Privacy Policy

1. Overview

Estate Planning Dox (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your information when you use our website, services, and payment systems. This policy complies with applicable federal and state privacy laws and the requirements of major payment processors (e.g., Visa, Mastercard, American Express, Discover).

2. Information We Collect

We collect the following categories of information:

  • A.Personal Information
  • Name, address, phone number, email address
  • Payment and billing information (processed securely by third-party payment processors)
  • Identification documents when required for identity verification (e.g., estate planning documents or notarial forms)
  • B.Non-Personal Information
  • Browser type, device information, IP address, and usage data through cookies or analytics tools
  • Aggregated and anonymized website usage statistics
  • C. Document Information
  • Estate planning details, uploaded files, or user-generated content necessary to complete your requested services

3. How We Use Your Information

We use collected information to:

  • Provide estate planning document services
  • Process secure payments and maintain transaction records
  • Communicate with you regarding services, updates, and support
  • Comply with legal obligations (e.g., document retention, identity verification)
  • Prevent fraud and maintain platform security
  • Improve user experience and website functionality
  • We never sell personal data to third parties.

4. Payment Processing and Financial Data

Estate Planning Dox uses third-party, PCI-DSS-compliant payment processors to process payments securely:

  • We do not store or have access to your full payment card information.
  • Payment processors collect and process your financial data directly under their own privacy policies and compliance programs.
  • All payments use SSL encryption and tokenization to protect sensitive data.

5. Legal Basis for Processing (GDPR Compliance)

We process your personal data under the following legal bases:

  • Performance of a contract (to deliver estate planning services)
  • Compliance with legal obligations (recordkeeping, tax laws)
  • Legitimate business interests (fraud prevention, platform improvement)
  • Consent (for marketing or data sharing when applicable)

6. Data Retention

We retain information only as long as necessary to:

  • Complete your requested services
  • Maintain accurate records for accounting or legal compliance
  • Resolve disputes or enforce our agreements
  • Once data is no longer needed, it is securely deleted or anonymized.

7. Data Security

We use industry-standard security protocols, including:

  • SSL/TLS encryption for data transmission
  • Encrypted document storage
  • Role-based access controls and employee confidentiality agreements
  • Routine vulnerability scans and server monitoring
  • Despite these measures, no online system can guarantee absolute security. You share information at your own risk.

8. Cookies and Analytics

We use cookies and analytics tools to measure site performance and improve usability.

You may disable cookies in your browser settings, though this may affect site functionality.

9. Sharing and Disclosure

We only share information with:

  • Authorized service providers under strict confidentiality agreements
  • Payment processors for transaction completion
  • Legal or regulatory authorities when required by law (e.g., court orders, subpoenas)
  • We do not share or sell information for advertising or profiling purposes.

10. Your Rights

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

  • Access, correct, or delete your personal data
  • Withdraw consent where applicable
  • Receive a copy of your data in a portable format
  • Lodge a complaint with a data protection authority
  • Requests can be made by emailing info@estateplanningdox.com.

11. Third-Party Links

Our website may link to third-party websites or services. We are not responsible for their content or privacy practices. Review their privacy policies before providing personal data.

12. Children’s Privacy

Our services are not directed toward individuals under 18. We do not knowingly collect personal information from minors. If discovered, such data will be deleted immediately.

13. International Data Transfers

If you access our services from outside the United States, your data may be transferred to and processed on servers located in the U.S. or other countries with adequate data protection safeguards.

14. Updates to This Policy

We may revise this Privacy Policy periodically. Updates are effective upon posting to this page, with the date revised above. Continued use of our services after changes signifies acceptance.

15. Contact Us

For privacy concerns, data requests, or compliance questions, contact:

Estate Planning Dox Privacy Officer

Email: info@estateplanningdox.com