Terms of Service

These terms govern your use of ExecutorBench (executorbench.com). By creating an account or using the product, you agree to them.

Not a law firm

ExecutorBench is self-help software. It is not a law firm, it does not give legal advice, and it is not a substitute for the advice of an attorney. Using it does not create an attorney-client relationship, and what you enter is not protected by attorney-client privilege.

The task lists, deadlines, and documents we generate are based on general information about your state’s procedures and the details you enter. If your estate is contested, involves significant assets, or raises questions you are not confident about, we recommend consulting a probate attorney licensed in your state. ExecutorBench is self-help software. It is not a law firm, it does not give legal advice, and it is not a substitute for the advice of an attorney.

Attorney notices for full probate in three states:

• Florida. Florida requires a personal representative to be represented by a Florida attorney unless the personal representative is the only person interested in the estate (Florida Probate Rule 5.030(a)). Use this plan to organize the work with your attorney.
• Texas. Texas courts generally require an executor or administrator to be represented by an attorney in probate court. A narrow exception applies when the executor is the only beneficiary (Suday v. Suday, Tex. 2025), and many courts have their own policies. Ask the court before filing.
• Illinois. Illinois courts generally do not allow a non-attorney to represent an estate in a probate case (In re Estate of Mattson, 2019 IL App (1st) 180805), and the Cook County Clerk says you need an attorney to open a probate estate.

Your account

You are responsible for the accuracy of the information you enter and for keeping your login credentials confidential. You must be at least 18 years old to create an account.

Accuracy of legal information

We work to keep the state-specific thresholds, deadlines, and procedures referenced in the product current, and we review them on a recurring basis. Laws change, and we cannot guarantee that every value reflects the most recent amendment at every moment. Always confirm a critical deadline or dollar threshold with your local probate court or an attorney before relying on it for an irreversible decision.

Plans and payment

ExecutorBench offers a free tier, a one-time Estate Action Plan PDF, and two paid tiers, Guided and Complete, with additional features and document generation. Every paid product is a one-time payment for a single estate. They are not subscriptions and do not renew. All prices are in US dollars (USD) and are shown before you pay.

• Estate Action Plan (PDF): $29 one time, per estate. It is a downloadable document, not an interactive plan, and does not unlock Guided or Complete features.
• Guided: $199 one time, per estate.
• Complete: $499 one time, per estate.
• Upgrading an estate from Guided to Complete charges only the difference ($300), so you never pay for the same features twice.
• If you bought the Estate Action Plan for an estate, its $29 price is credited toward your first Guided or Complete purchase for that estate ($170 for Guided, $470 for Complete). The credit applies once.

If you are a court-appointed personal representative, reasonable expenses of administering the estate can generally be paid from the estate, subject to the court's review and your state's rules. Whether this purchase qualifies depends on your court and the beneficiaries. Keep your receipt.

Payments are processed by Stripe on its own checkout page. Your card details go to Stripe and never reach our servers. The charge appears on your card statement as ExecutorBench (EXECBENCH).

Refunds

If you are not satisfied, you may request a full refund within 14 days of purchase, provided that no documents have been generated for the estate. After 14 days, or once any document has been generated for the estate, payments are not refundable, except where a refund is required by law. For an upgrade purchase, the 14 days run from the date of the upgrade and the refund covers the upgrade charge only. The Estate Action Plan PDF is a generated document: it is refundable within 14 days of purchase only if it has not been downloaded. To request a refund, email support@executorbench.com or use our feedback form, and tell us which estate the purchase was for. Approved refunds are returned to the original payment method.

Error remedy: if a document or plan we generated contains an error in a legal figure, deadline or route rule that we published, tell us within 60 days and we will correct it and, if you ask, refund that purchase in full.

Documents you generate

Documents generated through ExecutorBench are drafts based on the information you provide. You are responsible for reviewing them for accuracy before filing them with a court, financial institution, or other third party.

Your responsibility to confirm

You are responsible for confirming deadlines and requirements with the court before you rely on them. The app's dates are planning dates computed from the dates you enter.

Sharing with beneficiaries

If you create a share link to give a beneficiary visibility into your estate’s status, you are responsible for choosing what to share and with whom. You can revoke a share link at any time. Anyone with a share link can see what you share. Do not share a link that shows dollar amounts unless every viewer is entitled to see them.

Acceptable use

You agree to use ExecutorBench only for an estate in which you are, or reasonably expect to become, the executor, administrator, personal representative, trustee, small estate successor or a family member helping that person, and to enter information about other people (such as beneficiaries) only as needed for that purpose. You also agree not to attempt to access another user’s account or data, or to interfere with the normal operation of the service.

Disclaimer of warranties

To the extent permitted by law, ExecutorBench is provided “as is.” We do not warrant that the service will be uninterrupted or error-free, or that the task plans, deadlines, or documents it generates are complete or fully accurate for your situation. Limited warranty: we will correct errors in the state figures and deadline rules we publish.

Limitation of liability

To the extent permitted by law, ExecutorBench is not liable for indirect, incidental, or consequential damages arising from your use of the service, including decisions made based on task plans, deadlines, or documents it generates. Our total liability for any claim relating to the service is limited to the amount you paid for the estate in question in the 12 months before the claim, except where the law does not allow this limitation (including for gross negligence, willful misconduct, or claims that cannot be limited under consumer protection law).

Governing law

These terms are governed by the laws of the state where you live, without regard to conflict of law rules. You may bring a claim in the small claims court for the county where you live.

Termination

You may stop using ExecutorBench and ask us to delete your account at any time by emailing support@executorbench.com or through the feedback form. We may suspend an account that breaks these terms. Your data is handled as described in the Privacy Policy when an account ends.

Changes to these terms

We may update these terms as the product changes. We will update the “Last updated” date above when we do, and for material changes we will give you 14 days’ notice by email. Continued use of the service after a change means you accept the updated terms.

Contact

ExecutorBench is operated by Buckshot Digital Sales Inc. (11 Everton Crt, Markham, ON L6B 0L3, Canada). Questions about these terms can be sent to support@executorbench.comor submitted through our feedback form.