Last updated October 7, 2026

These Terms of Use govern your use of executorsresource.com (the “Site”), our online client portal (the “Portal”), and your purchase of our platform and legal services. They are an agreement between you and Executors Resource LLC, a Texas limited liability company and law firm (“Executors Resource,” “we,” “us,” or “our”). By using the Site or the Portal, or by buying a service, you agree to these Terms. If you do not agree, do not use the Site or the Portal.

The short version. Each service has a platform fee, paid when you sign up, for our guided system, document templates, and probate specialist time, and an attorney fee, charged only after the attorney’s work is done — except for an affidavit of heirship or a small estate affidavit, where you pay it before the attorney reviews the affidavit. The first 3 business days are an evaluation period: either of us can end the engagement for any reason, and we refund your platform fee, less any court filing fees or other costs already incurred. The evaluation period does not apply to an affidavit of heirship or a small estate affidavit, or to an additional service you buy on top of your service. Our document templates and online system are not a substitute for the advice of an attorney. Our services cover uncontested Texas matters only.

Part I — Using the Site

1. Who May Use the Site

You must be at least 18 years old to use the Site or the Portal or to buy a service. Our services are limited to estates and property matters in Texas courts and Texas counties.

2. Accounts

Some features require an account. You agree to give accurate information, keep your login private, and tell us promptly if you believe someone else has used your account. You are responsible for activity under your account. Each estate requires its own account.

3. Acceptable Use

You agree not to use the Site or the Portal to break the law; to submit information you know is false; to impersonate anyone; to upload malicious code; to scrape, copy, or resell Site content; or to interfere with the Site, the Portal, or other users.

4. Intellectual Property

The Site, the Portal, and their content, including text, design, videos, and document formats, belong to Executors Resource or its licensors. You may use the documents generated for your matter for that matter only, and may share them with the people who need them for that matter, such as heirs, the court, a notary, a bank, or a title company. You may not use them, or the Portal’s templates, for any other estate or matter. A document that is reused or changed outside the Portal has not been reviewed by our attorney, and we are not responsible for it. You may not copy or distribute Site or Portal content for any other purpose without our written permission.

5. Third-Party Services

We use outside providers for payments, scheduling, forms, document storage, and hosting, and the Site may link to other websites. Those providers have their own terms and privacy practices, and we are not responsible for their content or services.

Articles, guides, videos, FAQs, and other general information on the Site explain Texas probate in general terms. They are not legal advice for your situation. Reading the Site, calling us, emailing us, or scheduling a call does not by itself create an attorney-client relationship. Section 11 explains when the engagement begins.

Part II — Our Services

7. Two Services, Two Fees

Each service we offer has two parts. The platform service is our guided probate system: the client portal, our Texas court document templates, document generation from your answers, deadline and status tracking, and a set number of hours of probate specialist time. The legal service is the work of a licensed Texas attorney: reviewing the documents the system generates, signing and filing them, and appearing with you at any hearing included in your service. You pay a platform fee for the platform service and an attorney fee for the legal service.

Our document templates and online system are not a substitute for the advice of an attorney. The system fills in fill-in-the-blank Texas court templates from the answers you give. Our staff, including probate specialists, help you use the system and handle practical tasks. They do not give legal advice and do not decide what goes into your documents. Legal questions go to the attorney.

9. Probate Specialist Time

Your platform fee includes up to the number of hours of probate specialist time listed for your service on our pricing page. Probate specialists handle practical, non-legal work, such as setting up the estate bank account, getting access to account records, gathering death certificates and statements, coordinating creditor payments and receipts, status calls with heirs and beneficiaries, compiling information for the inventory and accountings, and working with real estate agents, appraisers, and notaries. If you want more specialist time than your service includes, we bill it at the hourly rate on our pricing page, after the work is done, and charge it to your card on file.

10. Who We Represent

The attorney represents the person who buys the service and is named as the client at sign-up, usually the person applying to serve as executor or administrator, or the person signing an affidavit. We do not represent the heirs, beneficiaries, creditors, or other family members, even if they sign documents, attend the hearing, talk with a probate specialist, or help pay our fees. If someone else pays, that person does not become our client, and we take direction only from you.

