Privacy Policy

How we collect, use, and protect your information.

Effective Date: November 4, 2026
Last Updated: November 4, 2026

Organization: Fingarde Technologies Inc., operating as Executorly

Privacy Contact: privacy@executorly.com

1. Introduction

Executorly respects the privacy of individuals who use our estate administration and document management platform.

We understand that estate administration may involve sensitive financial, legal, personal, and family information.

This Privacy Policy explains how Fingarde Technologies Inc., operating as Executorly ("Executorly," "we," "us," or "our"), collects, uses, discloses, stores, protects, retains, and deletes information when you use our website and software.

It also explains how we work with third-party service providers, including cloud infrastructure, analytics, and artificial intelligence providers.

Where consent is required under applicable law, we will obtain it through appropriate means.

Our services are initially intended for customers in Canada, with possible expansion to additional jurisdictions.

2. Organization Responsible for Personal Information

Executorly is operated by:

Fingarde Technologies Inc.
Operating as Executorly

501 - 3292 Production Way
Burnaby, BC V5A 4R4
Canada

Privacy Officer or Designated Privacy Contact
privacy@executorly.com

We are responsible for personal information under our control, including information processed by service providers on our behalf, as required by applicable privacy laws.

Our practices are designed to comply with British Columbia's Personal Information Protection Act (PIPA) and other applicable Canadian privacy legislation, including the Personal Information Protection and Electronic Documents Act (PIPEDA), where applicable.

We designate an individual responsible for overseeing our privacy practices. Privacy questions and complaints may be submitted to the contact above.

3. Information We Collect

We collect information reasonably necessary to provide, maintain, secure, and support Executorly.

A. Account Information

When you create or use an account, we may collect:

Name;
Email address;
Account identifiers;
Authentication information;
Account settings;
Estate Workspace memberships;
Access permissions;
Account activity information.

Passwords are protected using cryptographic password hashing rather than stored as readable passwords.

If you use a third-party sign-in option, we may receive limited information, such as your name and email address, from the authentication provider.

B. Estate Documents

Users may upload documents relating to estate administration, including:

Wills and estate planning documents;
Death certificates;
Bank and investment statements;
Tax documents;
Insurance policies;
Property and ownership records;
Invoices and receipts;
Financial statements;
Identification records;
Correspondence;
Other estate-related documents.

These records may contain highly sensitive or confidential information.

C. Financial and Estate Information

We may collect and process:

Financial institution names;
Account identifiers and account numbers;
Financial transactions;
Transaction dates and amounts;
Asset and liability information;
Estimated asset values;
Expense descriptions and classifications;
Reimbursement information;
Executor time and compensation records;
Beneficiary and distribution information;
Estate accounting records.

D. Information About Other Individuals

Uploaded records may include information about individuals other than the account holder, including beneficiaries, co-executors, family members, creditors, professional advisers, and other interested parties.

Users are responsible for having the necessary authority, consent, permission, or other lawful basis to provide this information.

E. Website and Application Information

When you visit our website or use the application, we may collect:

IP addresses;
Browser and device information;
Pages visited;
Referral sources;
Authentication events;
Application activity;
Error information;
Access logs;
Security-related events;
Feature usage and interaction information;
Marketing attribution and conversion information.

We use different tracking technologies on the public website and within the authenticated application, as explained in Section 22.

F. Payment Information

Purchases may be processed by a third-party payment provider.

We may receive information necessary to confirm purchases, provide customer support, process refunds, investigate disputes, and maintain accounting records.

Payment providers may separately process payment credentials under their own privacy policies.

We do not require customers to upload estate financial records to advertising providers.

4. Information About Deceased Individuals

Executorly is designed to assist with estate administration and may therefore process information concerning deceased individuals.

Estate records may also contain personal information about living individuals, including beneficiaries, relatives, creditors, and professional advisers.

Different privacy and legal requirements may apply depending on the nature of the information and the individuals concerned.

We handle estate-related information in accordance with applicable law, our contractual obligations, and this Privacy Policy.

Creating an Executorly account does not establish legal authority over a deceased person's records.

Users must have appropriate authority, permission, or another lawful basis to access, upload, and share information.

