Terms of Use

Welcome to Grateful Estate! These Terms of Use (the “Terms”) govern use of our web-based legacy management platform and use of our websites and the resources we make available on our websites, such as our Guides, videos, blog and more. We refer to our platform, websites and resources collectively as the “Services”.

Notice to Loved Ones

These Terms do not apply to loved one contact and relationship information files. For information about your loved one contact and relationship information file, please contact your Subscriber. For information about how your patient information is collected in connection with our clinic management platform, see our Privacy Policy.


Please take a moment to read these Terms carefully before subscribing to or using any of the Services. These Terms are a legal contract between Grateful Estate Inc. (“Grateful Estate”or “We”) and each person who uses the Services and are accepted by subscribing to our legacy management platform or by otherwise using our websites and resources. These Terms may be updated or amended from time to time.

In these Terms, we use the word “Subscriber” to refer to anyone who subscribes to and pays for our legacy management platform. We use the word “you” to refer to any individual user of our Services, a loved one whose contact and relationship information has been uploaded onto our platform by a Subscriber, or an individual browsing or using our websites and resources.

Intellectual Property

Ownership of the Services. Grateful Estate owns, or has obtained the rights to use, all intellectual property rights in the Services. This includes all materials and content posted or made available on our website or through the Services, such as our Guide, videos, photos, illustrative graphics, text, research and blog postings; and the trademark, Grateful Estate.
License to You. Grateful Estate grants each Subscriber, and each individual using the Services, a limited license to access and use (i.e., display, print, download) the materials and content within the Services solely on a personal computer or device for the Subscriber’s internal business purposes and for your own personal, non-commercial use, provided that:
  • You retain and keep intact all copyright, trademark or other proprietary notices (such as © 2020 Grateful Estate Inc. All Rights Reserved);
  • You do not disseminate or distribute our materials or content publicly;
  • You do not sell or otherwise commercialize our materials or content for your own gain or for the gain of any other person; and
  • You abide by our Acceptable Use Policy below.
Your Feedback and Contributions.We love to receive your feedback about our Services and to include your contributions in our resources where possible, such as adding your shared chart templates to our chart template library. To ensure we have the proper rights to do this, you grant Grateful Estate a non-exclusive, royalty-free, worldwide, perpetual and irrevocable right and license to use your feedback and contributions, including incorporating them into the Services and sharing them with other users. Please note that providing feedback or contributions does not make you an author, inventor or contributor of the Services and does not entitle you to any compensation or to any ownership rights in the Services.
Third-Party Services. We may offer integrations with third-party services that you may choose to use with our Services, such as email services, video message processing, legacy assessment tools, online booking, electronic billing and service referrals. Please note that your use of such third-party services is governed by the legal terms of those third parties, and not by these Terms of Use. Grateful Estate is not responsible for those third-party services.

Acceptable Use Policy

Users of our Services are expected to behave responsibly and to show respect for our people, our intellectual property and the law. You agree to communicate with Grateful Estate team members in a mutually respectful manner at all times.
In addition, you must not:
  • “frame” or “mirror” any content from our Services on any other website or server;
  • post or transmit any material that is unlawful, harmful, defamatory, obscene, profane, discriminating, harassing, threatening, infringing of intellectual property, invasive of privacy rights, or otherwise objectionable;
  • harvest, scrape or otherwise collect information about others from our Services, including names and email addresses;
  • probe, scan or test the vulnerability of the Services or any website, or breach the security or authentication measures of the Services;
  • forge headers or otherwise manipulate identifiers in order to disguise the origin of any message or transmittal you send on or through the Services; or
  • pretend that you are, or that you represent, someone else, or impersonate any other individual or entity.
Grateful Estate reserves the right to suspend or terminate your use of any or all of the Services, or take other appropriate remedial action, to address any inappropriate conduct or any violation or suspected violation of our Acceptable Use Policy or these Terms.



Subscription. You can subscribe to our legacy management platform by signing up for one of our subscription plans and paying the applicable fees. Subscriptions run on an annual or lifetime (one-time payment) basis. Fees are charged annually in advance in accordance with the billing information provided by you at the time of subscription. Account Owners (defined below) may update their Subscriber’s billing information or cancel their Subscriber’s subscription at any time through their account settings or by contacting us. Except as set forth below under Termination, all fees are non-refundable. Subscriptions and fees may be increased to match increases in your platform usage over time.
Availability of the Services. Once a Subscriber has subscribed and paid, Grateful Estate will make the Services available to the Subscriber to upload the contact and relationship date of the Subscriber's loved ones for the subscription plan purchased. Grateful Estate will make the Services available in accordance with our Service Level Agreement; however, please note that Grateful Estate cannot be responsible for any unavailability of the Services caused by circumstances beyond our reasonable control, such as internet outages or issues with your computer systems or devices.
Limitations. Our websites and resources are provided for general information about Grateful Estate products and services. They may not always be accurate or complete and are not intended to provide legal advice. We recommend that Subscribers obtain their own guidance and advice with respect to regulatory and legal compliance. Content and resources on our websites may be varied or discontinued from time to time.

