Effective Date: September 22, 2026 · Max AI, Inc.
Not currently offered. Annual plans, vault subscriptions, document storage and the Custodial tier are not available for purchase and no such fees are being charged. Sections below that mention them describe terms that would apply only if and when they are offered. Current MaxWills pricing is one-time.
MaxWills is an SI-assisted will and document preparation service operated by Max AI, Inc., a software company — not a law firm. We help Texas residents assemble draft wills and ancillary documents based on information you provide. All documents generated are DRAFT documents for wet-ink execution only.
Nothing in this service creates an attorney-client relationship. MaxWills is not a law firm. No attorney-client privilege attaches to your use of this service. Stephen T. Bowling, J.D., is a licensed Texas attorney and founder of Max AI, Inc.; he acts in a supervisory capacity over document preparation quality, not as your personal attorney unless you separately retain him or Texas Defense Team.
MaxWills provides legal information — general statements of what Texas law requires — not legal advice tailored to your individual situation. Only a licensed Texas attorney can advise you on the right choice for your situation.
MaxWills uses Anthropic Claude SI models to draft document language based on your interview answers. Statutory citations are drawn from a verified Texas Estates Code map; SI generates surrounding language only. Your information is transmitted to Anthropic for processing under their API Data Processing Agreement. We do not use your data to train SI models. Anthropic privacy terms: anthropic.com/legal/privacy.
Annual Vault subscription: Auto-renews yearly. You will receive a reminder at least 7 days before renewal. Cancel anytime in account settings. No refunds for the current annual period after renewal, except as required by law.
One-time will packages (Max AI, Inc. platform fee): Once your documents are generated by SI, the service has been provided and the platform fee is not refunded. Satisfaction guarantee: contact [email protected] within 14 days if your document does not conform to your answers; we will correct it or issue a credit at our discretion. This does not affect your right to cancel the attorney review before it begins, described next.
If we cannot produce your documents: If your payment goes through but we are unable to produce your documents, we refund the Max AI, Inc. platform fee, less the card processing fee. MaxWills accepts credit cards only: a debit or prepaid card is declined at checkout and is never charged. The card processing fee is never refunded.
Attorney Review fee: The Will with Attorney Review package is $299 for an individual: a $99 Max AI, Inc. platform fee for the will, plus the $200 attorney review fee (checkout step 2). It is charged by Texas Defense Team (not Max AI, Inc.) and held in the law firm’s IOLTA trust account as required by Texas bar rules. You may cancel before the attorney commences review and receive a full refund of the $200 attorney review fee held in trust (not the $99 platform fee); the card processing fee is not refunded. The attorney commences review when the attorney first opens your documents for review. An order not yet opened by an attorney may be cancelled for a full refund of the attorney review fee, less the card processing fee. Once review has commenced, the fee is earned and is not refundable. If you buy the $99 will first and add attorney review later, the add-on is $249 plus the card fee (a $348 total, which is more than the $299 package), and the fee is held in trust until review begins; to cancel before an attorney opens your documents, email [email protected] and the $249 is refunded, less the card fee. This fee does not create a full attorney-client relationship beyond document review.
Dual billing disclosure: When you purchase an Attorney Reviewed package, you receive two separate charges: (a) a Max AI, Inc. platform fee for SI document generation (subject to Texas sales tax as a software service), and (b) a Texas Defense Team legal services fee held in IOLTA (tax-exempt as legal services). These appear as separate line items at checkout.
Common-ownership disclosure: MaxWills is a product of Max AI, Inc. The attorney review service is provided by Texas Defense Team. Today the reviewing firm is under common ownership with MaxWills. You are not required to use any particular attorney; any licensed attorney in your state may review your documents.
The Digital Vault stores a scanned copy of your signed will and family instructions. Key terms:
MaxWills supports Texas estate planning only. Consult attorneys in other states for multi-state needs.
MaxWills is provided "as is." We make no warranty that documents are correct, complete, or appropriate for your situation. Max AI, Inc.'s total liability for any claim shall not exceed amounts you paid us in the six months preceding the claim. We are not liable for indirect or consequential damages.
MaxWills will offer a Custodial tier providing physical attorney custody of your original executed will and estate documents by Texas Defense Team ("TDT"). This tier is a legal service provided by TDT — distinct from Max AI's software and Digital Vault services. The following terms govern this tier when it becomes available.
Retainer Agreement:
Document Custody & Attorney Availability Retainer
The annual fee under this agreement is a true retainer. It is not a payment for the performance of any specific legal service, and no legal services — advice, drafting, review, or representation — are included or promised. The fee is paid solely to secure: (a) the Firm's maintenance of secure physical storage of your original executed will and designated estate documents; and (b) the availability of a licensed Texas attorney, on call, to retrieve, produce, and deliver your original documents — to you during your lifetime upon verified request, or to your designated representatives or a court upon verified proof of death — whenever the need arises, without scheduling, hourly charges, or retrieval fees.
Because this fee compensates the Firm for standing availability and reserved secure capacity rather than for services to be performed, it is earned in full upon receipt and is non-refundable, provided that if the Firm terminates custody before the end of a paid annual term, the Firm will refund the unused pro-rata portion and deliver your documents per your instruction.
This agreement creates a limited-scope engagement for document custody and availability only; it does not create any ongoing representation, any duty to monitor your legal affairs, or any obligation to update your estate plan.
You are advised in writing that you may request return of your documents at any time at no charge.
Affirmative acknowledgment required. At signup for this tier, you will be presented with the full retainer agreement text above and must affirmatively check a box confirming that you have read, understand, and agree to its terms. Your acknowledgment is logged with a timestamp and forms part of the written fee agreement for this tier.
Attorney safekeeping duties apply. Once TDT takes physical custody of your original documents, TDT's professional duties to safeguard client property govern the relationship. TDT may not dispose of, encumber, or produce your documents except as directed by you or as required by law.
No Texas sales tax. The Custodial fee is a legal services retainer; Texas sales tax does not apply to legal services fees.
Payment routing. Custodial tier fees are charged through Texas Defense Team's Stripe account and go directly to the firm. They are not processed by Max AI, Inc. and are not subject to Max AI's refund or billing terms.
Digital Vault independence. The Max AI Digital Vault is a separate software product. Purchasing or canceling one does not affect the other. Physical document custody (Custodial tier) and digital encrypted storage (Digital Vault) serve complementary but independent purposes.
Governed by Texas law. Disputes resolved in Travis County, Texas.
Max AI, Inc. · [email protected] — we reply by email.
Attorney review questions: contact [email protected] — Texas Defense Team — 816 Congress Ave Suite 950, Austin TX 78701.