Please reach us at hello@estate-ace.com if you cannot find an answer to your question.
Estate Ace creates practical digital tools to help individuals and families stay organized during estate planning, trust administration, probate, and other responsibilities that often arise after someone passes away.
Our products are informed by more than 14 years of experience in estate planning and seeing the challenges trustees, executors, and families regularly face.
Depending on the product, our tools may be useful for:
Each product page explains what the particular tool is designed to help with.
No.
Estate Ace is not a law firm, and our products do not provide individualized legal advice or legal representation.
Our products are educational and organizational tools designed to help make estate planning, trust administration, probate, and related responsibilities easier to understand and manage.
Purchasing or using an Estate Ace product does not create an attorney-client relationship.
Estate Ace products are informed by more than 14 years of experience in estate planning.
That experience includes seeing the practical problems families face when someone passes away, particularly the organizational and record-keeping responsibilities placed on trustees, executors, and family members.
Estate Ace is based in California, but many of our products are organizational tools that may be useful regardless of where you live.
However, estate planning, probate, trust administration, tax, and fiduciary laws vary by state and by individual circumstances.
If a product is designed specifically for a particular jurisdiction, that will be identified in the product description.
Estate Ace products are digital downloads.
Depending on the product, your purchase may include:
The product page will tell you exactly what is included before you purchase.
No. Estate Ace currently sells digital products.
Nothing is physically shipped unless a future product specifically states otherwise.
Your digital files are made available after purchase through the checkout and order-delivery system.
If you have trouble accessing your purchase, email us at:
We will help you locate or access your files.
Many Estate Ace spreadsheet products include both Microsoft Excel and Google Sheets-compatible versions.
Check the individual product description for the exact formats included with that product.
Google Sheets can generally be used through a Google account and web browser, while Excel versions require compatible spreadsheet software.
Yes. Our spreadsheet tools are designed to be filled in and updated as you work through the administration process.
You can enter your own information, add records, and maintain the workbook as your situation progresses.
Yes. PDF products can generally be printed for your own personal use.
Spreadsheet products can also be printed, although some are designed primarily to be used electronically so that information can be updated over time.
Your purchase is licensed for your own personal or internal use.
You may make reasonable copies for your own use and may share information from the completed materials with family members, beneficiaries, professionals, or others involved in your particular estate or trust administration.
The original Estate Ace files may not be resold, publicly distributed, uploaded to file-sharing services, or repackaged for commercial use.
Because Estate Ace products are digital, purchases are generally final once the files have been downloaded or accessed.
If you have not downloaded or accessed the purchased files, you may request a refund within 14 days of purchase.
We will also work with you to resolve issues involving duplicate charges, missing files, corrupted files, or an incorrect file being delivered.
You can read our full Refund and Return Policy for additional details.
Email us at:
Please include your name, order information if available, and a brief description of the problem.
We will do our best to help resolve download, access, or file-related issues.
No.
Estate Ace tools can help you understand general processes, organize information, maintain records, and keep track of responsibilities, but they cannot account for every trust, estate, tax situation, family circumstance, or state law.
They are designed to make complicated responsibilities easier to manage, not to replace individualized professional advice when it is needed.
After more than 14 years of experience in estate planning, we have seen how overwhelming the period after someone's death can be.
Someone may suddenly be responsible for locating assets, keeping records, communicating with beneficiaries, paying expenses, handling distributions, meeting deadlines, and understanding an unfamiliar process, often while grieving.
Estate Ace was created to provide clearer guidance, practical organizational tools, and systems that can make those responsibilities more manageable.
We would be happy to help with questions about Estate Ace or one of our products.