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Terms of use

Last updated: July 27, 2026

Please carefully read the following Terms of Use ("Terms") before using EstateView (the “Software” or “us”). By accessing or using the Software, you agree to comply with these Terms. If you do not agree with these Terms, please do not use the Software.

Your access to and use of the Software is conditioned on your acceptance of and compliance with these Terms. These Terms apply to all users, visitors, and others who access or use the Service.

1. License Grant

We grant the purchaser a limited, non-exclusive, non-transferable, and revocable license to use the Software for the sole purpose of generating work product for clients in accordance with these Terms. This license is for single-user access only. The purchaser may not sublicense, sell, lease, rent, distribute, or otherwise transfer the Software to any third party. Reverse engineering, decompiling, or disassembling the Software or attempting to gain unauthorized access to its source code is prohibited.

2. User Accounts

To use the Software, the purchaser must create an account. When you create an account with us, you agree to provide us with information that is accurate, complete, and to update this information at all times. Failure to do so constitutes a breach of the Terms, which may result in immediate termination of your account on our Software. You are responsible for safeguarding the password that you use to access the Software and for any activities or actions under your password, whether your password is with our Software or a third-party service. You agree not to disclose your password to any third party. You must notify us immediately upon becoming aware of any breach of security or unauthorized use of your account.

3. Work Product and Confidentiality

All work product generated using the Software remains the intellectual property of the purchaser, and we claim no ownership rights to it. The purchaser acknowledges that the work product generated may contain sensitive client information. The purchaser agrees to take all necessary precautions to maintain the confidentiality and security of this information and will not disclose it to unauthorized parties.

4. Data Privacy

We may collect and process certain data related to the use of the Software at our discretion. Our Privacy Policy governs the collection, use, and disclosure of personal information, and the purchaser agrees to its terms.

5. Termination By Us

We reserve the right to terminate or suspend the purchaser’s access to the Software at our sole discretion, with or without cause, and without notice. This includes, without limitation, failure to pay for the Software subscription or any breach of these Terms.

6. Termination by the Purchaser

The purchaser may stop using the Software at any time by discontinuing use and deleting their user account and providing cancellation notice pursuant to clause 12 herein.

7. Warranty Disclaimer

The Software is provided "as-is" and without warranties of any kind, either expressed or implied, including, but not limited to, warranties of merchantability, fitness for a particular purpose, course of performance or non-infringement. Further, EstateView makes no guarantee of success. The work product generated using the Software is not guaranteed to achieve any specific outcome or success. The strategies and results may vary, and we do not provide confirmation that the strategies will work for every user or situation. EstateView, its subsidiaries, affiliates, and its licensors do not warrant that a) the Service will function uninterrupted, secure or available at any particular time or location; b) any errors or defects will be corrected; or c) the results of using the Service will meet your requirements.

8. Limitation of Liability

In no event shall EstateView, nor its directors, employees, partners, agents, suppliers, or affiliates, be liable for any indirect, incidental, special, consequential or punitive damages, including without limitation, loss of profits, revenues, data, use, goodwill, or other intangible losses, resulting from (i) your access to or use of or inability to access or use the Service; (ii) any conduct or content of any third party on the Service; (iii) any content obtained from the Service; and (iv) unauthorized access, use or alteration of your transmissions or content, whether based on warranty, contract, tort (including negligence) or any other legal theory, whether or not we have been informed of the possibility of such damage, and even if a remedy set forth herein is found to have failed of its essential purpose.

9. Indemnification

The purchaser agrees to indemnify and hold EstateView harmless from and against any claims, liabilities, damages, losses, obligations, cost or debt and expenses, including reasonable attorney’s fees, arising out of or in connection with the purchaser’s use of the Software or any violation of these Terms. This defense and indemnification obligation will survive your agreement with these terms and your access and use of the Software, downloadable files from the Software, and/or any other conduct relating to or arising from the use of the Software.

10. Changes to Terms

We may modify these Terms at any time at our sole discretion. Any changes will be effective upon posting on our Software website. The purchaser is responsible for reviewing these Terms regularly to stay informed of any updates. By continuing to access or use our Service after those modifications become effective, you agree to be bound by the revised terms. If you do not agree to the new terms, please stop using the Service.

11. Governing Law and Dispute Resolution

These Terms are governed by and construed in accordance with the laws of Florida, without regard to its conflict of law principles. Any dispute arising from or relating to these Terms shall be resolved through arbitration in accordance with the rules of the Florida Arbitration Code (Chapter 682 of the Florida Statutes including any updates or amendments), and the judgment rendered by the arbitrator(s) shall be binding and final. Our failure to enforce any right or provision of these Terms will not be considered a waiver of those rights. If any provision of these Terms is held to be invalid or unenforceable by a court, the remaining provisions of these Terms will remain in effect. These Terms constitute the entire agreement between us regarding our Software, and supersede and replace any prior agreements we might have between us regarding the Software.

12. Cancellation Period

The purchaser may cancel their subscription at any time, from the billing portal in their account or by written notice to our support team at estateview@gassmanpa.com. Cancelling inside the free trial period ends the subscription before any charge is made. Cancelling after the free trial period has expired takes effect immediately, and the unused portion of the current billing period is refunded on a prorated basis.

