ADA Platform Technology(“ADA Platform Technology”) considers its trademarks and the goodwill represented by such trademarks as extremely valuable assets. It is therefore important that you follow these guidelines when using any of the ADA Platform Technology Trademarks. ADA Platform Technology will take all appropriate legal and equity steps necessary or advisable to preserve the strength and retain the exclusive rights to use its trademarks. For the purposes of these guidelines, the “ADA Platform Technology Trademarks” include all registered and unregistered trademarks and service marks (such as words, names, symbols, devices, slogans or any combination thereof) owned by ADA Platform Technology, including without limitation, those trademarks and service marks listed on ADA Platform Technology Trademark List.

If you have any questions about these guidelines, please direct them to trademarks@turnkeyestateplanning.com.

GENERAL GUIDELINES
ADA Platform Technology is the exclusive owner of the ADA Platform Technology Trademarks and reserves all rights not expressly granted herein or pursuant to a separate license agreement. Accordingly, any goodwill derived from using an ADA Platform Technology Trademark inures solely to ADA Platform Technology’s benefit. By using an ADA Platform Technology Trademark, in whole or in part, you are acknowledging that ADA Platform Technology is the sole owner of the trademark and promising that you will not interfere with ADA Platform Technology’s rights in the trademark, including challenging ADA Platform Technology’s use, registration of, or application to register such trademark, alone or in combination with other words, anywhere in the world, and that you will not harm, misuse, or bring into disrepute any ADA Platform Technology trademark.

To the extent that ADA Platform Technology has entered into a business relationship with you, ADA Platform Technology may have provided with you specific requirements for how the ADA Platform Technology Trademarks are to be used in terms of size, typeface, colors, other graphic characteristics of the trademarks, or other limitations and you must abide by those requirements when using the ADA Platform Technology Trademarks.

PERMITTED USE OF ADA PLATFORM TECHNOLOGY TRADEMARKS
You may use the ADA Platform Technology Trademarks to accurately describe how your products or services relate to ADA Platform Technology’s products and services, so long as you observe these guidelines and it is clear that your products and services are not offered, sponsored, associated with or endorsed by ADA Platform Technology . See Compatibility below.
You may use taglines that refer to ADA Platform Technology’s Trademarks; provided that such taglines always appear in smaller and less prominent type than your company’s own brand name and use a different typeface, colors or other graphic characteristics.
You must make the ADA Platform Technology Trademarks distinguishable from the surrounding text in some manner, such as capitalizing the trademark, enclosing it in quotes, and/or using a different typeface or font for the trademark.
You may use the ADA Platform Technology Trademarks only in the form provided by ADA Platform Technology and may not use them in plural or modified forms.
You must always use the appropriate trademark symbol, such as ™, ℠ or ®, as specified by ADA Platform Technology and include written text in a footnote to indicate the trademark is owned by ADA Platform Technology and used by you with permission. Use the following format:
“ADA Platform Technology” and the “ADA Platform Technology logo” are either registered trademarks or trademarks of ADA Platform Technology. in the United States and/or other countries.

