The most important things to understand before using Threshold Works:
These Terms of Service (“Terms”) constitute a legally binding agreement between you (“Client,” “you,” or “your”) and Threshold Works, operated by Lauren Milan (“Threshold Works,” “we,” “us,” or “our”), governing your access to and use of our website at threshold-works.com, our client portal, and all related services (collectively, the “Services”).
By accessing our Services, creating an account, signing the client acknowledgment, or engaging Threshold Works for planning services, you agree to be bound by these Terms. If you do not agree, do not use our Services.
These Terms should be read together with our Privacy Policy, which is incorporated by reference.
Threshold Works provides end-of-life planning guidance and coordination services, including:
Threshold Works is a planning and coordination service. Lauren Milan is not an attorney, licensed financial advisor, certified financial planner, physician, nurse, social worker, or any other licensed professional.
Nothing in our Services, questionnaire, communications, or any materials we provide constitutes legal advice, financial advice, medical advice, tax advice, or any other professional advice. Information provided by Threshold Works is educational and informational in nature only.
You should not rely on Threshold Works as a substitute for consultation with qualified legal, financial, medical, or other professionals. For matters involving wills, trusts, powers of attorney, advance directives, estate tax, financial planning, or medical decisions, we strongly encourage you to consult with a licensed professional in your state.
Threshold Works may refer you to qualified professionals. These referrals are advisory only. We do not warrant the quality of any referred professional’s services, and we do not receive compensation for referrals.
You must be at least 18 years of age to use our Services. By using our Services, you represent and warrant that you are 18 years of age or older and have the legal capacity to enter into these Terms.
Our Services are intended for individuals residing in the United States, primarily Washington State and Oregon. If you reside elsewhere, additional or different laws may apply to your situation that we may not be able to address.
To access the Threshold Works client portal, you must provide a valid email address and verify your identity through our one-time password (OTP) authentication system.
Before accessing your questionnaire, you will be required to sign a Client Acknowledgment confirming that you understand the nature and scope of Threshold Works’ services. Your signature on the acknowledgment is a material condition of your use of our Services and forms part of this agreement.
By signing the acknowledgment, you consent to:
You agree to:
You acknowledge that the accuracy and completeness of your planning documents depends substantially on the accuracy and completeness of the information you provide. Threshold Works is not responsible for outcomes resulting from incomplete or inaccurate information you have provided.
Threshold Works treats all client information as strictly confidential. We will not disclose your personal information, planning responses, or communications to any third party except:
Our confidentiality obligations survive the termination of your engagement with Threshold Works.
The Threshold Works name, logo, website design, questionnaire structure, and all original content on our platform are the intellectual property of Lauren Milan / Threshold Works and are protected by copyright and other applicable laws.
Your content: You retain full ownership of all information and content you enter into your questionnaire and planning documents. You grant Threshold Works a limited license to store, display, and process your content solely to provide our Services to you.
You may not copy, reproduce, distribute, modify, or create derivative works from Threshold Works’ materials without prior written permission.
Services and associated fees are discussed and agreed upon separately between you and Lauren Milan prior to engagement. These Terms govern the use of our platform and the services described herein; specific fee arrangements are subject to any separate service agreement between the parties.
Access to the client portal questionnaire for current engaged clients is included in your service agreement. Threshold Works reserves the right to modify fees for future services with reasonable notice.
OUR SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT.
WE DO NOT WARRANT THAT OUR SERVICES WILL BE UNINTERRUPTED, ERROR-FREE, OR THAT ANY INFORMATION PROVIDED WILL BE COMPLETE, ACCURATE, OR CURRENT FOR YOUR SPECIFIC CIRCUMSTANCES. END-OF-LIFE PLANNING LAWS VARY BY STATE AND CHANGE OVER TIME; YOU SHOULD VERIFY THE CURRENT REQUIREMENTS IN YOUR JURISDICTION WITH A QUALIFIED ATTORNEY.
Threshold Works does not guarantee any particular outcome from the use of our Services. Planning document quality and effectiveness depend on many factors outside our control, including subsequent legal changes, individual circumstances, and the actions of third parties.
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THRESHOLD WORKS AND LAUREN MILAN SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING OUT OF OR RELATED TO YOUR USE OF OUR SERVICES, INCLUDING BUT NOT LIMITED TO DAMAGES FOR LOST PROFITS, LOSS OF DATA, OR BUSINESS INTERRUPTION, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
IN NO EVENT SHALL OUR TOTAL LIABILITY TO YOU FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THESE TERMS OR OUR SERVICES EXCEED THE TOTAL AMOUNT YOU HAVE PAID TO THRESHOLD WORKS IN THE 12 MONTHS PRECEDING THE CLAIM.
Some jurisdictions do not allow the exclusion of certain warranties or the limitation of certain liabilities. In such jurisdictions, our liability is limited to the maximum extent permitted by law.
You agree to indemnify, defend, and hold harmless Threshold Works and Lauren Milan from and against any claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to: (a) your use of our Services in violation of these Terms; (b) your violation of any applicable law; or (c) inaccurate or incomplete information you have provided to us.
Either party may terminate the client relationship at any time.
You may terminate by notifying Lauren Milan at hellolaurenmilan@gmail.com. Upon your request, we will close your account. You may also request deletion of your data pursuant to our Privacy Policy.
We may terminate or suspend your access to our Services with reasonable notice if: (a) you violate these Terms; (b) you engage in conduct that is harmful, abusive, or unlawful; or (c) we discontinue the Services.
Upon termination, the provisions of these Terms that by their nature should survive will survive, including Sections 3, 8, 9, 11, 12, 13, and 15.
These Terms are governed by and construed in accordance with the laws of the State of Washington, without regard to its conflict of law principles.
Informal resolution: Before initiating any formal legal proceeding, you agree to contact us at hellolaurenmilan@gmail.com to attempt to resolve the dispute informally. We will make a good-faith effort to resolve it within 30 days.
Jurisdiction: For any disputes that cannot be resolved informally, you agree to submit to the exclusive jurisdiction of the state and federal courts located in King County, Washington.
Nothing in this section prevents either party from seeking injunctive relief in any court of competent jurisdiction to prevent irreparable harm.
These Terms, together with our Privacy Policy and any signed client service agreement, constitute the entire agreement between you and Threshold Works regarding our Services and supersede all prior agreements and understandings.
We may update these Terms from time to time. We will update the “Last updated” date and notify active clients of material changes by email. Your continued use of our Services after the effective date of a revised Terms constitutes your acceptance of the changes.
Lauren Milan
Threshold Works · Seattle, Washington
hellolaurenmilan@gmail.com
These Terms of Service were prepared by Threshold Works. While we have made every effort to create clear and legally sound terms, this document does not constitute legal advice. Threshold Works encourages all clients to consult a qualified attorney with any questions about their rights or obligations under these Terms.