Practice Held LLC · Effective date: [EFFECTIVE DATE — set on publication] · Last revised: August 2026
These Terms of Service (the “Terms”) are a binding agreement between you and Practice Held LLC (“Practice Held,” “we,” “us,” or “our”) governing your use of practiceheld.com and the Practice Held software and services (together, the “Service”). By creating an account, purchasing, or using the Service, you agree to these Terms. If you do not agree, do not use the Service.
Practice Held helps licensed mental health professionals create and maintain a professional will and a practice-continuity plan, and designate the colleagues who will act if they become unable to practice. Held is a software tool, not a law firm, and it does not provide legal, financial, tax, or other professional advice.
You must be at least 18 years old and a licensed or otherwise authorized mental health professional (or acting on behalf of one) to use the Service. You agree to provide accurate information and to keep it current.
You are responsible for maintaining the confidentiality of your account credentials and for all activity under your account. Because the Service is local-first and encrypted, you are responsible for safeguarding your encryption keys. If your keys are lost and you have not arranged recovery through your designated keyholders, we may be unable to recover your plan — and because we do not hold your plan, we cannot restore it for you.
The professional will and related materials you create with Held are templates and organizational tools. Their legal effectiveness depends on proper drafting, execution, witnessing, and notarization under the laws of your state, and on coordination with your other estate-planning and professional arrangements. You are responsible for ensuring your plan is valid and enforceable in your jurisdiction, and you should consult a licensed attorney. Practice Held does not guarantee any particular legal outcome and is not a substitute for advice from a qualified professional.
The Service is offered for a one-time setup fee of $349 (USD) to create your plan, plus an annual renewal of $99 (USD) to keep your plan active. [Beta members who joined during the beta period are grandfathered at $49 per year for the life of their subscription.] All prices are in U.S. dollars and exclusive of any applicable taxes.
Payments are processed by Stripe. By purchasing, you also agree to Stripe's applicable terms. Your annual renewal is billed automatically on the renewal date, and we will make reasonable efforts to notify you before a renewal is charged.
We may change our prices on a going-forward basis with reasonable notice; changes take effect at your next renewal. Any grandfathered beta pricing will be honored as described above.
The one-time $349 setup fee is refundable in full within 30 days of your initial purchase. To request a refund, contact us at the address below. Annual renewal payments are non-refundable except where required by law. [Confirm final refund terms with counsel.]
Subject to these Terms, we grant you a limited, non-exclusive, non-transferable, revocable license to use the Service for your own professional continuity planning. You agree not to copy, resell, sublicense, reverse engineer, or attempt to derive the source code of the Service, except to the extent permitted by law.
You own the content of your plan, and it remains on your device and the storage you choose. We do not host, receive, or access your plan contents. You are responsible for ensuring you have the right to include any third-party information in your plan, consistent with our Privacy Policy.
The Service lets you designate executors or keyholders who can access your plan under conditions you set, using the keys you distribute. You are responsible for choosing trustworthy designees and for establishing any legal authority they may need (such as powers of attorney or custodianship arrangements). Practice Held is not a party to those legal relationships and does not act as your executor, agent, attorney, or fiduciary.
You agree to use the Service only for lawful purposes and not to misuse it, interfere with its operation, or use it to violate the rights of others.
Practice Held and its licensors own all rights in the Service, including the software, design, and trademarks. These Terms do not grant you any rights in our intellectual property except the limited license described above.
THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE,” WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED OR ERROR-FREE, OR THAT ANY DOCUMENT CREATED WITH THE SERVICE WILL BE LEGALLY SUFFICIENT IN YOUR JURISDICTION.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, PRACTICE HELD WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS OR DATA. OUR TOTAL LIABILITY FOR ANY CLAIM RELATING TO THE SERVICE WILL NOT EXCEED THE AMOUNTS YOU PAID TO US IN THE TWELVE MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM. [Confirm liability cap and any consumer-law carve-outs with counsel.]
You agree to indemnify and hold Practice Held harmless from claims arising out of your misuse of the Service, your content, or your violation of these Terms or applicable law.
You may stop using the Service at any time. We may suspend or terminate your access if you violate these Terms or to protect the Service. Because the Service is local-first, your plan stays on your device and the storage you choose after termination; we may delete the account and metadata we hold after a reasonable period.
We may modify the Service or these Terms from time to time. If we make material changes to these Terms, we will provide notice. Your continued use of the Service after changes take effect constitutes acceptance.
These Terms are governed by the laws of the Commonwealth of Pennsylvania, without regard to its conflict-of-law rules. You agree that any dispute will be resolved in the state or federal courts located in Allegheny County, Pennsylvania, and you consent to their jurisdiction. [If you prefer arbitration or a different venue, confirm with counsel — note: the drafted EULA / Terms of Sale contemplates PA-seat arbitration with an opt-out; align this section with that choice.]
These Terms, together with our Privacy Policy, are the entire agreement between you and Practice Held regarding the Service. If any provision is found unenforceable, the remaining provisions remain in effect. Our failure to enforce a provision is not a waiver. You may not assign these Terms without our consent; we may assign them in connection with a business transfer.
Questions about these Terms can be sent to [email protected]. Practice Held LLC, 1569 McFarland Road, Pittsburgh, PA 15216, United States.