You must always use an ADA Platform Technology Trademark as an adjective followed by the generic category name of the product or service it modifies, such as ADA Platform Technology® VEPS or ADA Platform Technology® software. Notwithstanding the foregoing, “ADA Platform Technology” functions not only as a trademark and service mark identifying its goods and services, but also as a trade name or company name referring to Infusion Software, Inc. Trade names are nouns and, therefore, should not be followed by a generic descriptor and may be used in the possessive form. When used as a trade name, “ADA Platform Technology” should not be followed by a trademark symbol. Within documents, the first reference to the trade or company name should be “Infusion Software, Inc.” Thereafter, “ADA Platform Technology” can be used for subsequent references
PROHIBITED USE OF ADA PLATFORM TECHNOLOGY TRADEMARKS
You may not incorporate an ADA Platform Technology Trademark into your company’s name, publication title, conference title, website name, product or service name or domain name without ADA Platform Technology’s prior written consent which may require a license agreement in ADA Platform Technology’s sole discretion.
You may not use an ADA Platform Technology Trademark as a noun or verb, only as an adjective describing the generic category name of the product or service of which it represents.
You may not use misspellings, abbreviations, phonetic equivalents, or trademarks that rhyme with or sound like, or any marks that are confusingly similar to the ADA Platform Technology Trademarks. You may not use abbreviations or foreign language translations of the ADA Platform Technology Trademarks.
You may not use company names, product names, url names or domain names that combine an ADA Platform Technology Trademark with other words, terms or trademarks so as to create a unitary mark. For example, you should not use www.MYTurnkeyEstatePlanning.com as your domain name or name your product “ADA Platform Technology LINK.”
You may not use an ADA Platform Technology logo or design (such as the “swish” symbol) in connection with your products or services except under a license agreement with ADA Platform Technology.
You may not incorporate any ADA Platform Technology logo or design in your own company or product logos.
You may not display any ADA Platform Technology logo or design on your website or other promotional materials except under a license agreement with ADA Platform Technology.
You may not use ADA Platform Technology Trademarks in a disparaging, false or misleading way.
You may not use ADA Platform Technology Trademarks on or in connection with any defamatory, scandalous, pornographic, or other objectionable materials of any sort.
You may not use typefaces for your company name, product name or service name that look like those of an ADA Platform Technology Trademark and create the potential impression of an association, affiliation or sponsorship between ADA Platform Technology and your company. You may not use logos or designs that incorporate design elements of or look similar to those of ADA Platform Technology.
You may not adopt ADA Platform Technology’s distinctive trade dress elements in your company website, packaging, marketing or other materials.
You may not manufacture, sell or give-away merchandise items, such as T-shirts, key chains, and mugs, bearing any ADA Platform Technology Trademark, including symbols, logos, or icons, except under a license agreement with ADA Platform Technology.
OTHER SIMILAR TERMS
While Infusionsoft does not own registered trademarks for other similar uses, such as “infuse”, “infused” or “infusion”, given the similarity to the Infusionsoft Trademarks, use of such similar terms can create confusion in the marketplace regarding the source, original or sponsorship of such products. Therefore, to avoid such confusion, we do not permit the use of such similar terms.

COMPATIBILITY
With the exception of the ADA Platform Technology logos (the use of which requires a license agreement with ADA Platform Technology), you generally may use the ADA Platform Technology Trademarks to refer to ADA Platform Technology’s products or services in advertising, promotional, and sales materials, assuming that you have the necessary authority to sell or promote ADA Platform Technology’s products or services, e.g. authorized reseller, licensee, etc.

You may indicate the relationship of your products and services to ADA Platform Technology’s products or services by using an accurate referential phrase in connection with your product or service, for example, “for use with ADA Platform Technology® software” or “compatible with ADA Platform Technology® software” provided that: (a) the ADA Platform Technology Trademark appears less prominent than the product or service name; (b) the ADA Platform Technology Trademark is not a part of or incorporated in your product or service name; and (c) the referential phrase is accurate and complies with the requirements of these guidelines and as set forth in any license agreement with ADA Platform Technology.

MISUSE OF INFUSIONSOFT TRADEMARKS BY OTHERS
If you learn of any uses of any trademarks that are confusingly similar to the ADA Platform Technology Trademarks, please notify ADA Platform Technology by sending an e-mail to trademarks@turnkeyestateplanning.com. Similarly, if you become aware of any use of an ADA Platform Technology Trademark that violates any of the rules described above, including failure to identify ADA Platform Technology Trademarks as belonging to ADA Platform Technology, please notify us at trademarks@turnkeyestateplanning.com. If possible, please provide a copy of the article or other medium in which the trademark violation appeared.

CHANGES TO TRADEMARK USAGE GUIDELINES
ADA Platform Technology may add to, change, update or modify these guidelines or the ADA Platform Technology Trademarks by posting such addition, change, update or modification on this website. Any such change, update or modification will be effective immediately upon posting on the website.