Terms of Service

Effective Date: March 8, 2026 • Last Updated: March 8, 2026

These Terms of Service ("Terms") govern your access to and use of the EstateClarity website at www.estate-clarity.com and related services (collectively, the "Service") operated by EstateClarity ("we," "us," "our").

By accessing or using the Service, you agree to be bound by these Terms. If you do not agree, you must not access or use the Service.

1. Service Description

EstateClarity provides AI-powered estate plan visualization tools, executor checklists, jurisdiction-specific probate guidance, advisor resources, and related informational content. The Service processes estate planning documents to generate visual summaries, identify key components, and provide general jurisdiction-specific information.

2. NOT LEGAL, TAX, OR FINANCIAL ADVICE — IMPORTANT DISCLAIMER

THE SERVICE IS FOR INFORMATIONAL AND EDUCATIONAL PURPOSES ONLY. ESTATECLARITY IS NOT A LAW FIRM, ACCOUNTING FIRM, FINANCIAL ADVISORY FIRM, OR LICENSED PROFESSIONAL SERVICE PROVIDER. NOTHING PROVIDED THROUGH THE SERVICE CONSTITUTES LEGAL ADVICE, TAX ADVICE, FINANCIAL ADVICE, OR ANY OTHER FORM OF PROFESSIONAL ADVICE.

The information, visualizations, checklists, guides, and other content provided through the Service are general in nature and are not a substitute for professional legal, tax, financial, or estate planning advice. Estate and probate laws vary significantly by jurisdiction and are subject to change. The accuracy, completeness, and applicability of information to your specific circumstances cannot be guaranteed.

You acknowledge and agree that:

(a) You will not rely on the Service as a substitute for consultation with qualified legal, tax, or financial professionals.
(b) Any decisions you make based on information from the Service are made at your own risk and sole discretion.
(c) EstateClarity bears no responsibility for actions taken or not taken based on information provided through the Service.
(d) The AI-powered analysis features are automated tools that may produce errors, omissions, or inaccuracies. You are solely responsible for verifying any output against the original source documents and with qualified professionals.
(e) Jurisdiction-specific information, including probate thresholds, court procedures, tax rates, filing deadlines, and legal requirements, is provided for general reference only and may not reflect the most current law in any jurisdiction.

3. Eligibility and Account Registration

You must be at least 18 years of age to use the Service. By creating an account, you represent that you are at least 18 years old and that the information you provide is accurate and complete.

You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. You must notify us immediately at hello@estate-clarity.com if you become aware of any unauthorized access to or use of your account.

4. Acceptable Use

You agree not to:

(a) Use the Service for any unlawful purpose or in violation of any applicable law or regulation.
(b) Upload documents that you do not have the legal right to possess, access, or share.
(c) Attempt to gain unauthorized access to the Service, other users' accounts, or our systems.
(d) Use the Service to provide professional legal, tax, or financial advice to third parties, or represent that output from the Service constitutes such advice.
(e) Reverse engineer, decompile, or disassemble the Service or attempt to derive its source code.
(f) Use automated tools, bots, or scripts to access the Service, except as expressly permitted.
(g) Interfere with or disrupt the integrity or performance of the Service.

5. Uploaded Documents and User Content

You retain all ownership rights in documents and content you upload to the Service ("User Content"). By uploading User Content, you grant EstateClarity a limited, non-exclusive, non-transferable license to process, analyze, and display your User Content solely for the purpose of providing the Service to you.

You represent and warrant that:

(a) You have all necessary rights and permissions to upload and process the documents you submit.
(b) Your use of the Service complies with all applicable laws, including privacy laws governing the personal information of third parties named in uploaded documents.
(c) You will not upload documents containing information that you are legally prohibited from sharing or processing.

EstateClarity does not claim ownership of your User Content. We do not use your uploaded documents to train AI models or for any purpose other than providing the Service to you, unless you provide express consent.

6. Intellectual Property

The Service, including its software, design, text, graphics, logos, and all other content (excluding User Content), is the property of EstateClarity or its licensors and is protected by intellectual property laws. You may not copy, modify, distribute, sell, or lease any part of the Service without our prior written consent.

7. Advisor Features and Sharing

If you use the advisor dashboard or sharing features, you acknowledge that:

(a) You are solely responsible for ensuring your use of the Service complies with all applicable professional regulations, licensing requirements, and codes of conduct governing your practice.
(b) Shared visualizations and reports are informational tools only. You are responsible for any professional advice you provide to your clients in connection with the Service.
(c) EstateClarity is not responsible for the accuracy or appropriateness of any advice you provide to your clients using information from the Service.

8. Fees, Billing, and Credits

Certain features of the Service may require payment or use of credits. Fees and pricing, where applicable, are as published on the Service and may be changed upon reasonable notice. All fees are non-refundable except as expressly stated or as required by applicable law.