5. How We Collect Information

We may collect information through:

Account registration;
Documents uploaded by users;
Images captured through the application;
Documents submitted through supported email ingestion features;
Information entered into expense, inventory, and accounting workflows;
Information provided by authorized collaborators;
Third-party authentication services;
Website analytics and permitted tracking technologies;
Application activity and security logs;
Customer support communications;
Purchase and payment processing.

Certain information is generated through automated analysis of uploaded documents.

Executorly does not currently connect directly to customers' bank accounts to retrieve transaction information.

Bank and credit card information is obtained through statements or other records supplied by users.

6. How We Use Information

We use personal information for purposes reasonably related to operating and supporting Executorly.

These purposes include:

Creating and maintaining user accounts.
Authenticating users and managing permissions.
Creating and managing Estate Workspaces.
Uploading, storing, organizing, and retrieving documents.
Processing documents using OCR and artificial intelligence.
Extracting financial and estate-related information.
Tracking expenses, reimbursements, assets, and liabilities.
Matching transactions and preparing reports.
Supporting collaboration among authorized users.
Producing document and data exports.
Providing customer support and troubleshooting.
Maintaining security and investigating suspected misuse.
Processing purchases and refunds.
Complying with legal and regulatory requirements.
Maintaining and improving the reliability, functionality, and usability of the Service.
Understanding website traffic, registrations, and marketing performance.
Providing promotional communications and advertising where permitted by law.

We do not intentionally use uploaded estate documents for unrelated behavioural advertising.

We do not sell customer estate documents to advertisers or data brokers.

If we intend to use personal information for a materially different purpose requiring additional notice or consent, we will provide that notice or obtain consent as required by law.

7. Artificial Intelligence and Automated Processing

Executorly uses artificial intelligence, OCR, and automated technologies to assist with document processing and estate administration.

These features may:

Identify document types;
Extract names, dates, amounts, and account identifiers;
Classify expenses;
Organize documents;
Assist with financial reconciliation;
Generate summaries, calculations, and reports.

AI processing may involve transmitting complete uploaded documents to authorized third-party processors.

PDFs may be transmitted in full. Images may be converted or resized before processing.

Processing is generally automated, although authorized personnel or service providers may access information in limited permitted circumstances, including authorized troubleshooting, security monitoring, abuse investigations, or legal compliance.

AI-generated results may contain errors and should be reviewed before reliance.

8. AI Providers and Model Training

Executorly uses third-party AI services to provide automated features.

Our current arrangements are configured to restrict processing to providers that do not use customer inputs or outputs to train general-purpose AI models.

Ordinary prompt and response content logging is disabled at the AI routing level.

The routing provider may retain operational metadata, such as processing activity, model usage, token quantities, and technical information.

Restrictions on AI training do not mean that all content is immediately deleted after processing.

Certain providers may temporarily retain or review information for security, abuse prevention, legal compliance, or related permitted operational purposes.

Executorly does not independently control every upstream provider's internal logging, retention, or monitoring systems.

We may update or replace AI technologies and providers as our Service evolves, subject to applicable privacy obligations and required disclosures.

9. Temporary Retention by AI Processing Providers

AI processing may involve routing documents through intermediary services to underlying processing providers.

Under our current configuration, routine content logging is disabled at the AI routing level.

Providers may retain operational metadata.

Certain providers may also temporarily store or review document contents, prompts, or generated responses for:

Detection of misuse or prohibited content;
Security investigations;
Abuse monitoring;
Compliance with legal requirements;
Other permitted operational safeguards.

Retention practices may differ depending on the provider and processing arrangements.

Executorly does not guarantee that all third-party providers immediately erase every copy of document content after an AI request is completed.

Temporary retention is distinct from using customer information to train general-purpose AI models.

10. Canadian Data Storage and International Processing

Executorly uses cloud infrastructure located in Canada for primary customer data storage.

However, certain service providers may process or temporarily retain information outside Canada.

For example, AI processing may involve transmitting complete documents through providers located in the United States or other jurisdictions.

Information processed outside Canada may be subject to the laws of the country where it is processed, including lawful access requests from public authorities.

We use service-provider arrangements and safeguards intended to provide appropriate protection for personal information.

We do not represent that customer information remains exclusively within Canada at all times.

11. Third-Party Service Providers

Executorly uses external service providers to operate, maintain, secure, and support the Service.

These may include:

Cloud Infrastructure Providers

For application hosting, document storage, databases, backups, email services, and system operations.

Artificial Intelligence Providers

For document analysis, information extraction, classification, and automated processing.

