Last updated June 30, 2026

These Terms combine our Website Terms of Use and our App and Client Services Terms into one agreement. They are the standing agreement between you and Executors Resource LLC, a Wyoming limited liability company (“Executors Resource,” “we,” “us,” or “our”). By visiting the website, creating an account, clicking to accept these Terms, or using the App, you agree to these Terms. If you do not agree, do not use the website or the App.

NOT A LAW FIRM AND NOT LEGAL ADVICE. Executors Resource is not a law firm. The App, its document templates, knowledge base, and videos are self-help tools. They are not legal advice and are not a substitute for the advice of an attorney.

About These Terms

These Terms govern three things: your use of our website, your use of the App, and any non-legal services you order from us. Read this section first, because it explains how those pieces fit together and who does what.

The Site. “Site” means this website and everything offered on it, including its pages, content, document templates, knowledge base, instructional videos, and the App.

The App. “App” means the online platform at app.executorsresource.com. The App is a self-help estate-settlement platform and a practice-management and communications tool. We own and operate it. A law firm (the “Firm”) makes it available to its clients at no cost to the client so the Firm can deliver its services and so the Firm and its client can communicate and move the matter along.

The Firm. “Firm” means the independent law firm that you hire for the legal part of your probate matter under a separate engagement agreement directly between you and that Firm. Executors Resource is not the Firm, is not a party to your engagement with the Firm, and does not employ or pay the Firm.

How the relationships work. The Firm pays a fee to use the App for its clients. You hire the Firm under the Firm’s own engagement agreement, and that signed agreement must be in place before we will make the App available to you and before you can start using the App. The Firm gives you access to the App at no cost to you. You work through the probate steps yourself in the App, prepare the document templates, and file them with the court. Separately and only if you choose, you may order non-legal administration services from Executors Resource for a fee you and we agree to. These three things — the Firm’s legal services, your use of the App, and our non-legal services — are separate.

Access requires a signed agreement with a law firm. The App is available only to clients of the Firm. You cannot begin using the App until you and the Firm have signed the Firm’s engagement agreement, and your access continues only while that engagement is in place and as we agree. We reserve the right to terminate access to the App at any time for any reason.

Which document controls. Our agreement and these Terms govern your access to and use of the App and the Site, and the Firm cannot change that by its agreement with you — no agreement between you and the Firm overrides these Terms as to the App or the Site. The one exception is privilege: nothing in these Terms limits, waives, or overrides the attorney-client privilege between you and the Firm, or Executors Resource’s role as the Firm’s agent for your communications with the Firm described in Section 6, and on those matters your engagement with the Firm and Section 6 control. If you buy a non-legal service from us under a separate written agreement, and that agreement conflicts with these Terms on the specifics of that service (scope, price, or payment), the separate agreement controls for that service; on everything else, these Terms control.

Part I — Using the Website

1. Who May Use the Site

You may use the Site only if you are at least 18 years old and able to form a binding contract with us, and only in compliance with these Terms and all applicable laws. If you use the Site for a business or other organization, you represent that you have authority to bind that organization to these Terms.

2. Accounts

Some features, including the App, require an account. You are responsible for the information you provide, for keeping your login credentials confidential, and for all activity under your account. Tell us promptly if you believe your account has been used without your authorization.

3. Acceptable Use

When using the Site, you agree not to:

  • use the Site in any way that violates applicable law or regulation;
  • copy, reproduce, distribute, sell, or create derivative works from the Site or its content except as expressly permitted;
  • attempt to gain unauthorized access to the Site, other accounts, or our systems or networks;
  • interfere with or disrupt the operation, security, or integrity of the Site;
  • use any robot, scraper, or other automated means to access or collect data from the Site without our permission; or
  • use the Site to transmit harmful code or to harass, abuse, or harm another person.

