Privacy Policy
Last updated: March 2026
1. Information We Collect
We collect information you provide when using our estate planning platform, including personal details entered during the intake questionnaire (name, address, family information, asset details), account registration information (email, password), and payment information processed securely through Stripe.
2. How We Use Your Information
Your information is used to generate estate planning documents, facilitate attorney review, process payments, communicate about your account, and improve our services. We never sell your personal information to third parties.
3. Attorney-Client Privilege
Once you sign the engagement agreement and complete payment, an attorney-client relationship is established. All communications and documents created through the platform are protected by attorney-client privilege.
4. Data Security
We use industry-standard security measures to protect your data, including encryption at rest and in transit, secure authentication, and role-based access controls. Documents are stored in encrypted cloud storage.
5. Data Retention
Intake data for users who do not complete payment is automatically deleted after 30 days. For paying clients, documents and case records are retained in your secure vault until you request deletion.
6. Third-Party Services
We use trusted third-party services: Supabase (authentication and storage), Stripe (payment processing), and Anthropic (AI-assisted document language customization). Each provider maintains their own privacy practices and security standards.
7. Your Rights
You may request access to, correction of, or deletion of your personal data at any time by contacting us. You may also close your account, which will initiate our data deletion process.
8. Contact
For privacy-related questions, contact us at privacy@heirforge.com.