Sentinel Package

Monitoring Services Agreement

Jacksonville, Florida · (904) 780-0059 · [email protected]

This Monitoring Services Agreement ("Agreement") is entered into as of the date signed below between the Law Office of Carl G. Hawkins, PLLC ("Firm"), a Florida professional limited liability company, and the undersigned individual or entity ("Subscriber").

1. SCOPE OF SERVICES

1.1. Subject to the terms of this Agreement, the Firm will provide the following ongoing compliance support services for Subscriber's Florida-registered business entity:

a. Annual Report Reminders. Written reminders delivered to Subscriber at approximately 30 and 7 days prior to Florida's annual report filing deadline (May 1 of each year). Reminders will include the current state filing fee schedule.

b. Annual Report Filing (Included). The Firm will prepare and file the Entity's Florida annual report on Subscriber's behalf. The Florida state filing fee (subject to change by the Florida Division of Corporations; current fees: $150.00 for Profit Corporations, $61.25 for Non-Profit Corporations, $138.75 for LLCs, and $500.00 for Limited Partnerships, LLPs, and LLLPs) is the Subscriber's sole responsibility and is not included in the subscription fee. The state filing fee will be invoiced separately and charged to the card on file unless Subscriber instructs otherwise. No additional attorney fee is charged for this service.

c. UCC Lien Review. On the 2nd and 4th Monday of each month, the Firm will search the Florida Secured Transaction Registry (UCC filings) for financing statements filed against the Entity's name, regardless of the Subscriber's enrollment date. Subscriber will be notified of any new UCC filings identified during each review cycle. This service is a monitoring and notification service only; it does not constitute legal advice regarding any identified filing, and does not include any action to contest, release, or respond to a UCC filing unless separately engaged in writing.

d. Entity Status Monitoring. The Firm will monitor the Entity's standing with the Florida Division of Corporations and notify Subscriber if the Entity's status changes to inactive, dissolved, or otherwise at risk of administrative dissolution.

e. Trademark Watch Add-On (Optional, Separate Fee). If Subscriber has separately enrolled in the Trademark Watch add-on, the Firm will conduct manual reviews of the USPTO and WIPO databases on the 2nd and 4th Monday of each month, regardless of the Subscriber's enrollment date, for new applications that may be confusingly similar to Subscriber's registered mark. See Section 6 for important limitations on this service.

2. SUBSCRIPTION FEES AND BILLING

2.1. Annual Package: $349.99/year. Billed in full at the time of enrollment through Stripe. By proceeding to checkout, Subscriber authorizes this annual charge.

3. CANCELLATION AND REFUND POLICY

3.1. The Sentinel Package is non-refundable. Once the annual fee is charged, no refunds will be issued for any unused portion of the subscription term, regardless of the reason for cancellation. Subscriber may cancel auto-renewal at any time through the billing portal or by written notice to [email protected] to prevent future annual charges. Cancellation of auto-renewal does not entitle Subscriber to a refund of the current annual fee.

4. AUTO-RENEWAL AND PRICE CHANGES

4.1. The Sentinel Package renews automatically on an annual basis at the then-current annual rate unless Subscriber cancels auto-renewal prior to the renewal date. The Firm will send a renewal reminder at least thirty (30) days before each annual renewal date. Subscriber may cancel auto-renewal at any time through the billing portal or by written notice to [email protected]. The Firm reserves the right to modify the annual subscription fee upon thirty (30) days' written notice prior to the next renewal date. Subscriber's failure to cancel auto-renewal following such notice constitutes acceptance of the new fee.

5. LIMITATIONS OF SERVICE

5.1. The compliance support services provided under this Agreement are administrative and informational in nature. Notifications do not constitute legal advice, legal opinions, or recommendations regarding any specific course of action. The Sentinel Package does not include legal representation, litigation, enforcement actions, or any services beyond those expressly described in Section 1. Any additional legal services requested by Subscriber will be subject to a separate engagement agreement and fee arrangement. The Trademark Watch add-on, if enrolled, is dependent on the accuracy and completeness of the USPTO public database; the Firm does not warrant the accuracy of any third-party database and shall not be liable for errors, omissions, or delays in such databases.

