Terms of Service

By accessing or using the NESTplatform ("Platform"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree, do not use the Platform. These Terms apply to all visitors, clients, and attorneys who access the Platform.

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. The Platform is intended solely for use by residents of the United States.

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 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, no unauthorized practice of law occurs on this Platform. All legal work is performed by California State Bar–licensed attorneys.

By using the electronic signature feature on this Platform, you consent to the use of electronic signatures and records in accordance with:

• The Electronic Signatures in Global and National Commerce Act (ESIGN Act), 15 U.S.C. § 7001 et seq.
• The Uniform Electronic Transactions Act (UETA), as adopted by California under California Civil Code § 1633.1 et seq.

Your electronic signature is legally binding to the same extent as a handwritten signature. We capture and store your signature, full name, timestamp (UTC), and IP address for audit and legal compliance purposes. You may withdraw your consent to electronic signatures by contacting us at info@nest-ai.us, in which case your intake process must be completed in person.

Notarization of estate planning documents (including living trusts) 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 communicated to you at the time of engagement. Payment is processed 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 is therefore not in scope for PCI-DSS compliance.
• Payment is considered received only upon confirmation by Rinelli Law Group staff.
• Refund and cancellation policies are governed by your executed retainer agreement.

We collect and process personal information in compliance with the California Consumer Privacy Act (CCPA) and 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 (asset descriptions, account types — not account numbers or card data).
• Family information (spouse, children, beneficiaries).
• Documents uploaded by you (government ID, grant deeds, certificates).
• 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 (appointment confirmations, case status updates).
• To maintain legal and audit records as required by California law.

How We Protect Your Information

• All data is stored in the United States (AWS us-east-1).
• Sensitive fields (SSN, financial data) are encrypted at the field level using AES-256-GCM.
• Data is isolated per law firm using Row-Level Security (RLS).
• Access to sensitive data is logged in a tamper-evident audit trail.

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 hold obligations; (3) correct inaccurate personal information; (4) opt out of the sale or sharing of your personal information (we do not sell personal information); and (5) non-discrimination for exercising these rights. To exercise your rights, contact us at info@nest-ai.us.

Attorney-Client Privilege

All 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 and Data Separation

Chloe, the AI digital assistant, operates using the Anthropic Claude API on a secure, server-side basis only. Your personally identifiable information (PII) is never sent to the general-purpose chat assistant (Chatbase) embedded on the platform. The two systems are strictly isolated by design.

This Platform uses session cookies strictly necessary for authentication and language preference. We do not use advertising cookies, tracking pixels, or sell your browsing data to third parties. By using the Platform, you consent to the use of essential cookies as described herein.

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 ofRinelli 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 County, 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 sending notice to your registered email address. Continued use of the Platform after notice constitutes acceptance of the revised Terms.

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