Company Policy | Monday Morning Trust

MMT - Company Policies

Privacy Policy
Effective Date: [ UPDATED 2024-10-01
Introduction
Monday Morning Trust ("we," "us," or "our") is committed to protecting your privacy and ensuring that we comply with all applicable federal and California state regulations, including the California Consumer Privacy Act (CCPA). This Privacy Policy explains how we collect, use, and share your personal information when you visit our website, https://www.mondaymorningtrust.com (the "Site"), or use our services.
Information We Collect
Personal Information: We may collect personal information such as your name, email address, phone number, and any other details you provide when filling out forms or contacting us.
Non-Personal Information: We may collect non-personal information such as your IP address, browser type, and access times to improve our website and services.
How We Use Your Information
We use your personal information to:
Provide the services you requested.
Respond to your inquiries.
Improve our website and services.
Communicate with you about updates, offers, and services.
Sharing Your Information
We do not sell or share your personal information with third parties, except when required by law or necessary to fulfill your requests (e.g., to third-party service providers who assist us in delivering our services).
Cookies and Tracking
Our website may use cookies to improve your browsing experience. You can choose to disable cookies through your browser settings.
Compliance with Federal and State Regulations
As a business operating in California, we comply with the California Consumer Privacy Act (CCPA) and other applicable federal and state laws. If you are a California resident, you have specific rights under the CCPA, including the right to request access to and deletion of your personal information, as well as the right to opt out of the sale of personal information.
Security
We take reasonable precautions to protect your personal information. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
Your Rights
You have the right to:
Access the personal information we hold about you.
Request corrections or updates to your information.
Request deletion of your personal information, subject to legal requirements.

Legal Marketing Disclaimer
Monday Morning Trust is not a law firm and does not provide legal advice. We offer self-help services at your specific direction. All content and services on this site are for informational purposes only and are not intended as a substitute for legal advice. For legal guidance, please consult a licensed attorney.

Contact Us
If you have any questions or concerns about our Privacy Policy, please contact us at:
Business Name: Monday Morning Trust © 2021. All Rights Reserved
Customer Service Contact Information: Email: brad@mondaymorningtrust.com
Customer Service Phone Number: (844) 595-trust (8787)
Mail: 100 E San Marcos Blvd. Ste 400
San Marcos, CA 92069

All sales will appear on your credit card statement as “Monday Morning Trust.”
The business operates in CA and is in compliance with federal and state code regulation.

Refund Policy
Effective Date: [ UPDATED 2024-10-01
Overview
At Monday Morning Trust, we strive to provide the best possible service. However, we understand that there may be circumstances where you are not satisfied with our service. Below is our refund policy, which complies with both federal and California state regulations.
Refund Eligibility
Refunds are available for services that have not yet been rendered or for cancellations made within 48 hours of purchase.
Refunds are not available for completed services, as our services involve document preparation and processing.
How to Request a Refund
To request a refund, please contact us at [Insert Contact Email/Phone Number] with your order details and reason for the request. We will review your request and respond within 7 business days.
Processing of Refunds
Approved refunds will be processed within 7-10 business days and issued to the original method of payment. Please note that depending on your bank, it may take additional time for the funds to appear in your account.
Exceptions
Refunds are not available for:
Services that have already been provided or documents that have been completed.
Requests made after 48 hours of the service purchase.
Compliance with California Law
This refund policy complies with the legal standards of the state of California, and we operate in full accordance with both state and federal regulations regarding consumer rights and protections.