4. Intellectual Property

The Site and its content — text, document templates, graphics, logos, software, the knowledge base, and the videos — are owned by Executors Resource or its licensors and are protected by intellectual property laws. We grant you a limited, personal, non-exclusive, non-transferable, revocable license to access and use the Site for your own lawful use, subject to these Terms. Access is not ownership. We retain all rights not expressly granted. The templates provided via the App belong to us and are provided for your limited use in one probate. They cannot be reused or distributed.

The Site may link to third-party websites or services we do not control. We provide these links for convenience only and are not responsible for the content, products, or practices of any third party. Your use of any third-party website or service is at your own risk and subject to that third party’s terms.

Part II — The App and Client Services

Executors Resource is not a law firm and does not provide legal advice or legal representation, and using the Site or the App does not create an attorney-client relationship with us. The Site and the App provide general information and self-help tools only. The App, its templates, knowledge base, and videos are not a substitute for the advice of an attorney. When you communicate with us about using the platform or about our own non-legal services, you are communicating with a vendor, and those communications are not protected by the attorney-client privilege.

The App is different in one respect that matters to you. The Firm makes the App available to you as the Firm’s own communications and practice-management tool, so that you and the Firm can communicate and the Firm can deliver its services to you. When you communicate with the Firm through the App, Executors Resource is acting as the Firm’s agent in carrying and managing those communications — the role a messenger, interpreter, or other agent plays when a lawyer uses one to serve a client. You consent to that role. The parties intend those attorney-client communications to stay confidential and protected by the privilege between you and the Firm, and Executors Resource will treat them as confidential and will not use or disclose them except to operate and support the App or as required by law. Nothing in these Terms waives that privilege.

Whether a privilege applies in any given situation is a question of law for a court. This section states the parties’ intent and the basis on which we handle your communications; it is not a guarantee of how a court will rule. For advice about your situation, work with the Firm or another licensed professional.

The App is the tool you and the Firm use to run the self-help part of your matter and to communicate; the legal work itself comes from the Firm under a separate agreement. You get access to the App only after you and the Firm have signed that engagement agreement. The Firm makes the App available to you at no cost to you. You agree to be bound by these Terms when you use the App, and the Firm’s engagement agreement also asks you to agree to them. You consent to the Firm using the App to communicate with you and deliver its services, and to Executors Resource providing and supporting the App as the Firm’s agent for that purpose. Executors Resource is not your lawyer and does not select your legal strategy, prepare legal advice, or appear in court for you.

8. The App and Your Responsibilities

You do the work in the App, and you are responsible for the accuracy of what you file. A full estate administration commonly takes six months to a year or more, and the App is built to carry you through that period. We organize the work into a step-by-step checklist — most probate administrations run well past 100 steps — and each step links to the relevant part of our knowledge base (more than 300 pages) and, for most steps, a short video.

You gather the information, prepare the documents from our templates, file them with the court, serve and mail the notices, pay the court costs, and meet the deadlines. The templates, knowledge base, and videos are tools to help you; they are not a substitute for your own review. You are responsible for the accuracy of what you file, including typographical errors. In an uncontested probate, errors are usually fixable by filing amended documents, and absent an agreement otherwise, correcting your filings is your responsibility.

You are responsible for keeping your own copies of the documents you prepare and file. Executors Resource is not the system of record for your matter and does not store your documents or data for you to rely on.

9. What the App Provides

The App gives you document templates and step-by-step guidance for the probate procedures it supports, and it does not cover everything. The templates auto-fill from the information you enter and are tools to help you, not a substitute for your own review. The App does not prepare deeds or other real-property conveyances, wills or other estate-planning documents, tax returns, or pleadings for any contested, guardianship, or other matter outside the procedures it supports. For anything the App does not provide, you handle the legal work with the Firm under a separate agreement, or, if it is non-legal work we can take on, ask us and we can work out a separate agreement.

The Firm’s engagement is limited to what the Firm’s own agreement with you says, and any legal work beyond that scope is a separate matter between you and the Firm. The Firm is independent, exercises independent professional judgment, and is solely responsible for its legal work. Its professional relationship runs to you, not to us.

