compliance purposes.

Notarization of estate planning documents in the State of California requires in-person attendance before a commissioned Notary Public, pursuant to California Government Code § 8200 et seq.

This Platform does not offer Remote Online Notarization (RON). Attorney consultation sessions conducted through the Platform are for informational and advisory purposes only and do not constitute or replace notarial acts. Notary Public appointments scheduled through the Platform are in-person appointments at a location designated by Rinelli Law Group.

The retainer fee for estate planning services is a flat fee stated in your retainer agreement before you sign it. Payment is made via Zelle using the reference code generated by the Platform. By submitting payment, you authorize Rinelli Law Group to apply the retainer fee to your matter.

• This Platform does not process credit card or ACH payments and never asks for card details.
• Payment is considered received only upon confirmation by Rinelli Law Group staff.
• Zelle payments are sent through your own bank and generally cannot be reversed; please verify the recipient and amount shown on the payment screen before sending.
• Your rights regarding flat fees, cancellation, and refunds of unearned fees are described in your retainer agreement.

We collect and process personal information in compliance with the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), Cal. Civ. Code § 1798.100 et seq.

Information We Collect

• Identity information (full legal name, date of birth, Social Security Number).
• Contact information (email address, phone number, mailing address).
• Financial information needed for your estate plan (asset descriptions and approximate values, and account and policy numbers). We never collect card data.
• Family information (spouse, children, beneficiaries, trustees, agents, and guardians).
• Documents and images you upload (government ID, grant deeds, certificates, payment receipts).
• Your conversations with Chloe.
• Device and access data (IP address, browser type, timestamps).

How We Use Your Information

• To provide and administer estate planning legal services.
• To generate pre-filled estate planning documents for attorney review.
• To send transactional communications (account access, appointment confirmations, case updates). We do not send marketing emails.
• To protect the Platform against abuse and automated sign-ups.
• To maintain legal and audit records as required by California law.

Service Providers

We share personal information only with service providers that process it on our behalf to operate the Platform, all located in the United States:

• Supabase — database, authentication, and file storage.
• Vercel — website hosting.
• Anthropic — the Claude AI model that powers Chloe, accessed server-side only.
• Resend — delivery of transactional emails.
• Google reCAPTCHA— protects registration pages against automated abuse. It collects hardware and software information (such as device and browser data) and sends it to Google, subject to Google's Privacy Policy and Terms of Service.

We do not sell or share personal information for cross-context behavioral advertising.

How We Protect Your Information

• All data is stored in the United States.
• Sensitive fields (SSN, account numbers, financial amounts) are encrypted at the field level using AES-256-GCM.
• Data is isolated per law firm using Row-Level Security (RLS), and access is limited by role.

Your CCPA / CPRA Rights

As a California resident, you have the right to: (1) know what personal information we collect; (2) delete your personal information, subject to legal retention obligations; (3) correct inaccurate personal information; (4) opt out of the sale or sharing of your personal information (we do not sell or share it); (5) limit the use of sensitive personal information (we use it only to provide our services); and (6) non-discrimination for exercising these rights. To exercise your rights, contact us at info@nest-ai.us.

Attorney-Client Privilege

Information shared through this Platform in connection with legal services provided by Rinelli Law Group is protected by the attorney-client privilege under California Evidence Code § 954. We do not disclose privileged information to third parties without your consent, except as required by law.

AI Assistant

Chloe operates using the Anthropic Claude API on a secure, server-side basis only; your API traffic never goes directly from your browser to Anthropic. Any general-question chat widget offered on the Platform is kept separate from your intake and never receives your intake information.

• Session cookies strictly necessary for signing in.
• A language preference cookie (English / Spanish).
• A cookie that keeps your conversation with Chloe on the home page for up to 30 days.
• Accessibility preferences saved only in your own browser (local storage).
• Cookies set by Google reCAPTCHA on registration pages (see Section 8).
• We do not use advertising cookies, tracking pixels, or analytics that sell or share your browsing data.

We are committed to making this Platform accessible to individuals with disabilities in accordance with the Americans with Disabilities Act (ADA), 42 U.S.C. § 12101 et seq., and the Web Content Accessibility Guidelines (WCAG) 2.1 Level AA. If you experience accessibility barriers, please contact us at info@nest-ai.us and we will make reasonable accommodations.

All content, software, trademarks, and materials on this Platform are the property of Rinelli Law Group or its licensors and are protected under applicable United States copyright and intellectual property laws. You may not reproduce, distribute, or create derivative works from any content on this Platform without prior written consent.

THE PLATFORM IS PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED. TO THE MAXIMUM EXTENT PERMITTED BY CALIFORNIA LAW, RINELLI LAW GROUP AND ITS TECHNOLOGY PROVIDERS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, OR CONSEQUENTIAL DAMAGES ARISING FROM YOUR USE OF THE PLATFORM.

Our total liability to you for any claim arising from your use of the Platform shall not exceed the amount you paid in retainer fees in the twelve (12) months preceding the claim. Some jurisdictions do not allow the exclusion of certain warranties, so the above exclusions may not apply to you.

These Terms are governed by the laws of the State of California, United States of America, without regard to its conflict of law provisions. Any dispute arising under these Terms shall be submitted to binding arbitration in California, in accordance with the rules of the American Arbitration Association (AAA), except that either party may seek injunctive or other equitable relief in a court of competent jurisdiction.

You agree to resolve disputes individually and waive any right to participate in a class action lawsuit or class-wide arbitration. If this waiver is found unenforceable, neither party may bring a class action in arbitration.

We may update these Terms at any time. We will notify you of material changes by posting the new Terms on this page with an updated effective date and, where required by law, by email. Clients will be asked to accept the updated Terms the next time they sign in.

For questions about these Terms, privacy requests, or accessibility concerns: