Privacy Policy

Estate Metrics collects the account, estate, transaction, attachment, and sharing data needed to provide estate financial recordkeeping workflows.

We use this data to operate the product, secure access, generate exports, and support read-only sharing. We do not sell estate data to advertisers or data brokers.

Marketing and product usage may be measured with analytics tools such as PostHog so we can understand page visits, CTA clicks, and activation behavior. These analytics are used to improve the product and marketing experience.

If you need account support, recovery, or questions about how your data is handled, contact the support path published by the product team before storing sensitive records you are not comfortable exporting.