Privacy Policy

Last updated: November 2024

Your privacy matters. This policy explains what we collect, why we collect it, and how we protect it — in plain English.

1

What We Collect

Account Information

  • Name
  • Email address
  • Password (encrypted)
  • Payment info (via Stripe)

Estate Information

  • Estate details
  • Documents you upload
  • Updates you post
  • Comments and notes

Usage Information

  • Pages visited
  • Features used
  • Device and browser info
  • IP address
2

Why We Collect It

To provide the service
To process payments
To improve HeirPortal
To communicate with you
To prevent fraud and abuse

We never sell your data. Ever.

3

Who We Share It With

Family Members

Only those you explicitly invite to your estate

Service Providers

Stripe (payments), AWS (hosting), PostHog (analytics), Resend (email)

Legal Requirements

Only if required by law

4

How We Protect It

256-bit encryption
SOC 2 compliant data centers
Regular security audits
Limited employee access
Two-factor authentication available
5

Your Rights

You have full control over your data. Here's what you can do:

Access your data
Correct your data
Delete your data
Export your data
Opt out of marketing emails
6

Cookies

Essential

Required for login and basic functionality

Required

Functional

Remember your preferences and settings

Analytics

Help us understand how you use HeirPortal

7

Children

HeirPortal is not intended for users under 18 years of age. We do not knowingly collect personal information from children. If you believe we have collected information from a minor, please contact us immediately.

8

Changes to This Policy

We may update this privacy policy from time to time. Significant changes will be communicated via email to the address associated with your account. We encourage you to review this policy periodically.

9

Contact Us

Have questions about privacy?

We're here to help.

privacy@estateclear.com

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