Privacy Policy

Effective date: October 1, 2026

This Privacy Policy (“Policy”) applies to all websites, applications, and other services by EstatePlanning.com that link to this Policy (our “Services”).

Who we are:

In this Policy, “EstatePlanning.com” means EstatePlanning.com, which is owned by WealthCounsel, LLC, and WealthCounsel, LLC’s affiliates (collectively, “we”, “us, “our”).

Where your personal information is provided directly to EstatePlanning.com, we are the controller of your personal information.

This Policy:

This Policy explains how we collect, use, maintain, retain, and disclose information collected about you, including when you visit our website or use our Services, or otherwise interact with us. This Policy also describes your choices regarding use, access, deletion, and correction of your personal information. By submitting your personal information to us, interacting with our website, or using our Services, you acknowledge and agree to the processing of your personal information as set out in this Policy. If you do not agree to this Policy, you should not use the Services or interact with our website.

Contact Us

If you have questions about this Policy, or how we collect, use, or otherwise process your personal information, please contact us at:

Privacy Officer, EstatePlanning.com

privacy@EstatePlanning.com

(888) 659-4069
Privacy Officer
EstatePlanning.com
3 2nd Street, Suite 803
Jersey City, NJ 07302

Forms to exercise your privacy rights:

Do Not Sell or Share My Personal Information Form

Data Privacy Rights Request Form

Information we collect, our business purpose for doing so, and how long we retain it:

When you use or access our Services or otherwise interact with us, we may collect a variety of information about you that contains information that identifies you or may be combined with other information to identify you (your “personal information”). We may collect this personal information from you or others acting on your behalf, from third parties, or automatically through use of the Services.

Account and Operational Data

Information Type	Purpose for Collection	Retention Period
Identifiers: >Identifiers such as a real name, alias, signature, gender, date of birth, postal address, unique personal identifier, online identifier, Internet Protocol address, email address, or other similar identifiers.	Fulfilling transactions, processing orders, providing customer support, cross-contextual advertising, consent from the consumer (which can be withdrawn at any time)	7 years after the conclusion of business relationship
Commercial Information:products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies.	Market research, targeted marketing, business development, cross-contextual advertising	4 years
Internet or other electronic network activity information: browsing history, search history, information regarding your interaction with any internet website application or advertisement	Business development, product development, debug, enable solely internal uses, market research, cross-contextual advertising	30-90 days
Sensitive Personal Information: precise geolocation	Internet Protocol tracking, debug, market research	30-90 days

We may transfer, sell, or share your personal information listed under the above Account and Operation Data table, including real names, postal addresses, and email addresses, for cross-selling purposes or for monetary consideration. In the preceding 12 months, we have not sold or shared any categories of personal information for monetary or other valuable consideration, or for cross-context behavioral advertising, as the company has not operated in the last 12 months. We honor Global Privacy Control signals browser settings. To make a Do Not Sell or Share request, please submit, or have your authorized representative submit, a request to us here: Do Not Sell or Share My Personal Information.

Sensitive Personal Information is only used for essential business purposes and without the intent to infer characteristics about you. Where permitted by applicable law and our obligations in contracts with our clients, we may aggregate your non-personally identifiable data and use this data to analyze or improve our Services.

Payment Processing:

Payment information (such as credit or debit card details) is collected and processed directly by our third-party payment processor, Stripe. We do not collect, access, or store your full payment card numbers or security codes. Stripe's use of your personal information is governed by their privacy policy, which can be viewed here. We only receive non-sensitive payment metadata—such as transaction IDs, billing addresses, and the last four digits of your card—to confirm payment and fulfill your order.

User-Provided Content/Document Generation Data

Information You Enter into Document Generation Tools:

When you use our Services, we collect the information you choose to enter into the platform's text fields and forms ("User Content"). This may include details about your family, your health, designated executors, guardians, beneficiaries, assets, end-of-life care preferences, religious/philosophical instructions, or other information or preferences.

