Effective July 27, 2026
Important Disclaimer
EstateClose is a recordkeeping tool intended to help organize information. It does not take over the user's professional, legal, financial, or fiduciary responsibilities.
Recordkeeping aid only
EstateClose is provided only as an organizational and recordkeeping aid. It is not a law firm, accounting firm, tax preparer, financial advisor, fiduciary, court service, payment service, or substitute for qualified professional advice.
No professional advice
The app and anything it generates do not constitute legal, tax, accounting, financial, fiduciary, or other professional advice. EstateClose does not determine legal rights, duties, creditor priority, beneficiary entitlement, tax treatment, filing requirements, deadlines, distributions, or who should be paid.
No guarantee of accuracy or acceptance
EstateClose relies on information entered, imported, or approved by the user. Entries, calculations, document-recognition suggestions, reconciliations, reports, and exports may contain errors or omissions. The app does not guarantee that any court, agency, beneficiary, creditor, attorney, accountant, bank, or other person will accept an entry, calculation, report, export, or workflow.
Your responsibility
You are solely responsible for independently verifying all information and outputs; preserving original source records and adequate backups; obtaining qualified legal, tax, accounting, and other advice; meeting every deadline and filing requirement; and making every decision, payment, reimbursement, distribution, and other action. Do not rely on EstateClose as your only record.
Use at your own risk
You use EstateClose and rely on anything it produces at your own risk. To the fullest extent permitted by applicable law, EstateClose and its developers disclaim all express and implied warranties, including warranties of accuracy, completeness, reliability, fitness for a particular purpose, merchantability, and non-infringement.
Limitation of liability
To the fullest extent permitted by applicable law, EstateClose and its developers are not liable for any error, omission, inaccurate calculation, data loss, security incident outside the app, missed deadline, incorrect filing, payment or distribution, tax or court consequence, professional fee, claim, penalty, lost profit, indirect or consequential damage, or other loss arising from use of or reliance on the app or its outputs.
Professional review
Consult a qualified attorney, accountant, tax professional, or other appropriate advisor about the facts and requirements of the estate. EstateClose is meant to help you organize that conversation, not replace it.