6. TRADEMARK WATCH ADD-ON — IMPORTANT LIMITATIONS

6.1. The Trademark Watch add-on is an optional service billed separately from the base Sentinel Package. If enrolled, the Firm will conduct manual reviews of the USPTO database on the 2nd and 4th Monday of each month. This service does NOT include:

  • a. Automated or real-time monitoring: Reviews are conducted by the attorney on the 2nd and 4th Monday of each month, not by automated software.
  • b. Phonetic or sound-alike monitoring: The review focuses on text-string similarity. Applications for marks that sound similar but are spelled differently may not be flagged.
  • c. Design mark visual monitoring: Automated visual similarity searches are not performed. Design mark monitoring is limited to monitoring by international trademark class.
  • d. State trademark registration monitoring;
  • e. Domain name or social media handle monitoring;
  • f. Common law use monitoring;
  • g. Infringement enforcement or legal action.

6.2. Discovery of a potentially conflicting application does not obligate the Firm to take any action without a separate engagement. Subscriber is responsible for maintaining an active trademark registration and for consulting with the Firm regarding any potential conflicts identified.

7. UCC LIEN REVIEW — LIMITATIONS

7.1. The UCC lien review described in Section 1 (item c.), conducted on the 2nd and 4th Monday of each month, is limited to name-based searches of the Florida Secured Transaction Registry (Florida UCC database) using the Entity's registered legal name as provided by Subscriber. This service does NOT include:

  • a. Federal UCC filings or filings in any state other than Florida;
  • b. Filings indexed under trade names, DBAs, or name variations not provided by Subscriber;
  • c. Judgment lien searches, tax lien searches, or any lien search outside the Florida UCC database;
  • d. Legal advice, legal opinions, or any action to contest, release, or respond to an identified filing. Any such services require a separate written engagement.

7.2. The Firm does not warrant the accuracy, completeness, or timeliness of data retrieved from the Florida Secured Transaction Registry and shall not be liable for errors, omissions, or delays in that database.

8. ATTORNEY-CLIENT RELATIONSHIP

8.1. This Agreement establishes a limited-scope attorney-client relationship between the Firm and Subscriber solely for the monitoring services described in Section 1. The Firm does not assume any responsibility for matters outside the scope of this Agreement. Subscriber is responsible for retaining separate counsel for any legal matters not covered herein.

9. CONFIDENTIALITY

9.1. The Firm will maintain the confidentiality of all information provided by Subscriber in connection with this Agreement in accordance with the Florida Rules of Professional Conduct.

10. LIMITATION OF LIABILITY

10.1. The Firm's total liability to Subscriber for any claim arising out of or related to this Agreement shall not exceed the total fees paid by Subscriber in the three (3) months immediately preceding the claim. In no event shall the Firm be liable for indirect, incidental, consequential, or punitive damages.

11. TERMINATION BY FIRM

11.1. The Firm reserves the right to terminate this Agreement upon thirty (30) days' written notice to Subscriber. Annual subscription fees are non-refundable regardless of the reason for termination, including termination initiated by the Firm.

12. ELECTRONIC SIGNATURE

Subscriber agrees that an electronic signature in the form of "/s/ [Subscriber Name]" constitutes a valid and binding signature under the Electronic Signatures in Global and National Commerce Act (E-SIGN Act) and the Florida Electronic Signature Act.

13. GOVERNING LAW

13.1. This Agreement shall be governed by and construed in accordance with the laws of the State of Florida. Any disputes arising under this Agreement shall be resolved in the state or federal courts of Duval County, Florida.

14. ENTIRE AGREEMENT

14.1. This Agreement constitutes the entire agreement between the parties with respect to the Sentinel Package monitoring services and supersedes all prior discussions, representations, and agreements. This Agreement may be amended only by a written instrument signed by both parties.

Acknowledgment and Signature

By typing your full name below, you acknowledge that you have read, understood, and agree to be bound by all terms of this Agreement, including the cancellation and refund policies in Section 3, the Trademark Watch limitations in Section 6, the UCC lien review limitations in Section 7, and the auto-renewal terms in Section 4. You understand that this annual subscription is non-refundable.

Electronic Signature

Signed: /s/ _______________ — April 3, 2026