Privacy Policy

Personal Information You Provide:

• Name, email address, and contact information
• Information about your family (names of spouse, children, beneficiaries)
• Asset information you choose to include in your documents
• Payment information (processed securely through Stripe)
• State of residence for document customization

Information Collected Automatically:

• Device and browser information
• IP address and approximate location
• Usage data (pages visited, features used)
• Cookies and similar tracking technologies

We use your information to:

• Provide our document preparation services
• Generate your personalized legal documents
• Process payments and send transaction confirmations
• Send service-related communications
• Improve our software and user experience
• Comply with legal obligations
• Prevent fraud and ensure security

Important: We do NOT sell your personal information to third parties. Your estate planning information is highly sensitive, and we treat it with the utmost care.

We may share your information only in these limited circumstances:

• Service Providers: Third parties that help us operate our business (payment processing, cloud hosting, email services)
• Legal Requirements: When required by law, court order, or government request
• Protection: To protect our rights, privacy, safety, or property
• Business Transfers: In connection with a merger, acquisition, or sale of assets

We require all service providers to maintain confidentiality and use your data only for the purposes we specify.

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

• Encryption of data in transit (TLS/SSL) and at rest
• Secure cloud infrastructure (Supabase/AWS)
• Regular security assessments
• Access controls and authentication
• Employee training on data protection

While we strive to protect your information, no method of transmission over the Internet is 100% secure. We cannot guarantee absolute security.

We use cookies and similar technologies for:

• Essential cookies: Required for the service to function
• Analytics cookies: Google Analytics 4 (Google LLC) and Binom (self-hosted analytics) help us understand how users interact with our service
• Marketing cookies: Facebook Pixel (Meta Platforms, Inc.) is used to deliver relevant advertising (with your consent)

You can control cookies through your browser settings. Note that disabling certain cookies may affect the functionality of our service.

Depending on your location, you may have the right to:

• Access: Request a copy of your personal information
• Correction: Request correction of inaccurate information
• Deletion: Request deletion of your personal information
• Portability: Receive your data in a portable format
• Opt-out: Opt out of marketing communications

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

We retain your personal information for as long as necessary to provide our services and fulfill the purposes described in this policy. Specifically:

• Account data: Retained while your account is active
• Documents: Available for download for the duration of your subscription
• Transaction records: Retained for 7 years for tax/legal compliance

You may request deletion of your account and data at any time, subject to legal retention requirements.

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

We may update this Privacy Policy from time to time. We will notify you of significant changes by posting the new policy on this page and updating the "Last Updated" date. We encourage you to review this policy periodically.

If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):

YOUR CALIFORNIA RIGHTS:

• Right to Know: You can request information about the categories and specific pieces of personal information we have collected about you
• Right to Delete: You can request deletion of your personal information, subject to certain exceptions
• Right to Correct: You can request correction of inaccurate personal information
• Right to Opt-Out: You can opt out of the sale or sharing of your personal information
• Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights

WE DO NOT SELL YOUR PERSONAL INFORMATION:

Will Agent, Inc. does not sell your personal information to third parties. We also do not "share" personal information for cross-context behavioral advertising as defined by CPRA.

CATEGORIES OF PERSONAL INFORMATION WE COLLECT:

• Identifiers: Name, email address, account name, IP address
• Customer Records: Name, address, phone number, payment information
• Commercial Information: Products purchased, transaction history
• Internet Activity: Browsing history, interactions with our website
• Geolocation: Approximate location based on IP address
• Sensitive Personal Information: Family information you voluntarily provide for estate planning documents (used solely to provide our services)

HOW TO EXERCISE YOUR RIGHTS:

To exercise your California privacy rights, contact us at privacy@mywillagent.com with the subject line "California Privacy Request." We will respond within 45 days. You may also designate an authorized agent to make a request on your behalf.

GLOBAL PRIVACY CONTROL (GPC):

We honor Global Privacy Control (GPC) signals. If your browser sends a GPC signal, we will treat it as a valid opt-out request for data sharing.

If you have questions about this Privacy Policy or our data practices, contact us:

• Will Agent, Inc.
• 1111B S Governors Ave STE 40462, Dover, DE 19904
• Email: privacy@mywillagent.com
• Website: mywillagent.com