Introduction
These Terms of Service ("Terms") govern your use of EstateMate ("the Service"), a website and application available at yourestatemate.com, provided by EstateMate LLC ("we," "us," or "our").
By accessing or using EstateMate, you agree to be bound by these Terms. If you do not agree, do not use the Service.
These Terms apply to all visitors, users, and others who access or use the Service.
Definitions
- "Service" means EstateMate, including its website, application, and all related features.
- "User" means any person who accesses or uses the Service.
- "Account" means your registered user account on EstateMate.
- "Free Plan" means the no-cost version of the Service with limited features, including the state-specific checklist.
- "Paid Plan" means the paid, full-featured version of the Service (currently a one-time purchase for lifetime access), including the Document Vault, Family Coordination, and Task Tracking.
- "Content" means any information, data, documents, or materials uploaded or submitted through the Service.
Description of Services
EstateMate helps families organize and manage an estate when there is no will (intestate succession). The Service provides:
- A state-specific probate checklist (Free Plan)
- A full guided estate workspace with document vault, family coordination, and task tracking (Paid Plan)
- State-aware guidance and progress tracking
- Organizational tools for estate-related documents and communications
EstateMate does not provide legal advice, court representation, attorney-client relationships, or guaranteed legal outcomes. We are not a law firm.
The Service is intended for informational and organizational purposes only. Always consult a licensed attorney for advice about your specific legal situation.
User Eligibility & Account Creation
- You must be at least 18 years old (or the age of majority in your jurisdiction) to use EstateMate.
- You may create an Account by providing required information, including your name and email address.
- You are responsible for keeping your Account information accurate and your login credentials secure.
- You are responsible for all activity that occurs under your Account.
- You may not share your Account with others except as allowed by Paid Plan family features.
- We reserve the right to suspend or terminate Accounts that violate these Terms.
User Responsibilities & Prohibited Uses
You agree to:
- Use the Service only for lawful purposes
- Provide accurate information when creating your Account or using the Service
- Keep your login credentials confidential
- Notify us immediately of any unauthorized use of your Account
You may NOT:
- Use EstateMate to provide legal advice to others
- Interfere with or disrupt the Service or its servers or networks
- Attempt to gain unauthorized access to any portion of the Service or related systems
- Reverse engineer, decompile, or extract the Service's underlying code or data
- Use automated systems (bots, scrapers, crawlers) to access the Service without our written permission
- Upload or transmit spam, malware, harmful code, or illegal content
- Upload content that infringes on the intellectual property, privacy, or other rights of any third party
- Use the Service to harass, abuse, or harm any person
- Violate any applicable local, state, national, or international laws or regulations
We reserve the right to investigate and take appropriate action — including account suspension or termination — for any violation of these responsibilities.
Intellectual Property
EstateMate, including its content, features, design, branding, and underlying code, is owned by EstateMate LLC and is protected by copyright, trademark, and other applicable laws.
You may not copy, modify, distribute, reproduce, sell, or create derivative works from any part of EstateMate without our prior written permission.
Your Content
Content you upload to the Service — including estate documents, files, and personal information — remains your property. By uploading Content, you grant us a limited, non-exclusive license to store, process, and display that Content solely as necessary to operate and provide the Service to you and the family members or collaborators you invite.
We do not claim ownership of your Content and will not sell or share it with third parties except as described in our Privacy Policy or as required by law.
Payment Terms
The Free Plan is available at no cost with limited features. The Paid Plan requires payment as described on our website or within the application.
- By selecting a Paid Plan, you agree to pay all applicable fees at the rates described at the time of purchase.
- All payments are processed through our third-party payment provider. We do not store your full payment card details.
- We may update Paid Plan pricing at any time. Price changes apply only to purchases made after the change and do not affect access you have already purchased.
- EstateMate is a one-time purchase that grants immediate access to the Estate Hub. If it is not the right fit, you may request a full refund within fourteen (14) days of your purchase by emailing billing@yourestatemate.com. Approved refunds are issued to your original payment method. Because access is granted immediately, refunds are generally not available after the 14-day period, except where required by law. We may decline requests that show evidence of abuse.
