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Terms of Service

Effective Date: June 1, 2026

1. Acceptance of Terms

By accessing or using Resolve Estate ("the Service"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, you may not use the Service. These Terms apply to all users of the Service, including firm administrators, attorneys, and support staff.

If you are entering into these Terms on behalf of a law firm or other entity, you represent and warrant that you have the authority to bind that entity to these Terms, in which case "you" and "your" refer to that entity.

2. Description of Service

Resolve Estate is a web-based probate and estate administration platform designed for law firms. The Service provides tools for case management, document generation, asset and disbursement tracking, interested party management, correspondence, deadline tracking, and related estate administration functions.

Resolve Estate is a software tool and does not provide legal advice. Users are solely responsible for ensuring the accuracy of all data entered and for compliance with applicable laws and court rules.

3. Account Registration

To use the Service, you must register an account associated with a law firm. Each firm account is isolated, meaning users within one firm cannot access data belonging to another firm.

You are responsible for:

  • Providing accurate and complete registration information.
  • Maintaining the confidentiality of your login credentials.
  • All activity that occurs under your account.
  • Notifying us immediately of any unauthorized use of your account.

Firm administrators are responsible for managing user access within their firm, including adding and removing attorneys and support staff.

4. License Terms

Subject to your compliance with these Terms and timely payment of applicable fees, Resolve Estate grants your firm a limited, non-exclusive, non-transferable, revocable license to access and use the Service during your active subscription term, solely for your firm's internal business purposes.

  • Seat-Based Licensing: Access to the Service is licensed on a per-seat basis. A "seat" is a named-user license assigned to one specific individual and may not be shared, sublicensed, or used concurrently by more than one person. Subscription fees are calculated based on the number of active attorney seats and active support staff seats associated with your firm's account, as described on our Pricing page. The number of required seats equals the total number of individuals who access the Service on your firm's behalf — one seat per attorney whose matters are managed in the Service, and one seat per support staff member who accesses the Service — regardless of how work is allocated among attorneys. For example, if one support staff member provides services for three attorneys, your firm requires three attorney seats and one support seat — four seats in total, not one.
  • Adding Seats: Firm administrators may add seats by inviting new attorneys or support staff. A seat becomes billable once the invited individual activates their account, and the additional fee is prorated for the remainder of the current billing period.
  • Removing and Reassigning Seats: Firm administrators may remove a seat by deactivating a user's account, which prorates a credit for the remainder of the current billing period. A deactivated seat may be reassigned to a new individual at your firm; reassigning a seat does not result in a net increase in your subscription fee, provided your total number of active seats does not increase.
  • Restrictions: Each individual user account is for the use of a single named individual. You may not share login credentials, permit concurrent use of a single seat by multiple individuals, or otherwise attempt to circumvent seat-based billing.
  • Human Use Only: Each seat is licensed for use by a natural person. You may not access or use the Service, or permit the Service to be accessed or used, through any bot, script, or artificial intelligence agent acting autonomously on your behalf, without our prior written consent. All data entry, document generation, and other actions taken through the Service must be initiated and reviewed by the natural person to whom the seat is licensed.
  • Audit and Enforcement: We reserve the right to monitor seat usage and to charge for any seats used in violation of this Section. Any violation of this Section constitutes a material breach of these Terms and may result in suspension or termination of your account under Section 12 (Termination).

5. Subscription and Payment

The Service is offered on a monthly subscription basis. Current pricing is available on our Pricing page.

  • Subscriptions are billed monthly with no long-term contracts. You may cancel at any time.
  • All fees are paid in advance and are non-refundable, including for partial billing periods, except as required by law.
  • We may change our subscription fees from time to time. If we increase fees, we will provide at least 30 days' notice before the change takes effect on your next renewal. Promotional pricing notwithstanding, any pricing identified as promotional or discounted on our Pricing page at the time of your signup will continue for as long as your subscription remains active and in good standing.
  • All payment processing is handled by Stripe. Resolve Estate does not store, process, or have access to your credit card numbers or bank account information. All financial transactions are subject to Stripe's terms of service and privacy policy.
  • Failure to maintain an active subscription may result in suspension of access to the Service. See Section 12 (Termination) for how this affects Your Data.

6. Data Privacy and Security

We take the security of Your Data seriously.

  • Encryption at Rest: All data stored by the Service is encrypted at rest using industry-standard encryption on Amazon Web Services (AWS) infrastructure.
  • Encryption in Transit: All data transmitted between your browser and our servers is encrypted using TLS/SSL.
  • Tenant Isolation: Each firm's data is logically isolated. Users can only access data belonging to their own firm.
  • No Data Sales: We do not sell, rent, or share Your Data with third parties for marketing or advertising purposes.