Terms and Conditions
Effective Date: [ UPDATED 2024-10-01]
Introduction
Welcome to https://www.mondaymorningtrust.com (the "Site"). These Terms and Conditions ("Terms") govern your use of our Site and services. By using our Site, you agree to comply with and be bound by these Terms. If you do not agree with these Terms, please do not use our Site.
Use of the Site
You agree to use the Site only for lawful purposes and in a way that does not infringe the rights of, restrict, or inhibit the use of the Site by others. You are responsible for all actions taken while using our Site.
Services Provided
Monday Morning Trust offers legal document assistance services but does not provide legal advice. We are not a law firm, and nothing on this Site constitutes legal advice. If you require legal advice, we recommend consulting with a licensed attorney.
Payment Terms
All payments for services must be made upfront through the methods provided on the Site. By purchasing a service, you agree to pay the indicated price. All sales are final except as outlined in our Refund Policy.
Limitation of Liability
We are not responsible for any damages or losses related to your use of our services, including but not limited to errors in prepared documents. Our liability is limited to the amount paid for the services provided.
Compliance with Federal and State Laws
Monday Morning Trust operates in California and complies with all relevant federal and state regulations, including those governing legal document assistance, consumer protection, and privacy laws such as the California Consumer Privacy Act (CCPA).
Intellectual Property
All content on this Site, including text, images, and logos, is the property of Monday Morning Trust and is protected by copyright law. You may not copy, distribute, or use any content from this Site without our prior written consent.
Changes to Terms
We reserve the right to update these Terms at any time. Any changes will be posted on this page, and continued use of the Site after changes are made indicates acceptance of the new Terms.
Governing Law
These Terms shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflict of law provisions.

Contact Us
If you have any questions about these Terms, please contact us at:
Business Name: Monday Morning Trust © 2021. All Rights Reserved
Customer Service Contact Information: Email: brad@mondaymorningtrust.com
Customer Service Phone Number: (844) 595-trust (8787)
Mail: 100 E San Marcos Blvd. Ste 400
San Marcos, CA 92069

All sales will appear on your credit card statement as “Monday Morning Trust.”
The business operates in CA and is in compliance with federal and state code regulation.

LEGAL DOCUMENT ASSISTANT CONTRACT FOR SELF-HELP SERVICES

County where Registrant is registered: San Diego
Name of County Clerk Office for the county of registration: San Diego Clerk/Recorder
Address: 1600 Pacific Highway, Suite 260, San Diego, CA 92101
Telephone Number: (619) 236-3771
Web Site (if available): https://www.sdarcc.gov/

This is a contract between, Bradley Ball, and the client, , for the self-help
services described in Part I below. I am the “legal document assistant” and you are the “client.”

IMPORTANT NOTICES

1. You should read and understand this entire contract before you sign it. You should understand the
kinds of services that I can and cannot perform for you (see Part I below).
2. I am not an attorney. I cannot perform the legal services that an attorney performs. I cannot
engage in the practice of law.
3. The county clerk has not evaluated or approved my knowledge or experience, or the quality
of my work.
4. I cannot keep your original documents if you request that I return them to you. I cannot keep your original
documents if you and I do not sign this contract or if this contract terminates (ends) for any reason. I cannot
keep your original documents after all of the contract services have been provided (see Part I below). It is
a violation of California law if I keep your original documents under any of these circumstances.
5. It is a violation of California law if I make any false or misleading statement to you.
6. I cannot obtain special favors from, and I do not have any special influence with, any court or any state
or federal agency.
7. As required by law, I have filed a bond or made a cash deposit and have registered as a legal document
assistant in each county in which my principal place of business is located and in which I maintain a branch
office.

I. SELF-HELP SERVICES

Kinds of services that I can perform for you: I can perform the following self-help services for you in
connection with a legal matter in which you are representing yourself:
I can type or otherwise complete, as you specifically direct, legal documents that you have selected. I can
provide you with general published factual legal information that has been written or approved by an
attorney, to help you represent yourself. I can provide you with published legal documents.
I can file and serve legal forms and documents as you specifically direct.
These are the only kinds of services that I can perform for you. I cannot provide you with any service if you
need additional services. If you need additional services, then you require the services of an attorney.

