Terms of Service
The terms governing your use of Executorly.
Effective Date: November 4, 2026
Last Updated: November 4, 2026
Website: https://executorly.com
Service Provider: Fingarde Technologies Inc., operating as Executorly
Business Address:
501 - 3292 Production Way
Burnaby, BC V5A 4R4
Canada
Contact Email: legal@executorly.com
1. Introduction and Acceptance
Welcome to Executorly.
Executorly is an estate administration software platform that helps users organize documents, track expenses, maintain financial records, prepare estate information, and collaborate with others involved in estate administration.
These Terms of Service ("Terms") form a legal agreement between you and Fingarde Technologies Inc., operating as Executorly ("Executorly," "we," "us," or "our").
By creating an account, accessing the Service, or purchasing an Estate Workspace, you agree to these Terms.
Our Privacy Policy separately explains how we collect, use, disclose, protect, and retain personal information.
If you do not agree to these Terms, you must not use the Service.
Important Notice About Service Availability
Executorly is an evolving software business. Although we intend to provide ongoing access to purchased Estate Workspaces, we cannot guarantee that the Service will remain available indefinitely.
A one-time purchase does not provide guaranteed lifetime access or guarantee that Executorly will operate for any particular number of years.
The Service may be modified, suspended, or discontinued in accordance with these Terms and applicable law.
Customers are encouraged to maintain independent copies of important estate documents and records.
Nothing in these Terms limits rights or remedies that cannot lawfully be excluded under applicable law.
2. Definitions
For these Terms:
"Service" means Executorly's website, application, software features, and related services.
"Estate Workspace" means a workspace within the Service used to organize information relating to a particular estate.
"Primary Administrator" means the user designated to manage an Estate Workspace, including permissions and collaborator access.
"Collaborator" means another user authorized to access an Estate Workspace.
"Customer Content" means documents, photographs, financial records, personal information, and other materials uploaded, submitted, or entered into the Service.
"Generated Output" means classifications, extracted information, summaries, calculations, reports, and other results produced through the Service.
"Paid Estate Workspace" means an Estate Workspace for which the applicable one-time purchase price has been paid.
"Third-Party Provider" means an external provider supporting the operation, security, processing, or delivery of the Service.
3. Eligibility and Account Registration
You must be at least 18 years old, or the applicable age of majority in your jurisdiction if higher, and legally capable of entering into a binding agreement.
The Service is intended for individuals involved in estate administration, including executors, estate administrators, prospective executors, family members, authorized assistants, and professional advisers.
You do not need to have obtained a probate grant or formal court appointment merely to create an account.
However, creating an account does not establish or confer legal authority over an estate.
You agree to provide accurate account information, protect your login credentials, and promptly notify us of suspected unauthorized access.
You must not knowingly allow unauthorized individuals to use your account.
4. Authority to Access and Process Estate Information
Estate documents may contain confidential or personal information concerning deceased individuals, beneficiaries, family members, creditors, financial institutions, and other parties.
By uploading, accessing, processing, or sharing Customer Content, you represent that you have the legal authority, consent, permission, or other lawful basis necessary to do so.
You agree that your use of the Service will not violate applicable laws, court orders, confidentiality obligations, or the rights of others.
Executorly does not routinely verify whether a user has been legally appointed as an executor or administrator.
We may request reasonable evidence of authority, restrict access, or suspend an Estate Workspace if we have credible concerns about unauthorized access, unlawful activity, or competing claims of authority.
Executorly does not adjudicate disputes concerning estate administration, beneficiary rights, or legal entitlement to estate information.
5. Description of the Service
Executorly provides tools intended to assist with estate-related recordkeeping and administration.
Depending on available functionality, these may include:
Document uploading, scanning, storage, and organization;
Optical character recognition and AI-assisted processing;
Document classification, renaming, and splitting;
Extraction of dates, amounts, account identifiers, and other information;
Estate expense and reimbursement tracking;
Executor time and compensation tracking;
Bank and credit card statement processing;
Transaction matching and reconciliation;
Estate inventories, asset valuation, and liability tracking;
Estate accounting reports and summaries;
Administrative checklists and workflows;
Collaboration and document sharing;
Document and data exports.