While we implement commercially reasonable security measures, no method of electronic storage or transmission is 100% secure. You acknowledge and accept this inherent risk.

7. User Responsibilities

By using the Service, you agree to:

  • Use the Service only for lawful purposes and in compliance with all applicable federal, state, and local laws.
  • Ensure the accuracy of all data you enter into the Service.
  • Not attempt to gain unauthorized access to any part of the Service, other user accounts, or related systems.
  • Not use the Service to store or transmit malicious code or content.
  • Not reproduce, duplicate, copy, sell, or resell any portion of the Service.
  • Not reverse engineer, decompile, or attempt to derive the source code or underlying logic of the Service.
  • Not create derivative works based on the Service.
  • Not frame, mirror, or embed any part of the Service on another website or application without our prior written consent.

8. Intellectual Property

Our Property: The Service, including its design, features, code, documentation, and branding, is the property of Resolve Estate and is protected by intellectual property laws. You are granted a limited, non-exclusive, non-transferable license to use the Service for its intended purpose during your active subscription, as further described in Section 4 (License Terms).

Your Data: You retain full ownership of all data you enter into the Service ("Your Data"). We claim no intellectual property rights over Your Data. You may export Your Data at any time from your firm's admin dashboard; see Section 12 for data retention timelines following termination.

9. DISCLAIMER OF WARRANTIES

THE SERVICE IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, OR NON-INFRINGEMENT. RESOLVE ESTATE DOES NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE, OR THAT ANY DEFECTS WILL BE CORRECTED.

THE SERVICE IS A SOFTWARE TOOL ONLY AND DOES NOT PROVIDE LEGAL ADVICE. RESOLVE ESTATE DOES NOT WARRANT THE LEGAL SUFFICIENCY, ACCURACY, COMPLETENESS, OR ADEQUACY OF ANY DOCUMENT OR OUTPUT GENERATED THROUGH THE SERVICE, OR THAT ANY SUCH DOCUMENT WILL BE ACCEPTED BY, OR SATISFY THE REQUIREMENTS OF, ANY COURT, CLERK, OR OTHER GOVERNMENTAL AUTHORITY. COURT RULES AND FILING REQUIREMENTS VARY AND CHANGE, AND YOU ARE SOLELY RESPONSIBLE FOR VERIFYING THE ACCURACY AND SUFFICIENCY OF ANY DOCUMENT BEFORE FILING OR RELYING ON IT.

YOU ACKNOWLEDGE AND AGREE THAT YOU ARE SOLELY RESPONSIBLE FOR YOUR USE OF THE SERVICE, INCLUDING ALL DATA YOU ENTER, ALL DOCUMENTS YOU GENERATE OR FILE, AND ALL DECISIONS YOU MAKE IN CONNECTION WITH YOUR USE OF THE SERVICE. RESOLVE ESTATE IS NOT RESPONSIBLE FOR YOUR USE OF THE SERVICE IN ANY WAY, INCLUDING ANY ERRORS, OMISSIONS, OR CONSEQUENCES RESULTING FROM YOUR RELIANCE ON THE SERVICE OR ANY OUTPUT IT GENERATES.

10. LIMITATION OF LIABILITY

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, RESOLVE ESTATE SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, DATA, OR BUSINESS OPPORTUNITIES, ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICE.

RESOLVE ESTATE'S TOTAL LIABILITY FOR ANY CLAIM ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE SHALL NOT EXCEED THE AMOUNT YOU PAID FOR THE SERVICE IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

RESOLVE ESTATE IS NOT RESPONSIBLE FOR LEGAL OUTCOMES RESULTING FROM THE USE OF THE SERVICE.

11. Indemnification

You agree to indemnify, defend, and hold harmless Resolve Estate and its officers, employees, and agents from and against any claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to: (i) your use of the Service in violation of these Terms; (ii) Your Data, including any claim that Your Data infringes, misappropriates, or violates the rights of a third party; (iii) your violation of any applicable law; or (iv) any third-party claim, demand, or proceeding arising out of or relating to your use of the Service, including any claim brought by your clients, beneficiaries, creditors, opposing parties, or other third parties in connection with any matter, document, or other output created or managed using the Service. We will provide you with prompt notice of any such claim and reasonable cooperation, at your expense, in its defense.

12. Termination

By You: You may cancel your subscription at any time. Upon cancellation, your access will continue through the end of your current billing period.

