Privacy Policy

Last updated: 9 June 2026

EstateFlow is a South Africa-first estate-readiness, document-vault and professional-collaboration platform. This policy describes the intended handling of personal information in the current product.

Information processed

EstateFlow may process account and profile details, estate information, assets, liabilities, beneficiaries, dependants, document metadata, uploaded files, payment and subscription records, audit events and support communications.

Purposes

Information is used to provide calculations, distribution models, checklists, reports, controlled collaboration, account administration, billing and support.

Access and sharing

Estate owners can invite estate members or professionals according to available permissions. Users should review access regularly and share only what is necessary. Firebase and other configured service providers may process information needed to operate the platform.

Security and current architecture

EstateFlow uses authenticated Firebase access and scoped database and storage rules. This browser-based build cannot securely perform server-only operations such as payment webhook verification, secret-based email sending or trusted server-side document signing.

Retention, correction and deletion

Users can update much of their captured information in the application and may submit a support request for access, correction or deletion assistance. Some records may be retained where reasonably required for security, legal, compliance, dispute or backup purposes.

Data minimisation

Do not upload information that is not needed for estate readiness or administration. Keep original legal documents safely and confirm professional or authority requirements independently.

Contact

Submit a privacy or data request through the support request inside your authenticated EstateFlow dashboard. Before commercial launch, the operating business must publish its responsible party details and dedicated privacy contact channel.