Terms of service

These terms govern your use of EstateHQ. They are written in plain English. By creating an account you agree to be bound by them. Nothing in these terms takes away the statutory rights you have under UK consumer law.

1. Who we are

“We”, “us”, “EstateHQ” means EstateHQ Tech Ltd, a company registered in England and Wales, company number 17239216. ICO registration ZC155686. Contact: hello@estatehq.io.

2. What EstateHQ is — and is not

EstateHQ is a technology platform that provides information, document tools, and administrative support for people administering an estate in England & Wales.

EstateHQ is not a firm of solicitors. We are not regulated by the Solicitors Regulation Authority. We do not provide legal advice and we do not carry out reserved legal activities (we do not prepare probate-application papers for others, do not litigate, do not handle conveyancing). For a fuller plain-English explanation, see How EstateHQ works.

3. The service and what is included

EstateHQ’s features are described on the pricing and product pages and may evolve over time. We will not bury exclusions in small print: anything a consumer would reasonably expect to be included is included, except where we say otherwise on the pricing page or in the relevant feature’s description.

What is not included in any tier:

• Legal, tax or financial advice. EstateHQ produces information and documents from the data you supply; the executor remains responsible for decisions.
• Filing applications with HMRC, HMCTS, or any other authority. We help you prepare; you submit.
• Holding or paying out estate funds. Estate money is paid into and out of executor-controlled accounts, not EstateHQ.

4. Your account and authority

You’re responsible for keeping your sign-in credentials safe and for activity on your account.

When you add an estate, you confirm you have authority to administer it (as executor, administrator, or with the executor’s consent). Where the service helps notify institutions or request information, EstateHQ acts on the basis of your signed Letter of Authority. You set the scope; you can revoke that authority at any time.

5. Indicative outputs and signposting

Calculations, working packs, drafted letters, and other outputs are indicative. They are prepared from the information you supply. You must review them before relying on them or sending anything to a third party.

If a situation needs a regulated professional (for example, contested wills, insolvent estates, foreign assets, trusts, or complex business or agricultural reliefs), EstateHQ will say so clearly and recommend you instruct a solicitor or chartered tax adviser.

6. Fees and payment

Some features are free. Others require a paid plan or per-estate purchase. Prices, what each tier includes, and the billing cadence are shown in the app before you pay. Payments are processed by Stripe; we don’t store your card details.

7. Cancellation and refunds (14-day right)

Under the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013, you have a 14-day cancellation right for purchases made at a distance.

EstateHQ is digital content and digital services supplied immediately. Before you pay, the checkout will ask you to:

1. Expressly consent to supply beginning within the 14-day period (so you can use the service straight away), and
2. Acknowledge that, by doing so, you lose or proportionately reduce the 14-day right of cancellation in relation to digital content that has already been delivered.

If you do not give that consent, the full 14-day cancellation right applies and we will refund the full price if you cancel within 14 days of purchase.

If you do give that consent and then cancel within 14 days, you remain entitled to a fair refund for the portion of the service you have not yet received. We process refunds to the original payment method.

To cancel: email hello@estatehq.io with the subject line beginning “Cancellation”, or close your account from Settings. You can also use the model cancellation form in Schedule 3 of the 2013 Regulations.

8. Fair liability terms

We do not exclude any liability that the law does not allow us to exclude, including liability for death or personal injury caused by our negligence and for fraud or fraudulent misrepresentation.

Subject to that, our total liability to you arising out of or in connection with your use of the service is limited, proportionately, to the fees you have paid us in the twelve months preceding the event giving rise to the claim. We are not liable for losses that were not reasonably foreseeable when you began using the service.

Nothing in these terms affects the statutory rights you have under the Consumer Rights Act 2015 — in particular, the rights that digital services be provided with reasonable care and skill, be as described, and be fit for purpose.

9. Your data and privacy

How we collect, use and protect your information is set out in our Privacy Notice. For special-category data (for example, information about the deceased’s health relevant to an insurance claim), you provide your explicit consent when you choose to enter it; you can withdraw that consent at any time.

10. Acceptable use

Please don’t impersonate other people, upload material you don’t have the right to share, or try to access other users’ data. We may suspend accounts that materially misuse the service.

11. Complaints

If something has gone wrong, please tell us. The complaints route, our response targets, and your external options (including ICO and Trading Standards) are set out at How to complain.

12. Changes to these terms

We may update these terms. Material changes will be notified in-app and (where you have given us an email) by email, at least 14 days before they take effect, with a fair summary of what has changed. You can close your account at any time before the changes apply.

13. Governing law and statutory rights

These terms are governed by the laws of England & Wales. The courts of England & Wales have non-exclusive jurisdiction over disputes; consumers domiciled in other UK nations may also bring proceedings in their local courts under applicable consumer-protection law. Nothing in these terms displaces your statutory rights under the Consumer Rights Act 2015 or other consumer-protection legislation.

14. Contact

EstateHQ Tech Ltd · hello@estatehq.io

Version 2.0 · 12 June 2026.