By Us: We reserve the right to suspend or terminate your access to the Service at any time for violation of these Terms, non-payment, or any other reason at our sole discretion, with or without notice.

Effect of Termination: Upon termination, your right to use the Service ceases immediately. You may request an export of Your Data within 30 days of termination.

Data Retention After Cancellation or Non-Payment: If your subscription is cancelled or lapses due to non-payment and is not reinstated, we will retain Your Data for at least 30 days. Before permanently deleting Your Data, we will send a written notice (by email) at least 7 days in advance to give you the opportunity to reinstate your subscription or request an export. After that notice period, we reserve the right to delete Your Data permanently.

13. ARBITRATION AND CLASS ACTION WAIVER

PLEASE READ THIS SECTION CAREFULLY. IT AFFECTS YOUR LEGAL RIGHTS, INCLUDING YOUR RIGHT TO FILE A LAWSUIT IN COURT AND TO HAVE A JURY TRIAL.

Agreement to Arbitrate: You and Resolve Estate agree that any dispute, claim, or controversy arising out of or relating to these Terms or the Service (a "Dispute") will be resolved by binding arbitration rather than in court, except that either party may bring an individual action in small claims court, and either party may seek injunctive or other equitable relief in court to prevent actual or threatened infringement, misappropriation, or violation of a party's intellectual property rights, confidential information, or the restrictions described in Section 4 (License Terms).

Arbitration Procedure: The arbitration will be administered by the American Arbitration Association ("AAA") under its Commercial Arbitration Rules then in effect, before a single arbitrator. The arbitration will be seated in Florida, conducted remotely, or based on written submissions, as the arbitrator determines appropriate. The arbitrator's decision will be final and binding and may be entered as a judgment in any court of competent jurisdiction.

YOU AND RESOLVE ESTATE AGREE THAT EACH MAY BRING CLAIMS AGAINST THE OTHER ONLY IN AN INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, COLLECTIVE, CONSOLIDATED, OR REPRESENTATIVE PROCEEDING. THE ARBITRATOR MAY NOT CONSOLIDATE MORE THAN ONE PERSON'S CLAIMS AND MAY NOT OTHERWISE PRESIDE OVER ANY FORM OF A CLASS OR REPRESENTATIVE PROCEEDING.

TO THE EXTENT ANY DISPUTE IS NOT SUBJECT TO ARBITRATION UNDER THIS SECTION, YOU AND RESOLVE ESTATE EACH WAIVE ANY RIGHT TO A JURY TRIAL.

Severability: If any portion of this Section is found to be unenforceable or unlawful, that portion will be severed and the remainder of this Section will remain in full force and effect; provided, however, that if the class action waiver above is found unenforceable, then this entire Section (Arbitration and Class Action Waiver) will be null and void, and the Dispute will instead be resolved in the courts identified in Section 14 (Governing Law and General Provisions).

14. Governing Law and General Provisions

These Terms will be governed by and interpreted under Florida law, ignoring conflict of law principles. For any Dispute not covered by the arbitration provisions in Section 13, venue will be exclusive to the state courts of Miami-Dade County, Florida, and the United States District Court for the Southern District of Florida. You hereby submit to the personal jurisdiction of those courts and waive any objection to venue or to the doctrine of forum non conveniens in connection therewith.

Entire Agreement: These Terms, together with our Privacy Policy, constitute the entire agreement between you and Resolve Estate regarding the Service and supersede any prior agreements or understandings.

No Waiver: Our failure to enforce any provision of these Terms shall not constitute a waiver of that provision or any other provision.

Assignment: You may not assign or transfer these Terms, by operation of law or otherwise, without our prior written consent. We may assign these Terms without restriction in connection with a merger, acquisition, reorganization, or sale of assets.

15. Changes to Terms

We reserve the right to modify these Terms at any time. If we make material changes, we will notify you by email or through a notice within the Service. Your continued use of the Service after such changes constitutes your acceptance of the updated Terms.

Notification emails regarding changes to these Terms are transactional in nature. For details on our email practices and your right to opt out of non-essential communications, see our Privacy Policy.

16. Accessibility

In support of our commitment to digital accessibility, our team continuously works to improve accessibility across the site and strives to meet the Web Content Accessibility Guidelines (WCAG) 2.1 Level AA. If you experience difficulty accessing any part of this site, please contact us at support@resolveestate.com so we can address it.

17. Contact Information

If you have any questions about these Terms of Service, please contact us at:

Resolve Estate
Email: support@resolveestate.com