Privacy Policy
Last updated: October 7, 2026
This Privacy Policy explains how Executors Resource LLC (“Executors Resource,” “we,” “us,” or “our”) collects, uses, shares, and protects information when you visit executorsresource.com (the “Site”), use our client portal (the “Portal”), or hire us for legal services. By using the Site or the Portal, you agree to the practices described in this Policy.
Who we are
Executors Resource LLC is a Texas law firm that handles uncontested probate matters through a guided probate system and licensed Texas attorneys.
Information about your legal matter
Information about your estate matter is confidential. We protect it as the Texas Disciplinary Rules of Professional Conduct require, and much of it is also protected by the attorney-client privilege. We use and share it only to handle your matter, as you authorize, or as the law requires. Where this Policy and those professional duties differ, our professional duties control.
Information we collect
- Information you provide: your name, contact details, mailing address, and information about the estate, the decedent, heirs, beneficiaries, assets, debts, and related documents that you submit through the Portal, our forms, or your communications with us.
- Payment information: payments are processed by a third-party payment processor. We receive limited transaction details, such as a confirmation and the last digits of a card, but we do not store full card numbers.
- Account and usage information: login credentials, activity in the Portal, steps completed, and documents uploaded or generated.
- Automatically collected information: device and browser type, IP address, pages viewed, and similar analytics data collected through cookies and similar technologies.
How we use information
- To review whether we can take your matter, including checking for conflicts of interest.
- To provide our legal services, including generating documents through our system, probate specialist support, attorney review and filing, and hearings.
- To process payments and refunds.
- To communicate with you about your matter and send service notices.
- To operate, secure, and improve the Site and the Portal, and to meet our legal and professional obligations.
How we share information
We do not sell your personal information. We share it only as needed to handle your matter or as required by law, including with:
- Courts and county clerks, as part of the filings your matter requires.
- Licensed Texas attorneys we engage to appear at your hearing, who must keep it confidential.
- Accountants, tax preparers, and other providers you ask us to involve for add-on services.
- Service providers that support our operations, such as hosting, document storage, scheduling, payment processing, and analytics, under obligations to protect the information.
- Government agencies or other parties when the law, a court order, or our professional rules require it.
Court filings in probate matters are generally public records. We include only the information the court requires.
Cookies and analytics
We use cookies and similar technologies to operate the Site, remember your preferences, and understand how the Site is used. You can control cookies through your browser settings. Disabling some cookies may affect how the Site works.
Data retention
We keep information for as long as needed to handle your matter, maintain client files under our records policy, resolve disputes, and meet our legal and professional obligations. When information is no longer needed, we take reasonable steps to delete or de-identify it.
How we protect information
We use reasonable administrative, technical, and physical safeguards, including a secure Portal. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.
Your choices
You may ask to see, correct, or delete the personal information we hold about you, subject to our legal, professional, and recordkeeping obligations. You may also opt out of marketing messages at any time. To make a request, contact us using the details below.
Children’s privacy
The Site and the Portal are intended for adults and are not directed to children under 18. We do not knowingly collect personal information from children through the Site, although information about minor heirs or beneficiaries may be part of an estate matter.
Changes to this Policy
We may update this Policy from time to time. When we do, we will revise the “Last updated” date above.
Contact us
If you have questions about this Privacy Policy, contact us at info@executorsresource.com or (800) 453-7160.