9. DISCLAIMER OF WARRANTIES

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE SERVICE IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY.

WE EXPRESSLY DISCLAIM ALL IMPLIED WARRANTIES, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, COMPLETENESS, NON-INFRINGEMENT, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.

WITHOUT LIMITING THE FOREGOING, WE DO NOT WARRANT THAT:

(a) The Service will be uninterrupted, timely, secure, or error-free.
(b) The information, visualizations, or analysis provided through the Service will be accurate, complete, current, or reliable.
(c) Any errors or defects in the Service will be corrected.
(d) The Service will meet your specific requirements or expectations.
(e) The results obtained from the Service will be accurate or reliable for any legal, tax, financial, or professional purpose.

10. LIMITATION OF LIABILITY

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL ESTATECLARITY, ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, AFFILIATES, SHAREHOLDERS, LICENSORS, OR SERVICE PROVIDERS BE LIABLE FOR ANY:

(a) Indirect, incidental, special, consequential, punitive, or exemplary damages;
(b) Loss of profits, revenue, data, business opportunities, goodwill, or anticipated savings;
(c) Cost of procurement of substitute services;
(d) Damages arising from or related to any decisions made or actions taken (or not taken) in reliance on the Service;
(e) Damages arising from errors, omissions, or inaccuracies in AI-generated analysis, visualizations, or jurisdiction-specific information;
(f) Damages arising from unauthorized access to, alteration of, or loss of your data or uploaded documents;

REGARDLESS OF THE THEORY OF LIABILITY (CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY, OR OTHERWISE) AND EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

OUR TOTAL AGGREGATE LIABILITY TO YOU FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE SHALL NOT EXCEED THE GREATER OF: (i) THE TOTAL AMOUNT YOU PAID TO ESTATECLARITY IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (ii) ONE HUNDRED CANADIAN DOLLARS (CAD $100).

THE LIMITATIONS IN THIS SECTION APPLY TO THE FULLEST EXTENT PERMITTED BY LAW IN THE APPLICABLE JURISDICTION. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF CERTAIN DAMAGES, SO SOME OF THE ABOVE EXCLUSIONS OR LIMITATIONS MAY NOT APPLY TO YOU. IN SUCH CASES, OUR LIABILITY SHALL BE LIMITED TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW.

11. Indemnification

You agree to indemnify, defend, and hold harmless EstateClarity, its officers, directors, employees, agents, affiliates, and licensors from and against any claims, liabilities, damages, losses, costs, and expenses (including reasonable legal fees) arising out of or related to:

(a) Your use of the Service or any activity under your account.
(b) Your violation of these Terms.
(c) Your violation of any applicable law, regulation, or third-party right.
(d) Any professional advice you provide to third parties using information obtained from the Service.
(e) Any claim by a third party arising from documents you uploaded to the Service or from your use of shared visualization features.

12. Dispute Resolution

Governing Law: These Terms and any dispute arising from or related to the Service shall be governed by and construed in accordance with the laws of the Province of Alberta, Canada, without regard to its conflict-of-law principles.

Informal Resolution: Before initiating any formal dispute resolution proceeding, you agree to first contact us at hello@estate-clarity.com and attempt to resolve the dispute informally for a period of at least 30 days.

Jurisdiction: If informal resolution is unsuccessful, any legal action or proceeding arising out of or related to these Terms shall be brought exclusively in the courts of the Province of Alberta, Canada, and you consent to the personal jurisdiction of such courts.

Class Action Waiver: To the maximum extent permitted by applicable law, you agree that any dispute resolution proceedings will be conducted only on an individual basis and not in a class, consolidated, or representative action. You waive any right to participate in a class action lawsuit or class-wide arbitration against EstateClarity.

13. Suspension and Termination

We may suspend or terminate your access to the Service at any time, with or without cause, and with or without notice. Upon termination, your right to use the Service ceases immediately. You may terminate your account at any time through your account settings or by contacting us.

Upon termination, we will retain your data in accordance with our Privacy Policy. You may request deletion of your data prior to or following termination.

14. Modifications to the Service and Terms

We reserve the right to modify, suspend, or discontinue the Service (or any part thereof) at any time without liability. We may update these Terms from time to time. We will notify you of material changes by posting the updated Terms on this page with a revised "Last Updated" date. Your continued use of the Service after changes are posted constitutes your acceptance of the modified Terms.

15. Severability

If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions shall continue in full force and effect. The invalid or unenforceable provision shall be modified to the minimum extent necessary to make it valid and enforceable.

16. Entire Agreement

These Terms, together with our Privacy Policy and any other policies referenced herein, constitute the entire agreement between you and EstateClarity regarding the Service and supersede all prior or contemporaneous agreements, representations, or understandings.

17. Contact

For questions about these Terms of Service, contact us at:

EstateClarity
Email: hello@estate-clarity.com

Ask Clarity