Subscriber Accounts

Account Owner. The person signing up for a subscription is the “Account Owner” and will be authorized to administer the account for the Subscriber. This includes authorizing additional user accounts for loved ones, and granting and revoking user access rights and permissions. Each Subscriber will have only 1 Account Owner. All questions about a Subscriber’s subscription and its user account(s) should be directed to the Account Owner. A Subscriber may change its Account Owner through its account settings.
User Accounts. Subscribers and their users must provide accurate, current and complete information when creating their user accounts. Subscribers are responsible for all activities that occur under their user accounts and for any issues, claims or disputes arising out of the conduct of their users. Subscribers must take appropriate steps to protect their user accounts, including:
  • Requiring users to set strong passwords
  • Keeping user ID’s and passwords confidential
  • Not providing any false identity information to access the Services
Grateful Estate will not be liable for any losses or damages caused by a Subscriber’s failure to maintain the confidentiality of its user accounts and its account credentials. If you discover or suspect any unauthorized access to or use of your Subscriber or user account, please reset your password immediately and notify us at care@gratefulestate.com.

Subscriber Data

Ownership and Control. Each Subscriber retains ownership and control of its loved one data and all information collected, entered, created or otherwise provided by the Subscriber and its users in the course of using the Services (“Subscriber Data”). Subscribers may be referred to as a “personal information custodian”, a “covered entity” or a “controller” depending on their location and the privacy laws applicable to them. Subscribers are responsible for ensuring that their collection and use of Subscriber Data complies with applicable laws and regulatory requirements.
Each Subscriber determines:
  • What Subscriber Data to collect;
  • How the Subscriber will use the Subscriber Data;
  • Which practitioners and staff have access to Subscriber Data;
  • How long the Subscriber will store Subscriber Data; and
  • On what basis the Subscriber will delete Subscriber Data.
Storage and Access. Grateful Estate is a service provider to Subscribers and may be referred to as an “agent”, “business associate” or “processor” of the Subscriber. Grateful Estate will keep Subscriber Data stored securely as described below under Security. Grateful Estate will only access Subscriber Data at the request of a Subscriber or its users, or where needed in order to prevent or address technical problems affecting the Services or if required by law, regulation or court order. As we otherwise have no control over Subscriber Data, we are not responsible for incorrect, incomplete, lost or damaged Subscriber Data, except to the extent it is caused by our failure to meet our obligations under these Terms.
HIPAA / GDPR Compliance. If a Subscriber is subject to the Health Insurance Portability and Accountability Act of 1996 (“HIPAA”), we will, upon request, enter into our Business Associate Agreement (“BAA”) with the Subscriber. Please contact us to request a copy of our BAA. If a Subscriber is subject to the General Data Protection Regulation (“GDPR”), the terms of our Data Processing Addendum will apply and are incorporated into these Terms.
Questions About Subscriber Data. If you have any questions about your Subscriber Data, please contact your Account Owner. If an Account Owner has any questions about the management of Subscriber Data in the Services, the Account Owner may contact us at care@gratefulestate.com.
Anonymized/Aggregated Data. Grateful Estate may use computer-generated algorithms to gather anonymous and aggregated information from Subscriber Data in order to assist in our continued development and improvement of the Services, and for research, data analysis, benchmarking, statistics or trend analysis. We will ensure that none of the information we gather identifies, or could be used to identify, any user or patient. Grateful Estate may share such anonymized information with Subscribers and others, for example, by providing insights into the most common legacy messages, most popular themes or benchmarking connection or relationship statistics against industry or regional norms.


Safeguards. Grateful Estate will maintain industry-standard administrative, physical and technical safeguards to prevent the unauthorized access, use or disclosure of Subscriber Data processed through or stored in the Services. These safeguards include, but are not limited to, security policies and training for our personnel, access controls, minimum security certifications and practices for our data centers, PCI-compliant payment processors and encryption.
Security Features. The Services also contain features which allow you to further enhance the security of your Subscriber Data. For example, by establishing account access controls for each user; blurring part of your screen so it cannot be read by others around you.
Security Breach. Grateful Estate will notify affected Subscribers if Grateful Estate determines that the security of the Services has been breached and this results in Subscriber Data being accessed by or disclosed to an individual or entity who is not authorized to access or receive such information. Grateful Estate will report to the affected Subscriber(s) on the corrective action being taken in response to such security breach and will reasonably cooperate with such Subscriber(s) in mitigating the effects of any lost or compromised Subscriber Data.
Your Responsibility. Subscribers and their users will notify Grateful Estate immediately if they become aware of any unauthorized use of their account(s), of any user ID and password, or any other known or suspected breach of security.