Executorly may maintain, update, improve, or modify the Service as technology and business needs evolve.
Material changes affecting existing paid purchases will be subject to applicable contractual and consumer protection requirements.
6. No Professional Advice
Executorly is a software provider, not a law firm, accounting firm, financial institution, investment adviser, trustee, or professional executor service.
The Service does not provide regulated legal, accounting, tax, investment, or financial advice.
Information, calculations, checklists, and Generated Output are intended for organizational and informational purposes.
Executorly does not independently determine whether:
An expense qualifies for reimbursement;
Executor compensation is legally permissible or reasonable;
Estate distributions are lawful;
All estate assets or liabilities have been identified;
Tax filings are accurate or complete;
Asset valuations reflect actual market values;
Reports satisfy court or regulatory requirements.
You remain responsible for estate administration decisions and for obtaining qualified professional advice when appropriate.
7. AI Processing and Accuracy
Executorly uses artificial intelligence, optical character recognition, and other automated technologies to process and organize information.
Automated results may contain errors, omissions, or inconsistencies.
Examples include incorrect document classifications, inaccurate financial amounts, missing information, incorrectly matched transactions, and incomplete reports.
You are responsible for reviewing and verifying Generated Output before relying on it for consequential decisions, including tax filings, estate distributions, court submissions, and financial reporting.
Executorly does not guarantee that Generated Output will always be accurate, complete, or suitable for a particular purpose.
8. Artificial Intelligence and Third-Party Processing
Executorly uses authorized third-party artificial intelligence services to provide certain automated features.
Processing may involve transmitting complete uploaded documents, including PDFs, images, and associated information, to these providers.
AI Model Training
Executorly configures its AI services to restrict processing to providers that do not use customer inputs or outputs to train general-purpose AI models under the applicable provider arrangements.
Data Processing and Temporary Retention
Our AI routing arrangements are configured to prevent routine storage of customer prompt and response content by the routing provider.
Authorized providers may retain operational metadata, including processing activity, usage quantities, and related technical information.
Third-party AI providers may temporarily retain or review document content, prompts, or generated responses for security monitoring, abuse prevention, legal compliance, or other purposes permitted under their applicable arrangements.
Such retention is separate from using information to train general-purpose AI models.
International Processing
Although Executorly uses Canadian infrastructure for primary customer data storage, information submitted for AI processing may be transmitted to, processed in, or temporarily retained in other countries.
Further information is provided in our Privacy Policy.
9. Customer Content and Ownership
You retain all rights you lawfully hold in Customer Content.
Uploading documents to Executorly does not transfer ownership of those documents to us.
You grant Executorly and its authorized Third-Party Providers a limited, non-exclusive licence to store, reproduce, transmit, process, organize, and otherwise use Customer Content as reasonably necessary to provide, maintain, secure, and support the Service, comply with applicable law, and carry out purposes disclosed in our Privacy Policy.
Executorly does not acquire ownership of original estate documents and does not sell their contents for unrelated advertising.
You remain responsible for ensuring that you are legally permitted to upload and process the information you provide.
10. Original Documents and Record Preservation
Executorly is designed to preserve original uploaded documents while enabling automated processing and organization.
Customers may download original documents and available processed versions through the Service.
Although Executorly maintains safeguards, electronic systems may experience processing errors, outages, corruption, or data loss.
Customers should maintain independent copies of important documents, particularly wills, legal instruments, financial statements, and records required for tax or estate administration purposes.
Executorly is not a substitute for retaining physical originals where legally required.
11. Confidentiality
Executorly recognizes that Customer Content may contain confidential legal, financial, and personal information.
We will use and disclose Customer Content only as reasonably necessary to provide and support the Service, comply with applicable law, protect the security of the Service, or otherwise as authorized by the customer and permitted under our Privacy Policy.
Access is restricted to authorized personnel and service providers who require information for permitted purposes.
