Effective July 27, 2026
Privacy Policy
EstateClose is designed so that the sensitive financial record you create stays on your device and under your control.
Our plain-language commitment
EstateClose does not require an account. We do not operate a server that receives your estate records, documents, scanned text, passwords, reports, or backups. We do not sell personal information and we do not use advertising or cross-app tracking.
Information you enter
You may enter names, contact details, financial amounts, account descriptions, assets, claims, notes, transactions, and other estate administration records. You may also import statements or attach receipts and documents. This content is stored locally in the app's protected storage on your device.
Device permissions
EstateClose asks for access only when you choose a feature that needs it:
- Camera — to scan a receipt or estate document.
- Photo library — to attach a photo you select.
- Face ID or device authentication — to lock the app. EstateClose receives only the success or failure result from iOS, never your biometric data.
You can manage these permissions at any time in iOS Settings.
Scanning and document recognition
Receipt and statement recognition is performed on your device. Suggested values remain subject to your review before they become part of the estate record.
Backups, exports, and sharing
When you create an encrypted complete backup, EstateClose encrypts the records and evidence on your device before presenting the iOS share sheet. EstateClose does not know or store the password. If you create an unencrypted JSON, CSV, or PDF export, that exported file is not protected by EstateClose after it leaves the app.
You decide where exports and backups are saved or whom they are shared with. The privacy practices of the destination service or recipient then apply.
Analytics, advertising, and tracking
EstateClose does not include third-party analytics, advertising SDKs, or tracking technology. We do not collect usage histories, device identifiers, precise location, contacts, or financial records from the app.
Retention and deletion
Your records remain on your device until you delete an estate, delete the app, erase the device, or restore a different backup. Files you exported are controlled separately by the location where you saved them. Before deleting the app, keep any backup or report you are required to retain.
Children's privacy
EstateClose is intended for adults performing estate administration. It is not directed to children, and we do not knowingly collect personal information from children.
Changes to this policy
If EstateClose's data practices materially change, this policy will be updated before the change is released. The effective date at the top identifies the current version.
Privacy questions
For current help and privacy guidance, visit the EstateClose support page.
Separate product disclaimer
Privacy protections do not change the app's role as a recordkeeping aid. Review the separate EstateClose disclaimer before relying on the app or its outputs.