1. Acceptance of Terms

By engaging the services of Enliven Accords LLC ("Company," "we," "us," or "our"), you ("Client" or "you") agree to be bound by these Terms and Conditions ("Terms"). Please read them carefully. If you do not agree to these Terms, you may not engage our services.

These Terms constitute a legally binding agreement between you and Enliven Accords and govern all consulting, facilitation, and advisory services provided by the Company.

2. Description of Services

Enliven Accords provides family succession consulting services, including but not limited to:

•       Family dynamics assessment and conflict analysis

•       Legacy clarification and shared values facilitation

•       Stakeholder alignment and succession framework design

•       Asset and business succession planning support

•       Agreement drafting facilitation and conflict resolution protocol development

•       Implementation planning and ongoing advisory support

Our services are advisory and facilitative in nature. Enliven Accords does not provide legal, tax, financial, or investment advice. Clients are encouraged to retain independent legal, tax, and financial counsel for such matters.

3. Engagement and Fees

Our standard engagement is a structured eight-week program. The fee for a full engagement is $15,000, payable in accordance with the payment schedule outlined in your signed engagement agreement or proposal letter.

Additional services, extended engagements, or ongoing advisory retainers may be available and will be separately quoted. All fees are stated in U.S. dollars.

4. Payment Terms

Fees are due and payable as set forth in the written engagement agreement between Client and Company. Unless otherwise agreed in writing:

•       An initial deposit or retainer may be required prior to commencement of services.

•       All invoices are due within fifteen (15) days of issuance.

•       Late payments may be subject to a finance charge of 1.5% per month on the outstanding balance.

•       The Company reserves the right to suspend services for non-payment.

5. Cancellation and Refund Policy

Client may cancel an engagement by providing written notice to the Company at the email address above. The following policy applies:

•       Cancellations made seven (7) or more days before a scheduled engagement or session will receive a full refund of any prepaid fees for that session, less any non-refundable deposit.

•       Cancellations made fewer than seven (7) days before a scheduled session may be subject to forfeiture of fees for that session.

•       The Company reserves the right to cancel or reschedule engagements due to unforeseen circumstances. In such cases, the Company will provide reasonable notice and offer to reschedule or refund prepaid fees.

6. Client Responsibilities

Effective engagement requires the active and good-faith participation of all relevant family members. Client agrees to:

•       Provide accurate, complete, and timely information as reasonably requested by the Company.

•       Ensure that all identified family stakeholders are made aware of and commit to participating in the engagement process.

•       Engage honestly, openly, and collaboratively throughout the process.

•       Comply with all agreed-upon timelines, meeting schedules, and deliverable deadlines.

The Company reserves the right to terminate an engagement if, in its sole reasonable judgment, the Client or their family members are unwilling to engage in good faith, are unresponsive, or demonstrate behavior materially inconsistent with the collaborative nature of the services.

7. Confidentiality

The Company understands that family matters are deeply personal and sensitive. All information shared during an engagement will be treated with strict confidentiality and will not be disclosed to third parties except:

•       As required by applicable law or court order;

•       As necessary to provide the services (e.g., co-facilitators or specialists engaged with Client's consent);

•       As authorized in writing by the Client; or

•       In aggregate, anonymized form for educational or business development purposes.

Clients are also expected to respect the confidentiality of any proprietary methodologies, frameworks, or materials provided by the Company during the engagement.

8. Intellectual Property

All materials, frameworks, methodologies, templates, and documents created or provided by Enliven Accords in connection with the engagement are and shall remain the intellectual property of Enliven Accords, unless otherwise agreed in writing. Clients are granted a limited, non-transferable license to use such materials solely for their own family and business succession purposes.

9. Limitation of Liability

The Company's services are advisory and facilitative. Enliven Accords does not guarantee any particular outcome, including family reconciliation, business continuity, or asset preservation. Client acknowledges that outcomes depend substantially on the willingness and actions of the Client and their family members.

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, ENLIVEN ACCORDS' TOTAL LIABILITY TO CLIENT FOR ANY CLAIM ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICES SHALL NOT EXCEED THE TOTAL FEES PAID BY CLIENT IN THE THREE (3) MONTHS PRECEDING THE CLAIM. IN NO EVENT SHALL ENLIVEN ACCORDS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR PUNITIVE DAMAGES.

10. Indemnification

Client agrees to indemnify, defend, and hold harmless Enliven Accords, its principals, employees, and contractors from and against any claims, damages, losses, and expenses (including reasonable attorneys' fees) arising out of or relating to Client's breach of these Terms, misuse of the Company's services or materials, or the actions of Client or their family members.

11. No Attorney-Client Relationship

Nothing in these Terms or in the Company's services creates an attorney-client relationship between Enliven Accords and the Client. While the Company's principal may hold legal credentials, the services provided under these Terms are consulting and facilitation services, not legal representation. Clients should seek independent legal counsel for any legal matters.

12. SMS Communications

By providing your mobile phone number to the Company, you consent to receive SMS text messages from Enliven Accords for appointment reminders and meeting notifications. Message and data rates may apply. Message frequency will vary. You may opt out at any time by replying STOP to any SMS message. For assistance, reply HELP or contact us at the email address above.

13. Governing Law and Dispute Resolution

These Terms shall be governed by and construed in accordance with the laws of the State of Colorado, without regard to its conflict of law principles. Any dispute arising under or relating to these Terms shall first be submitted to good-faith mediation. If mediation is unsuccessful, disputes shall be resolved by binding arbitration in Denver, Colorado, in accordance with the rules of the American Arbitration Association. Notwithstanding the foregoing, either party may seek injunctive or other equitable relief in any court of competent jurisdiction.

14. Entire Agreement and Modifications

These Terms, together with any signed engagement agreement or proposal letter, constitute the entire agreement between Client and the Company with respect to the subject matter hereof and supersede all prior agreements and understandings. The Company reserves the right to modify these Terms at any time. Updated Terms will be provided to active Clients and will be effective upon notice. Continued engagement following such notice constitutes acceptance.

15. Contact Information

For questions regarding these Terms and Conditions, please contact:

Enliven Accords LLC

3200 E. Cherry Creek South Drive

Suite 200,

Denver, CO 80209

Email: [email protected]