Authorized personnel may access customer information for troubleshooting with customer permission, security, maintenance, or compliance with legal obligations.
We may disclose information in response to lawful court orders, regulatory requests, or other legal requirements.
These obligations do not prevent lawful disclosure of information that became publicly available without a breach of confidentiality or was independently obtained lawfully.
Confidentiality obligations continue after account termination for as long as information remains protected by applicable law or these Terms.
12. Collaboration and Workspace Administration
Each Estate Workspace has one Primary Administrator.
The Primary Administrator manages invitations, role-based permissions, and authorized Collaborators.
Collaborators may be granted different permissions, which may include viewing, uploading, editing, downloading, or deleting information, depending on their assigned roles and available functionality.
The Primary Administrator is responsible for granting access only to appropriate individuals and managing that access as circumstances change.
The Primary Administrator can revoke collaborator access and may transfer workspace administration using available procedures.
Only the Primary Administrator may permanently delete an entire Estate Workspace.
Revoking access does not necessarily remove information previously downloaded or lawfully retained by a Collaborator.
Executorly may restrict access where there is a credible dispute about estate authority, confidentiality, or unlawful activity.
Executorly is not responsible for independently resolving disputes among executors, beneficiaries, or other interested parties.
13. Free Document Allowance
Executorly offers an introductory free allowance of up to 30 processed documents per Estate Workspace.
Documents are counted according to the number of documents processed rather than solely the number of uploaded files.
For example, an uploaded PDF containing five separately processed documents may count as five documents.
The free allowance does not automatically create a subscription or authorize recurring charges.
Executorly may modify or discontinue the free offering for future use, subject to applicable law and existing commitments.
14. Pricing and Payment
Executorly offers free and paid services, including one-time purchases for Estate Workspaces.
Current prices, applicable taxes, included features, and material usage restrictions will be disclosed before purchase.
By completing a purchase, you agree to pay the amount presented at checkout.
Unless expressly stated otherwise, one-time purchases do not automatically renew or create recurring subscription charges.
Executorly may introduce new plans, subscriptions, add-ons, or separately priced features in the future.
Customers will not be enrolled in recurring paid services without the agreement required by applicable law.
Changes to future pricing will not retroactively alter completed purchases.
The specific purchase details disclosed and agreed to at checkout form part of the applicable purchase contract and will be provided in accordance with applicable consumer protection laws.
15. Access to Paid Estate Workspaces
A one-time purchase provides access to the purchased Estate Workspace without a scheduled expiration date.
Our intention is to maintain access to Paid Estate Workspaces while the Service continues operating and customers wish to maintain their workspaces.
However, a one-time purchase is not a lifetime licence, a guarantee of perpetual storage, or a commitment to operate Executorly for any particular number of years.
The Service may be modified, suspended, or discontinued for legitimate commercial, financial, technical, security, legal, or operational reasons, subject to these Terms and applicable law.
Customers may export documents and records while their Estate Workspace remains accessible.
Nothing in this section removes statutory rights or remedies for services not supplied as legally required.
16. Usage Limits and Fair Use
The Service is subject to technical and operational limitations.
Current technical limitations include:
Maximum uploaded file size of 25 MB;
Supported file formats specified within the application;
Bulk operations covering up to 500 items at a time;
Export archives available for download for 24 hours after generation.
Executorly does not currently impose a general numerical cap on the total number of files, documents, or Estate Workspaces that an account may create, subject to applicable purchase restrictions.
Customers must not use the Service in a manner that materially abuses, overloads, damages, or compromises its systems.
We may implement reasonable measures to prevent malicious activity, fraud, or disproportionate technical demands that threaten the Service.
We may introduce new usage allowances, separately priced features, or revised limits for future offerings.
Material restrictions affecting existing paid purchases will be handled in accordance with applicable law and contractual obligations.
17. Refunds and Cancellation
Executorly considers voluntary refund requests individually.
Customers may contact support@executorly.com if they are dissatisfied with the Service, experience significant technical difficulties, or believe the Service does not materially conform to its purchase description.
