Privacy Policy

This Privacy Policy explains how ProbateBee ("ProbateBee," "we," "us") collects, uses, and protects information when you visit our website or use our fiduciary-accounting platform (the "Service"). By using the Service you agree to the practices described here.

Information we collect

• Account information — name, email address, and credentials you provide when you create an account or are invited to a matter.
• Matter and financial data — the estate, trust, and conservatorship records you or your organization import or enter, including statements, transactions, holdings, and supporting documents.
• Usage information — log data such as IP address, browser type, pages viewed, and actions taken, used to operate and secure the Service.
• Cookies — required cookies that keep you signed in and protect against fraud. We do not use advertising cookies.

How we use information

• To provide, maintain, and improve the Service and its accounting, reconciliation, and reporting features.
• To authenticate users, secure accounts, and prevent abuse.
• To respond to support requests and communicate about your account.
• To meet legal, tax, and regulatory obligations.

How information is shared

We do not sell personal information. We share it only with service providers who process data on our behalf under confidentiality obligations (for example, hosting and infrastructure), with other authorized users of your organization or matter, and where required by law or to protect the rights and safety of users and the public.

Data security

Customer data is tenant-isolated and protected with encryption in transit and at rest, access controls, and an auditable trail tying financial figures to their source documents. No method of transmission or storage is completely secure, but we work to protect your information using industry-standard safeguards.

Data retention

We retain matter and account data for as long as your organization maintains an account, and thereafter as needed to meet legal, professional, and regulatory obligations. You may request export or deletion of data as described below.

Your choices and rights

Depending on your jurisdiction, you may have rights to access, correct, export, or delete personal information, and to object to certain processing. To make a request, contact us at hello@probatebee.com. Where an organization controls a matter, we may direct your request to that organization as the data controller.

Changes to this policy

We may update this policy from time to time. Material changes will be posted on this page with a revised "Last updated" date.

Contact

Questions about this policy or your data? Email hello@probatebee.com.