Terms of Service

Last updated: January 2026

Note: These terms of service are currently being finalized. Please check back soon for the complete terms, or contact us at hello@estatebookkeeper.com if you have immediate questions.

Agreement to Terms

By accessing or using Estate Bookkeeper, you agree to be bound by these Terms of Service and all applicable laws and regulations. If you do not agree with any of these terms, you are prohibited from using this service.

Description of Service

Estate Bookkeeper provides cloud-based estate and trust accounting software designed for legal professionals. Our service includes matter management, transaction tracking, and court-ready report generation.

Account Registration

To use our service, you must register for an account and provide accurate, complete information. You are responsible for maintaining the confidentiality of your account credentials.

Acceptable Use

You agree to use Estate Bookkeeper only for lawful purposes and in accordance with these Terms. You agree not to:

  • Use the service for any illegal purpose
  • Attempt to gain unauthorized access to our systems
  • Interfere with the proper working of the service
  • Share your account credentials with unauthorized users

Subscription and Payment

Some features of Estate Bookkeeper require a paid subscription. You agree to pay all applicable fees as described on our pricing page. Subscriptions renew automatically unless cancelled.

Data Ownership

You retain all rights to the data you enter into Estate Bookkeeper. We do not claim ownership of your content. See our Privacy Policy for details on how we handle your data.

Limitation of Liability

Estate Bookkeeper is provided “as is” without warranties of any kind. We shall not be liable for any indirect, incidental, special, or consequential damages arising from your use of the service.

Changes to Terms

We reserve the right to modify these terms at any time. We will notify users of any material changes via email or through the service.

Termination

We may terminate or suspend your account at any time for violation of these terms. You may cancel your account at any time through your account settings.

Contact Us

If you have questions about these Terms of Service, please contact us at hello@estatebookkeeper.com.