AI Routing and Processing Providers

For routing AI requests to appropriate processing services.

Authentication Providers

For account registration, sign-in, and verification.

Payment Processing Providers

For purchases, refunds, and related transactions.

Email and Communication Providers

For account verification, notifications, support, and service-related communications.

Website Analytics and Advertising Providers

For understanding website visits, measuring conversions, analyzing marketing performance, and supporting permitted advertising activities.

Product Analytics and Security Providers

For understanding application usage, identifying errors, improving usability, and supporting operational security.

Depending on the service, these providers may receive personal information, document contents, financial details, account information, technical metadata, or website activity information.

We share information only as reasonably necessary for authorized purposes or otherwise as permitted by law.

We use appropriate contractual, technical, and organizational measures to address service-provider responsibilities.

Executorly remains accountable for personal information under its control as required by applicable law.

Individuals may contact us to request further information about relevant service-provider disclosures, subject to applicable legal requirements.

12. Authorized Personnel Access

Access to customer information is restricted to authorized Executorly personnel and service providers.

Authorized access may occur for permitted purposes, including:

Troubleshooting and support requested or authorized by customers;
Security investigations;
Technical maintenance;
Service operations;
Compliance with applicable legal obligations.

Access is subject to applicable permissions and technical controls.

Application and security-related activity may be recorded in audit trails or system logs.

We do not provide unrestricted public access to customer estate documents.

However, authorized administrators may have technical access to stored information where necessary for permitted purposes.

13. Collaboration and Information Sharing

Executorly supports collaboration within Estate Workspaces.

Each Estate Workspace has one Primary Administrator who manages collaborator access and role-based permissions.

Depending on assigned roles, collaborators may be able to:

View information;
Upload documents;
Modify records;
Download information;
Delete documents or other records.

The Primary Administrator controls invitations and can revoke collaborator access.

Only the Primary Administrator may permanently delete an entire Estate Workspace.

Workspace administration may be transferred using available procedures.

Authorized collaborators may view information shared within the Estate Workspace according to their permissions.

Revoking access does not necessarily remove information previously downloaded or lawfully retained by a collaborator.

We may restrict access where reasonably necessary to address credible authority disputes, unauthorized activity, or legal requirements.

14. Disclosure of Information

We may disclose personal information:

To authorized service providers for purposes described in this Policy.
To collaborators authorized within an Estate Workspace.
At the direction of an authorized customer.
Where necessary to respond to authorized support requests.
To comply with applicable laws, court orders, or lawful regulatory requirements.
To investigate suspected fraud, security incidents, or unlawful activity.
In connection with a legitimate corporate transaction, such as a merger, acquisition, reorganization, or sale of business assets, subject to applicable privacy requirements.
To website analytics or advertising providers for permitted marketing purposes, as described in Section 22.

We do not intentionally disclose uploaded estate documents to advertising or marketing analytics providers.

15. Security Safeguards

We use technical and organizational safeguards intended to protect personal information against unauthorized access, disclosure, alteration, or loss.

These include:

Encryption of customer data in transit and at rest;
Restricted administrative and developer access;
Cryptographic password hashing;
Account authentication controls;
Email verification mechanisms;
Optional third-party sign-in;
Rate limiting on authentication endpoints;
Application and system logging;
Database backup and recovery mechanisms;
Role-based Estate Workspace access controls.

Multi-factor authentication is not currently offered as a separate account security feature.

No electronic transmission or storage method is entirely risk-free, and we cannot guarantee absolute security.

We may update or strengthen our security practices as the Service evolves.

Security concerns can be reported to security@executorly.com.

16. Application Logs and Security Monitoring

Executorly maintains technical logs and activity records for security, troubleshooting, operational reliability, and investigations.

Current application logs are generally retained for 30 days.

Other activity records and audit trails may have different retention periods depending on their purposes and applicable requirements.

We seek to avoid unnecessary inclusion of uploaded document contents or extracted financial information in operational logs.

Logs may be used to investigate system errors, suspected unauthorized access, misuse, or security incidents.

Access to operational and security records is restricted to authorized personnel.

17. Data Retention

We retain personal information for as long as reasonably necessary to provide the Service, fulfil identified purposes, comply with applicable laws, address legitimate security requirements, or resolve lawful disputes.

