Privacy Policy

Last updated: February 2026

Our Commitment to Your Privacy

At Life Legacy Planner, we understand that estate planning involves your most personal and sensitive information. We are committed to protecting your privacy and handling your data with the utmost care and respect. This Privacy Policy explains how we collect, use, protect, and share your information.

Information We Collect

We collect information that you provide directly to us, including:

  • Personal identification information (name, email, phone number, address)
  • Financial information necessary for estate planning
  • Family and beneficiary information
  • Healthcare preferences and medical directives
  • Payment and billing information
  • Communications with our support team and Laura AI assistant

How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our estate planning services
  • Process your transactions and send related information
  • Send you technical notices, updates, and support messages
  • Respond to your comments, questions, and customer service requests
  • Communicate about products, services, and events
  • Monitor and analyze trends, usage, and activities

Data Security

We implement industry-standard security measures to protect your personal information from unauthorized access, disclosure, alteration, and destruction. This includes encryption, secure servers, regular security audits, and strict access controls. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

Information Sharing

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

  • With your consent or at your direction
  • With service providers who assist in our operations
  • To comply with legal obligations
  • To protect our rights, privacy, safety, or property
  • In connection with a merger, sale, or acquisition

Your Rights and Choices

You have the right to:

  • Access, update, or delete your personal information
  • Opt out of marketing communications
  • Request a copy of your data
  • Restrict or object to certain processing
  • Lodge a complaint with a supervisory authority

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us at [email protected] or 1-800-LEGACY-1.