Skip to main content
Estateur

Effective date: July 31, 2026 · Version 2026-07-31

Privacy Policy

Estateur ("Estateur," "we," "us," or "our") provides a software platform that estate-planning attorneys, law firms, and allied professional advisors (each, a "Subscriber," "you," or "your") use to draft, assemble, and manage estate-planning documents for their own clients. This Privacy Policy explains what information we collect, how we use and share it, how we protect it, and the choices available to you.

Estateur is a software provider, not a law firm. We do not provide legal advice and we do not form an attorney-client relationship with you or with your clients. As the licensed professional of record, you remain the controller of your client data and are responsible for your own professional, ethical, and confidentiality obligations.

This Policy applies to estateur.com and its subdomains, the Estateur web application, and related services (the "Service"). It does not apply to third-party websites or services we link to.

1. Information we collect

Subscriber account information. When you create an account or subscribe, we collect your name, work email address, password (stored only as a bcrypt hash, never in plaintext), and, where you provide them, your firm or business name, firm address, telephone number, role, practice area, jurisdiction/state, bar number and bar state, and firm branding you choose to upload.

Client and matter data you enter. To let you draft documents, the Service stores the information you and your clients enter about your clients and their matters, for example client and beneficiary names, contact details, family composition, asset descriptions, fiduciary appointments, healthcare wishes, and the estate-planning documents generated. Certain sensitive fields (for example, personal contact details and identifiers such as Social Security numbers) are encrypted at the field level before storage (see Security below). You control this data. We process it on your behalf to provide the Service.

Payment information. Subscription payments are processed by our payment processor, Stripe, Inc. Stripe collects and processes your card and billing details directly; Estateur receives only tokenized references and limited metadata (such as the last four digits of the card, subscription status, and billing period). We do not store full card numbers.

Agreement-acceptance records. When you accept our Terms of Service, Privacy Policy, and Subscriber Agreement at signup or checkout, we record your user identifier, the versions of the documents you accepted, the date and time of acceptance, and the IP address from which acceptance was submitted. We keep these records to evidence your agreement.

Automatically collected information. We collect standard server and application logs (IP address, browser and device type, pages requested, and timestamps) for security, fraud prevention, debugging, and to operate the Service. On our public marketing pages we may use cookies and analytics tools (see below).

2. How we use information

We use the information above to: create and administer your account and firm workspace; provide the document-drafting, assembly, storage, and related features you request; process subscription payments and manage billing, seats, renewals, and cancellations; authenticate users and secure the Service; provide support and respond to your requests; send transactional and service messages; maintain acceptance and audit records; detect, prevent, and investigate fraud, abuse, and security incidents; comply with legal obligations; and improve and develop the Service.

We do not sell your personal information or your clients' personal information. We do not use the contents of your client data or generated documents to train third-party AI models, and our AI subprocessor is contractually restricted from using submitted content to train its models.

3. How we share information (subprocessors)

We share information only as needed to run the Service, and with providers bound by contractual confidentiality and data-protection obligations. Our principal subprocessors are:

We will maintain a current list of subprocessors and update it as our providers change. We may also disclose information to comply with law, legal process, or a valid government request; to enforce our agreements or protect the rights, safety, and property of Estateur, our users, or others; and in connection with a merger, acquisition, financing, or sale of assets, subject to this Policy.

4. Cookies and analytics

We use strictly necessary cookies to keep you signed in and to operate the application. On our public marketing pages we may use analytics and advertising tools (which may include Google Analytics and the Meta advertising pixel) to understand traffic and measure marketing performance. These tools are not applied to the contents of your client data or generated documents. Where required by law, we present cookie choices; you can also control cookies through your browser settings.

5. Data retention

We retain account and firm data for as long as your account is active and as needed to provide the Service. We retain client and matter data you enter until you delete it or close your account, except where longer retention is required to comply with law, resolve disputes, or enforce our agreements. We retain limited billing and acceptance/audit records for the periods required for tax, accounting, and legal purposes. When data is deleted, we remove it from active systems and purge it from routine backups on our standard backup-rotation cycle. As the professional of record, you are responsible for retaining your own copies of client documents consistent with your recordkeeping and ethical obligations.

6. Security

We use commercially reasonable administrative, technical, and organizational safeguards designed to protect information, including: encryption in transit (TLS); field-level encryption (AES-256-GCM) of designated sensitive fields at rest; hashed (bcrypt) passwords; access controls and firm-level data isolation so one firm cannot access another firm's data; and logging and monitoring. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

We do not claim any specific security certification or attestation (for example, we make no SOC 2 or ISO 27001 representation) except where separately stated in writing. Estateur is not a HIPAA-covered entity and does not act as your HIPAA business associate unless we have signed a separate business associate agreement with you. You are responsible for determining whether your use of the Service meets your own regulatory and ethical obligations.

7. Your rights and choices

You may access, correct, or update your account information within the application or by contacting us. You may request deletion of your account and associated data as described above. Depending on your jurisdiction, you or your clients may have additional rights. Because much of the personal information in the Service relates to your clients, you generally act as the controller of that data; we will assist you, as processor, in responding to individual rights requests as required by applicable law and our agreement with you.

8. International users

The Service is operated in the United States, and information is processed and stored in the United States and other locations where our providers operate. If you access the Service from outside the United States, you understand that your information will be transferred to and processed in the United States, which may have different data-protection laws than your jurisdiction.

9. Changes to this Policy

We may update this Policy from time to time. When we make material changes, we will update the effective date and version above and provide notice through the Service or by email. Your continued use of the Service after the effective date of an updated Policy constitutes acceptance of the changes.

10. Contact

Estateur, 1 E. Erie St., Ste. 525, Chicago, IL 60611. Email: contact@estateur.com

Estateur is a software platform, not a law firm, and does not provide legal advice. Use of the Service does not create an attorney-client relationship.