13. Intellectual Property Rights

Unless otherwise specified, EstateView is the exclusive property of our software company. This includes all source code, databases, functionality, software, website designs, generated presentation slides, generated letters, generated explanations, audio, video, text, photographs, and graphics found, collectively referred to as the "Content." Additionally, the trademarks, service marks, and logos present, known as the "Marks," are either owned or under our control, or licensed to us. These elements are safeguarded by copyright and trademark laws, as well as various other intellectual property rights and regulations concerning unfair competition within the United States, foreign jurisdictions, and international agreements. The Content and the Marks are made available on the Site "as is" for informational purposes and are intended for personal use only. Except where explicitly specified in these Terms of Use, no part of the Site, Content, or Marks may be duplicated, reproduced, aggregated, republished, uploaded, posted, publicly displayed, encoded, translated, transmitted, distributed, sold, licensed, or otherwise exploited for any commercial purpose without obtaining our explicit prior written consent. In cases where you meet the eligibility criteria for Site usage, you are granted a restricted license permitting you to access and utilize the Site. You may also download or print a copy of any portion of the Content, but only if you have legitimately obtained access, and solely for your use as intended through this offering. For the avoidance of doubt, this section does not limit the purchaser’s rights under Section 3: work product generated for the purchaser’s clients remains the purchaser’s property and may be used in their practice. What this section prohibits is the use of the Software’s content, designs, or generated materials by any other party as its own — in marketing, in a competing product, or otherwise. We retain all rights not expressly conferred upon you regarding the Site, the Content, and the Marks. The Software and its original Content, features, Marks, and functionality are and will remain the exclusive property of EstateView and its licensors. The Software is protected by copyright, trademark, and other laws of both the United States and foreign countries. Our trademarks and trade dress may not be used in connection with any product or service without the prior written consent of EstateView.

14. Contribution and Submissions License

By posting your contributions on any part of EstateView, you automatically give us permission to use them in various ways. This includes hosting, copying, sharing, selling, and more, for any purpose, whether commercial, advertising, or otherwise. We can also make changes or use your contributions in other works. This permission covers all types of media and channels, including any new ones that may come up in the future. It also includes using your name, company name, and trademarks if you provide them. You give up any moral rights related to your contributions. We don’t claim ownership of your contributions, and you still own them. You’re responsible for what you post, and you agree not to hold us accountable for your contributions. We have the right to edit, move, or delete contributions as we see fit, without notice. We’re not obligated to monitor what you post or submit.

Further, you understand and agree that any information, such as questions, comments, suggestions, ideas, feedback, or other input about the Software that you share with us (referred to as "Submissions") is not private and becomes our property. We have full rights, including intellectual property rights, to freely use and share these Submissions for any lawful purpose, whether commercial or otherwise, without owing you acknowledgement or compensation. You also give up any moral rights related to these Submissions and confirm that they are either your original work or that you have the right to share them. You agree not to take legal action against us for any alleged or actual infringement or misuse of your Submissions.

Notwithstanding the subject of this section, we respect the intellectual property rights of others. If you believe that any material available on or through EstateView infringes upon any copyright you own or control, please immediately notify us (“Notification”) at estateview@gassmanpa.com. A copy of your Notification will be sent to the person who posted or stored the material addressed in the Notification. Please be advised that pursuant to federal law you may be held liable for damages if you make material misrepresentations in a Notification. Thus, if you are not sure that material located on or linked to by the Site infringes your copyright, you should consider first contacting an attorney.

15. Changes and Modifications

We reserve the right to change, modify, or remove the contents of EstateView at any time or for any reason at our sole discretion without notice. However, we have no obligation to update any information. We also reserve the right to modify or discontinue all or part of EstateView without notice at any time. We will not be liable to you or any third party for any modification, price change, suspension, or discontinuance of the Software. We cannot guarantee the Software will be available at all times. We may experience hardware, software, or other problems or need to perform maintenance related to EstateView, resulting in interruptions, delays, or errors. We reserve the right to change, revise, update, suspend, discontinue, or otherwise modify the Software at any time or for any reason without notice to you. You agree that we have no liability whatsoever for any loss, damage, or inconvenience caused by your inability to access or use the Software during any downtime or discontinuance. Nothing in these Terms of Use will be construed to obligate us to maintain and support the Software or to supply any corrections, updates, or releases in connection therewith.

16. Links to Other Web Sites

Our Service may contain links to third-party web sites or services that are not owned or controlled by EstateView. EstateView has no control over and assumes no responsibility for, the content, privacy policies, or practices of any third-party web sites or services. You further acknowledge and agree that EstateView shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with use of or reliance on any such content, goods, or services available on or through any such web sites or services. We strongly advise you to read the terms and conditions and privacy policies of any third-party web sites or services that you visit.

17. Contact Information

If you have any questions or concerns regarding these Terms or the Software, please contact us at estateview@gassmanpa.com.

By using the Software, the purchaser acknowledges that they have read, understood, and agreed to these Terms of Use. If the purchaser does not agree with these Terms, please do not use the Software.