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PRIVACY POLICY

Effective Date: July 23, 2026

NextGen Wills Powered by vLawsity (“NextGen Wills,” “Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting it. This Privacy Policy explains how we collect, use, disclose, retain, and safeguard personal information when you use our websites, applications, AI-powered tools, hosted services, and any products or services that link to this Privacy Policy (collectively, the “Services”).

By accessing or using the Services, you agree to this Privacy Policy and our Terms of Use & Terms of Service. If you do not agree, you must discontinue use of the Services.

 

1. SCOPE OF THIS PRIVACY POLICY

This Privacy Policy applies to personal information collected:

  • Through our websites, applications, and online Services
  • Through communications such as email, SMS, chat, and phone
  • Through documents or information you upload
  • Through professional partners acting on your behalf
  • Through nonprofit or sponsored benefit programs you choose to participate in
  • Through interactions with our applications on third-party sites that link to this Policy
  • Through public records, government databases, and property-information sources
  • Through any other sources that reference this Policy

This Privacy Policy does not apply to:

  • Offline data collection
  • Websites or services that do not link to this Policy
  • Third-party content accessible through the Services
  • Employees or job applicants (covered by separate notices)

The Services are intended for use by individuals located within the United States and its territories.

 

2. CHILDREN’S AND MINORS’ DATA

The Services are intended for adults 18 years of age or older. We do not knowingly collect personal information directly from children under 18.

As part of our estate-planning services, users may provide information regarding their dependent children or other minors for purposes such as naming beneficiaries, guardians,

trustees, or other estate-planning designations. We use such information solely to provide the Services and generate requested estate-planning documents.

If we learn that a child under 18 has provided personal information directly to us without verified parental consent, we will delete that information.

 

3. INFORMATION WE COLLECT

We collect personal information in four primary ways.

3A. Information You Provide Directly

This includes:

  • Contact and account information
  • Verified email address used for authentication
  • Government-issued identifiers (if provided)
  • Financial and transactional information
  • Real-property information (address, parcel number, deed details, ownership information)
  • Estate-planning information (beneficiaries, executors, guardians, trustees, assets, gifts, directives, pet-care choices, special-care information)
  • Information contained in uploaded documents
  • Customer-service communications
  • Feedback, surveys, or promotional responses
  • Sensitive personal information included in your estate plan
  • Information about third parties you include in your estate plan

3B. Information Collected Automatically

We and our service providers may collect:

  • IP address, browser, device, and operating-system information
  • User-agent and network metadata
  • Requested routes, date/time stamps, and request identifiers
  • Security and rate-limit events
  • Redacted runtime-error context
  • General location based on IP address
  • Essential cookies and similar technologies

We do not collect precise GPS, nearby network, or cell-tower location.

Session-Replay Tools

We may use session-replay tools (e.g., Hotjar, FullStory, Microsoft Clarity) solely to improve usability, diagnose issues, and enhance product performance. These tools do not capture estate-planning content, document data, or sensitive personal information.

3C. Information From Other Sources

We may receive information from:

  • Professional partners
  • Business, referral, and marketing partners
  • Public records and government databases
  • Social-media platforms when you choose to connect your account
  • Other users who include your information in their estate plan

D. Information Provided by Professional Partners

Professionals may upload documents or information on your behalf using our AI-powered tools. They are responsible for obtaining your consent and ensuring accuracy.

 

4. HOW WE USE YOUR INFORMATION

4A. To Provide the Services

We use information to:

  • Create and deliver estate-planning documents
  • Save drafts and present review screens
  • Generate requested legal documents
  • Process payments, taxes, refunds, and disputes
  • Verify your identity
  • Maintain authenticated sessions
  • Provide customer support
  • Notify individuals you designate
  • Provide concierge assistance
  • Operate hosted checkout and fulfillment workflows

4B. To Communicate With You

We may contact you to:

  • Provide updates about your estate plan
  • Send account or transaction-related messages
  • Provide document-status notifications
  • Respond to support requests
  • Share product or policy updates

SMS Communications

If you provide a phone number, we may send transactional SMS messages. You may opt out at any time by replying STOP.

4C. For Analytics, Reliability, and Service Improvement

We may use information to:

  • Diagnose errors
  • Improve reliability, accessibility, and usability
  • Conduct research and analytics
  • Test new features
  • Maintain audit records
  • Protect users and the Services
  • Enforce agreements
  • Prevent fraud and abuse

We do not use estate-planning information for behavioral or targeted advertising.

4D. Personalization

We may remember preferences and customize certain features to improve your experience.

4E. Artificial Intelligence Use

We use AI to:

  • Analyze uploaded documents
  • Extract information from deeds and legal documents
  • Assist with customer support
  • Improve internal workflows
  • Support operational processes
  • Provide automated assistance through call-center technologies

We do not use your personal information to train external AI models.

4F. With Your Consent

We may use your information for any purpose you explicitly authorize.

 

5. HOW WE DISCLOSE YOUR INFORMATION

We may disclose personal information to:

5A. Service Providers

Including providers supporting:

  • Hosting and infrastructure
  • Email delivery
  • Payment processing
  • Document generation and fulfillment
  • Security and fraud prevention
  • Analytics and product development
  • Customer communication
  • AI-powered tools

Estate-planning answers are not sent to Stripe or SendGrid.

5B. Corporate Affiliates and Subsidiaries

Entities that follow this Privacy Policy.

5C. Corporate Transactions

In mergers, acquisitions, reorganizations, or sales of assets.

5D. Legal Compliance

To comply with laws, regulations, legal processes, or government requests.

5E. Professional Partners You Authorize

Financial advisors or other professionals may access your account if you grant permission. They are responsible for obtaining consent and ensuring accuracy.