Active Estate Workspace information is generally retained while the workspace remains active and the Service continues operating.

Paid Estate Workspaces currently have no scheduled expiration date. However, Executorly does not guarantee indefinite service availability.

Certain records may be subject to different retention periods, including:

Operational logs;
Security and audit records;
Account information;
Payment and accounting records;
Information subject to legal preservation obligations;
Temporary backup copies.

The fact that estate records may be subject to tax or other legal retention requirements does not automatically require Executorly to retain every customer's uploaded documents for the same period.

Customers remain responsible for preserving legally required documents.

We will delete, anonymize, or otherwise dispose of personal information when no longer reasonably necessary, subject to applicable legal requirements.

18. Estate Workspace Deletion

Only the Primary Administrator may permanently delete an entire Estate Workspace.

When deletion is processed, associated documents, extracted information, and estate records are removed from Executorly's active systems.

Under current technical arrangements:

Active database records and extracted information are deleted;
Stored documents and associated file versions are deleted;
Deleted database information may remain in backups for up to seven days;
Residual historical file versions, if any remain, are subject to fallback removal within 30 days.

Certain information may be retained separately where necessary or legally required, including payment records, security records, and information subject to valid preservation requirements.

Information previously transmitted to third-party AI services may remain subject to their separate permitted retention arrangements.

Deleting an Estate Workspace does not necessarily erase copies previously downloaded by collaborators or shared outside Executorly.

Workspace deletion may be irreversible.

Customers should export important documents and records before deleting a workspace.

19. Account Closure

Users may request account closure by contacting support@executorly.com or using account management functionality where available.

Account closure and Estate Workspace deletion are separate processes.

Where an account administers or participates in shared Estate Workspaces, additional steps may be necessary to manage ownership, access permissions, and information belonging to other authorized users.

We may verify the requester's identity and authority before making changes affecting shared information.

Account-related information that is no longer needed will be deleted, anonymized, or otherwise handled in accordance with applicable privacy and retention obligations.

Closing a user account does not necessarily delete every Estate Workspace to which the user previously had access.

20. Backups and Recovery

Executorly maintains database backups and file versioning as part of operational recovery arrangements.

Current database backups are performed automatically, with point-in-time recovery and retention of up to seven days.

File storage versioning provides additional protection against certain accidental changes or deletions.

Historical file versions are subject to applicable retention and deletion controls.

Backup restoration capabilities have been tested.

Backups primarily support operational recovery rather than guaranteed individual document retrieval or permanent archival services.

Customers are encouraged to maintain independent copies of important records.

21. Data Export

Executorly provides functionality allowing customers to export original documents, processed documents, and available estate records.

Generated export archives are currently available for download for 24 hours after creation.

Customers may generate new exports while their Estate Workspace remains accessible.

We recommend securely storing exported records independently of Executorly.

Export features and formats may evolve as the Service develops, subject to applicable legal and contractual obligations.

22. Cookies, Analytics, and Advertising Technologies

Executorly uses cookies, pixels, tags, scripts, local storage, and similar technologies for certain website and application functions.

These technologies may be used for:

Authentication and session management;
Remembering preferences and settings;
Security and fraud prevention;
Website traffic analysis;
Product usage analytics;
Website usability improvements;
Measuring registrations and conversions;
Evaluating marketing campaigns;
Supporting advertising and remarketing where permitted by law.

They may collect information such as IP addresses, browser and device information, pages visited, referral sources, and interactions with website or application features.

Public Website

Our public marketing website may use website analytics, advertising pixels, conversion tracking, and remarketing technologies.

Advertising technologies may involve third-party providers that process data outside Canada.

Authenticated Application

Our authenticated application may use essential cookies, session technologies, security tools, and product analytics to operate and improve the Service.

We do not deploy advertising pixels within the authenticated Executorly application.

We do not intentionally transmit uploaded estate documents, extracted financial information, or document contents to advertising or marketing analytics providers.

We seek to configure application analytics to avoid collecting unnecessary sensitive information.

Your Choices

You may manage certain cookies through your browser settings and any privacy preference tools we provide.

Disabling essential cookies may affect application functionality.

Where required by applicable law, we will provide appropriate notices, obtain consent, or make applicable privacy choices available for non-essential tracking technologies.

23. Customer Communications and Marketing

We may send communications necessary for account operation, including:

Email verification messages;
Password reset communications;
Security notices;
Account activity notifications;
Purchase confirmations;
Customer support communications;
Important service and policy updates.

