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.

Information about other people. You may enter information about the decedent and about beneficiaries and other people. Enter only what you need. We use it only to provide the service to you and the people you share with. Do not enter full account numbers or Social Security numbers. The credit bureau letter asks for the decedent’s Social Security number and date of birth at the moment you generate it, and we do not store them.

Sign in with Google. If you choose Sign in with Google, we receive your name, email address and Google account ID from Google.

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.

Support email. If you email support@executorbench.com, our email provider (Resend) receives the message and its attachments and forwards a copy to our operator’s mailbox so we can reply to you. We do not keep the message in the ExecutorBench database, but Resend also holds received messages in its own systems under its retention settings. Please do not email a Social Security number or account numbers.

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. Marketing pages and the purchase confirmation use third-party advertising and measurement tags (Google Ads); estate information is never sent to them. See the Privacy Policy for details and how to opt out. To limit abuse, we briefly keep security records of sign-up and failed login attempts, which can include your IP address or the email address entered. We keep these security records for 90 days.

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 Stripe, a third-party payment processor, on Stripe’s own checkout page. Your card details go to Stripe and never reach our servers. We keep a record of each purchase (the plan, the amount, and Stripe’s reference for the payment) so we can unlock the plan on your estate.

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 while your account is active. We delete your account and associated data within 30 days of your request, and we delete estates that have been closed for 3 years after notice to you by email. Purchase records are kept for 7 years for tax purposes. Security records of sign-up and failed login attempts are kept for 90 days.

Service providers and where your data is stored

We share information only with the providers that run the service:

• Google: Sign in with Google (name, email address, Google account ID).
• Resend: sends transactional email (verification, password reset, purchase confirmation) and receives mail sent to support@executorbench.com so it can be forwarded to us.
• Stripe: payment processing.
• Vercel: application hosting.
• Neon: Postgres database hosting.

We do not otherwise share your information with third parties except as required by law. We are based in Canada and store data in the United States. Our service providers may process data in the United States and other countries.

Your rights and how to review or change your information

You can review and correct your estate information at any time in the app. To access, correct, download or delete your data, email support@executorbench.com or use the feedback form. We will respond within 30 days.

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, and for material changes we will notify account holders by email.

Contact

ExecutorBench is operated by Buckshot Digital Sales Inc. (11 Everton Crt, Markham, ON L6B 0L3, Canada). Our privacy contact is the operator named here, who is accountable for personal information under Canada’s PIPEDA. Questions about this policy or a request to access or delete your data can be sent to support@executorbench.com or submitted through our feedback form.