Effective date: August 7, 2026 · Last updated: August 7, 2026
1. Agreement
By creating an account, opening an estate, paying a subscription, or otherwise using Estate Vault (“Service”), you agree to these Terms and our Privacy Policy. If you do not agree, do not use the Service.
The Service is operated in connection with fiduciarylog.com. Payment may appear under the Stripe merchant name associated with that account (for example FRPL) while the product line is labeled Estate Vault Standard.
2. Who may use the Service
You must be at least 18 years old and able to form a binding contract. If you use the Service on behalf of an estate or organization, you represent that you are authorized to do so. Personal Representatives are responsible for who they invite (heirs, helpers, advisors) and for the accuracy of access they grant.
3. What the Service provides
Estate Vault helps authorized users record inventory, money movement, communications, sales, distributions, and related exports for estate administration. Features may change as we improve the product. Beta or early-access labels mean the Service is still being refined.
- We do not provide legal, tax, accounting, or fiduciary advice.
- Reports and exports are supporting documentation only — not court filings unless properly filed by you or counsel through the court.
- Totals such as Cash available are calculated from information you enter; they are not a live bank feed or certified accounting.
- We do not require upload of wills, Letters, SSNs, or full bank credentials to use the core Service.
4. Accounts, roles, and security
You are responsible for safeguarding credentials (including admin PINs and invite PINs) and for activity under your access. Keep PINs private. Notify us promptly if you suspect unauthorized access. Role portals (PR, family, helper, advisor, auction) are separated by design; do not attempt to circumvent access controls.
5. Subscriptions and billing
Estate Vault Standard is billed per estate at the price shown on our Pricing page (currently $29.99/month per estate after any applicable trial). The first estate owned by a Personal Representative may include a free trial as described on Pricing. Additional estates do not receive a second free trial and may include a short grace period to subscribe.
Payments are processed by Stripe. By subscribing, you authorize recurring charges until you cancel. Taxes may apply where required. See Refund & Cancellation for cancel, lapse, and refund rules.
6. Acceptable use
You agree not to:
- Use the Service for unlawful purposes or to harass others
- Upload malware, scrape at abusive rates, or attack the Service
- Misrepresent your identity or authority over an estate
- Attempt to access another user’s data without authorization
- Resell the Service or use it to build a competing product by unauthorized means
We may suspend or terminate access for violations or risk to the Service or other users.
7. Your content and estate records
You retain rights to the estate information and files you submit. You grant us a limited license to host, process, back up, and display that content solely to operate and improve the Service and as described in the Privacy Policy. You are responsible for the legality and accuracy of content you enter and for obtaining any consents needed to share information with invited users.
8. Public sales / auction features
If you enable a public sale, you are responsible for lot accuracy, sale rules, pickup, and compliance with applicable law. Card-on-file registration and bidding features may not include automatic settlement of winning bids. The Personal Representative should not bid on their own estate’s public sale.
9. Disclaimers
THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE.” TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE DISCLAIM WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. We do not warrant that the Service will be uninterrupted, error-free, or that exports will meet any court’s requirements.
10. Limitation of liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE AND OUR OPERATORS ARE NOT LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, DATA, OR BUSINESS OPPORTUNITY. OUR TOTAL LIABILITY ARISING OUT OF THESE TERMS OR THE SERVICE FOR A GIVEN ESTATE WILL NOT EXCEED THE AMOUNTS YOU PAID US FOR THAT ESTATE’S SUBSCRIPTION IN THE TWELVE (12) MONTHS BEFORE THE CLAIM. Some jurisdictions do not allow certain limits; in those cases, our liability is limited to the fullest extent allowed.
11. Indemnity
You agree to defend and indemnify us against claims arising from your use of the Service, your estate content, your invitations to other users, or your violation of these Terms or applicable law, except to the extent caused by our willful misconduct.
12. Changes
We may update these Terms. Material changes will be posted on this page with an updated date. Continued use after the effective date constitutes acceptance. If you do not agree, stop using the Service and cancel subscriptions you no longer need.
13. Governing law
These Terms are governed by the laws of the State of Colorado, USA, without regard to conflict-of-law rules, except where mandatory consumer protections of your residence apply. Courts in Colorado have exclusive venue for disputes that cannot be resolved informally, unless prohibited by law.
14. Contact
Questions about these Terms: use the contact options published on fiduciarylog.com / Estate Vault support channels for your account, or the billing portal for subscription issues.
Related: Privacy Policy · Refund & Cancellation · Security & Retention