We may also send promotional communications where permitted by law and with any consent required under Canada's Anti-Spam Legislation or other applicable laws.

Commercial electronic messages will include required identification information and unsubscribe mechanisms.

Customers may withdraw consent to optional marketing communications using the instructions provided or by contacting us.

Unsubscribing from marketing does not necessarily prevent essential account, transaction, or security messages.

24. Individual Privacy Rights

Depending on applicable law and circumstances, individuals may have rights to:

Request access to personal information held about them;
Request correction of inaccurate or incomplete information;
Ask how personal information is collected, used, or disclosed;
Withdraw consent where permitted by law;
Make privacy inquiries or complaints.

Requests may be subject to identity verification, statutory exceptions, and lawful confidentiality restrictions.

Estate Workspace records may contain information about multiple individuals and may be subject to obligations involving executors, beneficiaries, or other parties.

We will review requests in accordance with applicable law.

Privacy requests may be sent to privacy@executorly.com.

25. Consent and Withdrawal

Where consent is required for collecting, using, or disclosing personal information, we will obtain it through appropriate means.

Consent may be express or implied where permitted by law and appropriate to the circumstances.

Individuals may withdraw consent where legally permitted, subject to applicable restrictions and reasonable notice.

Withdrawal may affect our ability to provide certain functions.

We will not make consent to unrelated uses of personal information a condition of receiving the Service where prohibited by law.

26. Security Incidents and Privacy Breaches

We maintain safeguards intended to reduce the risk of unauthorized access, disclosure, alteration, or loss of information.

If we become aware of a suspected security incident, we may investigate, take corrective measures, restrict affected access, and work with relevant service providers.

Where required by law, we will notify affected individuals and appropriate authorities.

We may also provide practical guidance to affected users where appropriate.

The timing and content of notifications will depend on the circumstances and applicable legal requirements.

Security concerns may be reported to security@executorly.com.

27. Business Transfers and Service Discontinuation

Executorly is an evolving software business.

If we are involved in a merger, acquisition, corporate reorganization, or sale of business assets, personal information may be disclosed or transferred where permitted by law and subject to appropriate safeguards.

If Executorly permanently discontinues the Service, we will make reasonable efforts to notify customers and provide opportunities to export documents where reasonably practicable.

Information will subsequently be retained, transferred, or deleted in accordance with applicable legal obligations, technical processes, and this Privacy Policy.

Business closure does not eliminate applicable privacy obligations.

We do not guarantee that the Service will operate indefinitely.

Customers should maintain independent copies of important records throughout their use of Executorly.

28. Children's Information

Executorly is intended for adults involved in estate administration.

The Service is not directed to children or individuals who do not meet our account eligibility requirements.

Estate documents may nevertheless contain information about minors, including beneficiaries and family members.

We process this information as part of authorized estate administration activities and apply appropriate privacy safeguards.

We do not knowingly invite children to create accounts in violation of our eligibility requirements.

29. International Users

Executorly is initially intended for customers in Canada.

We may expand to additional jurisdictions in the future.

Different privacy rights and requirements may apply depending on where individuals reside and where information is processed.

Where additional disclosures or rights are required by applicable law, we will comply with those requirements.

Use of the Service does not eliminate rights protected by mandatory privacy legislation.

30. Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes in our services, technologies, processing arrangements, or legal obligations.

We will update the effective date or last-updated date when revisions are made.

Where changes materially affect how information is collected, used, or disclosed, we will provide additional notice or obtain consent when required by law.

The current version will be available on our website.

31. Privacy Questions and Complaints

For privacy questions, access requests, correction requests, or complaints, contact:

Executorly Privacy Officer
Fingarde Technologies Inc., operating as Executorly

Email: privacy@executorly.com

Business Address:
501 - 3292 Production Way
Burnaby, BC V5A 4R4
Canada

Website: https://executorly.com

We will review privacy inquiries and respond in accordance with applicable law.

Individuals may also contact the relevant privacy regulator if they believe their privacy rights have not been respected.

For British Columbia private-sector privacy matters, this may include the Office of the Information and Privacy Commissioner for British Columbia.

Other Contacts

General Support: support@executorly.com

Security Reports: security@executorly.com

Legal Notices: legal@executorly.com