EstateClarity ("we," "us," "our") operates the website at www.estate-clarity.com and related services (collectively, the "Service"). This Privacy Policy describes how we collect, use, store, and protect your personal information when you use our Service.
By accessing or using the Service, you consent to the collection, use, and disclosure of your personal information as described in this Privacy Policy. If you do not agree, please do not use the Service.
2. How We Use Your Information
We use your information for the following purposes:
- Service delivery: To provide will visualization, executor tools, jurisdiction-specific guidance, and advisor resources.
- Document analysis: To process and analyze uploaded estate documents using AI-powered tools. Document analysis is performed programmatically; uploaded documents are not reviewed by human staff except as necessary for technical support with your express consent.
- Account management: To create and maintain your account, process billing transactions, and manage subscriptions.
- Service improvement: To analyze usage patterns, identify technical issues, and improve the Service.
- Communications: To respond to your inquiries, send service-related notifications, and (with your consent) provide product updates.
- Legal compliance: To comply with applicable laws, regulations, and legal processes.
3. How We Share Your Information
We do not sell, rent, or trade your personal information to third parties.
We may share your information in the following limited circumstances:
- Service providers: We use third-party service providers (including cloud hosting, authentication, and payment processing) that process data on our behalf. We select providers that maintain commercially reasonable security practices. Our primary infrastructure provider is Supabase (database and authentication).
- Advisor-client sharing: If you use the advisor sharing feature, visualization data you choose to share will be accessible to the designated recipient via a unique link. You control what is shared and with whom.
- Legal requirements: We may disclose information if required by law, regulation, legal process, or governmental request, or if we believe disclosure is necessary to protect the rights, property, or safety of EstateClarity, our users, or the public.
- Business transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the successor entity, subject to the same privacy protections described in this Policy.
4. Document Security and Handling
Given the sensitive nature of estate planning documents, we apply enhanced security measures:
- Encryption: We use commercially reasonable measures to protect your data. Our infrastructure providers encrypt data in transit and at rest using industry-standard protocols.
- Access controls: Our Service is designed to restrict document access to the authenticated account holder. We do not intentionally access your documents except as required for automated processing or, with your express consent, for technical support purposes.
- Data isolation: Our Service is designed to logically separate each user's documents and analysis results from those of other users.
- Deletion: You may request deletion of any uploaded document and its associated analysis at any time by contacting us or through available account controls. We will remove deleted documents from our active systems within a reasonable timeframe. Backup copies are purged in accordance with our infrastructure provider's standard retention schedule.
5. Data Retention
- Active accounts: We retain your personal information and uploaded documents for as long as your account remains active and as necessary to provide the Service.
- Account deletion: You may request deletion of your account and all associated data at any time by contacting hello@estate-clarity.com. Where available, you may also initiate deletion through your account settings. We will use reasonable efforts to process deletion requests within 30 days.
- Post-deletion: Following account deletion, we may retain anonymized, aggregated data that cannot identify you for analytical purposes. Backup copies of your data may persist for up to 90 days before automatic purging.
6. Your Rights
Depending on your jurisdiction, you may have the following rights regarding your personal information:
All Users:
- • Access and review the personal information we hold about you.
- • Correct inaccurate or incomplete personal information.
- • Delete your account and associated data.
- • Withdraw consent for non-essential data processing.
Canadian Users (PIPEDA / Provincial Privacy Laws):
You have the right to access your personal information, challenge its accuracy, and withdraw consent for its collection, use, or disclosure, subject to legal or contractual restrictions. To exercise these rights, contact our Privacy Officer at hello@estate-clarity.com.
California Residents (CCPA/CPRA):
- • You have the right to know what personal information we collect, use, and disclose.
- • You have the right to request deletion of your personal information.
- • You have the right to opt out of the sale or sharing of personal information. We do not sell your personal information.
- • You have the right not to be discriminated against for exercising your privacy rights.
- • To exercise these rights, contact hello@estate-clarity.com or use the controls in your account settings.
7. International Data Transfers
Our Service is hosted in North America. If you access the Service from outside North America, your information may be transferred to and processed in Canada or the United States. By using the Service, you consent to this transfer. We take reasonable steps to ensure your information receives an adequate level of protection in the jurisdictions in which we process it.
8. Children's Privacy
The Service is not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child under 18, we will take steps to delete that information promptly.
9. Third-Party Links
The Service may contain links to third-party websites or services. We are not responsible for the privacy practices of these third parties. We encourage you to review the privacy policies of any third-party services you access.
10. Changes to This Policy
We may update this Privacy Policy from time to time. We will post the updated Policy on this page with a revised "Last Updated" date. We encourage you to review this page periodically. Your continued use of the Service after changes are posted constitutes your acceptance of the updated Policy.