Effective Date: July, 29th 2026
Welcome to Rise Management, Inc. (“Company,” “we,” “our,” or “us”). By purchasing or using our services, you agree to the following Terms and Conditions.
1. Nature of Services
Rise Management, Inc. provides document preparation services, technology solutions, educational resources, and administrative support. Rise Management, Inc. is not a law firm and does not provide legal advice, legal representation, or legal opinions.
Our services are designed to assist customers in preparing documents based solely on the information they provide. Any legal decisions are made exclusively by the customer.
2. No Attorney-Client Relationship
Your use of our website, software, or services does not create an attorney-client relationship with Rise Management, Inc., its owners, employees, contractors, or affiliates.
If you require legal advice or representation, you should consult a licensed attorney.
3. Customer Responsibility
You represent that all information provided is true, accurate, and complete.
You are solely responsible for:
Reviewing all completed documents before signing.
Verifying all names, dates, addresses, and other information.
Determining whether the documents meet your individual needs.
Properly executing, witnessing, notarizing, and storing your documents as required by applicable law.
4. No Legal Advice
Rise Management, Inc. and its representatives may explain how our services operate but cannot:
Recommend legal strategies.
Advise which legal documents you should prepare.
Interpret laws or legal rights.
Provide individualized legal advice.
Make legal decisions on your behalf.
Any questions requiring legal judgment should be directed to a licensed attorney.
5. Pricing
All pricing is displayed prior to purchase and is subject to change without notice.
Additional services, including attorney review, notarization, witness coordination, filing services, or document updates, may require additional fees.
6. Payment
Payment is due at the time services are purchased unless otherwise agreed in writing.
We accept approved payment methods listed on our website.
7. No Refund Policy
All sales are final. Due to the nature of our document preparation and digital services, Rise Management, Inc. does not offer refunds, exchanges, or cancellations once an order has been placed. By completing your purchase, you authorize us to begin processing your order immediately and acknowledge that all fees are non-refundable, except where required by applicable law.
8. Membership Services
If you enroll in a membership program, your membership will automatically renew unless canceled prior to the renewal date.
Membership benefits may include:
Secure document storage
Annual document review reminders
Beneficiary review reminders
Discounted document updates
Additional member benefits as offered
Membership fees are non-refundable once billed unless required by applicable law.
9. Electronic Communications
By using our services, you consent to receive communications electronically, including invoices, reminders, account notifications, and service updates.
10. Intellectual Property
All website content, questionnaires, software, workflows, graphics, trademarks, logos, and proprietary materials are the exclusive property of Rise Management, Inc. or its licensors.
No material may be copied, reproduced, distributed, modified, or resold without prior written permission.
11. Limitation of Liability
To the fullest extent permitted by law, Rise Management, Inc. shall not be liable for any indirect, incidental, consequential, special, exemplary, or punitive damages arising from the use of our services or website.
Our total liability for any claim shall not exceed the amount paid by the customer for the specific service giving rise to the claim.
12. Disclaimer of Warranties
Services are provided “AS IS” and “AS AVAILABLE” without warranties of any kind, either express or implied.
Rise Management, Inc. does not warrant that any document is appropriate for every circumstance or that any document will achieve a particular legal or financial outcome.
13. Third-Party Services
Rise Management, Inc. may utilize third-party providers, including payment processors, identity verification services, cloud storage providers, notaries, attorneys, or other service providers.
Rise Management, Inc. is not responsible for the services, actions, or omissions of any third party.
14. Governing Law
These Terms and Conditions shall be governed by and interpreted under the laws of the State of Florida.
15. Dispute Resolution
The parties agree to attempt to resolve disputes through good-faith negotiations and mediation before initiating litigation, unless otherwise prohibited by law.
16. Changes to These Terms
Rise Management, Inc. reserves the right to modify these Terms and Conditions at any time. Updated versions become effective immediately upon publication on our website.
17. Contact Information
Rise Management, Inc.
Email: Office@Risemngt.com
Phone: (813) 647-2900
Website: www.Risemngt.com
By purchasing or using our services, you acknowledge that you have read, understood, and agree to these Terms and Conditions.