Privacy Policy

We collect information that you provide directly to us, including:

• Personal identification information (name, email address, phone number)
• Contact information (address, city, state, zip code)
• Financial information for payment processing (encrypted and securely stored)
• Information related to your estate planning needs and preferences

We use your personal information to:

• Create and manage your account
• Generate your legal documents based on your inputs
• Process payments and manage subscriptions
• Communicate with you about our services
• Improve our website and services

We implement appropriate security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• Data encryption using industry-standard protocols
• Secure user authentication processes
• Regular security assessments and audits
• Limited employee access to personal information

We do not sell, trade, or otherwise transfer your personal information to outside parties except in the following circumstances:

• With service providers who assist us in operating our website and serving you
• When required by law or to protect our rights
• With your consent or at your direction

Preparing an estate plan means telling us things California treats as Sensitive Personal Information under the CPRA — health care preferences, end-of-life wishes, and the people you trust to act for you. You have two separate rights over it, and exercising either costs you nothing and changes nothing about the service you receive.

• Do Not Sell or Share My Information — we do not sell your personal information, and we do not share it for cross-context behavioural advertising. There is nothing to opt out of, and we will keep it that way.
• Limit the Use of My Sensitive Personal Information — we use sensitive information only to prepare the documents you asked for. We never use it to infer characteristics about you, and never for advertising.
• We honour Global Privacy Control signals sent by your browser automatically — you do not need to ask.

To exercise any privacy right, or to ask what we hold about you, contact us through the Contact page. We respond within 45 days, as California law requires.

Depending on your location, you may have certain rights regarding your personal information, including:

• The right to access and receive a copy of your personal information
• The right to correct inaccurate information
• The right to request deletion of your information
• The right to restrict or object to processing

We use cookies to improve your experience on our website. These cookies help us understand how you interact with our site and allow us to remember your preferences.

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on this page.

If you have any questions about this Privacy Policy, please contact us at privacy@wiselegacy.com.