Privacy Policy

Last updated: January 2026

Note: This privacy policy is currently being finalized. Please check back soon for the complete policy, or contact us at hello@estatebookkeeper.com if you have immediate questions about how we handle your data.

Overview

Estate Bookkeeper (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our estate and trust accounting software.

Information We Collect

We collect information you provide directly to us, including:

  • Account information (name, email, organization)
  • Financial data you enter for estate accounting purposes
  • Usage data and analytics
  • Communications with our support team

How We Use Your Information

We use the information we collect to:

  • Provide and maintain our services
  • Process transactions and send related information
  • Send technical notices and support messages
  • Respond to your comments and questions
  • Improve our services

Data Security

We implement industry-standard security measures to protect your data, including encryption in transit and at rest, regular security audits, and access controls.

Data Retention

We retain your data for as long as your account is active or as needed to provide you services. You may request deletion of your data at any time.

Your Rights

Depending on your location, you may have rights regarding your personal data, including the right to access, correct, or delete your information.

Contact Us

If you have questions about this Privacy Policy, please contact us at hello@estatebookkeeper.com.