5F. Nonprofit Organizations You Designate

Except as otherwise described in this Section, we disclose information only to nonprofits that you expressly designate or authorize through the Services.

We do not:

  • Sell donor data
  • Share donor data with nonprofits you have not designated
  • Operate donor-analytics tiers
  • Share estate planning information for fundraising purposes
  • Share UTM or campaign or marketing metadata regarding your estate plan

If you use a nonprofit discount code, referral link, sponsored benefit, or similar program, we may share limited eligibility-verification information such as your name, email address, state of residence, age range, activation status, or other basic administrative information solely for referral validation or benefit administration purposes. No estate planning content, beneficiary information, uploaded documents, directives, property information, or other sensitive estate planning information will be disclosed.

5G. Sponsored Benefit Programs

If you access Services through an employer, union, membership organization, or financial institution, we may share limited benefit-administration information (e.g., activation date, product type). This is not a sale of personal information.

5H. Aggregate or Deidentified Information

May be disclosed without restriction.

 

6. COOKIES, ANALYTICS, AND ADVERTISING

We use cookies, pixels, tags, and similar technologies to operate the Services, understand usage patterns, improve functionality, and provide relevant advertising. We strictly separate estate planning data from marketing data.

6A. Essential Cookies

Used for authentication, security, fraud prevention, and core functionality.

6B. Analytics Technologies

We use analytics tools (e.g., Google Analytics, Hotjar, FullStory, Microsoft Clarity) to improve usability and performance. These tools do not access estate-planning content or documents.

6C. Advertising Technologies (Meta, Google, Email-Based Advertising)

We may use:

  • Meta Pixel
  • Google Ads / Google Tag Manager
  • Hashed email audience matching
  • Retargeting and remarketing tools
  • Conversion tracking
  • Custom audiences

These tools operate only on public-facing pages, such as:

  • Homepage
  • Blog
  • Educational content
  • Pricing pages
  • Marketing pages

Sensitive estate-planning information is never used for advertising.

We do not use or share:

  • Estate-planning answers
  • Beneficiary information
  • Guardianship selections
  • Executor or trustee details
  • Property information
  • Uploaded documents
  • Family relationships
  • Medical directives
  • Pet-care instructions
  • Any information contained within your estate plan

6D. Cross-Context Behavioral Advertising

Some advertising activities may constitute “sharing” under the California Consumer Privacy Act (CCPA/CPRA).

Such activities do not involve estate planning content, uploaded documents, beneficiary information, guardianship selections, directives, or any other sensitive estate planning information.

California residents may opt out by contacting [email protected].

6E. Your Choices

You may:

  • Adjust browser settings
  • Use Meta and Google opt-out tools
  • Use NAI and DAA industry opt-outs
  • Contact us to opt out of cross-context behavioral advertising

Blocking cookies may affect certain features.

6F. Browser Privacy Signals

Where required by applicable law, we honor valid browser-based opt-out preference signals, including Global Privacy Control (GPC), with respect to applicable advertising-related processing activities.

Because there is currently no universally accepted standard for Do Not Track (DNT) signals, the Services may not respond to DNT signals unless required by applicable law.

 

7. YOUR RIGHTS AND CHOICES

Depending on your state of residence, you may have rights to:

  • Access personal information
  • Request correction
  • Request deletion
  • Opt out of personal information sales or sharing
  • Opt out of targeted advertising
  • Opt out of certain profiling
  • Limit use of sensitive personal information
  • Appeal decisions regarding your requests To exercise these rights, contact: [email protected]

We may verify your identity through your verified email address.

Deceased Member Accounts

Authorized representatives may request access to a deceased user’s account upon providing legally sufficient documentation.

Deletion requests may be limited when records must be preserved for:

  • Document access
  • Billing
  • Fraud prevention
  • Legal holds
  • Dispute resolution
  • Other legal obligations

 

8. CALIFORNIA CONSUMER PRIVACY ACT (CCPA) NOTICE

This section applies only to California residents.

We collect categories of personal information including identifiers, government IDs (if provided), financial information, real-property information, internet activity, general location, professional information, sensitive personal information, and information extracted from uploaded documents.

We disclose personal information to service providers, professional partners, nonprofits you designate, sponsored benefit programs, affiliates, legal authorities, and corporate successors.

We may “share” certain limited information for advertising purposes. We do not sell personal information. You may opt out of sharing by contacting [email protected].

 

9. HOW WE PROTECT YOUR INFORMATION

We use administrative, technical, and organizational safeguards including:

  • Encryption in transit
  • Access controls
  • Secret-management controls
  • Security audit events
  • Rate limits
  • Redaction rules

No system is completely secure. Transmission of personal information is at your own risk.

9A. DATA BREACH NOTIFICATIONS

In the event of a security incident involving personal information, we may notify affected individuals, regulators, law enforcement agencies, or other parties when required by applicable law.

 

10. DATA RETENTION

We retain personal information as long as reasonably necessary to:

  • Provide the Services
  • Complete document and payment workflows
  • Maintain security and audit records
  • Resolve disputes
  • Enforce agreements
  • Meet legal, tax, and records obligations

Certain operational records may be deleted under configured retention rules. Submitted estate plans, generated documents, approval history, audit records, and billing records may be retained longer when required.

 

11. UNITED STATES PROCESSING

We operate the Services from the United States. If you access the Services from another jurisdiction, your information may be transferred to and processed in the United States.

 

12. DISPUTE RESOLUTION

Dispute-resolution procedures, including arbitration requirements, are described in our Terms of Use & Terms of Service.

 

13. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy from time to time. The date at the top of this page reflects the most recent update.

Your continued use of the Services after changes are posted means you accept the updated Policy.

 

14. CONTACT INFORMATION

For questions or to exercise your privacy rights, contact: [email protected]

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