1. SCOPE OF SERVICES

Overview

CD provides professional assistance and guidance for individuals and families pursuing Italian citizenship by descent through judicial proceedings. Our role is advisory and coordinative. Final decisions rest exclusively with Italian authorities. (Citizens by Descent)

Core Services Included (Base Plan)

Unless the Member elects the All-Inclusive Plan, the following services are included in the Base Plan:

• Eligibility Assessment: review of lineage and documentation for qualification, including identification of legal obstacles.
• Document Strategy and Coordination: plan for required records and documentation; coordination of collection.
• Legal Document Preparation: drafting filings, petitions, and required supporting documentation.
• Platform Access: secure portal for document storage, progress tracking, and communication.
• Professional Guidance: scheduled consults and communications with citizenship specialists.
• Coordination with Italian counsel where needed.

Limited Inclusion of Costs

Under the Base Plan, CD subsidizes only:

1. Birth record retrieval for the principal applicant, and
2. Government application filing fee paid directly at the time of filing.

All other costs — including but not limited to translations, apostilles, additional document retrieval, court filings, and third-party professional expenses — are the Member's responsibility unless the All-Inclusive Plan is selected.

All-Inclusive Plan (Optional Upgrade)

For an additional fee, the All-Inclusive Plan covers all document retrieval, translations, apostilles, court filings, and third-party professional services necessary to complete the case.

2. SERVICE COMMENCEMENT

Services begin after the initial consultation and document review. Services are considered substantially commenced when:

• Comprehensive case assessment is completed; AND
• Document collection strategy is provided; AND
• Work has begun on procurement or legal preparation.

Once services have substantially commenced, fees are earned as described below. (Citizens by Descent)

3. MEMBER RESPONSIBILITIES

The Member must:

• Provide accurate, complete, and timely information and documents.
• Cooperate in supplying all records and following CD guidance.
• Understand that CD's services are limited to the scope described in this Agreement.

4. FEES, PLANS & EXPENSES

Pricing Structure

Your investment is determined by (a) the generational distance to your qualifying Italian ancestor, and (b) your selection of either the Base Plan or All-Inclusive Plan.

Generational Pricing Tiers - All-Inclusive Plan

• Parent (1 Generation): $5,000 | 5-7 vital records
• Grandparent (2 Generations): $6,000 | 7-10 vital records
• Great-Grandparent (3 Generations): $6,500 | 9-12 vital records
• Great-Great-Grandparent (4 Generations): $7,000 | 11-14 vital records

Base Plan (50% of All-Inclusive)

• Parent (1 Generation): $2,500
• Grandparent (2 Generations): $3,000
• Great-Grandparent (3 Generations): $3,250
• Great-Great-Grandparent (4 Generations): $3,500

Services Included

Base Plan includes:

• Eligibility assessment and case management
• Birth record retrieval (principal applicant only)
• Legal document preparation and petition drafting
• Platform access (secure portal for documents and progress tracking)
• Professional guidance (scheduled consultations with citizenship specialists)
• Coordination with Italian counsel where needed
• Government application filing fee (€600)

All-Inclusive Plan includes:

• Everything in Base Plan, PLUS:
• Complete document retrieval for all family members across all generations
• Professional translations (certified for Italian courts)
• Apostille services (authentication per 1961 Hague Convention)
• All court filing fees
• All third-party professional expenses
• End-to-end citizenship approval management, including post-recognition steps through official confirmation of Italian citizenship
• Italian (EU) passport application management, including appointment coordination, application preparation, and submission support with the competent Italian consulate

Family Add-Ons

• Minor Children (under 18): $750 each
• Adult Children (18+): 50% of your generational tier (both Base and All-Inclusive)
• Spouses: $1,000 if added at initial filing; $1,500 if added later

Expenses Covered

Base Plan: CD subsidizes only birth record retrieval (principal) and government filing fee (€600). All other costs—including ancestor document retrieval, translations, apostilles, court filings, and third-party services—are the Member's responsibility. These typically range from $1,500 to $3,500 depending on family structure.

All-Inclusive Plan: CD covers all necessary expenses to complete your application. Member pays nothing beyond the enrollment fee—zero surprise costs, complete budget certainty.

Payment Terms

2025 Pricing Lock (Expires January 30, 2026): The pricing above reflects our 2025 rates. To honor these rates, you must confirm enrollment before 11:59 PM EST on January 30, 2026. Starting February 1st, 2026, our pricing increases by 15% to 2026 levels.

Payment Options:

• Option 1: Four Equal Installments (0% Interest) - Pay over 90 days
• Option 2: Pay in Full (10% Discount) - One payment at enrollment receives immediate 10% discount

Fees are due according to the payment schedule in your customized quote. By signing this Agreement, the Member authorizes CD to process payments according to the schedule agreed. Outstanding payments may result in suspension of services.

Service Commencement

Services begin after initial consultation and document review. Services are substantially commenced when: (1) case assessment is completed, AND (2) document collection strategy is provided, AND (3) work has begun on procurement or legal preparation. Once substantially commenced, fees are earned as described.

5. MONEY-BACK GUARANTEE

CD offers a limited Money-Back Guarantee:

• The Money-Back Guarantee applies exclusively to Members who select Pay in Full option at the time of enrollment. Milestone plan is not eligible for this guarantee.
• If Italian authorities officially deny the application and Member chooses not to appeal, a 100% refund of fees paid will be issued.
• If CD conclusively determines ineligibility within 90 days of substantial service commencement, a 90% refund of fees paid will be issued.
• No refunds will be offered if the Member withdraws, provides inaccurate information, or if delays occur outside CD's control.
• Refunds are processed after confirmation of denial or ineligibility and may be adjusted for costs already paid to third parties.

6. CONFIDENTIALITY & DATA PROTECTION

CD will maintain the confidentiality of Member information and use it only for case purposes. CD complies with applicable data protection laws to safeguard personal data.

7. TERMINATION

Either Party may terminate this Agreement with written notice. CD retains all fees and expenses paid to date, subject to the Money-Back Guarantee provisions. Upon termination, CD will not retain any physical or digital documents. All remaining data in our systems will be destroyed in accordance with applicable data protection requirements.

8. LIMITATION OF LIABILITY

CD does not guarantee outcomes. Italian authorities make all final determinations. CD's liability for any claim under this Agreement is limited to the total fees paid by the Member.

9. GOVERNING LAW

This Agreement is governed by and construed in accordance with the laws of the State of Delaware, USA.

10. ENTIRE AGREEMENT & UPDATES

This Agreement constitutes the full understanding between the Parties. CD may update terms for operational or legal reasons; continued use of services after updates constitutes acceptance.