How we handle your information

Last updated: November 2026

Heirwright ("we," "us") helps people plan what happens to their digital accounts after they die, and helps families afterward. Our approach to privacy is simple: we collect as little as we can, and we never collect your passwords or your account files.

What we never collect

Passwords for any of your accounts. You type them yourself during your session, with screen sharing paused.
Your photos, email, messages or files. They stay in your accounts and pass to your family through each platform's own legacy settings.
Recordings of your sessions. We don't record calls.

What we do collect

Booking details: your name, email, phone number, state, and your partner's name if you book for two.
Your executor's details: their name, relationship to you, and email address, plus a backup person if you give one. We use these to set up your plan and to help your family later.
Your wishes: what you'd like to happen to each account, and anything you tell us matters most.
A copy of your Digital Legacy Plan, only if you agree. It lists accounts and wishes, never passwords. We keep it so we can update it at your yearly review or help your family after a death.
Messages you send us, such as the attorney and executor support forms.
Payment: payments are processed by Stripe. We see that you paid and the last four digits of your card, never your full card number.

How we use it

To run your session, write your plan, and send you reminders about your booking and yearly review.
To help your executor after a death, after we've checked the death certificate and their identity.
To answer messages and requests.

We don't sell your information, and we don't use it for advertising.

Who we share it with

Service providers that run our business: our website host and form processor (Netlify), our booking calendar (Cal.com), our payment processor (Stripe), and our email provider. They may use your information only to provide their service to us.
Your attorney, if you ask us to send them your plan.
Your named executor, after a death and after we've verified who they are.
When the law requires it, such as a valid court order.

Cookies and your browser

Our website doesn't use advertising or tracking cookies. It stores two small things in your own browser to make the site work: your booking choices (session type, name and email) while you book, and which items you've ticked on the preparation checklist. Your name and email are passed to our booking calendar only to fill in the booking form for you; nothing else leaves your device. Our booking and payment pages, run by Cal.com and Stripe, may set their own cookies.

How long we keep it

Booking and session records: while you're a client, and for up to 3 years afterward for our business records.
A copy of your plan (if you agreed): until you ask us to delete it.
Executor support records: for up to 3 years after the case is closed.

Keeping it safe

We keep what we hold in business accounts protected with two-step login, and we limit who can see it. Because we never hold passwords or account files, there's far less of yours to protect.

Your choices

You can ask us to show you what we hold about you, correct it, or delete it, at any time. Email info@heirwright.com. Depending on where you live, you may have additional rights under state privacy laws; we'll honor them.

Children

Our services are for adults. We don't knowingly collect information from anyone under 18.

Changes

If we change this policy in a way that matters, we'll update the date above and tell our clients by email.

Contact

Heirwright · info@heirwright.com · (555) 555-0100