Terms of Service

These Terms of Service (“Terms”) govern your use of the services provided by HeirBridge LLC, including our website, consultations, and estate-related offerings. By using our services, you agree to these Terms.

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1. Services Offered

HeirBridge LLC provides support services during the probate and estate transition process, including:​

• Property management and coordination

• Document review and explanation

• Connection to licensed attorneys and real estate professionals

We do not provide legal or financial advice. Legal matters are referred to licensed attorneys, and any information shared is for educational and coordination purposes only.

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2. Client Responsibility

As a client, you are responsible for:

• Providing accurate and truthful information

• Making your own legal or financial decisions based on advice from licensed professionals

• Reviewing and understanding documents before signing

You are encouraged to seek independent legal counsel before entering into any binding agreements.

3. Consultations & Service Packages

Free 20-minute consultations are provided to help assess your needs. Ongoing services may be subject to fees as outlined in our package terms. Deposits are required to begin formal service engagement.

4. Limitation of Liability

HeirBridge LLC is not liable for:

• Actions taken based on third-party legal or real estate guidance

• Delays caused by courts, municipalities, or outside vendors

• Losses due to misinformation provided by the client

We work diligently, but outcomes are not guaranteed and depend on individual circumstances.

5. Cancellations & Refunds

Cancellations must be made at least 48 hours in advance of a scheduled service or consultation to receive a full refund (if applicable). Refund policies may vary based on the specific service package selected.

6. Intellectual Property

All materials, guides, and resources provided by HeirBridge LLC are protected by copyright. They may not be copied, redistributed, or resold without written permission.

7. Governing Law

These Terms are governed by the laws of the State of New York. Any disputes will be handled in the appropriate jurisdiction within Kings County.