Privacy Policy

1. Introduction

EstateProFiler ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our estate management software and related services (collectively, the "Service").

Please read this Privacy Policy carefully. By using the Service, you agree to the collection and use of information in accordance with this policy.

2. Information We Collect

2.1 Personal Information

We may collect personal information that you voluntarily provide when using our Service, including:

• Name and contact information (email address, phone number)
• Account credentials (username, password)
• Billing information (payment card details, billing address)
• Estate-related information (decedent details, asset information, heir information)
• Documents and files you upload to the Service

2.2 Automatically Collected Information

When you access the Service, we may automatically collect certain information, including:

• Device information (browser type, operating system, device identifiers)
• Log data (IP address, access times, pages viewed)
• Usage data (features used, actions taken within the Service)
• Cookies and similar tracking technologies

3. How We Use Your Information

We use the information we collect for various purposes, including:

• Providing, maintaining, and improving the Service
• Processing transactions and sending related information
• Sending administrative messages, updates, and security alerts
• Responding to your comments, questions, and support requests
• Analyzing usage patterns to enhance user experience
• Detecting, preventing, and addressing technical issues or fraud
• Complying with legal obligations

4. Information Sharing and Disclosure

We do not sell your personal information. We may share your information in the following circumstances:

• With your consent: When you authorize us to share information with third parties
• Service providers: With vendors who assist in operating our Service (payment processors, hosting providers)
• Collaborators: With other users you invite to access your estate information
• Legal requirements: When required by law or to protect our rights
• Business transfers: In connection with a merger, acquisition, or sale of assets

5. Data Security

We implement appropriate technical and organizational measures to protect your personal information, including:

• Encryption of data in transit and at rest
• Secure authentication mechanisms
• Regular security assessments and updates
• Access controls limiting employee access to personal data

However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security of your data.

6. Data Retention

We retain your personal information for as long as your account is active or as needed to provide you with the Service. We may also retain and use your information to comply with legal obligations, resolve disputes, and enforce our agreements. You may request deletion of your account and associated data at any time by contacting us.

7. Your Rights and Choices

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

• Access: Request a copy of the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information
• Portability: Request a copy of your data in a portable format
• Opt-out: Unsubscribe from marketing communications

To exercise these rights, please contact us at privacy@estateprofiler.com.

8. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to collect and track information about your use of the Service. You can instruct your browser to refuse all cookies or indicate when a cookie is being sent. However, some features of the Service may not function properly without cookies.

9. Children's Privacy

The Service is not intended for use by children under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have collected personal information from a child under 18, we will take steps to delete such information.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date. You are advised to review this Privacy Policy periodically for any changes.

11. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us at: