Terms of Service

Estate Metrics is a software product for organizing estate financial records. It is not a law firm, accounting firm, or substitute for professional legal advice.

You are responsible for the accuracy of the records you enter, import, attach, export, or share. Shared review links are intended for read-only review and should be used with care.

You keep ownership of your underlying estate data. By using the service, you authorize Estate Metrics to store and process that data so the product can provide ledger, cleanup, packet, and sharing workflows.

The service is provided subject to product availability, operational limits, and the legal boundaries described throughout the product. If a court, attorney, or accountant needs a different output, you remain responsible for providing it.