Privacy Policy | Estate Done Right

Information We Collect

When you use Estate Done Right, we may collect the following information:

Contact Information: Name, email address, phone number, and mailing address provided through our forms.
Estate Planning Information: Details you provide through our planning quiz and consultation requests, including family structure, asset information, and planning preferences.
Payment Information: Payment details processed securely through Stripe. We do not store credit card numbers on our servers.
Usage Data: Information about how you interact with our website, including pages visited, time spent, and referring sources.

How We Use Your Information

To provide estate planning services and document preparation
To communicate with you about your estate plan and our services
To process payments and fulfill orders
To improve our website and services
To comply with legal obligations

Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share information with:

Licensed Attorneys: Who review and finalize your estate planning documents.
Service Providers: Such as payment processors (Stripe) and hosting providers (Vercel) who assist in operating our platform.
Legal Requirements: When required by law, court order, or governmental authority.

Data Security

We implement industry-standard security measures to protect your personal information, including SSL encryption, secure data storage, and regular security audits. However, no method of transmission over the Internet is 100% secure.

Cookies

We use cookies and similar technologies to enhance your experience, analyze site traffic, and understand usage patterns. You can control cookie preferences through your browser settings.

Your Rights

You have the right to:

Access the personal information we hold about you
Request correction of inaccurate information
Request deletion of your information
Opt out of marketing communications

Contact Us

If you have questions about this privacy policy, please contact us at:

Estate Done Right
1845 Walnut Street, 19th Floor
Philadelphia, PA 19103
info@estatedoneright.ai