Terms of Service

This tool provides general guidance for informational purposes only. It does not constitute legal, financial, or tax advice, and must not be relied upon as such. All guidance is scoped to England and Wales only — it does not apply to Scotland or Northern Ireland. HMRC thresholds, IHT rules, and probate requirements are correct as of the date shown and may change. Always verify key information at GOV.UK and consider consulting a qualified solicitor or independent financial adviser before making decisions that may affect the estate or its beneficiaries.

You must be at least 18 years old and acting (or intending to act) as an executor or administrator of an estate governed by the law of England and Wales. The service is not suitable for estates governed by Scottish or Northern Irish law.

Estate Executor is sold as a one-off payment per estate — there is no subscription or recurring charge. Payment is processed by Stripe; we do not store your card details.

Because this is a digital service, the Consumer Contracts Regulations 2013 may give you a 14-day cancellation right that ends early once you've started using the service with your acknowledgement that you're giving up that right. Outside of any such statutory right, refunds are at our discretion — contact us and we'll consider your circumstances.

You remain solely responsible for the accuracy of any information you submit to HMRC, HMCTS, financial institutions, or beneficiaries, whether or not it was generated with the help of this tool. You should independently verify anything the service produces before relying on it or sending it on.

The service is provided "as is", for guidance only. To the fullest extent permitted by law, we are not liable for any loss or damage arising from your use of or reliance on the service, including (without limitation) any financial loss, missed deadline, or incorrect filing. Nothing in these terms limits any liability that cannot lawfully be limited or excluded, such as for death, personal injury, or fraud caused by our negligence.

Keep your sign-in email secure — anyone who can access that inbox can sign in as you. Don't use the service for any estate you're not lawfully entitled to administer, or attempt to access another user's account or data.

You can invite other people — for example a co-executor, a family member, or your own solicitor — to access an estate, as an editor (who can make changes) or a viewer (who can only read). If you do:

• You are responsible for who you invite, and for making sure you are entitled to share the estate's information with them.
• Anyone you invite can see that estate's data for as long as they have access, and is bound by these terms when using the service.
• As the estate's owner you control access — you can change someone's role, remove them, or transfer ownership of the estate to another person, at any time.
• If someone invites you to an estate, you will have the level of access they have given you, and you agree to use it only to help administer that estate.

You can archive an estate to make it read-only, or delete it. Deleting an estate is recoverable for 30 days, after which it is permanently and irreversibly removed; anyone else with access to that estate is notified and loses access when you delete it. Basic payment records are kept even after an estate is deleted. See our Privacy Policy for how we handle and retain your data.

We may update these terms from time to time. If we make material changes, we'll update the date above and, where appropriate, let existing users know.

These terms are governed by the law of England and Wales.

Questions about these terms? Write to support@alumnai.co.uk.