Effective date: July 31, 2026 · Version 2026-07-31

Terms of Service

These Terms of Service ("Terms") govern access to and use of the Estateur platform by estate-planning attorneys, law firms, and allied professional advisors. By creating an account, subscribing, or using any part of the Service, you agree to these Terms. If you are entering into these Terms on behalf of a firm or entity, you represent that you are authorized to bind that firm or entity.

These Terms incorporate by reference the Estateur Subscriber Agreement (which contains important disclaimers, limitation-of-liability, and indemnification provisions) and the Estateur Privacy Policy. In the event of a conflict on the specific subjects it covers, the Subscriber Agreement controls.

1. Definitions

"Estateur," "we," "us," and "our" refer to Estateur, an Illinois-based software provider (contact@estateur.com). "Service" means the Estateur website, web application, document-drafting and assembly tools, firm workspace, client and matter management features, and all related features. "Subscriber," "you," and "your" refer to the professional or firm that holds an account. "Authorized Users" means the individual users (such as attorneys and paralegals) permitted to use the Service under your subscription and seats. "Client Data" means information about your clients and matters that you or your Authorized Users enter into or generate through the Service. "Generated Documents" means estate-planning instruments produced through the Service.

2. The Service; not a law firm

Estateur is a software tool that helps licensed professionals draft and manage estate-planning documents. Estateur is not a law firm, does not practice law, and does not provide legal advice. No attorney-client relationship is formed between you (or your clients) and Estateur. You are the licensed professional of record and are solely responsible for the professional judgment, review, and legal sufficiency of every document you produce, as set out more fully in the Subscriber Agreement.

3. Eligibility and accounts

You must be a licensed attorney or a legitimate professional advisor (or a firm employing such professionals), at least 18 years old, and legally able to contract. You are responsible for the confidentiality of your credentials, for all activity under your account and seats, and for ensuring your Authorized Users comply with these Terms. You must provide accurate registration information and keep it current.

4. Acceptable use

You agree not to: (a) use the Service to violate any law or any professional or ethical rule applicable to you; (b) provide false or misleading information; (c) share seats or credentials outside your firm or beyond your licensed seat count, or resell or provide the Service to third parties as a bureau or service unless expressly authorized in writing; (d) reverse-engineer, decompile, scrape, or attempt to extract the Service's source, templates, rule sets, or validation logic; (e) upload unlawful content or content that infringes third-party rights; (f) interfere with or attempt to gain unauthorized access to the Service or its security; or (g) use the Service to develop a competing product.

5. Subscriptions, seats, billing, auto-renewal, and cancellation

Plans and seats. The Service is offered on subscription tiers with a base price that includes a number of seats, plus per-seat add-on pricing for additional seats, as presented at checkout. You may change tiers or seat counts as described in the application; changes may adjust your charges.

Billing and auto-renewal. Subscriptions are billed in advance on a recurring basis (monthly unless otherwise stated) through our payment processor, Stripe. Your subscription renews automatically at the then-current rate for successive periods until cancelled. By subscribing, you authorize recurring charges to your payment method until you cancel.

Price changes. We may change subscription pricing; we will provide at least 30 days' notice before a price increase takes effect, and the change applies at your next renewal.

Cancellation. You may cancel at any time through the billing portal in the application. Cancellation stops future renewals; it takes effect at the end of the current paid period, and you retain access until then.

Refunds. Except where required by law, subscription fees are non-refundable, and cancelling does not entitle you to a refund of fees already paid for the current period. If you were charged due to our billing error, contact us within 30 days and we will correct it.

Taxes. Stated prices exclude taxes; you are responsible for any applicable taxes other than taxes on our net income.

6. Your Client Data; your ownership; our license

You own your Client Data. As between you and Estateur, you (and, as applicable, your clients) own all Client Data and Generated Documents. You are responsible for the accuracy, legality, and appropriateness of Client Data and for having the rights and consents necessary to enter it into the Service.

License to operate the Service. You grant Estateur a limited, non-exclusive license to host, process, transmit, display, and back up Client Data solely to provide and support the Service, to secure it, and as otherwise permitted in the Privacy Policy. We process Client Data on your behalf and do not sell it or use its contents to train third-party AI models.

Export and deletion. You may export or delete Client Data as provided in the application. On termination, you may retrieve your Client Data for a reasonable period, after which we may delete it (subject to legal retention and our backup cycle).

7. Estateur intellectual property

The Service, including its software, user interface, AI orchestration, state rule sets, clause libraries, templates, and validation logic, is owned by Estateur and its licensors and is protected by intellectual-property laws. We grant you a limited, non-exclusive, non-transferable, revocable license to use the Service during your subscription for your internal professional use. You receive no rights in the Service except as expressly granted. Feedback you provide may be used by us without restriction.

8. Third-party services

The Service relies on third-party providers (including Anthropic, Stripe, MongoDB, Resend, and Documenso) and may integrate with tools you choose to connect. Your use of third-party services is subject to their terms, and Estateur is not responsible for third-party services.

9. Disclaimers; limitation of liability; indemnification

The Service and all Generated Documents are provided "AS IS" and "AS AVAILABLE." The warranty disclaimers, limitation of liability, and indemnification obligations set out in the Estateur Subscriber Agreement apply to these Terms and are incorporated here by reference, including that Estateur's total aggregate liability is capped and that Estateur is not liable for indirect or consequential damages, to the fullest extent permitted by law.

10. Suspension and termination

You may terminate by cancelling your subscription and closing your account. We may suspend or terminate your access for breach of these Terms, non-payment, fraud, or where required by law or to protect the Service or others. Sections that by their nature should survive termination survive.

11. Governing law; dispute resolution

Governing law. These Terms are governed by the laws of the State of Illinois, without regard to conflict-of-laws rules.

Arbitration. Any dispute arising out of or relating to these Terms or the Service that cannot be resolved informally shall be resolved by binding individual arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules, seated in Cook County, Illinois (or conducted remotely at the parties' election). Judgment on the award may be entered in any court of competent jurisdiction. Either party may seek injunctive relief for intellectual-property or confidentiality violations in a court of competent jurisdiction.

Class-action waiver. You and Estateur agree to bring claims only in an individual capacity and not as a plaintiff or class member in any purported class or representative proceeding.

12. Changes to these Terms

We may update these Terms. When we make material changes, we will provide at least 14 days' notice by email or through the Service and update the effective date and version above. Your continued use after the effective date constitutes acceptance. If you do not agree, you must stop using the Service and may cancel.

13. Miscellaneous

These Terms, together with the Subscriber Agreement and Privacy Policy, are the entire agreement between you and Estateur regarding the Service and supersede prior agreements on that subject. If any provision is held unenforceable, the remainder stays in effect. Our failure to enforce a provision is not a waiver. You may not assign these Terms without our consent; we may assign them in connection with a merger, acquisition, or sale of assets.

14. Contact

Estateur, 1 E. Erie St., Ste. 525, Chicago, IL 60611. Email: contact@estateur.com

Estateur is a software platform, not a law firm, and does not provide legal advice. Use of the Service does not create an attorney-client relationship.