1. Purpose of This Site

Executor Checklists (executorchecklists.com) is an independent informational website created to help individuals understand the administrative process of settling an estate. The site is authored and operated by Morgan Pierce, an estate administration coordinator.

All articles, guides, checklists, templates, and other materials published on this site are intended solely to provide general educational information about estate administration. They are not tailored to any individual’s specific circumstances, jurisdiction, or legal needs.

2. No Professional Advice

The content on this website does not constitute and should not be relied upon as:

• Legal advice — We are not a law firm and do not provide legal advice, legal opinions, or legal representation of any kind.
• Tax advice — Nothing on this site should be interpreted as tax guidance or as a substitute for advice from a qualified tax professional or CPA.
• Financial advice — Content discussing assets, investments, or estate finances is informational only and does not constitute investment or financial planning advice.
• Accounting advice — References to accounting practices, valuations, or probate accounting are general in nature and are not a substitute for a certified accountant’s guidance.
• Medical or psychological advice — Any references to grief, bereavement, or well-being are editorial in nature only.

You should always seek the advice of a qualified, licensed professional — such as an attorney, CPA, or financial advisor — before making any decisions related to estate administration, probate, taxes, or asset management.

3. Accuracy of Information

We make every reasonable effort to ensure that the information published on this site is accurate, current, and complete at the time of publication. However, laws, regulations, probate procedures, and government agency requirements change frequently and vary significantly by jurisdiction.

What We Cannot Guarantee

• That information is up to date as of the date you read it
• That content accurately reflects the laws of your specific state, province, or country
• That checklists or templates are complete or appropriate for your estate’s circumstances
• That deadlines, fee schedules, or procedural requirements referenced on this site remain current

6. External Links & Resources

Our guides may include links to third-party websites, including government portals, court websites, professional directories, legal aid organizations, and commercial services. These links are provided for convenience and informational purposes only.

• We do not control the content, accuracy, or availability of external websites.
• The inclusion of a link does not constitute an endorsement or recommendation of that site, its operators, or its content.
• Once you leave executorchecklists.com, this disclaimer and our Privacy Policy no longer apply.
• We encourage you to review the terms and privacy policies of any external site you visit.

External links are reviewed periodically but may become outdated. If you encounter a broken or inappropriate link, please let us know using the contact information in Section 11.

9. Copyright & Intellectual Property

All original content published on executorchecklists.com — including articles, guides, checklists, templates, graphics, and page design — is the intellectual property of Executor Checklists and its operator, Morgan Pierce, unless otherwise attributed.

Permitted Use

• You may read, print, and share individual pages for personal, non-commercial use.
• Brief quotations with a clear attribution and link back to the original page are permitted.

Prohibited Use

• Reproducing substantial portions of our content on other websites without written permission
• Republishing or reselling our checklists, templates, or guides as your own
• Scraping or automated copying of site content

For licensing inquiries or permission requests, please contact us using the details in Section 11.

10. Changes to This Disclaimer

We reserve the right to update or revise this General Disclaimer at any time. When changes are made, the “Last updated” date at the top of this page will be revised accordingly.

Material changes — those that meaningfully affect the scope of disclaimers or your use of the site — will be noted with a site-wide banner for a period of at least 14 days after the update takes effect.

Your continued use of executorchecklists.com following any update to this disclaimer constitutes your acceptance of the revised terms. If you do not agree with any provision of this disclaimer, you should discontinue use of the site. Prior versions of this disclaimer are available upon request.