We will review requests reasonably, considering the circumstances and applicable legal requirements.
Executorly does not offer a general unconditional refund guarantee.
Customers may discontinue use, close their accounts through applicable procedures, or delete their Estate Workspaces.
Voluntary account closure or workspace deletion does not automatically entitle customers to a refund, except where required by law or expressly agreed.
Nothing in this section restricts statutory rights to cancel a contract, obtain a refund, or pursue other legally available remedies.
18. Security and Data Protection
Executorly uses cloud infrastructure in Canada for primary customer data storage.
Customer information is protected using encryption, access controls, and other safeguards.
Administrative and developer access is restricted to authorized personnel.
The Service supports email-and-password authentication and optional third-party sign-in. Passwords are protected through cryptographic password hashing.
Access and application activity are subject to applicable logging and monitoring.
No electronic system can be guaranteed completely secure.
Executorly will comply with applicable privacy, security, and breach notification obligations.
Further details are provided in our Privacy Policy.
19. Security Incidents
Executorly may investigate suspected unauthorized access, misuse of information, cyber incidents, or other security events affecting the Service.
Where reasonably necessary, we may restrict accounts, suspend affected functionality, reset credentials, or take other protective measures.
We will notify affected individuals and relevant authorities where required by applicable law.
We may also provide notices or instructions to help customers protect their information.
The timing and content of notifications will depend on the circumstances and applicable legal requirements.
This section does not establish a fixed notification deadline beyond those required by law.
Security concerns may be reported to security@executorly.com.
20. Data Export and Backups
Customers may export original documents, processed documents, extracted information, reports, and available estate records through the Service.
Generated export archives are currently available for download for 24 hours after creation.
Executorly maintains backup and recovery mechanisms intended to support operational reliability.
Database backups are performed automatically with point-in-time recovery and limited backup retention.
Backup restoration has been tested.
However, backups primarily support operational recovery and are not a guaranteed individual document-recovery or independent archival service.
Customers should maintain secure copies of important records outside Executorly.
21. Customer Data Deletion
Only the Primary Administrator may permanently delete an entire Estate Workspace.
Workspace deletion removes associated documents and extracted data from active systems.
Under current technical arrangements:
Active estate records and associated stored files are deleted when workspace deletion is processed;
Stored file versions are deleted as part of the deletion process;
Deleted database information may remain in backups for up to seven days;
Residual historical file versions, if any, are subject to fallback deletion within 30 days.
Certain information may be retained where necessary or legally required, including billing records, security records, and information subject to lawful preservation obligations.
Information previously transmitted to third-party AI providers may be subject to their separate security, abuse-monitoring, or legal retention practices.
Deletion may be irreversible.
Customers should export important records before deleting an Estate Workspace.
22. Customer Recordkeeping Responsibilities
Customers are responsible for maintaining documents and records required under applicable tax, estate, trust, and other laws.
Executorly is not responsible for independently determining the legal retention period applicable to a particular estate.
The availability of an Estate Workspace does not guarantee compliance with statutory recordkeeping requirements.
Customers should maintain independent copies of important estate documents and records.
A customer may delete an Estate Workspace before the end of a statutory recordkeeping period but remains responsible for retaining required records elsewhere.
23. Beta and Experimental Features
Executorly may offer features identified as beta, preview, experimental, or early access.
Such features may be incomplete, undergo significant changes, or be withdrawn.
We may invite customers to provide feedback on experimental functionality.
Additional terms or limitations may apply where clearly disclosed.
Unless expressly stated otherwise, experimental features are not guaranteed to become permanent parts of the Service.
Nothing in this section excludes statutory warranties or remedies or reduces express commitments made with a paid purchase.
24. Service Changes, Discontinuation, and Business Closure
Executorly may modify, suspend, or permanently discontinue all or part of the Service for legitimate reasons, including:
Financial difficulties or business closure;
Changes in business strategy;
Technical or operational limitations;
Cybersecurity threats;
Legal or regulatory requirements;
Loss of essential third-party infrastructure;
Circumstances making continued operation impracticable.
