Legacy Planner Privacy Policy

1. Scope

This page explains how Legacy Planner handles personal information used in estate-planning workflows. It covers the information collected through account setup, document preparation, and platform administration.

2. Information we collect

Basic account details such as names and contact information.
Household, beneficiary, executor, and advisor details entered into workflows.
Asset, liability, and document information provided for estate planning.
System activity records needed for audit trails, troubleshooting, and security review.

3. How information is collected

Information is collected directly from user input, workflow forms, and normal platform activity. Administrative logs may also record timestamps, access events, and document actions needed to keep the system reliable and accountable.

4. Why information is used

To prepare, review, and maintain estate-planning documents.
To support secure storage, access control, and version history.
To coordinate review with lawyers, accountants, or other authorized advisors.
To improve platform quality, performance, and operational support.

5. Storage and security

Records are intended to be stored in controlled systems with appropriate access restrictions, encrypted transport where available, and audit-friendly change tracking. Access should be limited to users and reviewers with a clear operational need.

6. Sharing

Information may be shared with authorized service providers or professional reviewers only when that sharing is required to operate the workflow, maintain the platform, or complete a requested review.

7. International processing

Depending on hosting and tooling choices, data may be processed in more than one country. When that occurs, the platform should use providers with reasonable security and contractual controls.

8. Access, corrections, and complaints

Users may request access to their information, ask for corrections, or raise privacy concerns through the project leadership contacts listed on the home page.

9. Project contacts

10. Updates

This policy may be updated as the product, infrastructure, or operating model changes. The latest version will remain available on this page.