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Security

Security and privacy-aware design

EstateFlow uses owner-scoped access, Firebase security rules, consent-based sharing and application activity records to reduce unnecessary exposure of sensitive estate information.

Open guided setupSee how it works
EstateFlow is software support, not legal, tax, fiduciary or financial advice. Use it to prepare better data and clearer questions for your professional adviser.
EstateFlow product interface
Consent-ledprofessional and family access workflows
Scopedowner and estate access rules
Consentinvite-based sharing workflows
Trackedapplication activity records
POPIAprivacy-aware controls

What this means in practice

  • Owner-scoped vault and generated document records
  • Firebase download links protected by Storage rules
  • Application activity records for operational visibility
  • Consent-led professional and family access patterns

Current architecture boundary

This release runs core workflows in the browser. Trusted payment verification, immutable audit logging, automatic email delivery and expiring signed-share links require a secure backend before production launch.

Read the privacy approach
EstateFlow