- You are responsible for any taxes applicable to your purchase.
Third-Party Websites & Content
The Service may contain links to other websites ("Third-Party Websites") as well as articles, text, graphics, information, applications, and other content belonging to or originating from third parties ("Third-Party Content"). For example, our guidance may link to state courts, government agencies, or other outside resources, and we may from time to time link to services offered by third parties.
Third-Party Websites and Third-Party Content are not investigated, monitored, or checked for accuracy, appropriateness, or completeness by us, and we are not responsible for any Third-Party Websites or Third-Party Content accessed through the Service, including their content, accuracy, reliability, privacy practices, or other policies. Inclusion of, or linking to, any Third-Party Website or Third-Party Content does not imply our approval or endorsement.
If you decide to leave the Service and access Third-Party Websites, you do so at your own risk, and you should be aware that these Terms no longer govern. You should review the applicable terms and policies, including privacy and data-gathering practices, of any website to which you navigate from the Service. Any purchases you make through Third-Party Websites are between you and the applicable third party, and we take no responsibility for such purchases.
Disclaimers & Limitation of Liability
No Warranties
EstateMate is provided "as is" and "as available" without warranties of any kind, either express or implied. To the fullest extent permitted by law, we disclaim all warranties, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement.
We do not warrant that the Service will be uninterrupted, error-free, secure, or free of viruses or other harmful components. We do not guarantee that any information provided through the Service is accurate, complete, or up to date.
Limitation of Liability
To the fullest extent permitted by applicable law, EstateMate LLC and its officers, directors, employees, agents, and licensors shall not be liable for any indirect, incidental, special, consequential, punitive, or exemplary damages arising from your use of, or inability to use, the Service — including but not limited to damages for loss of data, loss of profits, loss of goodwill, or other intangible losses.
In no event shall our total aggregate liability to you for any claims arising out of or relating to the Service exceed the amount you paid us for the Service, if any. Certain US state laws do not allow limitations on implied warranties or the exclusion or limitation of certain damages; if these laws apply to you, some or all of the above disclaimers or limitations may not apply, and you may have additional rights.
No Legal Outcomes Guaranteed
EstateMate provides organizational and informational tools only. We make no representations that use of the Service will result in any particular legal outcome, approval, or resolution of any estate matter. Legal results depend on many factors outside our control.
Your Responsibility to Verify; Assumption of Risk
Laws, dollar thresholds, deadlines, forms, court procedures, and other legal information change frequently and vary by jurisdiction. You acknowledge and agree that any legal information shown in the Service — including small-estate thresholds, filing deadlines, court links, and procedural guidance — may be outdated, incomplete, or inapplicable to your specific situation, and that you are solely responsible for independently verifying any such information with the appropriate court or a licensed attorney in your jurisdiction before relying or acting on it.
You assume all risk arising from your use of, or reliance on, information provided through the Service. To the fullest extent permitted by law, EstateMate LLC is not responsible for any loss, penalty, missed deadline, rejected filing, or other harm resulting from information that is inaccurate, outdated, or not suited to your circumstances.
Certain features use artificial intelligence to read documents you upload (for example, a death certificate or bank statement) and to suggest details for your estate record. These features only fill in blank fields and never change details you have already entered; suggested assets are staged for your review and are not automatically added. AI can misread documents. You are solely responsible for verifying every AI-suggested field against the original document before relying or acting on it, and you accept the same responsibility to verify and assumption of risk described above with respect to any AI-generated output.
Indemnification
You agree to defend, indemnify, and hold harmless EstateMate LLC and our subsidiaries, affiliates, and all of our respective officers, agents, partners, and employees, from and against any loss, damage, liability, claim, or demand, including reasonable attorneys' fees and expenses, made by any third party due to or arising out of: (1) your use of the Service; (2) your breach of these Terms; (3) any breach of your representations and warranties set forth in these Terms; (4) your violation of the rights of a third party, including but not limited to intellectual property rights; or (5) any content or information you upload or submit through the Service.
