Security
Built around privacy.
EstateView is intentionally designed to avoid collecting passwords and financial login credentials. Access to estate information is protected through authenticated accounts and strict database permissions. Your family needs to know what exists and who to call — not how to log in as you.
What EstateView is designed to store
- Company and institution names
- Partial policy or account references
- Phone numbers and websites
- Advisor and agent contact information
- Where documents are kept
- Instructions and notes you choose to enter
What EstateView is not designed to store
- Passwords
- PINs
- Security questions and answers
- Cryptocurrency seed phrases
- Private keys
- Financial login credentials
- Social Security numbers
- Full card or account numbers
There are no fields for these. If a free-text field looks like it contains a password or login, EstateView quietly reminds you before you save.
Who can see it today
Only you. Your estate directory is readable by your signed-in account alone, and that rule is enforced by the database itself rather than only by the app.
Adding a trusted person does not give that person access to your estate information. An invitation confirms their contact details, nothing more.
You stay in control
Your EstateView remains associated with your account until you choose to delete it. Nothing is removed because you haven't signed in for a while, and nothing is released because you've been quiet. EstateView never treats silence or inactivity as a reason to share your information.
You can delete your EstateView at any time from Settings. Deleting asks for your password, shows exactly what will be removed, and cannot be undone.
How your account is protected
Connections use HTTPS. Sign-in, passwords and sessions are handled by established authentication infrastructure rather than anything homemade. Invitation links use single-purpose tokens that expire. Sensitive actions such as changing your password or deleting your EstateView ask you to confirm your password again, and important account actions are recorded in an activity log that never contains the contents of your entries.
We describe only the protections that genuinely exist. EstateView does not claim end-to-end or zero-knowledge encryption, and it does not use a single secret key that would permanently lock your family out if it were lost.