Privacy Policy

ExecutorBench (“we,” “us”) provides self-help estate settlement workflow software. This policy explains what information we collect when you use executorbench.com, why we collect it, and how it is protected.

Information you provide

Account information. When you register, we collect your email address and a password (stored as a salted hash, never in plain text).

Estate information. To generate a task plan and documents, we collect the information you enter about the estate you are settling: the decedent’s name, date of death, state, court dates, asset and liability details, and beneficiary names and contact information you choose to add.

Feedback. If you submit a bug report or suggestion through our feedback form, we store the message, an optional email address, and the page you submitted it from.

Information collected automatically

We use a single session cookie to keep you logged in. It is required for the product to function and is not used for advertising or cross-site tracking. We do not currently use third-party analytics or advertising trackers.

How we use your information

• To operate the core product: determine your settlement route, build your task plan, and generate documents.
• To power the optional beneficiary portal, when you choose to share status with a beneficiary via a share link.
• To process payments if you upgrade to a paid tier (see “Payments” below).
• To respond to feedback and support requests you send us.
• To keep an internal audit log of actions taken on your estate record, for your own reference and for security investigations.

We do not sell your personal information, and we do not use estate or beneficiary data for advertising.

Payments

Paid tiers are processed by a third-party payment processor. We do not store your full payment card number on our servers. As of this policy’s last update, payment processing is not yet enabled; this section will be updated with the specific processor’s name once it is live.

Beneficiary portal and sharing

If you create a share link, anyone with that link can view the information you chose to include. Share links can be revoked at any time from your estate’s sharing settings, which immediately disables access.

Data retention

We retain your account and estate data for as long as your account is active. You can request deletion of your account and associated data at any time by contacting us through the feedback form; we will process deletion requests within a reasonable time, except where we are required to retain records for legal or accounting purposes.

Where your data is stored

Data is hosted on infrastructure provided by Vercel and Neon (Postgres), both of which maintain their own security and privacy commitments as our data processors. We do not otherwise share your information with third parties except as needed to operate the service (such as the payment processor above) or as required by law.

Security

Passwords are hashed, not stored in plain text. Traffic to executorbench.com is encrypted in transit (HTTPS). Access to an estate record is restricted to its owner and to anyone you explicitly grant access to via a share link.

Children

ExecutorBench is not directed at children, and we do not knowingly collect information from anyone under 18.

Changes to this policy

We may update this policy as the product changes. We will update the “Last updated” date above when we do.

Contact

ExecutorBench is operated by Buckshot Digital Sales Inc. (11 Everton Crt, Markham, ON L6B 0L3, Canada). Questions about this policy or a request to access or delete your data can be submitted through our feedback form.