Notwithstanding the foregoing, we reserve the right, at your expense, to assume the exclusive defense and control of any matter for which you are required to indemnify us, and you agree to cooperate, at your expense, with our defense of such claims. We will use reasonable efforts to notify you of any such claim, action, or proceeding upon becoming aware of it.
Copyright Infringements
We respect the intellectual property rights of others. If you believe that any material available on or through the Service infringes upon any copyright you own or control, please immediately notify us using the contact information provided below (a "Notification"). A copy of your Notification may be sent to the person who posted or stored the material addressed in the Notification.
Please be advised that, pursuant to applicable law, you may be held liable for damages if you make material misrepresentations in a Notification. If you are not sure that material located on or linked to by the Service infringes your copyright, you should consider first contacting an attorney. Copyright notices should be sent to legal@yourestatemate.com.
Privacy
Your privacy is important to us. Our Privacy Policy, available at https://yourestatemate.com/privacy.html, explains how we collect, use, store, and protect your personal information when you use the Service. By using the Service, you agree to be bound by our Privacy Policy, which is incorporated into these Terms.
By using EstateMate, you agree to the collection and use of your information as described in our Privacy Policy. If you do not agree with the Privacy Policy, please do not use the Service.
The Service is hosted in the United States. If you access the Service from another region with laws governing personal data that differ from US law, then through your continued use of the Service you are transferring your data to the United States, and you consent to have your data processed in the United States.
We take reasonable administrative, technical, and physical measures to protect your data. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.
Term & Termination
These Terms remain in full force and effect while you use the Service. You may stop using the Service at any time by closing your Account or discontinuing use.
Without limiting any other provision of these Terms, we reserve the right, in our sole discretion and without notice or liability, to deny access to and use of the Service to any person for any reason, including for breach of any representation, warranty, or covenant contained in these Terms or of any applicable law or regulation. We may terminate your use of the Service or delete your Account and any content at any time, without warning, in our sole discretion.
Upon termination:
- Your right to use the Service immediately ceases.
- We may delete your Account and associated data in accordance with our data retention practices described in our Privacy Policy.
- If we terminate or suspend your Account for any reason, you are prohibited from registering and creating a new Account under your name, a fake or borrowed name, or the name of any third party.
- Provisions of these Terms that by their nature should survive termination — including intellectual property rights, disclaimers, limitations of liability, indemnification, and dispute resolution — will survive.
Governing Law & Dispute Resolution
These Terms and your use of the Service are governed by and construed in accordance with the laws of the Commonwealth of Virginia, without regard to its conflict of law principles.
Informal Negotiations
To expedite resolution and control the cost of any dispute, controversy, or claim related to these Terms (each a "Dispute"), you and EstateMate LLC agree to first attempt to negotiate any Dispute (except those expressly excluded below) informally for at least thirty (30) days before initiating arbitration. Informal negotiations begin upon written notice from one party to the other.
Binding Arbitration
If the parties are unable to resolve a Dispute through informal negotiations, the Dispute (except those expressly excluded below) will be finally and exclusively resolved by binding arbitration. YOU UNDERSTAND THAT WITHOUT THIS PROVISION, YOU WOULD HAVE THE RIGHT TO SUE IN COURT AND HAVE A JURY TRIAL. The arbitration will be commenced and conducted under the Commercial Arbitration Rules of the American Arbitration Association ("AAA") and, where appropriate, the AAA's Supplementary Procedures for Consumer Related Disputes. If the arbitrator determines the costs of arbitration to be excessive, we will pay all arbitration fees and expenses. The arbitration may be conducted in person, by the submission of documents, by phone, or online. Except where otherwise required by the applicable AAA rules or applicable law, the arbitration will take place in Henrico County, Virginia.
If for any reason a Dispute proceeds in court rather than arbitration, the Dispute will be commenced or prosecuted in the state and federal courts located in Henrico County, Virginia, and the parties consent to, and waive all defenses of lack of personal jurisdiction and forum non conveniens with respect to venue and jurisdiction in such courts.
