By using FLC Fiduciary Assist ("the app"), you agree to these terms. Please read them — especially the part about what the app is and isn't.
The app generates a checklist and informational guidance based on the details you enter. Estate administration involves court deadlines, tax rules, and potential personal liability that depend on your specific facts and jurisdiction. Always confirm requirements with the relevant institution and a qualified professional.
Bank and institution procedures, phone numbers, document requirements, and legal deadlines change. We work to keep our directory current but do not guarantee its accuracy or completeness. Verify details directly with each institution before relying on them.
You are responsible for your account credentials and for your encryption passphrase/key. Because the app is zero-knowledge, we cannot recover your encryption key — if you lose it and have no backup or export, your locally stored data cannot be recovered by anyone, including us. Keep an export if you want a safety net.
Use the app lawfully and only for your own estate matters or those you are authorized to administer. Don't misuse, reverse-engineer, or disrupt the service.
The app may offer to connect you with Four Lines Fiduciary for paid services such as a court accounting. Those services are separate and governed by their own engagement agreement. Nothing in the app is an offer or guarantee of those services.
The app is provided "as is," without warranties of any kind. To the fullest extent permitted by law, we are not liable for any indirect, incidental, or consequential damages, or for decisions made in reliance on the app. Settling an estate carries real legal and financial consequences — consult qualified professionals.
These terms are governed by the laws of the State of California. We may update them and will post changes here with a new date. Continued use means you accept the changes.
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This is a draft pending review by counsel and is not yet a final legal document.