11. When the Engagement Begins and the 3-Business-Day Evaluation Period

Your engagement begins when you buy a service and accept these Terms. After the intake call, you sign an engagement agreement for your matter, and we do not start work on your court documents until it is signed. If the engagement agreement conflicts with these Terms, the engagement agreement controls. Within the first few days, we hold a detailed intake call about the estate and look for issues that can make our services a poor fit, such as disputes among heirs or beneficiaries, minor beneficiaries, creditors who will go unpaid, heirs with missing or unknown addresses, or a pending foreclosure. We also check for conflicts of interest. For 3 business days after you sign up (the “Evaluation Period”; business days are Monday through Friday, excluding federal holidays), either you or we may end the engagement for any reason by written notice, including email. If the engagement ends during the Evaluation Period, we refund your platform fee, less any court filing fees, publication or service costs, or other out-of-pocket costs already incurred for your matter. No attorney fee is charged. The Evaluation Period applies to the service you signed up for, except an affidavit of heirship, where we begin preparing the affidavit straight away. It does not apply to an additional service you buy on top of your service.

12. Switching Services

If our intake call shows that a different service fits the estate, we will tell you and offer to switch you to it. If its platform fee is higher, you pay the difference before we begin. If it is lower, we refund the difference.

13. What the Fees Cover

Your platform fee and attorney fee cover the work listed for your service on our pricing page on the date you bought it. Unless that listing says otherwise, the fees do not include:

  • Court filing fees, citation, posting, and publication costs, certified copies, and recording fees
  • Any attorney ad litem, guardian ad litem, or auditor fee the court orders, which you pay as described in this Section
  • Bond premiums, appraisals, and other third-party charges
  • Probate specialist time beyond the hours included with your service
  • Tax returns, accountings, and other add-on services
  • Contested matters, litigation, or responses to objections
  • Dependent administrations, which we refer to other firms
  • Additional hearings or filings caused by a change in facts, by information that was missing or wrong, or by a court requirement outside the normal process for your service

Court costs and ad litem fees. You are responsible for court filing fees, citation, posting, and publication costs, certified copies, recording fees, and any attorney ad litem fee the court orders. In an intestate administration, the court appoints an attorney ad litem to represent unknown heirs. For filings we make, we send you a payment link for the exact amount the court or vendor charges, with no markup. You may instead file a reviewed document yourself and pay the clerk directly. You may pay an attorney ad litem directly, or pay us by payment link and we pay the ad litem the same day. If you want us to pay them, we send you a payment link for the exact amount and pay the court or the ad litem the same day we receive your payment, with no markup. We do not advance these costs, and we file once they are paid.

14. Payment

  • Platform fee. You pay the platform fee in full online when you sign up. It pays for access to the platform service, which begins right away, and is refundable only as Section 11 provides. Your access to the Portal and the documents generated for your matter lasts for the period described in Section 19, including after the legal engagement ends.
  • Attorney fee. The attorney fee is $300 for the Small Estate Affidavit and Affidavit of Heirship services and $600 for services with a hearing, unless our pricing page lists a different amount for your service. It is a flat fee that covers up to 2 hours of attorney time for that work. Additional attorney time requires a separate written agreement. We do not collect it until the attorney’s work is done: for a service with a hearing, after the hearing; for a service without a hearing, after the attorney finishes reviewing the documents. For an affidavit of heirship or a small estate affidavit, you pay the attorney fee before the attorney reviews the affidavit, and the review begins once it is paid. You enter your card for the attorney fee on the attorney fee payment page in your portal. We may place a temporary authorization hold on your card until the attorney’s work is done.
  • Card on file. You authorize us to keep your card on file and charge it for any additional probate specialist time, and to charge the card you enter for the attorney fee once the attorney’s work is done. If a charge fails, you agree to pay within 3 business days of our request.
  • Processing fee. A card processing fee of about 3% is added to card payments.

15. Appearance Attorneys

A licensed Texas attorney will appear with you at any hearing included in your service. That attorney may be one of our attorneys or a licensed Texas attorney we engage to appear for our firm. We remain responsible for your legal matter, we pay any appearance attorney ourselves out of the attorney fee, and using one does not change what you pay. We will tell you the name of the attorney who will appear before your hearing. You agree that we may share the information about your matter that the appearance attorney needs, and that attorney must keep it confidential.

16. Your Responsibilities

You agree to give complete and truthful answers in the portal, respond to our requests within a reasonable time, review documents before you sign them, and attend the hearing when required. Tell us right away if you learn of a will or codicil, an heir, a debt, a lawsuit, or a dispute we do not know about. If you are appointed executor or administrator, you owe fiduciary duties to the estate and its beneficiaries and creditors. The attorney will explain those duties, but carrying them out is your responsibility.

