Terms of Service

EstateDraftFL and TrusteeClear are software products operated by LegalDraft Technologies LLC. EstateDraftFL supports Florida estate planning, probate, and law-firm workflows. TrusteeClear is intentionally integrated into EstateDraftFL as the successor-trustee and trust-administration product.

LegalDraft Technologies LLC is not a law firm. The platform does not provide legal advice, does not represent you, and does not create an attorney-client relationship by your use of the site.

Public EstateDraftFL and TrusteeClear content is designed for Florida workflows and general legal information. It is not a substitute for advice from a licensed Florida attorney about your specific facts.

The platform performs automated legal-document analysis: AI features organize information, surface issues, prepare drafts, run adversarial review passes, and support review workflows. That analysis is automated output — not a professional opinion, not legal advice, and not a substitute for advice from a licensed attorney. It does not make legal decisions for you; you (or your attorney) review, accept, reject, or revise every output.

The platform functions as a scrivener with modern tooling: the questionnaire asks, you decide, and deterministic templates record your decisions from source-locked Florida law. The software never chooses a disposition for you and never applies the law to your particular circumstances. In the self-help lane the software’s checks are completeness and format checks, and the rules it states beside your answers are general and cited — it does not assess your situation, select among the choices you make, or grade a document you already have (for law-firm accounts, the Opposing Counsel Pass™ runs inside the attorney workspace under the firm’s attorney). None of it is a review of your entries for legal sufficiency, and no one at the platform reviews your answers for legal sufficiency. EstateDraftFL is not a substitute for the advice or services of an attorney. Whether any document is valid, effective, or enforced is determined by Florida law and, ultimately, by a court — not by the platform. Before your assembled documents finalize for execution, you record an informed self-representation election acknowledging these limits; you may take the documents to your own Florida attorney at any time.

Independent legal services are not included in the public software purchase. Unless and until you separately engage a licensed attorney of your choice and that attorney agrees to represent or review your matter, no attorney-client relationship is created.

For firm accounts, the law firm and its licensed attorneys remain responsible for legal advice, supervision, professional judgment, client communications, and final approval of any work product delivered to a client.

You agree to provide accurate information, keep your account secure, and use the platform only for lawful purposes. You are responsible for reviewing all outputs, deciding whether to seek attorney advice, and completing any required signing, witnessing, notarization, filing, delivery, storage, or other execution steps.

Some features are paid. Prices, included features, optional add-ons, billing terms, and refund terms are presented at checkout or in the applicable firm agreement. Access to paid outputs may depend on successful payment confirmation from the payment provider.

Public (self-serve) purchases carry the 60-day money-back guarantee published on the pricing page: if you are not satisfied, submit a request from Payments, refunds & disputes in your signed-in account within 60 calendar days after the payment provider confirms the purchase. We refund the remaining platform purchase price in full to the original payment method — no questions asked. The request creates a case and a first-response deadline within two business days; it is not itself confirmation that money has moved. The account page changes the money state only after the payment provider confirms a full or partial refund.

A confirmed refund of a public self-serve purchase does not remove the documents or reports already included in that purchase, and files already downloaded to your computer cannot be remotely erased. An open card or payment dispute temporarily suspends paid generation and downloads until the payment provider resolves the dispute; a resolution in your favor restores that access. Account deletion is a separate request and remains available under the privacy and account controls.

Firm plans, subscriptions, à-la-carte firm matters, firm add-ons, separately engaged attorney services, government filing or recording charges, notary services, and other third-party fees follow their applicable agreement or provider terms and are not part of this public self-serve guarantee unless the applicable checkout or agreement expressly says otherwise.

You retain ownership of documents and information you provide. You grant LegalDraft Technologies LLC a limited license to host, process, analyze, transmit, and display that content as needed to operate and secure the platform, provide support, and comply with law.

You may not attempt to access another user's or tenant's data, bypass payment or access controls, attack or disrupt the service, upload unlawful content, misuse AI features, reverse engineer protected systems, or use the platform in a way that violates law or another person's rights.

The service is provided "as is" and "as available." To the maximum extent permitted by law, LegalDraft Technologies LLC disclaims implied warranties and is not liable for indirect, incidental, special, consequential, exemplary, or punitive damages. Nothing in these terms limits liability that cannot be limited by law.

We may update these terms from time to time. Material changes will be posted on this page or presented through the platform. Questions may be sent to legal@estatedraftfl.com.