Terms of Service

Acceptance of Terms

By accessing and using settledestate.com (the "Site"), you accept and agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use the Site.

Description of Service

Settled Estate provides informational resources about probate and estate settlement processes, including:

• County-specific probate court information
• Filing fee estimates and calculators
• Checklists and guides for estate settlement
• Educational articles about probate procedures
• Assessment tools to understand probate requirements
• Paid personalized guidance products

Paid Products

Settled Estate offers paid personalized informational products that may use AI-assisted drafting to analyze your answers and generate reports. These products are one-time purchases, not subscriptions. Your purchase creates a secure account for your plan, which you open with a sign-in link sent to your email, so there is no password to manage.

Before checkout, you must acknowledge these Terms, the Privacy Policy, and the Legal Disclaimer.

Every paid product carries a 30-day money-back guarantee. See Refunds below.

Paid products are subject to the same "Not Legal Advice" disclaimer below and the full Legal Disclaimer. AI-assisted content may contain errors or incomplete source context. Always verify critical information with the relevant court, government office, or a licensed attorney before acting on it.

Refunds and the 30-Day Money-Back Guarantee

Every paid product on this Site and in the Settled workspace comes with a 30-day money-back guarantee. Ask for a refund within 30 days of your purchase and we refund the full amount you paid. You do not have to give a reason. There is nothing to cancel, because every paid product is a one-time purchase and nothing renews.

How to ask. Email [email protected] and tell us you want a refund. Write from the address you used at checkout, or tell us which address you paid with, so we can find the payment. There is no form to fill out and no phone call.

How long it takes. We answer refund requests within two business days. The refund goes back to the card or account you paid with. Your bank decides how quickly it posts, which is usually five to ten business days after we send it.

Your information. A refund does not delete your workspace or the details you entered.

If more than 30 days have passed, write to us anyway. We read every message, and we would rather hear from you than not.

Not Legal Advice

The information on this Site is for general informational purposes only and does not constitute legal advice. We are not a law firm and do not provide legal services. Use of this Site does not create an attorney-client relationship.

You should consult with a qualified attorney for advice regarding your specific legal situation. Some states require an attorney for certain kinds of probate proceeding, and those rules vary by state. Check your state's requirements before you file.

Accuracy of Information

We work hard to keep information accurate and up to date, but we make no warranties about the accuracy, completeness, or timeliness of anything on this Site. Court fees, procedures, and requirements can change without notice.

Always verify information with the relevant court or government agency before taking action.

Use of the Site

You agree to use the Site only for lawful purposes and in accordance with these Terms. You agree not to:

• Use the Site in any way that violates applicable laws
• Attempt to gain unauthorized access to any part of the Site
• Interfere with or disrupt the Site or servers
• Use automated systems to access the Site without permission
• Reproduce, distribute, or create derivative works without authorization

Intellectual Property

The content on this Site, including text, graphics, logos, and software, is the property of Settled Estate or its content suppliers and is protected by copyright and other intellectual property laws.

You may access and use the Site for personal, non-commercial purposes. You may not reproduce, distribute, modify, or create derivative works from the content without our express written permission.

Limitation of Liability

To the fullest extent permitted by law, Settled Estate and its officers, directors, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to:

• Loss of profits, data, or use
• Missed deadlines or incorrect filings
• Errors or omissions in the information provided
• Any decision made or action taken based on the information on this Site

Disclaimer of Warranties

THE SITE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT.

External Links

The Site contains links to third-party websites. We are not responsible for the content, privacy practices, or terms of use of these external sites. Links do not imply endorsement.

Indemnification

You agree to indemnify, defend, and hold harmless Settled Estate and its officers, directors, employees, and agents from any claims, liabilities, damages, losses, or expenses arising from your use of the Site or violation of these Terms.

Modifications

We reserve the right to modify these Terms at any time. Changes will be effective upon posting to the Site. Your continued use of the Site after changes constitutes acceptance of the modified Terms.

Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict of law provisions.

Severability

If any provision of these Terms is found to be unenforceable, the remaining provisions shall remain in full force and effect.

Connect with an Attorney — Lead Sharing

Settled Estate offers an optional “connect with an attorney” feature. If you choose to use it and submit that form, you are asking Settled Estate to share the contact details and request information you provide — such as your name, phone number, email address, ZIP code, and a description of your situation — with 4LegalLeads, our attorney-matching partner, and the independent attorney they connect you with, so that the attorney may contact you about your matter.

Settled Estate is not a law firm and does not provide legal services. Use of the attorney-connect feature does not create an attorney-client relationship with Settled Estate. Any attorney who contacts you is an independent professional; they may charge fees for their services, which are separate from any amounts paid to Settled Estate.

This sharing happens only when you complete and submit the attorney-connect form. It does not apply to your use of our free guides, calculators, assessments, or paid informational report products. For details on how we handle your data and your opt-out rights, see our Privacy Policy.