This is a placeholder privacy policy that captures the principles MyEstatePlanner operates by. The final version will be reviewed by counsel before launch.
What we collect
We collect the information you give us when you create an account and complete your estate planning application: your name, contact information, address, family and dependent information, asset information, beneficiary names, and decision-maker names. We also collect basic technical information (IP address, browser, device) when you use our site.
How we use your information
- To prepare and review your estate planning documents
- To deliver your finalized documents and signing instructions
- To support you when you contact us
- To improve our service
- To comply with legal obligations
What we don’t do
- We do not sell your information.
- We do not share your information with advertisers.
- We do not use your estate plan content for marketing.
Security
Your information is protected with bank-level (AES-256) encryption in transit and at rest. Access to your information is limited to the members of our estate planning team who review your plan, and to the operational personnel necessary to maintain the platform.
Your choices
You can access, correct, or delete your information from your hub at any time. You can also request a copy of your data, or request deletion, by emailing privacy@myestateplanner.com.
Changes to this policy
We may update this policy as our service evolves. If we make material changes, we’ll notify you by email or via the hub.
Contact
Questions? Email privacy@myestateplanner.com.