Last updated: September 18, 2026
These Terms of Service ("Terms") govern your access to and use of the ProbateBee website and platform (the "Service"). By creating an account or using the Service, you agree to these Terms. If you are using the Service on behalf of an organization, you represent that you are authorized to bind that organization.
ProbateBee is software for preparing fiduciary accountings — importing and organizing financial activity, reconciling accounts, managing assets and holdings, and producing court-ready reports. We may update, add, or remove features over time.
ProbateBee is a software tool. It does not provide legal, accounting, or tax advice, and using it does not create an attorney–client or accountant–client relationship. Optional expert review, where offered, is limited to the scope described at the time it is requested. You are responsible for the accuracy of your data and for any filing, and should consult qualified professionals about your specific matter.
You are responsible for maintaining the confidentiality of your credentials and for activity under your account. Notify us promptly of any unauthorized use. You must provide accurate information and keep it current.
You retain ownership of the matter and financial data you submit. You grant us the limited rights needed to host and process that data to provide the Service. We treat your data as confidential and handle it in accordance with our Privacy Policy.
Paid plans are billed as described at the time of purchase. Unless stated otherwise, fees are non-refundable and exclusive of taxes. We will give notice of material changes to pricing.
The Service, including its software, design, and content (excluding your data), is owned by ProbateBee and protected by intellectual-property laws. These Terms grant you a limited, non-exclusive, non-transferable right to use the Service.
The Service is provided "as is" and "as available" without warranties of any kind, whether express or implied, including fitness for a particular purpose and non-infringement, to the fullest extent permitted by law.
To the fullest extent permitted by law, ProbateBee will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for lost profits or data, arising out of your use of the Service.
You may stop using the Service at any time. We may suspend or terminate access for violation of these Terms or to protect the Service. On termination you may request export of your data as described in the Privacy Policy.
We may update these Terms from time to time. Material changes will be posted on this page with a revised "Last updated" date; continued use of the Service constitutes acceptance.
Questions about these Terms? Email hello@probatebee.com.