Terms of service

1. Who we are and what these terms cover

HeirWell is operated by HeirWell Ltd, a company registered in Northern Ireland (company number NI732507), registered office: 93 Magheraboy Avenue, Portrush, Northern Ireland, BT56 8GW. You can contact us at contact@heirwell.co.uk.

These terms are the agreement between you and HeirWell Ltd for your use of HeirWell. They apply from the moment you accept them when creating your account. Our privacy policy explains how we handle personal data and forms part of this agreement.

2. What HeirWell is — and is not

HeirWell is a digital tool that helps executors and administrators organise a deceased person's estate: guided task lists, asset and document records, correspondence, estimates and pre-filled forms.

HeirWell is not a law firm, accountancy practice or financial adviser, and nothing in the service is legal, tax or financial advice. Our guidance is general information about the probate process. Estates differ, and for anything you are unsure about — particularly complex, contested or taxable estates — you should take advice from a qualified professional.

HeirWell is designed for estates administered in England, Wales and Northern Ireland; it does not support Scottish confirmation. HeirWell does not prepare or submit the application for a grant of probate or letters of administration — you make that application yourself (usually through GOV.UK). The forms HeirWell helps you prepare are HMRC tax forms and working documents, always subject to section 3.

3. Generated forms, estimates and calculations

Forms (such as HMRC inheritance tax schedules), estimates and calculations are prepared automatically from the information you enter. They are drafts for your review, not advice, and their accuracy depends on the accuracy and completeness of what you have entered. You must check every generated form before signing or submitting it to HMRC, the probate registry or anyone else — legal responsibility for anything you submit remains yours as executor or administrator.

4. Your account and your responsibilities

• You must be at least 18 and provide accurate, complete information.
• Keep your sign-in methods (passkeys, email access) secure — actions taken through your account are treated as yours.
• You confirm you have the legal right and authority to administer each estate you create, and to enter the information — including other people's details — that estate administration requires.

5. Your content

The estate records, documents and messages you store are yours. You give us the limited licence we need to host, process, back up and display them to you — solely to operate the service, as described in our privacy policy. We never sell your data. You are responsible for having the right to upload what you upload.

6. Acceptable use

HeirWell includes real email addresses that send and receive mail on your behalf. You must not use HeirWell — including those addresses — to send spam or marketing, to impersonate anyone, to break the law, or to store or transmit unlawful or malicious content. You must not interfere with the service's security or operation, or attempt to access other users' data. We may suspend or restrict an account being used in breach of this section.

7. Free and premium

The free tier lets you run an estate with limited features (for example, limits on the number of assets and emails). Premium is a one-off payment per estate — the price shown at checkout, currently £149— which permanently unlocks that estate's probate, tax and distribution tooling. There is no subscription and nothing recurs. Where a promotional price (for example a founding-customer code) is applied at checkout, that price applies to your purchase in place of the standard price. Payments are processed by Stripe.

8. Cancellation and refunds

Our 14-day money-back guarantee: if you decide within 14 days of a premium purchase that HeirWell is not right for your estate, email us at contact@heirwell.co.uk and we will refund the purchase in full to your original payment method — no reason required. When a payment is refunded (or charged back), the estate returns to the free tier; nothing you have entered or uploaded is deleted.

The law also gives consumers a 14-day right to cancel most distance purchases. Because premium is supplied immediately, at checkout you expressly request immediate access and acknowledge how that affects the statutory cancellation right — that is the acknowledgement shown on the payment page. Our guarantee above is deliberately at least as generous. Nothing in this section affects your statutory rights where the service is faulty or not as described.

9. Availability and changes to the service

We work to keep HeirWell available and dependable, but no online service can promise to be uninterrupted — maintenance, updates and events outside our control can cause downtime. We improve the service continually and may add, change or retire features; if a change would materially reduce what you have paid for, we will tell you and put it right or offer a remedy.

10. Ending the agreement

You can stop using HeirWell at any time, and can request deletion of your account by emailing us from your account email address (see the privacy policy for how deletion works and how long it takes). We may suspend or close an account for a serious or persistent breach of these terms — where reasonable we will warn you first and give you the chance to put it right. When the agreement ends, your access ends and your data is handled as the privacy policy describes.

11. Our responsibility to you

Nothing in these terms excludes or limits our liability for death or personal injury caused by our negligence, for fraud, or for anything else that cannot lawfully be excluded — and nothing affects your statutory rights as a consumer, including your rights to a service performed with reasonable care and skill and to digital content of satisfactory quality.

We are not responsible for losses that arise because information entered into HeirWell was inaccurate or incomplete, because a generated form was submitted without being checked (section 3), because of events genuinely outside our control, or for business losses — HeirWell is supplied for private use as an executor or administrator. Subject to the first paragraph of this section, our total liability to you is limited to the amounts you have paid us in the 12 months before the claim arose.

12. Intellectual property

HeirWell — the software, design, and content we provide — belongs to HeirWell Ltd and its licensors. We give you a personal, non-transferable licence to use it for administering your estates while you have an account. This does not affect your ownership of your own content (section 5).

13. Changes to these terms

We may update these terms — for example when we add features or the law changes. If a change is material we will tell you in the app and ask you to accept the updated terms before you continue; the date at the top always shows the current version.

14. Governing law and where claims can be brought

These terms are governed by the law of Northern Ireland. You can bring a claim in the courts of Northern Ireland, or in the courts of the part of the UK where you live — and if you live in England, Wales or Scotland you also keep the benefit of any mandatory consumer protections of the law there.

15. Complaints

If something has gone wrong, email contact@heirwell.co.uk and we will do our best to put it right.