Legal & Terms
Terms of Use
Last updated: Feb 28, 2026
1. Acceptance of Terms
By accessing or using executorchecklists.com (the “Site”), you confirm that you have read, understood, and agree to be bound by these Terms of Use (“Terms”). If you do not agree to these Terms, please do not use the Site.
These Terms apply to all visitors and users of the Site, including those who browse content, subscribe to our newsletter, or submit inquiries through our contact form.
Note: These Terms constitute a legally binding agreement between you and Executor Checklists. Your continued use of the Site following any updates to these Terms constitutes your acceptance of the revised Terms.
2. About This Website
Executor Checklists (executorchecklists.com) is an independent informational website authored and operated by Morgan Pierce, an estate administration coordinator. The Site provides general guidance on navigating the administrative process of settling an estate.
The Site is not a law firm, financial institution, or government agency. Nothing on this Site should be construed as legal, tax, or financial advice. The information provided is for general educational and informational purposes only.
Important: Estate administration laws and procedures vary significantly by jurisdiction and individual circumstance. Always consult a licensed attorney or qualified professional for advice specific to your situation.
3. Permitted Use
Subject to these Terms, we grant you a limited, non-exclusive, non-transferable, revocable license to access and use the Site for your personal, non-commercial purposes. You may:
- Browse, read, and download content for your own personal reference and use
- Share links to pages on the Site with others for informational purposes
- Print individual pages for your own personal, non-commercial use
- Subscribe to our newsletter and receive communications from us
- Submit questions or comments via our contact form
All other uses require our prior written permission. This license does not include any right to resell, redistribute, or commercially exploit any portion of the Site or its content.
4. Prohibited Conduct
You agree not to engage in any of the following activities when using the Site:
- Unauthorized reproduction. Copying, reproducing, or distributing any content from the Site without our express written permission.
- Commercial use. Using any content, checklists, guides, or materials from the Site for commercial purposes without prior written consent.
- Systematic scraping. Using automated tools, bots, crawlers, or scrapers to extract data or content from the Site in bulk.
- Harmful activity. Attempting to interfere with, disrupt, or compromise the security, integrity, or performance of the Site or its servers.
- Misrepresentation. Impersonating Executor Checklists, its operator, or any other person in a manner that is misleading or deceptive.
- Unlawful use. Using the Site for any purpose that is unlawful, fraudulent, or in violation of these Terms or applicable law.
- Framing. Embedding or framing any part of the Site on another website without our express written permission.
We reserve the right to investigate violations of these Terms and to take appropriate action, including blocking access to the Site.
5. Intellectual Property
All content on the Site — including text, checklists, guides, graphics, layouts, code, and other materials — is the exclusive property of Executor Checklists and its operator, and is protected by applicable copyright, trademark, and other intellectual property laws.
Our Content
The articles, checklists, templates, and guides published on this Site represent significant original work. You may not reproduce, republish, modify, distribute, sell, or create derivative works based on our content without our express written permission.
Limited Fair Use
Brief quotations (generally no more than two to three sentences) accompanied by a clear attribution and a direct link to the source page are permitted for commentary, criticism, or educational purposes in line with applicable fair use principles. Any broader use requires prior written consent.
| Use Type | Permitted? | Conditions |
|---|---|---|
| Personal reading & reference | Yes | No conditions |
| Sharing a link to a page | Yes | No conditions |
| Brief quotation with attribution | Yes | 2–3 sentences max; must link back to source |
| Printing for personal use | Yes | Non-commercial only |
| Reproducing full articles or guides | No | Written permission required |
| Commercial use of any content | No | Written permission required |
To request permission for any use not described above, please contact us at [email protected].
6. Disclaimer of Warranties
The Site and all content, materials, and information provided on it are offered on an “as is” and “as available” basis, without any warranties of any kind, either express or implied.
To the fullest extent permitted by applicable law, we disclaim all warranties, including but not limited to:
- Implied warranties of merchantability, fitness for a particular purpose, or non-infringement
- Warranties that the Site will be uninterrupted, error-free, or free of viruses or other harmful components
- Warranties regarding the accuracy, completeness, reliability, or timeliness of any content on the Site
- Warranties that results obtained from use of the Site will be accurate or reliable
No professional advice: The content on this Site is for general informational purposes only and does not constitute legal, financial, tax, or professional advice of any kind. You should not act or refrain from acting based on any information on this Site without seeking appropriate professional advice.
7. Limitation of Liability
To the maximum extent permitted by law, Executor Checklists and its operator shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of or related to your use of, or inability to use, the Site or its content.
This includes, without limitation, damages for loss of income, profits, data, goodwill, or other intangible losses — even if we have been advised of the possibility of such damages. Our total liability for any claim related to the Site shall not exceed the amount you paid to access the Site (which, as a free resource, is zero).
Some jurisdictions do not allow the exclusion or limitation of certain damages. In such cases, our liability will be limited to the greatest extent permitted by applicable law.
8. Third-Party Links
Our guides and articles may include links to external websites such as government portals, court websites, professional directories, and other resources. These links are provided solely for informational convenience.
We do not control, endorse, or assume responsibility for the content, accuracy, privacy practices, or availability of any third-party websites. Accessing third-party sites is done at your own risk, and those sites are governed by their own terms and policies.
We do not participate in affiliate or paid placement programs unless such arrangements are explicitly disclosed at the top of the relevant page.
9. Privacy
Your use of the Site is also governed by our Privacy Policy, which is incorporated into these Terms by reference. By using the Site, you consent to the data practices described in the Privacy Policy.
We collect only minimal personal information necessary to operate the Site and respond to inquiries. We do not sell your personal information. Please review the Privacy Policy for full details on how we collect, use, and protect your data.
11. Governing Law
These Terms are governed by and construed in accordance with applicable law. Any disputes arising from your use of the Site that cannot be resolved informally will be subject to the jurisdiction agreed upon in writing between you and the operator.
If any provision of these Terms is found to be unenforceable, the remaining provisions will continue in full force and effect. Our failure to enforce any right or provision of these Terms shall not constitute a waiver of that right.
10. Changes to These Terms
We reserve the right to update or modify these Terms at any time. When we make changes, we will revise the “Last updated” date at the top of this page. For material changes that significantly affect your rights or obligations, we will provide additional notice — such as a site banner or email to newsletter subscribers — at least 14 days before the changes take effect.
Your continued use of the Site after the effective date of any updated Terms constitutes your acceptance of the revised Terms. If you do not agree with updated Terms, you should stop using the Site and, if applicable, unsubscribe from our communications.
Prior versions of these Terms are available upon written request. We encourage you to review these Terms periodically to stay informed of any updates.
Questions About These Terms?
If you have questions, concerns, or requests relating to these Terms of Use or your use of the Site, please reach out. We aim to respond to all inquiries within 5 business days.
Executor Checklists — Legal Inquiries[email protected]