Omliva publishes free guides on topics like probate, digital accounts and family conversations about aging. Because readers use these guides to make real decisions, we hold them to a written standard for sourcing, review and correction. This page describes that standard so readers, and anyone who finds an error, know exactly how a guide was put together and how to get it fixed.
How we research every guide
Every fact in an Omliva guide starts with a primary source: a government agency, a court or a company that made the rule, not a summary of one. Depending on the topic, that means the Social Security Administration, the Internal Revenue Service, the Consumer Financial Protection Bureau, USA.gov, the National Institute on Aging, a state court's self-help pages, the National Association of Insurance Commissioners, the Federal Trade Commission, the National Funeral Directors Association, the U.S. Department of Veterans Affairs, or a company's own help pages, such as Apple or Google, for how a specific account or digital legacy tool works.
We do not build a guide's factual claims from other blogs, aggregators or general web summaries. Those sources can help us understand what readers are asking, but the rule, deadline, fee or process a guide states has to trace back to the agency or company that actually sets it. When we quote a source directly, the words inside quotation marks are copied exactly from the page we read that day, with the author, the page and the date attached. We do not paraphrase and then put the paraphrase in quotation marks.
How every number gets a source and a checked date
A number is any figure that could be wrong: a dollar threshold, a percentage, a deadline, a filing fee, or a claim about what most people or most states do. Every sentence that states one of these carries an inline attribution next to it, such as "(IRS, checked 2026-09-17)," and a matching entry in that guide's Sources section with the full source name, the page title, the URL and the date we checked it.
If we cannot find a primary source for a number on the day we write or review a guide, we remove the sentence rather than estimate it or leave the source out. A shorter guide that only states what it can prove is more useful, and more trustworthy, than one padded with a figure nobody can verify.
How often we review a guide
Omliva guides are re-checked on a rolling schedule, oldest first, whether or not anything about the topic has changed. During a re-check the source links are revisited, the figures confirmed as still current, and anything that has moved is updated.
Guides are also re-checked outside that schedule whenever we learn that a rule has changed, for example when the IRS updates an estate tax threshold or a state court changes a probate filing limit. The date shown at the top of each guide as "Updated" reflects the most recent time the guide was checked or corrected, whichever is more recent, so a reader can see at a glance how current the page is.
How to report a correction
Corrections go to [email protected], where a person reads and answers them. Tell us the page and the sentence; we check the claim against its source, fix the page and update the date under the title. The contact page explains what else that address is for.
When we correct a guide, we update the sources and figures in place and move the "Updated" date on that guide to the day the correction was made. We do not silently rewrite a guide without changing that date, so the date itself is a signal that something in the page was reviewed or fixed.
What Omliva guide pages never do
Omliva guides organize practical information about topics like estate settlement, digital accounts and family planning conversations. They are not a substitute for professional advice, and they never claim to be. A few things every Omliva guide page holds to:
- No legal, tax, financial or medical advice. Guides explain how a process generally works and point to the professional or agency a reader should talk to for their specific situation.
- No affiliate links. Nothing in a guide is placed or worded to earn a commission on a click or a purchase.
- Competitor comparisons are factual and dated. When a guide compares Omliva with another planner, binder or app, the comparison states what each product actually includes, based on what that company publishes, with the date we checked it, and says plainly that Omliva is not affiliated with or endorsed by any company named.
How we use AI writing tools
Drafts of Omliva guides are prepared with the help of AI writing tools, and the checks that follow are largely automated. An AI tool can speed up organizing research into a first draft, but it does not decide what counts as a fact. Before a guide is published, automated checks require every number, date, deadline and claim to carry a source and a checked date, and a separate review step removes any claim that cannot be traced to the source it cites. A guide that fails those checks is not published until it passes. The Sources section at the bottom of each guide is the record a reader, or an editor, can use to verify that.
Who is responsible for this policy
This policy, and the guides it governs, are published under the Omliva team name; our About page explains what that name does and does not claim. Questions about a specific guide, or about this policy itself, can be directed to the contact address once it is published, as described above.
Omliva's full guide library, covering getting affairs in order, what to do after a death, documents, digital life, family conversations, and benefits, is available in our guides section. This policy applies to every guide there.