We do not guarantee that Executorly will operate indefinitely.
If we decide to permanently discontinue the Service, we will make reasonable efforts to notify affected customers in advance, where reasonably practicable.
Where circumstances permit, we will also make reasonable efforts to provide customers with an opportunity to export their documents and associated records.
The available notice and export period will depend on the circumstances, including financial, technical, security, and legal constraints.
We do not guarantee a specific advance notice period where providing one is not reasonably possible.
Customers may lose access to information following discontinuation and should maintain independent copies throughout their use of the Service.
Refunds, compensation, and other remedies following discontinuation will be determined by enforceable contractual rights and applicable law.
Nothing in this section allows Executorly to avoid obligations or consumer protections that cannot lawfully be excluded.
25. Account Suspension and Termination
Executorly may suspend or terminate account access where reasonably necessary to:
Investigate suspected fraud or unlawful conduct;
Prevent unauthorized disclosure;
Address significant security risks;
Comply with applicable law;
Address material violations of these Terms;
Respond to credible disputes concerning estate authority.
Where appropriate and reasonably practicable, we will notify affected users and provide an opportunity to correct a remediable violation.
Termination does not eliminate accrued rights or obligations.
Account closure requests involving Estate Workspaces with collaborators or administrative responsibilities may require additional steps to protect shared information and the rights of authorized users.
Customers may contact support@executorly.com regarding account closure.
26. Acceptable Use
You must not:
Access, upload, or disclose information without appropriate authority.
Use the Service for fraudulent or unlawful activities.
Misrepresent your identity or legal status.
Attempt unauthorized access to accounts or systems.
Interfere with the security or operation of the Service.
Introduce malware or malicious software.
Circumvent security, payment, or technical restrictions.
Infringe another person's intellectual property, privacy, or confidentiality rights.
Unlawfully exploit estate, financial, or personal information.
Reverse engineer protected software except as permitted by law.
27. Intellectual Property
Executorly and its licensors retain ownership of the software, platform technology, designs, trademarks, interfaces, and related intellectual property.
Customers receive a limited, non-exclusive, non-transferable right to use the Service in accordance with these Terms.
Uploading Customer Content does not transfer ownership of that content to Executorly.
Customers may use and export Generated Output for authorized estate administration purposes, subject to applicable laws and third-party rights.
Generated Output may not qualify for exclusive intellectual property protection, and similar results may be generated for other users.
28. Customer Feedback
Customers may voluntarily provide suggestions, feature requests, comments, or other feedback concerning the Service.
By submitting voluntary product feedback, you grant Executorly a perpetual, worldwide, non-exclusive, royalty-free licence to use, adapt, develop, and incorporate that feedback into its products and services without an obligation to compensate you.
This licence does not transfer ownership of Customer Content or authorize unrelated use of confidential estate documents or personal information.
29. Third-Party Services
Executorly relies on Third-Party Providers for infrastructure, AI processing, authentication, communications, payments, and other technical services.
These may include cloud hosting, document processing, artificial intelligence, identity verification, email communications, and payment services.
Third-party services may change, become unavailable, or be replaced.
Executorly may modify integrations or providers where appropriate, subject to applicable contractual, privacy, and legal obligations.
Executorly remains responsible for its own obligations under these Terms and applicable law.
30. Warranties and Disclaimers
Executorly will provide the Service in accordance with its express commitments and applicable law.
However, we do not guarantee that:
The Service will always be uninterrupted or error-free;
AI processing will always be accurate;
Every document will be correctly classified or extracted;
Financial calculations will always be complete or correct;
Generated reports will satisfy every legal or court requirement;
Every estate asset, liability, or transaction will be identified;
Particular estate administration outcomes will be achieved.
To the extent permitted by law, warranties not expressly provided in these Terms are excluded.
Nothing in this section excludes statutory warranties, consumer protections, or other rights that cannot lawfully be excluded.
31. Limitation of Liability
To the maximum extent permitted by applicable law, Executorly will not be liable for indirect, incidental, special, consequential, or exemplary damages, including lost profits or business opportunities, where such exclusions are legally enforceable.