Third-Party Personal Information: If you provide personal information about third parties (such as designated beneficiaries, executors, or guardians), you acknowledge that you are responsible for providing any required notices or obtaining any necessary permissions before inputting their details into our Services.
Use of Document Data: We process User Content exclusively to generate your requested legal documents, render customer support, ensure document integrity, and maintain our platform.
Retention period: User Content is retained for the length of the business relationship plus 7 years in order to store data for customer use and to comply with the law.
Document Generation Data is never sold, shared for cross-context behavioral advertising, or used to build marketing profiles. Third-party vendors who process this data (e.g., secure cloud hosting platforms or PDF generation APIs) act purely as Data Processors or Service Providers and are bound by strict contractual confidentiality. Automated artificial intelligence (AI) logic processes user inputs. Document Generation Data is excluded from training AI models.

Your rights in relation to your personal information

You have the option to not share information with us. If you choose not to share your personal information with us, this may mean you are unable to create a user account or take advantage of some features in our Services. Please note that some information may still be collected about you automatically through your use of our Services.

You may have rights under data protection laws in relation to the personal information we hold about you, depending on which laws are applicable, such as:

Access: the right to request information regarding our collection of or processing of your personal information and access to the personal information which we hold about you.
Correction: the right to request that we correct the personal information we hold about you if it is inaccurate or incomplete.
Erasure: the right to request the deletion of your personal information in certain circumstances.
Restriction: the right to object to, and request that we restrict, our processing of your personal information in certain circumstances.
Transfer: the right to request transfer of your personal information directly to a third party where this is technically feasible.
Opt-Out of AI Profiling: You have the right to opt-out of profiling or automated decision-making by artificial intelligence technologies that have legal or similarly significant effects. We do not use artificial intelligence technologies in any way that would have a legal or similarly significant effect on you or your Services.
Appeal: the right to appeal any request that has been denied. You may also have the right to contact your State Attorney General if you are not satisfied with the outcome of your appeal.

To submit a request, complaint, or an appeal regarding our processing of your personal information, please contact us via the details outlined in “Contact Us” above or select one of the following forms.

Forms to exercise your privacy rights:

Do Not Sell or Share My Personal Information

Data Privacy Rights Request

We will not discriminate against you as a result of your exercise of any of these rights. If you believe that we have not complied with our obligations under this Policy or applicable data protection law, please contact us. We would appreciate the opportunity to help you resolve any concerns you may have regarding our processing of your personal information, but if we are unable to assist you with your issue or you wish to make a complaint, you may have the right to make a complaint to an authority responsible for data protection in your jurisdiction.

For us to facilitate your request, please ensure that your request specifies the type of request in the subject line and contains the information we need to investigate the request. We may require additional information from you to verify your identity or understand your request before providing additional information or actioning your request. We will grant your request to exercise the above-mentioned rights to the extent required or permitted (as the case may be) by applicable law and in accordance with the timeframes (if any) in that applicable law.

US State Privacy Rights

To exercise any rights under state law, please contact us using any method described under the “Contact Us” section above.

Submitting Requests via an Authorized Agent

You may designate an authorized agent to submit a privacy request on your behalf. To do so, the authorized agent must provide proof of your written permission (or a valid power of attorney). We may also require you to verify your identity directly with us or directly confirm that you provided the authorized agent permission to submit the request before fulfilling it. Authorized agents can submit requests using our Data Privacy Rights Request Form or by contacting us at privacy@EstatePlanning.com

Notice of Financial Incentive

From time to time, we may provide new or existing customers with exclusive promo codes, early access to sales, and special rewards. The financial incentive we offer is reasonably related to the value of the personal information you provide.

To receive an incentive, we collect and use the following categories of personal information:

Identifiers: Such as your name and email address.
Commercial Information: Including your purchase history and items you have considered on our website.

To join and receive the discount, users use the signup box located on the promotional web page or email communication. You have the right to withdraw from this financial incentive at any time. You may do so by clicking the "Unsubscribe" link at the bottom of any of our marketing emails or by contacting us using any method under the “Contact Us” section of this document.

The value of your personal information is reasonably related to the value of the discount provided. We estimate the value of the personal information collected (name and email address) to be approximately $4.00, based on a good-faith calculation of the average increased revenue generated per email subscriber minus the administrative cost of delivering the promotional code.