If you need legal work beyond the Firm’s limited scope, you submit the request through the App. The App connects you and the Firm so the two of you can decide whether the Firm will do the additional work and on what terms, under a separate agreement and for a separate fee between you and the Firm. Executors Resource does not set the Firm’s fees, is not a party to that work, and is not responsible for it.

Separate from the Firm’s legal work, we offer non-legal administration services you may hire us for, such as preparing tax returns, helping you complete the forms to move financial accounts — brokerage, retirement, and bank accounts — to the estate or to those who inherit them, and handling administrative tasks that do not require a lawyer. We do not prepare deeds or other documents that transfer title to real estate; if your matter needs one, your lawyer handles that. These services are performed by our estate specialists. Our estate specialists are not lawyers and do not give legal advice, and they are not financial advisors and do not give financial advice. Where a task requires a licensed professional, that professional is independent and solely responsible for that professional’s own work, and you may be asked to engage that professional directly.

Any non-legal service you order from us is a separate agreement between you and Executors Resource, set out in writing and negotiated independently of your engagement with the Firm. The Firm makes no representations about our services, and we make no representations about the Firm’s services.

12. Intake and Routing

After you hire the Firm, we are notified and we will reach out to you for our own intake and planning call. On that call we confirm how the App fits your matter, answer questions about using it, and describe any non-legal services we offer that may help you. You are never required to buy anything from us to use the App.

13. Fees and Payment for Our Services

This section applies only when you order paid services from Executors Resource. Access to the App itself is provided to you by the Firm at no cost to you, and the Firm’s legal fees are governed by your agreement with the Firm, not by us.

What the fee buys. The price in your written service agreement with us is a flat fee for the non-legal service it describes. It is a fee for the services described, not a deposit against hourly work. Other than third-party costs, your price is your entire payment to us for that service.

When it is earned. The fee is earned when the service begins, and it is not refundable once earned. See Section 14.

Paid in full or in installments. Your service agreement states whether you pay the price in full up front or in monthly installments. A monthly schedule is a payment arrangement only; it does not change the total owed. The monthly payment equals the price divided by the number of payments shown, with the first due on signing and the rest billed monthly until paid in full. Auto-pay is required. If a payment fails or runs past the grace period stated in your service agreement, we may pause the service until the account is current; a pause does not reduce what you owe.

Card authorization. By signing your service agreement, you authorize us to charge your card as that agreement specifies — once for a pay-in-full order, or monthly for an installment order. Each charge includes a processing fee of roughly 3%.

Third-party costs. Court filing fees, publication and recording fees, certified-copy and courier charges, and similar third-party costs are not included and are your responsibility, whether or not a step mentions them. If we advance any such cost by agreement, you will reimburse it promptly.

14. Refunds

We do not issue refunds. Once you order a non-legal service from us, your fee is non-refundable in full — whether you pay all at once or in installments, and whether you complete the service, stop partway, change your mind, or default. Any unpaid installments remain due, along with any third-party costs we have advanced. Your engagement with the Firm has its own terms, which are between you and the Firm.

15. Contested or Disputed Matters

We do not handle probate disputes, and neither does the Firm under its limited-scope engagement. If your matter becomes contested or challenged, or threatens litigation or liability as we reasonably determine, we reserve the right to pause any non-legal administration support and the App steps. To move forward, you should retain a litigation attorney and pay that attorney directly; we can refer you to a firm if you ask. A pause does not refund a fee already earned. Once the dispute is resolved, your access resumes and you continue from where you left off.

16. Client Information

You supply the facts and we do not independently verify them. If those facts are inaccurate or incomplete, or new facts arise, the scope and price of a service you ordered from us may change by written agreement signed by both of us.

Part III — Terms That Apply to Everything

17. Confidentiality and Privacy

We treat the information you give us as confidential and use it only to run the Site and the App, provide the services you order, carry and support your communications with the Firm, and meet our legal obligations. This section is our privacy commitment to you.