Kinds of services that I cannot perform for you: I cannot provide you with any self-help service unless you
are representing yourself in a legal matter and the self-help service relates to that legal matter.
I cannot engage in the practice of law. This means that I cannot give you any kind of advice,
explanation, opinion or recommendation about possible legal rights, remedies, defenses,
strategies, or options that you may have. I cannot give you any advice, explanation, opinion, or
recommendation regarding selection of forms.
I will provide you all the following services (list all services for which the client is being charged.

DESCRIPTION OF SERVICE OR COST AMOUNT
LIVING TRUST PACKAGE; including:
Preparation of Revocable Living Trust, Pour-over
Wills, Certificate of Trust, Durable Powers of Attorney,
Advance Health Care Directives, and Miscellaneous Estate
Planning
Transfer Documents
County/State fees
(Feaux Leather Binder, Separators, and Slip Case)

You are paying me only for those services listed above and no others. It is unlawful for me to make any
guarantee or promise to you unless it is written in this contract and unless I have a factual basis for making
the guarantee or promise.

II. FEES AND EXPENSES
You agree to pay me the following fees, costs, and expenses:
A. A flat fee in the total amount of for all services, costs, and expenses, to be paid as follows
(itemize services, costs and expenses and state terms of payment:

NO UPFRONT PAYMENT. FULL BALANCE DUE WITHIN 24 HOURS OF USPS DELIVERY
TIME/DATE STAMP. PAYMENT VIA CREDIT, DEBIT CARD, ZELLE, OVER THE PHONE.
CLIENT RESPONSIBLE FOR CALLING IN PAYMENT. NO OTHER FORM OF PAYMENT
WILL BE ACCEPTED.

III. CANCELLATION

You may cancel this contract for any reason within 24 hours after we both have signed it.
If you cancel the contract, I must immediately refund any fees which you have paid me. The only
fees that I may keep are fees for services which I have actually, necessarily, and reasonably
performed on your behalf during the 24-hour period. I cannot keep any fees for services performed
during the 24-hour period unless you knew that I would perform those services and you agreed in
this contract that I would perform them.

To cancel this contract, send me a written notice stating that you are canceling the contract. Mail the notice
by first-class mail with the correct postage and send it to me at my address (see Part V below). Cancellation
takes effect on the date of the postmark on the notice. You can also cancel this contract by delivering a
written notice of cancellation to my address within the 24-hour period.

You may also cancel this contract at any time if:
• Fail to give you a copy of this contract before providing any services to you, or
• Fail to specify in the contract the services which I will perform and the costs of those services, or
• Fail to give you a copy of the contract in English and in any other language that you understand and that
was principally used in any oral sales presentation or negotiation leading to execution of the contract. If
you cancel this contract for any of these reasons, I must immediately refund in full any fees which you
have paid me.
You may also cancel this contract at any time if you have legal cause.

IV. ATTORNEY'S FEES AND COSTS

In the event of suit for damages arising from this contract or to enforce any of its provisions, the court may
award the prevailing party his or her reasonable attorney's fees and costs.

V. VENUE

The venue for any action arising out of a dispute between you and me is the county in which you have
your primary residence.

VI. DESCRIPTION OF THE PARTIES
Legal Document Assistant

Full name: Bradley Ball
Business name (if different): Monday Morning Trust
Street address of business: 100 E San Marcos Blvd. Ste 400
City, State, ZIP: San Marcos, CA 92069
Telephone number: (844) 595-TRUST (8787)
Registration number in county where services will be provided: 255
Date of expiration: 03/30/25
County: San Diego
I have filed a bond or made a cash deposit in the following counties: San Diego

Notices to Client

You may obtain information from the local bar association or a legal aid or legal services
office regarding free or low-cost representation by a lawyer.
You may contact the local police, sheriff, district attorney or legal aid or legal services office if you believe
that you are the victim of fraud, unauthorized practice of law or other injury.

Full Living Trust Packages for $777