Artificial Intelligence Technologies

In addition to using AI to process user inputs to generate legal documents, we may use AI technologies to enhance and improve our Services and users’ experiences. The information we process through our use of AI technologies is subject to the same data protections and security measures discussed in this Privacy Policy, including applicable data rights. In some cases, we may use third-party AI services. These services are subject to our vendor management processes, and we require them to adhere to appropriate data protection standards.

Who do we share your personal information with?

Where permitted by applicable law, we share your personal information with third parties to deliver the Services or in our legitimate interest. These third parties include:

Our subsidiaries and affiliated companies and offices, which are generally located in the United States, Canada, United Kingdom, Ireland, Poland, Australia, and New Zealand. You can review a list of Subsidiaries and Affiliates.
Our professional advisors, such as our auditors, accountants, and lawyers.
Third-party service providers who perform services on our behalf in connection with our Services. The services provided by such third parties include:
- billing and processing payments;
- marketing communications providers;
- maintenance and support of the Services;
- hosting and backup of the Services;
- security of the Services;
- improvement of the Services; and
- analytics and reports on the Services.
Third-party suppliers who develop and maintain integrations with EstatePlanning.com.
Any other third party where you have provided your consent.
Other third parties in connection with corporate activities such as mergers or acquisitions or refinancings.

We may disclose personal information to regulatory authorities and other third parties to comply with a regulatory or legal obligation, to enforce our rights, or where we have a good faith belief that it is necessary for the protection of a legitimate or vital interest such as the safety of a person or property, to the extent permitted by applicable law.

Changes to this Policy

We may update this Policy from time to time for reasons such as operational or regulatory changes. If we make any changes, we will notify you by posting the revised Policy on this page, revising the “Effective Date” at the top of this Policy and, in some cases, we may provide you with additional notice such as within our Services or by sending an email. We encourage you to review our Policy regularly for any changes.

Children

Our Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from individuals under the age of 18. If you become aware that an individual under the age of 18 has provided us with personal information, please contact us using the contact details contained in the “Contact Us” section at the beginning of this Policy. If we become aware that an individual under the age of 18 has provided us with personal information, we will take steps to delete such information.

International transfers

Our Service is hosted and operated in the United States, with affiliate operations in Canada, the United Kingdom, Ireland, Poland, Australia, and New Zealand and other service providers. By using our Services you acknowledge that your personal information may be accessed by us or transferred to us in those jurisdictions, and accessed by or transferred to our personnel, affiliates, partners, and service providers who are located around the world.

As required by applicable laws, we take appropriate measures to ensure adequate protection of your personal information when it is transferred internationally and, if necessary, seek your prior consent.

Please note that your personal information may be subject to the laws of the jurisdiction in which you or your personal information is situated.

How we protect your personal information while processing, transferring or sharing it

We are committed to ensuring that your information is secure. To prevent unauthorized access or disclosure of personal information we have put in place suitable physical, electronic, and managerial procedures to ensure the security of personal information we hold and process. Some examples of the measures we take to help protect your personal information include:

the use of suitable password protection measures and access privileges to monitor and control access to our IT systems;
imposing restrictions on physical access to paper files;
requiring any third parties engaged by EstatePlanning.com to provide appropriate assurances to handle personal information in a manner consistent with applicable law (including, where applicable, SCCs); and
taking reasonable steps to securely destroy or de-identify personal information after it is no longer required.

However, the internet is not a secure environment and we cannot warrant that the personal information you share will be completely secure. When you share personal information with us, you do so at your own risk and we recommend that you take security precautions to protect your personal information on the internet. It is your responsibility to keep your password to our Services safe. You should notify us as soon as possible using the “Contact Us” section above if you become aware of any misuse of your password, or compromise of the security of the Services, and immediately change your password within the Services.

Links to other websites or third-party applications

Our website may contain links to other websites of interest. You should note that we do not have any control over external websites or their privacy procedures. You should exercise caution and review the privacy statement of any website before providing your personal information. When you use a third-party application within our Services, you are responsible for any transfers of data (including personal information) to those applications. We have no control over, and take no responsibility for, the privacy practices or content of these applications. You are responsible for checking the privacy policy of any such applications so that you can be informed of how they will handle personal information.