Privacy
Privacy notice
This product stores the account details, estate records, progress, and uploaded files you choose to keep in the workspace so you can return to the same executor record later.
What we store
We store your account information, the estate record you enter, checklist progress, and files you upload. That can include names, contact details, financial details, notes, and supporting estate records.
Why we store it
We store this information so the workspace can save your progress, show your record across sessions, and let you return to the same documents and follow-up steps later.
Who can access it
Your workspace is intended to be available only through your signed-in account. This product is still an MVP. It is not presented as a law firm, escrow service, or guaranteed secure vault.
Storage providers
Application records are stored in the app database. Uploaded files are stored using the configured file storage provider for the deployment environment.
Billing and payments
Billing for account activation and monthly access is handled through Stripe. The app stores billing status and Stripe customer or subscription identifiers needed to keep your account access in sync with payment status. Full payment card details are handled by Stripe, not stored in this workspace.
Analytics and monitoring
The deployment may use product analytics, tag management, and error monitoring tools to understand feature usage, measure site performance, and detect failures. That can include tools such as Mixpanel, Google Tag Manager, and Sentry when they are enabled by the operator.
Your choices
Only upload records you want kept in the workspace. If you need account deletion or data removal, use the support contact provided by the operator of the deployment you are using.