What we do with your information. We use your information to operate the platform and coordinate your matter. We do not sell it, rent it, or share it for anyone’s marketing. We share it only with the Firm, with an independent professional where you order a service that needs one, or where the law requires disclosure.

How long we keep it. Executors Resource is a self-help platform, not a records service. We hold your information only as long as we need it to run the App and support your matter. You are responsible for keeping your own copies of the documents you prepare and file, and you should not rely on us to store your documents or data for you.

Security and its limits. We take reasonable measures to protect your information, and if we learn of a breach affecting it we will notify you as the law requires. No online system is perfectly secure, though; the risks of electronic communication and storage are described in Section 18.

Privilege. Communications with us about general platform use or about our own non-legal services are with a vendor and are not privileged. As Section 6 explains, communications between you and the Firm through the App are handled as confidential, the parties intend them to stay protected by the attorney-client privilege between you and the Firm, and nothing in these Terms waives that privilege.

18. Electronic Communication and Storage

You accept the inherent risks of electronic communication and storage, including interception, unauthorized access, corruption, and viruses.

19. Disclaimers; No Guaranteed Result

The Site and the App are provided on an “as is” and “as available” basis. To the fullest extent permitted by law, we disclaim all warranties, express or implied, including implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement. We do not warrant that the Site or the App will be uninterrupted, secure, or error-free, or that any content is accurate, complete, or current. Where we perform a non-legal service, we perform it to applicable professional standards but disclaim all other warranties. We do not guarantee any particular result, including that a court will accept or approve any filing.

20. Limitation of Liability

To the fullest extent permitted by law, our total liability to you for any claim you bring relating to the Site, the App, or our services is limited to the greater of the total fees you have paid Executors Resource or $1,000. This limit applies only to your recovery from us. It does not limit any amount we may recover from you, including unpaid fees, costs we advance on your behalf, or amounts you owe under the indemnity in Section 21. We are not liable to you for indirect, incidental, special, consequential, punitive, or exemplary damages, including lost profits or lost opportunity. Some jurisdictions do not allow certain limitations, so some of these may not apply to you.

21. Indemnification

You agree to indemnify and hold harmless Executors Resource and its members, managers, employees, and agents from any claims, damages, losses, liabilities, and expenses, including reasonable attorneys’ fees, arising out of or related to your use of the Site or the App or your violation of these Terms.

22. Non-Disparagement

You and Executors Resource each agree not to disparage the other. This includes refraining from online comments or ratings that are or can be construed as disparagement.

23. Changes to the Site and These Terms

We may modify, suspend, or discontinue all or part of the Site or the App at any time. We may also update these Terms. Changes are effective when posted to the Site or otherwise provided to you, and your continued use after that means you accept the updated Terms. Amendments to a specific service you ordered must be dated and signed by both of us.

24. Term and Termination

These Terms take effect when you accept them and continue while your account is open. A paid non-legal service takes effect when you sign its written service agreement with us and make the payment it requires, and ends when the service is complete or on written notice from either party. We may stop a service if you fail to provide information, fail to respond in a reasonable time, miss a payment, or breach any term. On termination you owe all amounts due through the termination date, and Section 14 applies.

25. Past-Due Amounts

Amounts more than 30 days past due may be referred to a collection agency. If suit is brought to collect, we are entitled to our reasonable attorneys’ fees and costs. Interest accrues at the highest lawful Texas rate from the invoice date.

26. Governing Law and Venue

Texas law governs these Terms, without regard to its conflict-of-laws rules. Any dispute relating to these Terms, the Site, the App, or our services will be brought in a court of competent jurisdiction in Houston, Harris County, Texas.

27. Miscellaneous

If any part of these Terms is invalid or unenforceable, the rest stays in effect. Our failure to enforce a provision is not a waiver of it. These Terms, together with any separate written agreement for a non-legal service you order from us, are the entire agreement between you and us for that service and for your use of the Site and the App. Your engagement with the Firm is a separate agreement between you and the Firm.

28. Contact

Questions about these Terms can be sent to us through the contact information on the Site.