ESTATE- A- BASE SUBSCRIPTION ORDER FORM

As a current customer of our Estate-A-Base Software (the “Software”), this is a notice to you (“Subscriber“, “you“, and terms of similar meaning) that Do Process LP by its general partner, Dye & Durham Acquisition Limited (“DoProcess“, “we“, “us” and terms of similar meaning) is discontinuing our Pay-Per-Use fee structure for access to the Software. We will now be offering access to the Software via a subscription fee structure with effect from December 31st, 2021 (the “Cutover Date”).

This means that, from the Cutover Date, you can only open and create new records upon the acceptance of this Subscription Order Form.

As a current customer, we are offering you continued access to your account in the Software under a new subscription fee structure for an initial three (3) year term (the “Subscription Period“). The Subscription Period will automatically renew for successive Subscription Periods unless one of us gives the other written notice of intention not to renew at least 30 days prior to the end of the then-current Subscription Period.

The benefits of your subscription include:

  • Price protection and a low monthly fee for the duration of your subscription (36 months)
  • A tiered pricing model based on your previous 12 months usage
  • A set price for a range of transactions within your tier for immediate savings
  • All-in-one fee includes ongoing technical support, training, and maintenance updates
  • Estate Accounting is now included
  • Add unlimited users or workstations at no extra cost

The table below outlines the Tiered Pricing Fee Structure for the Software.

Tiered Pricing Fee Structure

Tier Transaction Volumes per annum Subscription Fees ($) per month
1 1 to 5 $30.00
2 6 to 15 $95.00
3 16 to 40 $250.00
4 41 to 100 $600.00
5 101 to Unlimited $1,000.00

Based on your transaction volumes in the past twelve (12) months of ……., you will be placed in Tier……. with a Subscription Fee of …………………… per month payable in advance.

The Subscription Fees are fixed for the initial Subscription Period unless you are upgraded or downgraded as may be requested and approved by us in our sole discretion. We reserve the right to review and adjust the Subscription Fees at renewal upon notice to you, in which case, unless otherwise agreed between us, the change will be effective upon the start of the next Subscription Period, and you will be charged and will pay the adjusted Subscription Fees for that Subscription Period. If you do not agree with the change in the Subscription Fees, then either of us may choose to terminate your subscription to the Software at the end of the then current Subscription Period.

We reserve the right to review and adjust the calculation matrix for the above Tiered Pricing Fee Structure from time to time and will notify you by any means of our choice, either through your account in the Program or via email to your billing representative in the event of any adjustments.

To ensure uninterrupted use of the Software, please acknowledge and agree to the terms of this Subscription Order Form by checking the “Accept” button below by December 15th, 2021 (“Due Date”) to confirm your acceptance of the terms of this Subscription Order Form and the Subscription Agreement.

If you do not accept the terms of this Subscription Order Form, please indicate so by checking the “Reject” button below by December 15th, 2021 (“Due Date”), in which case from the Cutover Date, you will continue to have access to your existing files for informational purposes but will not be able to create new records or revalidate existing records.

Please note that, if we do not receive a response on your acceptance or rejection of the Subscription Order Form by the Due Date, and you continue to use the Software after the Cutover Date, you will be deemed to have accepted the Subscription Order Form and Subscription Agreement and your account will automatically be rolled into the above Subscription Fee structure for the Subscription Period, subject to the Subscription Agreement.

This change in fee structure allows us to continue supporting the Software and maintain the level of service to which you have come to expect from our team. As always, we are committed to providing superior products and services and delivering unparalleled business value to your firm.

By signing below, the Subscriber certifies that it has read, understood, and agrees to be bound by this Subscription Order Form and the terms and conditions of the Subscription Agreement located here.

If you have any questions, please do not hesitate to contact us at 1.866.367.7648 or inquiries[email protected].

Thank you for your continued business and for making Estate A Base your platform of choice.