AGENT AFFILIATE AGREEMENT
THIS AGENT AFFILIATE AGREEMENT (this “Agreement”) is effective on the date of final signature (the
“Effective Date”) and is entered into between TrusteeFriend, LLC. (“TrusteeFriend”), and the individual or
entity identified as “Agent Affiliate” below (“Agent Affiliate”).
DEFINITIONS.
Agent Affiliate: The individual or entity entering into this Agreement with TrusteeFriend to market
and promote the Services to third parties and receive compensation for eligible sales.
Services: Legal templates and related services provided by TrusteeFriend to Agent Affiliate as
described in an Order Form.
TrusteeFriend Technology: Software, documentation, and data constituting, related to, or used
to provide the Services.
Order Form: A written document referencing this Agreement, describing the Services and
applicable Fees.
Confidential Information: Non-public information exchanged in connection with the Agreement,
including, but not limited to, features, functionality, and performance of the Services, as well as
proprietary, financial, or business information.
MARKETING.
Agent Affiliate agrees to display TrusteeFriend’s approved branding, logo, and marketing materials as
outlined in TrusteeFriend’s Affiliate Program Guidelines. Agent Affiliate will comply with all trademark
usage and promotional requirements provided by TrusteeFriend and will not alter or misrepresent
TrusteeFriend’s brand in any way.
Agent Affiliate is responsible for marketing TrusteeFriend’s Services to its clients or customers and will
earn applicable affiliate commissions as described in the Affiliate Program Guidelines or applicable Order
Form.
SERVICES.
TrusteeFriend agrees to provide, and Agent Affiliate agrees to promote and utilize, the Services under the
terms of this Agreement. The “Agreement” includes this document, all Order Forms, and any exhibits or
attachments.
TERM AND TERMINATION.
© 2025 TrusteeFriend, LLC. All Rights Reserved.
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Term: This Agreement begins on the Effective Date and continues until terminated in accordance
with the terms herein.
Termination: Either party may terminate this Agreement if the other party materially breaches the
Agreement and fails to remedy the breach within 30 days after written notice, or if the other party
ceases operations, assigns assets for creditors’ benefit, or becomes the subject of bankruptcy or
similar proceedings.
BILLING AND PAYMENT.
Compensation: TrusteeFriend agrees to pay Agent Affiliate tiered compensation based on the
eligible bundle plan sold. Eligible bundle plans include, but are limited to, the Do It With Help
Plan, Paralegal Reviewed Plan, and Attorney Reviewed Plan. Tiered compensation is as follows:
o $100 for the Do-It-With-Help Plan
o $200 for the Paralegal-Reviewed Plan
o $300 for the Attorney-Reviewed Plan
Payment Distribution: Compensation is paid out once the referral’s payment in full for services
is cleared to TrusteeFriend bank accounts then paid to the Agent Affiliate’s linked Stripe or
PayPal account.
Taxes: Agent Affiliate is responsible for all applicable taxes, excluding taxes based on
TrusteeFriend’s income.
CONFIDENTIALITY.
Standard of Care: Both parties agree to protect Confidential Information with at least the same
degree of care used to protect their own Confidential Information.
Return or Destruction: Upon request, Recipient must return or destroy Confidential Information
and confirm destruction in writing, except as required to be retained under legal or regulatory
requirements.
COMPLIANCE AND SECURITY.
Compliance with Laws: Both parties will comply with applicable laws related to the Services.
Information Security: TrusteeFriend will maintain an information security program to protect
against unauthorized access or disclosure of Agent Affiliate Data.
INTELLECTUAL PROPERTY.
© 2025 TrusteeFriend, LLC. All Rights Reserved.
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TrusteeFriend retains ownership of all TrusteeFriend Technology, improvements, and aggregated data
derived from the Services. Agent Affiliate retains ownership of its data and materials.
Agent Affiliate grants TrusteeFriend a limited license to use Affiliate’s data and materials for Service
provision and improvement.
LIMITATION OF LIABILITY.
No Consequential Damages: Neither party shall be liable for indirect, incidental, or
consequential damages.
Liability Cap: Each party’s total liability is limited to the Fees paid by Agent Affiliate in the 12
months preceding the claim, excluding payment obligations and certain indemnities.
MISCELLANEOUS.
Entire Agreement: This Agreement constitutes the complete agreement between the parties
regarding the Services.
Assignment: Neither party may assign this Agreement without prior written consent, except
under specified circumstances.
Marketing and Publicity: TrusteeFriend may use Agent Affiliate’s name and logo in its marketing
materials, subject to prior approval.
Force Majeure: Neither party is liable for failure to perform due to events beyond their
reasonable control.
Governing Law: This Agreement is governed by the laws of the State of Delaware.
Notices: Notices will be sent to the contact