Subject to the exceptions below, Executorly's total aggregate liability arising from or relating to a particular Estate Workspace will not exceed the greater of:
The total amount paid to Executorly for that Estate Workspace; or
CAD $500.
This limitation applies to claims arising in contract, tort, or other legal causes of action, to the extent permitted by law.
Nothing in these Terms excludes or limits liability where prohibited by law, including applicable liability arising from fraud, intentional misconduct, or non-excludable statutory consumer and privacy obligations.
These limitations do not prevent customers from exercising statutory rights or obtaining remedies that cannot legally be limited.
32. Indemnification
To the extent permitted by applicable law, you agree to indemnify Executorly against reasonable third-party claims and related expenses directly resulting from:
Your deliberate unlawful use of the Service;
Your knowing unauthorized disclosure of another person's information;
Your fraudulent misrepresentation of authority over an estate;
Your material infringement of another person's rights.
This obligation does not apply to losses caused by Executorly's own negligence, misconduct, or breach of applicable law.
33. Events Beyond Reasonable Control
Executorly will not be responsible for delays or interruptions caused by extraordinary events beyond its reasonable control, to the extent permitted by law.
Such events may include natural disasters, widespread infrastructure outages, government restrictions, major communications failures, or other events that could not reasonably have been prevented or mitigated.
This provision does not excuse failures caused by our own unreasonable conduct or eliminate statutory obligations.
Ordinary business underperformance or insufficient revenue is not automatically treated as an event beyond reasonable control.
Business closure and discontinuation are addressed separately in Section 24.
34. Governing Law and Dispute Resolution
These Terms are governed by the laws of British Columbia and applicable federal laws of Canada, subject to mandatory laws that may apply in a customer's jurisdiction.
Customers may contact legal@executorly.com to seek informal resolution of a concern.
Informal resolution is voluntary and is not a prerequisite to exercising statutory rights.
These Terms do not require consumers to participate in mandatory private arbitration, waive rights to participate in class proceedings, or refrain from publishing lawful reviews.
Customers retain access to courts, regulators, and other remedies available under applicable law.
35. Changes to These Terms
Executorly may update these Terms to reflect changes in the Service, applicable laws, technical systems, or business operations.
We will provide notice of material changes where required by law or reasonably appropriate.
Changes will not automatically eliminate material rights under existing paid contracts.
Where applicable law requires advance notice, affirmative consent, or an opportunity to cancel, we will comply with those requirements.
Continued use will not be treated as consent where a different form of agreement is legally required.
36. General Contract Provisions
Entire Agreement
These Terms, together with applicable purchase disclosures and any additional terms expressly accepted by the customer, form the agreement governing the Service.
Our Privacy Policy describes our information practices but does not override mandatory privacy laws.
Inconsistencies
If there is a conflict between these Terms and transaction-specific purchase disclosures, the more specific purchase terms apply to that transaction, except where prohibited by law.
Notices
We may provide notices by email, within the application, or through other reasonable means, subject to applicable legal requirements.
Customers are responsible for keeping their contact information current.
Assignment
Executorly may assign its rights and obligations in connection with a legitimate merger, acquisition, corporate reorganization, or sale of the Service, subject to applicable law and customer rights.
Severability
If a provision is invalid or unenforceable, the remaining provisions continue to apply to the extent permitted by law.
No Waiver
Failure to enforce a provision does not automatically waive the right to enforce it later.
Survival
Provisions that by their nature should continue after termination, including applicable confidentiality obligations, intellectual property rights, accrued obligations, lawful limitations of liability, and dispute provisions, will survive to the extent permitted by law.
37. Contact Information
General Support, Billing, and Refunds
support@executorly.com
Privacy Inquiries
privacy@executorly.com
Security Reports
security@executorly.com
Legal Notices
legal@executorly.com
Legal Entity:
Fingarde Technologies Inc., operating as Executorly
Business Address:
501 - 3292 Production Way
Burnaby, BC V5A 4R4
Canada
Website: https://executorly.com