Class-Action Waiver
The parties agree that any arbitration will be limited to the Dispute between the parties individually. To the full extent permitted by law, (a) no arbitration will be joined with any other proceeding; (b) there is no right or authority for any Dispute to be arbitrated on a class-action basis or to utilize class-action procedures; and (c) there is no right or authority for any Dispute to be brought in a purported representative capacity on behalf of the general public or any other persons.
Exceptions
The parties agree that the following Disputes are not subject to the above provisions concerning informal negotiations and binding arbitration: (a) any Disputes seeking to enforce or protect, or concerning the validity of, any intellectual property rights of a party; (b) any Dispute related to, or arising from, allegations of theft, piracy, invasion of privacy, or unauthorized use; and (c) any claim for injunctive relief. If any provision of this section is found to be illegal or unenforceable, the affected Dispute will be decided by a court of competent jurisdiction within the courts listed above.
Corrections
There may be information on the Service that contains typographical errors, inaccuracies, or omissions, including descriptions, pricing, availability, and various other information. We reserve the right to correct any errors, inaccuracies, or omissions and to change or update the information on the Service at any time, without prior notice.
User Data
We will maintain certain data that you transmit to the Service for the purpose of managing the performance of the Service, as well as data relating to your use of the Service. Although we perform regular routine backups of data, you are solely responsible for all data that you transmit or that relates to any activity you have undertaken using the Service. You agree that, to the fullest extent permitted by law, we have no liability to you for any loss or corruption of any such data, and you waive any right of action against us arising from any such loss or corruption.
Electronic Communications, Transactions & Signatures
Visiting the Service, sending us emails, and completing online forms constitute electronic communications. You consent to receive electronic communications, and you agree that all agreements, notices, disclosures, and other communications we provide to you electronically — via email and on the Service — satisfy any legal requirement that such communication be in writing.
You hereby agree to the use of electronic signatures, contracts, orders, and other records, and to electronic delivery of notices, policies, and records of transactions initiated or completed by us or via the Service. You waive any rights or requirements under any laws that require an original (non-electronic) signature or delivery or retention of non-electronic records.
California Users & Residents
If any complaint with us is not satisfactorily resolved, you may contact the Complaint Assistance Unit of the Division of Consumer Services of the California Department of Consumer Affairs in writing at 1625 North Market Blvd., Suite N 112, Sacramento, California 95834, or by telephone at (800) 952-5210 or (916) 445-1254.
Miscellaneous
These Terms and any policies or operating rules we post on the Service constitute the entire agreement and understanding between you and us. Our failure to exercise or enforce any right or provision of these Terms will not operate as a waiver of such right or provision.
These Terms operate to the fullest extent permissible by law. We may assign any or all of our rights and obligations to others at any time. We are not responsible or liable for any loss, damage, delay, or failure to act caused by any cause beyond our reasonable control.
If any provision or part of a provision of these Terms is determined to be unlawful, void, or unenforceable, that provision or part is deemed severable from these Terms and does not affect the validity and enforceability of any remaining provisions. There is no joint venture, partnership, employment, or agency relationship created between you and us as a result of these Terms or your use of the Service. You agree that these Terms will not be construed against us by virtue of having drafted them.
Changes to These Terms
We may update these Terms from time to time. When we do, we will revise the "Effective Date" at the top of this page.
For material changes, we will notify you by email (if you have an Account) or by displaying a prominent notice on the Service before the changes take effect.
Your continued use of the Service after any changes constitutes your acceptance of the updated Terms. If you do not agree to the updated Terms, you must stop using the Service.
Contact Us
If you have any questions about these Terms, or to resolve a complaint regarding the Service, please contact us:
- Email: hello@yourestatemate.com (general) · legal@yourestatemate.com (legal notices) · billing@yourestatemate.com (refunds & billing)
- Mailing address: EstateMate LLC, 8401 Mayland Dr Ste A, Richmond, VA 23294, United States
- Website: yourestatemate.com
We will do our best to respond to all inquiries within 5 business days.