Data Retention Policy

During Your Subscription Term. Our legacy management platform is designed to retain, protect and preserve the integrity of Subscriber Data in order to assist our Subscribers with their regulatory and compliance obligations around loved one contact and relationship information records. As a result, we will not delete Subscriber Data during your subscription term, unless there is a regulatory or legal requirement to do so. If you have such a requirement, please have your Account Owner contact us.
Data Export. Subscribers may export their Subscriber Data at any time and should do so prior to ceasing or terminating their use of our legacy management platform. Practitioners who change practices may also arrange with their Account Owner for export of their loved one data. Details on how to export your Subscriber Data can be found in our online Guide, or contact us for assistance.
After Termination. When a subscription expires or is terminated, the account is deactivated. This means the account and any Subscriber Data associated with the account is no longer available for use and cannot be accessed through the internet. The account and its Subscriber Data will be retained in the event the Subscriber wishes to re-activate the account. We will store Subscriber Data securely and isolate it from any further processing while it is deactivated.
Account Owners may contact us with questions about their Subscriber Data. Please note that, in order to maintain strict security of Subscriber Data, we cannot take instructions from anyone other than the Account Owner.


Overdue Fees. If any fees are more than 30 days overdue, we may, without limiting our other rights and remedies, suspend or terminate access to the Services until the overdue amounts are paid in full. We will provide at least 7 days prior notice that fees are overdue before we do this, and we will not exercise this right if the Subscriber is disputing the applicable fees reasonably and in good faith and is cooperating diligently to resolve the dispute.
Termination by Us. Grateful Estate may terminate or suspend access to the Services, or suspend or deactivate a Subscriber’s or a user’s account, if the Subscriber or user breaches any obligations under these Terms. Grateful Estate may also terminate a Subscriber’s subscription if Grateful Estate discontinues the Services. We will use our best efforts to notify you in advance of any suspension or termination and help Subscriber’s retrieve their Subscriber Data; however, there may be some cases where we need to suspend access immediately in order to prevent harm to others.
Refunds. If a Subscriber terminates its subscription due to a breach by Grateful Estate or Grateful Estate discontinues the Services, we will refund any fees you had pre-paid for the remaining unused portion of your subscription term. If Grateful Estate terminates a Subscriber’s subscription due to a breach by the Subscriber, the Subscriber will not be entitled to any refund and must pay any unpaid fees for the remaining unused portion of the subscription term.
Termination does not relieve a Subscriber of its obligation to pay fees for any period prior to the effective date of termination.

Legal Limits

Disclaimer. We want to provide great Services; however, there are certain things about the Services that we cannot promise. For example, Grateful Estate cannot promise, and does not represent or warrant that:
  • The Services will meet your specific needs or requirements;
  • The Services will be uninterrupted, timely, 100% secure or free from errors, viruses or other defects; or
  • Information provided through the Services will be accurate, timely, complete or reliable.
No Indirect or Consequential Damages. regardless of the above, neither of us will be liable, UNDER ANY CIRCUMSTANCES, for any indirect, SPECIAL or consequential damages arising out of or in connection with the services, SUCH AS LOST REVENUE or BUSINESS INTERRUPTION. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, SO THIS LIMITATION MAY NOT APPLY DEPENDING ON WHERE YOU LIVE.

Notices, Governing Law and Disputes

Notices. Grateful Estate will provide Subscribers with notices, alerts and communications regarding the Services and these Terms electronically to the email address on file for your Account Owner. Account Owners may update their account information at any time by using their account settings. Any notice you are required or wish to provide to Grateful Estate may be provided to the contacts shown below under Contact Us.
Governing Law. The Services are provided by Grateful Estate from its offices in Vancouver, Canada. All matters relating to access to and use of the Services will be governed by the laws of the Province of British Columbia, BC, Canada.
Disputes. In the event of a dispute, we both agree to try settle the dispute through consultation and negotiation in good faith and a spirit of mutual cooperation. We may also agree to use some form of non-binding alternative dispute resolution, such as mediation. If we are unable to resolve the dispute within 60 days after it first arose, we will resolve the dispute by binding arbitration before a single arbitrator with relevant experience. The arbitration will be held in Vancouver, B.C. and will be administered by ICDR Canada ( www.icdr.org/icdrcanada ) in accordance with its Canadian Expedited Procedures.

Contact Us

If you have any questions regarding the Services or these Terms, please contact us at:
care@gratefulestate.com or at the contact information shown below. We will make every effort to answer your questions.
Grateful Estate Inc.
210 - 128 West Hastings Street
Vancouver, British Columbia, Canada
V6B 1G8
Tel: +1 (604) 338-8543
Updated: January 24, 2021

Details Matter

  • Terms of Service
  • Privacy Policy
  • Report Abuse
  • Service Level Agreement
  • Lifetime Commitment
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