17. Contested or Changed Matters

Our services cover uncontested matters. If someone contests the will, objects to your application, or brings a claim, or if the estate turns out to need work outside your service, we will stop and talk with you about your options. We may offer to continue under a separate written agreement, or we may withdraw from the legal engagement, with the court’s permission when required, and help you find a firm that handles contested estates. If this happens during the Evaluation Period, Section 11 applies. We may also withdraw if you do not cooperate, if a conflict of interest arises, or as the Texas Disciplinary Rules of Professional Conduct otherwise permit or require. If the legal engagement ends before the attorney’s work is done, no attorney fee is charged, and an attorney fee already paid for an affidavit of heirship is refunded. If we withdraw or you end our representation, we will give you your file.

18. No Guaranteed Result

Courts decide probate matters, and county practices and timelines vary. We cannot guarantee a court’s ruling, how long the court will take, or whether a bank, title company, or other third party will accept a court order or affidavit without asking for more.

19. Communications, the Portal, and Your File

We communicate mainly by email, phone, and the Portal. Electronic communication carries some risk, and by using it you accept that risk. Keep your Portal login private, and do not use a work email or shared device if others may read your messages. Documents generated for your matter and court filings are available to you through the Portal. We keep closed files for the period our records policy provides, and you may ask for a copy of your file at any time.

How long you have Portal access. Your access to the Portal and the documents generated for your matter continues until the later of (a) 3 months after you start the last section of the Portal, or (b) 12 months after you sign up. If the legal engagement ends early for any reason, your access continues for at least 30 days after it ends, even if that is sooner than (a) or (b). We will email you at least 2 weeks before your access ends, and you may ask to buy more time. Download any documents you want to keep before your access ends. After it ends, we will still provide a copy of your file on request.

If you stop responding. If you do not respond to two requests from us sent at least 7 days apart, each by email and by phone or text, we will send you a final written notice. If you still have not responded 14 days after that notice, we may end the legal engagement on the date stated in the notice. If your application has not been filed yet, the engagement ends on that date. If it has been filed, we will ask the court for permission to withdraw and will remain your attorney until the court allows it. Some courts remove a personal representative who no longer has an attorney, so please stay in touch. If the engagement ends this way, no attorney fee is charged unless the attorney’s work was done, and you remain responsible for costs already incurred.

20. Confidentiality

We keep information about your matter confidential as the Texas Disciplinary Rules of Professional Conduct require, and we share it only as needed to handle your matter, as you authorize, or as the law requires. Our Privacy Policy describes how we handle information collected through the Site and the Portal.

21. Add-On Services

Add-on services, such as estate accountings, tax returns, insurance and retirement claims, and property clean-outs, are not part of the platform fee or the attorney fee. We provide or arrange them only under a separate written quote that you accept. Some add-on services are performed by outside providers, who are responsible for their own work.

Hiring our attorney for an additional step. If your matter needs legal work your service does not include, such as serving an heir who will not sign, you may hire our attorney for that step through the Portal. The price is shown before you agree. It is a separate charge in addition to the platform fee and the attorney fee, and it is added to your engagement by a short addendum you sign electronically before the work begins. Our probate specialists do not do this work.

Part III — Terms That Apply to Everything

22. Site Disclaimers

The Site and the Portal are provided “as is” and “as available.” We do not promise that they will be uninterrupted or error-free, or that general information on the Site is complete or current. This section applies to the Site and the Portal as technology. It does not limit the professional duties we owe our clients.

23. Limitation of Liability for Site Use

To the extent the law allows, we are not liable for indirect, incidental, or consequential damages arising from your use of the Site or the Portal as technology, such as downtime or data loss caused by a service provider. Nothing in these Terms limits our liability to a client for the legal services we provide.

24. Changes to the Site and These Terms

We may update the Site and these Terms. Changes apply from the date posted. They do not change the price or the listed scope of a service you have already bought.

25. Notice to Clients About the Grievance Process

The State Bar of Texas investigates and prosecutes professional misconduct committed by Texas attorneys. Although not every complaint against or dispute with a lawyer involves professional misconduct, the State Bar’s Office of Chief Disciplinary Counsel will provide you with information about how to file a complaint. Please call 1-800-932-1900 (toll-free) for more information.

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 Portal, or our services will be brought in a court of competent jurisdiction in 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, the pricing page listing for your service on the date you bought it, our written acceptance of your matter, and any separate written agreement we sign with you are the entire agreement between you and us. If they conflict, a separate written agreement signed by both of us controls.

28. Contact

Questions about these Terms can be sent to info@executorsresource.com or by calling (800) 453-7160.